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- zhuhong2670zhuhong2670
  ·12-01
  $NEOS Nasdaq 100 High Income ETF(QQQI)$ 十一月的分红怎么还没收到？系统没显示
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- zhuhong2670zhuhong2670
  ·11-27
  电车不死就行能提供现金流熬到机器人量产就完成使命
  当马斯克沉迷机器人梦想之时，特斯拉的主营业务正日趋黯淡
  欧洲、中国和美国——均面临销售压力。
  当马斯克沉迷机器人梦想之时，特斯拉的主营业务正日趋黯淡
  31 评论
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- zhuhong2670zhuhong2670
  ·10-31
  $明略科技-W(02718)$ 啥情况不支持暗盘交易？
  246 评论
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- zhuhong2670zhuhong2670
  ·08-18
  $哔哩哔哩-W(09626)$ 蒙古上单成了？
  1,285 评论
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- zhuhong2670zhuhong2670
  ·07-23
  财报拉升出货[微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑]
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十一月的分红怎么还没收到？系统没显示","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/506002308882736","isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3464003927852150","authorId":"3464003927852150","name":"zhuhong2670","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"authorIdStr":"3464003927852150","idStr":"3464003927852150"},"content":"发完就收到了[财迷][财迷][财迷]","text":"发完就收到了[财迷][财迷][财迷]","html":"发完就收到了[财迷][财迷][财迷]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504437002859056,"gmtCreate":1764181613593,"gmtModify":1764190256676,"author":{"id":"3464003927852150","authorId":"3464003927852150","name":"zhuhong2670","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464003927852150","idStr":"3464003927852150"},"themes":[],"title":"","htmlText":"电车不死就行 能提供现金流熬到机器人量产就完成使命","listText":"电车不死就行 能提供现金流熬到机器人量产就完成使命","text":"电车不死就行 能提供现金流熬到机器人量产就完成使命","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504437002859056","repostId":"1194244383","repostType":2,"repost":{"id":"1194244383","kind":"news","pubTimestamp":1764157406,"share":"https://www.laohu8.com/m/news/1194244383?lang=&edition=full","pubTime":"2025-11-26 19:43","market":"us","language":"zh","title":"当马斯克沉迷机器人梦想之时，特斯拉的主营业务正日趋黯淡","url":"https://stock-news.laohu8.com/highlight/detail?id=1194244383","media":"智通财经","summary":"欧洲、中国和美国——均面临销售压力。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 首席执行官埃隆・马斯克今年大部分精力都集中在该公司的机器人业务布局，以及推动股东批准其新拟定的万亿级薪酬方案上。而与此同时，特斯拉的主营业务——汽车销售——的前景却正日趋黯淡。</p><p style=\"text-align: justify;\">这家电动汽车制造商在全球三大汽车市场——欧洲、中国和美国——均面临销售压力。欧洲汽车制造商协会周二发布的数据显示，10月特斯拉在欧洲市场的销量同比暴跌48.5%。今年迄今为止，其在该地区的销量下降了约30%，而整个行业的电动汽车销量却飙升了26%。</p><p style=\"text-align: justify;\">Visible Alpha的数据显示，尽管第三季度交付量因美国消费者抢在9月30日电动汽车税收抵免到期前购车而创下纪录，但特斯拉今年的全球汽车交付量预计将下降7%，而2024年已下降了1%。</p><p style=\"text-align: justify;\">欧洲市场的疲软表现表明，自去年年底马斯克公开赞扬极右翼人物引发欧洲各地抗议、导致销量陷入混乱以来，销售状况难以快速反弹。近几个月来，马斯克在政治议题上相对沉默，但特斯拉的欧洲业务并未恢复，这预示着更深层次的问题存在。</p><p style=\"text-align: justify;\">分析师指出，就在2023年，特斯拉Model Y SUV还是全球最畅销的车型，无论是燃油车还是电动车。