特朗普终止电车补贴，实则是特斯拉的“大利好”！

华尔街见闻02-24

在美国，直接购买特斯拉汽车并不符合全额补贴的资格，取消补贴将给特斯拉的竞争对手带来更大的损失。特朗普终止电车补贴的计划，对特斯拉来说可能是件好事，因为这将给它的竞争对手带来更大的损失。当地时间周四，媒体报道称，美国当选总统唐纳德·特朗普的过渡团队计划取消消费者购买电动汽车时可获得的7500美元税收优惠。这项优惠补贴是拜登总统的《通胀削减法案》(IRA) 的核心措施之一。受该消息影响，电动车股...

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精彩评论

黑天鹅90度
02-25
黑天鹅90度
这是AI 翻新2024旧闻？还置顶？去年9月就取消了，文中说的计划取消，那都是当选前的计划了
千祥云集xyq
02-24
千祥云集xyq
不错的变革

发表看法

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Ives表示，“特朗普当选总统对电动汽车行业来说总体上是负面消息，然而我们认为这对特斯拉来说却是一个巨大的利好。”利好的原因在于，特斯拉向来不是这项补贴的最大受益方，相较于直接卖车的特斯拉，这项补贴对于通过“租赁漏洞”来享受税收优惠的其它汽车厂商更为有利。在美国，大多数消费者直接购买的汽车并不符合全额补贴的资格，因为它们的许多零部件或材料都来自海外，但租赁汽车不存在这些要求，消费者可以通过租赁来享受补贴。这也导致了美国电动车租赁激增。有数据统计，在美国出售的电动车中，有接近60%为长租而非直接购买。特斯拉是个例外，其商业模式更倾向于通过直接销售来获得利润，而非租赁。特斯拉认为，过度依赖租赁模式会导致车辆的残值下滑。相反，很多其他汽车制造商在定价时已经考虑到税收激励，补贴越大，产品对消费者的吸引力就越强。如果没有这些补贴，汽车制造商可能不得不降低价格以减少亏损，或者面临失去部分客户的风险。而且，在激烈的价格战下，特斯拉电动车依然能够盈利，而美国其它汽车制造商在电动车业务上一直是亏钱的，很多厂商十分依赖电动车补贴来减少亏损。也难怪马斯克对特朗普取消电动补贴的计划表示赞同。特斯拉的代表告诉特朗普的过渡委员会，他们支持取消这个补贴。马斯克今年早些时候表示，取消补贴可能会对特斯拉的销量造成轻微影响，但会对竞争对手造成更大的打击，其中包括通用汽车等传统车企。自特朗普当选以来以来，特斯拉的市值增加了3000亿美元，这一数字超过了福特、通用汽车和 Stellantis 的总市值。编辑/Somer","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[{"id":536329227509832,"gmtCreate":1771960634759,"gmtModify":1771960637318,"author":{"id":"3446158426289641","authorId":"3446158426289641","name":"黑天鹅90度","avatar":"https://static.laohu8.com/23fdf51a514d478e43d83d182404967a","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3446158426289641","authorIdStr":"3446158426289641"},"htmlText":"这是AI 翻新2024旧闻？还置顶？去年9月就取消了，文中说的计划取消，那都是当选前的计划了","listText":"这是AI 翻新2024旧闻？还置顶？去年9月就取消了，文中说的计划取消，那都是当选前的计划了","text":"这是AI 翻新2024旧闻？还置顶？去年9月就取消了，文中说的计划取消，那都是当选前的计划了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536329227509832","repostId":2613821756,"repostType":2,"repost":{"id":"2613821756","kind":"news","pubTimestamp":1771887805,"share":"https://www.laohu8.com/m/news/2613821756?lang=zh_CN&edition=full","pubTime":"2026-02-24 07:03","market":"us","language":"zh","title":"特朗普终止电车补贴，实则是特斯拉的“大利好”！","url":"https://stock-news.laohu8.com/highlight/detail?id=2613821756","media":"华尔街见闻","summary":"在美国，直接购买特斯拉汽车并不符合全额补贴的资格，取消补贴将给特斯拉的竞争对手带来更大的损失。也难怪马斯克对特朗普取消电动补贴的计划表示赞同。特斯拉的代表告诉特朗普的过渡委员会，他们支持取消这个补贴。