特斯拉跌近3%，Cybertruck需求锐减，电池材料订单缩水99%_老虎社区_美港股上老虎

特斯拉跌近3%，Cybertruck需求锐减，电池材料订单缩水99%

格隆汇2025-12-29

周一，特斯拉低开低走，截至发稿跌幅近3%。消息上，因Cybertruck项目延期及特斯拉生产策略调整，其供应商韩国L&F公司签订的3.83万亿韩元高镍正极材料合同被削减至仅973万韩元，缩水约99%。该材料原计划用于Cybertruck电池，但车型推迟及消费者偏好转移导致实际需求锐减。此外，《通胀削减法案》等政策变动也影响了特斯拉的采购计划。

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