黑天鹅90度
02-25
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
特朗普终止电车补贴，实则是特斯拉的“大利好”！
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":536329227509832,"tweetId":"536329227509832","gmtCreate":1771960634759,"gmtModify":1771960637318,"author":{"id":3446158426289641,"idStr":"3446158426289641","authorId":3446158426289641,"authorIdStr":"3446158426289641","name":"黑天鹅90度","avatar":"https://static.laohu8.com/23fdf51a514d478e43d83d182404967a","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":243,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>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</p></body></html>","htmlText":"<html><head></head><body><p>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</p></body></html>","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","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":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 <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":{"SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA 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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 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