自特朗普当选以来以来，特斯拉的市值增加了3000亿美元，这一数字超过了福特、通用汽车和 Stellantis 的总市值。","content":"<p>在美国，直接购买<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>汽车并不符合全额补贴的资格，取消补贴将给特斯拉的竞争对手带来更大的损失。</p><p>特朗普终止电车补贴的计划，对 <a href=\"https://laohu8.com/S/TSLA.US\">特斯拉 </a> 来说可能是件好事，因为这将给它的竞争对手带来更大的损失。</p><p>当地时间周四，媒体报道称，美国当选总统唐纳德·特朗普的过渡团队计划取消消费者购买电动汽车时可获得的7500美元税收优惠。这项优惠补贴是拜登总统的《通胀削减法案》(IRA) 的核心措施之一。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c2196de8ba412c60c22ab491af7b1409\" tg-width=\"1\" tg-height=\"1\"></p><p>受该消息影响，电动车股集体大跌，Nikola收跌22.76%，<a href=\"https://laohu8.com/S/ZK\">极氪</a>ADR收跌23.68%， “特斯拉劲敌”<a href=\"https://laohu8.com/S/RIVN\">Rivian</a>收跌14.3%，特斯拉收跌5.77%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d145e3ca26553c9a3dc5c084352bb29f\" tg-width=\"1024\" tg-height=\"677\"></p><p>Wedbush分析师Dan Ives表示，“特朗普当选总统对电动汽车行业来说总体上是负面消息，然而我们认为这对特斯拉来说却是一个巨大的利好。”</p><p>利好的原因在于，特斯拉向来不是这项补贴的最大受益方，相较于直接卖车的特斯拉，这项补贴对于通过“租赁漏洞”来享受税收优惠的其它汽车厂商更为有利。</p><p>在美国，大多数消费者直接购买的汽车并不符合全额补贴的资格，因为它们的许多零部件或材料都来自海外，但租赁汽车不存在这些要求，消费者可以通过租赁来享受补贴。</p><p>这也导致了美国电动车租赁激增。有数据统计，在美国出售的电动车中，有接近60%为长租而非直接购买。特斯拉是个例外，其商业模式更倾向于通过直接销售来获得利润，而非租赁。特斯拉认为，过度依赖租赁模式会导致车辆的残值下滑。</p><p>相反，很多其他汽车制造商在定价时已经考虑到税收激励，补贴越大，产品对消费者的吸引力就越强。如果没有这些补贴，汽车制造商可能不得不降低价格以减少亏损，或者面临失去部分客户的风险。</p><p>而且，在激烈的价格战下，特斯拉电动车依然能够盈利，而美国其它汽车制造商在电动车业务上一直是亏钱的，很多厂商十分依赖电动车补贴来减少亏损。</p><p>也难怪马斯克对特朗普取消电动补贴的计划表示赞同。特斯拉的代表告诉特朗普的过渡委员会，他们支持取消这个补贴。马斯克今年早些时候表示，取消补贴可能会对特斯拉的销量造成轻微影响，但会对竞争对手造成更大的打击，其中包括<a href=\"https://laohu8.com/S/GM\">通用汽车</a>等传统车企。</p><p>自特朗普当选以来以来，特斯拉的市值增加了3000亿美元，这一数字超过了<a href=\"https://laohu8.com/S/F\">福特</a>、通用汽车和 Stellantis 的总市值。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6cfda55ae430010b8f64c4e42870640d\" tg-width=\"750\" tg-height=\"490\"></p><p>编辑/Somer</p>","source":"tencent","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特朗普终止电车补贴，实则是特斯拉的“大利好”！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-24 07:03 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224070335a4c04279&s=b><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在美国，直接购买特斯拉汽车并不符合全额补贴的资格，取消补贴将给特斯拉的竞争对手带来更大的损失。特朗普终止电车补贴的计划，对 特斯拉  来说可能是件好事，因为这将给它的竞争对手带来更大的损失。当地时间周四，媒体报道称，美国当选总统唐纳德·特朗普的过渡团队计划取消消费者购买电动汽车时可获得的7500美元税收优惠。这项优惠补贴是拜登总统的《通胀削减法案》(IRA) 的核心措施之一。受该消息影响，电动车股...