汽车行业点评报告：特斯拉推出MODEL 3Y STANDARD简评_老虎社区_美港股上老虎

汽车行业点评报告：特斯拉推出MODEL 3Y STANDARD简评

招商证券股份有...10-09

10 月7 日，美国官网上线Model3/Y Standard 版，我们点评如下。事件：特斯拉10 月7 日美国官网上线Model3/Y Standard 版，起售价分别为3.7 万/4 万美元，相比原入门款售价下探5 千/5.5 千美元，降幅超10%。分析：a）性能：续航下降，其中Model 3 下降约12%，Model Y 在18/19 英寸轮毂下分别下降3-8%；功率和加速性能略降；充电功率...

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jzang39
·10-09
这种割韭菜的东西，想坑中国消费者？
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14:34","market":"us","language":"zh","title":"汽车行业点评报告：特斯拉推出MODEL 3Y STANDARD简评","url":"https://stock-news.laohu8.com/highlight/detail?id=2574138322","media":"招商证券股份有...","summary":"事件：特斯拉10 月7 日美国官网上线Model3/Y Standard 版，起售价分别为3.7 万/4 万美元，相比原入门款售价下探5 千/5.5 千美元，降幅超10%。预计美国市场今年12 月启动交付，其他地区在明年初。点评：1）Model Y Standard 定价略高于市场预期。不过后续新款、老款车型的定价策略，都有可能视7500 美金补贴取消后订单反馈而动态调整。2）市场对于明年特斯拉的销量没有形成统一的预期，处于观察阶段。等待Q4 的高频数据及Q3 业绩会交流口径。","content":"<html><body><article><p>10 月7 日，美国官网上线Model3/Y Standard 版，我们点评如下。</p><p>事件：</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>10 月7 日美国官网上线Model3/Y Standard 版，起售价分别为3.7 万/4 万美元，相比原入门款售价下探5 千/5.5 千美元，降幅超10%。</p><p>分析：</p><p>a）性能：续航下降，其中Model 3 下降约12%，Model Y 在18/19 英寸轮毂下分别下降3-8%；功率和加速性能略降；充电功率下降10%；b）外观：Model Y 取消贯穿式灯带，车顶保留天幕但内部加装衬里；Model 3变化不大；</p><p>c）内饰：取消氛围灯，织物材料座椅，内饰更多采用塑料等廉价材料；d）配置：取消后排娱乐屏，减少扬声器数量，一系列电动调节改为手动（方向盘、后视镜等），简配悬架和空气过滤系统；e）智驾：仅支持ACC 自适应巡航，取消了自动转向功能；f）交付：官方未明确。预计美国市场今年12 月启动交付，其他地区在明年初。</p><p>点评：</p><p>1）Model Y Standard 定价略高于市场预期（原预期不含补贴3.7 万美元）。</p><p>不过后续新款、老款车型的定价策略，都有可能视7500 美金补贴取消后订单反馈而动态调整。</p><p>2）市场对于明年特斯拉的销量没有形成统一的预期，处于观察阶段。等待Q4 的高频数据及Q3 业绩会交流口径。</p></article></body></html>","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>汽车行业点评报告：特斯拉推出MODEL 3Y STANDARD简评</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汽车行业点评报告：特斯拉推出MODEL 3Y STANDARD简评\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-09 14:34 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025100914344494c011cd&s=b><strong>招商证券股份有...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10 月7 日，美国官网上线Model3/Y Standard 版，我们点评如下。事件：特斯拉10 月7 日美国官网上线Model3/Y Standard 版，起售价分别为3.7 万/4 万美元，相比原入门款售价下探5 千/5.5 千美元，降幅超10%。分析：a）性能：续航下降，其中Model 3 下降约12%，Model Y 在18/19 英寸轮毂下分别下降3-8%；功率和加速性能略降；充电功率...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025100914344494c011cd&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","BK4581":"高盛持仓","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) 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Growth Cl AMg2 DIS H2-SGD","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","TSLL":"2倍做多TSLA ETF-Direxion","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4598":"佩洛西持仓","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4604":"机器人概念","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025100914344494c011cd&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2574138322","content_text":"10 月7 日，美国官网上线Model3/Y Standard 版，我们点评如下。事件：特斯拉10 月7 日美国官网上线Model3/Y Standard 版，起售价分别为3.7 万/4 万美元，相比原入门款售价下探5 千/5.5 千美元，降幅超10%。分析：a）性能：续航下降，其中Model 3 下降约12%，Model Y 在18/19 英寸轮毂下分别下降3-8%；功率和加速性能略降；充电功率下降10%；b）外观：Model Y 取消贯穿式灯带，车顶保留天幕但内部加装衬里；Model 3变化不大；c）内饰：取消氛围灯，织物材料座椅，内饰更多采用塑料等廉价材料；d）配置：取消后排娱乐屏，减少扬声器数量，一系列电动调节改为手动（方向盘、后视镜等），简配悬架和空气过滤系统；e）智驾：仅支持ACC 自适应巡航，取消了自动转向功能；f）交付：官方未明确。预计美国市场今年12 月启动交付，其他地区在明年初。点评：1）Model Y Standard 定价略高于市场预期（原预期不含补贴3.7 万美元）。不过后续新款、老款车型的定价策略，都有可能视7500 美金补贴取消后订单反馈而动态调整。2）市场对于明年特斯拉的销量没有形成统一的预期，处于观察阶段。等待Q4 的高频数据及Q3 业绩会交流口径。","news_type":1,"symbols_score_info":{"TSYW.SI":0.6,"TSLA":1.5,"TSLL":1.5}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}