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224070335a4c04279&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSDD":"2倍做空TSLA ETF-GraniteShares","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","TSYY":"收益增强TSLA ETF-GraniteShares","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","SG9999015952.SGD":"LIONGLOBAL 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STRATEGIC EQUITY \"A\" (USD) INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224070335a4c04279&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2613821756","content_text":"在美国，直接购买特斯拉汽车并不符合全额补贴的资格，取消补贴将给特斯拉的竞争对手带来更大的损失。特朗普终止电车补贴的计划，对 特斯拉  来说可能是件好事，因为这将给它的竞争对手带来更大的损失。当地时间周四，媒体报道称，美国当选总统唐纳德·特朗普的过渡团队计划取消消费者购买电动汽车时可获得的7500美元税收优惠。这项优惠补贴是拜登总统的《通胀削减法案》(IRA) 的核心措施之一。受该消息影响，电动车股集体大跌，Nikola收跌22.76%，极氪ADR收跌23.68%， “特斯拉劲敌”Rivian收跌14.3%，特斯拉收跌5.77%。Wedbush分析师Dan Ives表示，“特朗普当选总统对电动汽车行业来说总体上是负面消息，然而我们认为这对特斯拉来说却是一个巨大的利好。”利好的原因在于，特斯拉向来不是这项补贴的最大受益方，相较于直接卖车的特斯拉，这项补贴对于通过“租赁漏洞”来享受税收优惠的其它汽车厂商更为有利。在美国，大多数消费者直接购买的汽车并不符合全额补贴的资格，因为它们的许多零部件或材料都来自海外，但租赁汽车不存在这些要求，消费者可以通过租赁来享受补贴。这也导致了美国电动车租赁激增。有数据统计，在美国出售的电动车中，有接近60%为长租而非直接购买。特斯拉是个例外，其商业模式更倾向于通过直接销售来获得利润，而非租赁。特斯拉认为，过度依赖租赁模式会导致车辆的残值下滑。相反，很多其他汽车制造商在定价时已经考虑到税收激励，补贴越大，产品对消费者的吸引力就越强。如果没有这些补贴，汽车制造商可能不得不降低价格以减少亏损，或者面临失去部分客户的风险。而且，在激烈的价格战下，特斯拉电动车依然能够盈利，而美国其它汽车制造商在电动车业务上一直是亏钱的，很多厂商十分依赖电动车补贴来减少亏损。也难怪马斯克对特朗普取消电动补贴的计划表示赞同。特斯拉的代表告诉特朗普的过渡委员会，他们支持取消这个补贴。马斯克今年早些时候表示，取消补贴可能会对特斯拉的销量造成轻微影响，但会对竞争对手造成更大的打击，其中包括通用汽车等传统车企。自特朗普当选以来以来，特斯拉的市值增加了3000亿美元，这一数字超过了福特、通用汽车和 Stellantis 的总市值。编辑/Somer","news_type":1,"symbols_score_info":{"TSDD":0.6,"07766":0.6,"CRSH":0.6,"TSLW":0.6,"TSLY":0.6,"TSL":0.6,"TSLR":0.6,"TSLQ":0.6,"TSLP":0.6,"TSLI":0.6,"TSLO":0.6,"TEST":0.6,"TSLA":1.96,"TSLZ":0.6,"TSLS":0.6,"TESL":0.6,"TSII":0.6,"TSLG":0.6,"TLA":0.6,"TSLT":0.6,"TSYY":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":536150615111016,"gmtCreate":1771917035572,"gmtModify":1771917037676,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"htmlText":"不错的变革","listText":"不错的变革","text":"不错的变革","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536150615111016","repostId":2613821756,"repostType":2,"repost":{"id":"2613821756","kind":"news","pubTimestamp":1771887805,"share":"https://www.laohu8.com/m/news/2613821756?lang=zh_CN&edition=full","pubTime":"2026-02-24 07:03","market":"us","language":"zh","title":"特朗普终止电车补贴，实则是特斯拉的“大利好”！","url":"https://stock-news.laohu8.com/highlight/detail?id=2613821756","media":"华尔街见闻","summary":"在美国，直接购买特斯拉汽车并不符合全额补贴的资格，取消补贴将给特斯拉的竞争对手带来更大的损失。也难怪马斯克对特朗普取消电动补贴的计划表示赞同。特斯拉的代表告诉特朗普的过渡委员会，他们支持取消这个补贴。自特朗普当选以来以来，特斯拉的市值增加了3000亿美元，这一数字超过了福特、通用汽车和 Stellantis 的总市值。","content":"<p>在美国，直接购买<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>汽车并不符合全额补贴的资格，取消补贴将给特斯拉的竞争对手带来更大的损失。</p><p>特朗普终止电车补贴的计划，对 <a href=\"https://laohu8.com/S/TSLA.US\">特斯拉 </a> 来说可能是件好事，因为这将给它的竞争对手带来更大的损失。</p><p>当地时间周四，媒体报道称，美国当选总统唐纳德·特朗普的过渡团队计划取消消费者购买电动汽车时可获得的7500美元税收优惠。这项优惠补贴是拜登总统的《通胀削减法案》(IRA) 的核心措施之一。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c2196de8ba412c60c22ab491af7b1409\" tg-width=\"1\" tg-height=\"1\"></p><p>受该消息影响，电动车股集体大跌，Nikola收跌22.76%，<a href=\"https://laohu8.com/S/ZK\">极氪</a>ADR收跌23.68%， “特斯拉劲敌”<a href=\"https://laohu8.com/S/RIVN\">Rivian</a>收跌14.3%，特斯拉收跌5.77%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d145e3ca26553c9a3dc5c084352bb29f\" tg-width=\"1024\" tg-height=\"677\"></p><p>Wedbush分析师Dan Ives表示，“特朗普当选总统对电动汽车行业来说总体上是负面消息，然而我们认为这对特斯拉来说却是一个巨大的利好。”</p><p>利好的原因在于，特斯拉向来不是这项补贴的最大受益方，相较于直接卖车的特斯拉，这项补贴对于通过“租赁漏洞”来享受税收优惠的其它汽车厂商更为有利。</p><p>在美国，大多数消费者直接购买的汽车并不符合全额补贴的资格，因为它们的许多零部件或材料都来自海外，但租赁汽车不存在这些要求，消费者可以通过租赁来享受补贴。</p><p>这也导致了美国电动车租赁激增。有数据统计，在美国出售的电动车中，有接近60%为长租而非直接购买。特斯拉是个例外，其商业模式更倾向于通过直接销售来获得利润，而非租赁。特斯拉认为，过度依赖租赁模式会导致车辆的残值下滑。</p><p>相反，很多其他汽车制造商在定价时已经考虑到税收激励，补贴越大，产品对消费者的吸引力就越强。如果没有这些补贴，汽车制造商可能不得不降低价格以减少亏损，或者面临失去部分客户的风险。</p><p>而且，在激烈的价格战下，特斯拉电动车依然能够盈利，而美国其它汽车制造商在电动车业务上一直是亏钱的，很多厂商十分依赖电动车补贴来减少亏损。</p><p>也难怪马斯克对特朗普取消电动补贴的计划表示赞同。特斯拉的代表告诉特朗普的过渡委员会，他们支持取消这个补贴。马斯克今年早些时候表示，取消补贴可能会对特斯拉的销量造成轻微影响，但会对竞争对手造成更大的打击，其中包括<a href=\"https://laohu8.com/S/GM\">通用汽车</a>等传统车企。</p><p>自特朗普当选以来以来，特斯拉的市值增加了3000亿美元，这一数字超过了<a href=\"https://laohu8.com/S/F\">福特</a>、通用汽车和 Stellantis 的总市值。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6cfda55ae430010b8f64c4e42870640d\" tg-width=\"750\" tg-height=\"490\"></p><p>编辑/Somer</p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特朗普终止电车补贴，实则是特斯拉的“大利好”！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特朗普终止电车补贴，实则是特斯拉的“大利好”！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-24 07:03 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224070335a4c04279&s=b><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在美国，直接购买特斯拉汽车并不符合全额补贴的资格，取消补贴将给特斯拉的竞争对手带来更大的损失。特朗普终止电车补贴的计划，对 特斯拉  来说可能是件好事，因为这将给它的竞争对手带来更大的损失。当地时间周四，媒体报道称，美国当选总统唐纳德·特朗普的过渡团队计划取消消费者购买电动汽车时可获得的7500美元税收优惠。这项优惠补贴是拜登总统的《通胀削减法案》(IRA) 的核心措施之一。受该消息影响，电动车股...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224070335a4c04279&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSDD":"2倍做空TSLA ETF-GraniteShares","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0672654240.SGD":"FTIF 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SGD","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224070335a4c04279&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2613821756","content_text":"在美国，直接购买特斯拉汽车并不符合全额补贴的资格，取消补贴将给特斯拉的竞争对手带来更大的损失。特朗普终止电车补贴的计划，对 特斯拉  来说可能是件好事，因为这将给它的竞争对手带来更大的损失。当地时间周四，媒体报道称，美国当选总统唐纳德·特朗普的过渡团队计划取消消费者购买电动汽车时可获得的7500美元税收优惠。这项优惠补贴是拜登总统的《通胀削减法案》(IRA) 的核心措施之一。受该消息影响，电动车股集体大跌，Nikola收跌22.76%，极氪ADR收跌23.68%， “特斯拉劲敌”Rivian收跌14.3%，特斯拉收跌5.77%。Wedbush分析师Dan Ives表示，“特朗普当选总统对电动汽车行业来说总体上是负面消息，然而我们认为这对特斯拉来说却是一个巨大的利好。”利好的原因在于，特斯拉向来不是这项补贴的最大受益方，相较于直接卖车的特斯拉，这项补贴对于通过“租赁漏洞”来享受税收优惠的其它汽车厂商更为有利。在美国，大多数消费者直接购买的汽车并不符合全额补贴的资格，因为它们的许多零部件或材料都来自海外，但租赁汽车不存在这些要求，消费者可以通过租赁来享受补贴。这也导致了美国电动车租赁激增。有数据统计，在美国出售的电动车中，有接近60%为长租而非直接购买。特斯拉是个例外，其商业模式更倾向于通过直接销售来获得利润，而非租赁。特斯拉认为，过度依赖租赁模式会导致车辆的残值下滑。相反，很多其他汽车制造商在定价时已经考虑到税收激励，补贴越大，产品对消费者的吸引力就越强。如果没有这些补贴，汽车制造商可能不得不降低价格以减少亏损，或者面临失去部分客户的风险。而且，在激烈的价格战下，特斯拉电动车依然能够盈利，而美国其它汽车制造商在电动车业务上一直是亏钱的，很多厂商十分依赖电动车补贴来减少亏损。也难怪马斯克对特朗普取消电动补贴的计划表示赞同。特斯拉的代表告诉特朗普的过渡委员会，他们支持取消这个补贴。马斯克今年早些时候表示，取消补贴可能会对特斯拉的销量造成轻微影响，但会对竞争对手造成更大的打击，其中包括通用汽车等传统车企。自特朗普当选以来以来，特斯拉的市值增加了3000亿美元，这一数字超过了福特、通用汽车和 Stellantis 的总市值。编辑/Somer","news_type":1,"symbols_score_info":{"TSDD":0.6,"07766":0.6,"CRSH":0.6,"TSLW":0.6,"TSLY":0.6,"TSL":0.6,"TSLR":0.6,"TSLQ":0.6,"TSLP":0.6,"TSLI":0.6,"TSLO":0.6,"TEST":0.6,"TSLA":1.96,"TSLZ":0.6,"TSLS":0.6,"TESL":0.6,"TSII":0.6,"TSLG":0.6,"TLA":0.6,"TSLT":0.6,"TSYY":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":5,"commentSize":2,"repostSize":2,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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