但如今特斯拉在销量榜上的排名已然下滑，原因可能在于竞争对手推出了大量经过改进且定价更低的电动汽车，相比之下，特斯拉自身车型阵容单一，产品已显陈旧。</p><p style=\"text-align: justify;\">特斯拉未回应置评请求。</p><p style=\"text-align: justify;\">去年年底，马斯克曾向股东承诺2025年汽车销量将实现20%至30%的增长。今年1月，特斯拉还表示预计将恢复增长，但未提供具体预估，并在随后的季度撤回了这一展望。而到了10月，该公司进一步表态称，未来销量增长将取决于宏观经济环境、汽车自动驾驶技术的落地速度以及工厂产能爬坡进度。</p><p style=\"text-align: justify;\"><strong>被大众反超：欧洲市场优势不再</strong></p><p style=\"text-align: justify;\">特斯拉在欧洲市场的困境尤为严峻。目前该地区已有十余款电动汽车售价低于3万美元，且更多平价车型正陆续推出。与此同时，中国汽车品牌凭借亮眼设计和多元化产品组合(涵盖纯电、燃油及混动车型)大举进军欧洲市场。</p><p style=\"text-align: justify;\">分析师普遍认为，特斯拉在欧洲市场缺乏快速解决之道——其目前仅提供Model 3和Model Y两款主流车型，近期虽推出简配低价版Model Y以提振销量，但收效有限。</p><p style=\"text-align: justify;\">反观竞争对手，电动汽车产品正快速扩容。在英国市场，包括众多中国新势力品牌在内的车企共推出超过150款电动车型。据电动汽车购车咨询网站Electrifying.com数据，明年至少将有50款全新电动车型亮相欧洲。</p><p style=\"text-align: justify;\">该网站首席执行官Ginny Buckley表示：“在这50款新车中，没有一款来自特斯拉。”</p><p style=\"text-align: justify;\">销量数据更能反映特斯拉的颓势：10月比亚迪(01211)在欧洲销量达17470辆，是特斯拉同期销量的两倍多。大众汽车今年前9月电动汽车销量同比激增78.2%，达522600辆，是特斯拉同期销量的三倍，这清晰地表明特斯拉在欧洲电动车市场的主导地位已显著弱化。</p><p style=\"text-align: justify;\">值得一提的是，大众在2017年柴油排放作弊丑闻后全力转型电动化，但多年来进展缓慢，曾一度远远落后于特斯拉，以致其前任首席执行官公开表达了对特斯拉所构成威胁的担忧。</p><p style=\"text-align: justify;\">杜伊斯堡–埃森大学汽车研究中心(CAR)负责人Ferdinand Dudenhoeffer指出：“马斯克面临的问题不仅来自自身产品和中国车企，欧洲本土品牌的快速追赶同样构成巨大压力。”</p><p style=\"text-align: justify;\"><strong>在华销量下滑 美国前景堪忧</strong></p><p style=\"text-align: justify;\">在中国市场，特斯拉的销量和市场份额虽未出现欧洲市场般的断崖式下滑，但同样呈下降趋势。10月特斯拉中国交付量降至三年低点，同比下滑35.8%;今年前10月累计销量同比下降8.4%。</p><p style=\"text-align: justify;\">当前特斯拉在中国市场正面临着焕新升级的中国传统品牌和新势力的双重冲击。</p><p style=\"text-align: justify;\">美国市场方面，研究机构Motor Intelligence数据显示，受消费者赶在9月30日7500美元税收抵免政策到期前抢购的影响，特斯拉9月销量同比激增18%，但这一势头在10月戛然而止，当月销量同比下滑24%。汽车行业高管普遍预计，美国电动汽车市场将持续处于低迷状态。</p><p style=\"text-align: justify;\">不过分析师指出，特斯拉仍存在结构性机遇：通用汽车、福特、本田等传统车企正缩减电动汽车产品布局和工厂投资;此外，特斯拉近期推出的Model Y和Model 3新款低价版(售价下调约5000美元)有望助力其巩固市场份额。</p><p style=\"text-align: justify;\">部分分析师认为，特斯拉需要推出全新车型以重振销量，但目前尚无迹象表明其正在研发面向人类驾驶者的新车型——马斯克正将重心转向自动驾驶出租车和人形机器人业务。</p><p style=\"text-align: justify;\">值得关注的是，马斯克的新薪酬方案并未对销量增长设定过高要求。根据该方案，只要特斯拉未来十年年均汽车销量达到120万辆，同时股价实现上涨，马斯克即可解锁数十亿美元的激励奖励——这一销量目标较2024年该公司实际销量还要低约50万辆。</p></body></html>","source":"highlight_zhitongcaijin","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>当马斯克沉迷机器人梦想之时，特斯拉的主营业务正日趋黯淡</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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当马斯克沉迷机器人梦想之时，特斯拉的主营业务正日趋黯淡\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-26 19:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1374048.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉 首席执行官埃隆・马斯克今年大部分精力都集中在该公司的机器人业务布局，以及推动股东批准其新拟定的万亿级薪酬方案上。而与此同时，特斯拉的主营业务——汽车销售——的前景却正日趋黯淡。这家电动汽车制造商在全球三大汽车市场——欧洲、中国和美国——均面临销售压力。欧洲汽车制造商协会周二发布的数据显示，10月特斯拉在欧洲市场的销量同比暴跌48.5%。今年迄今为止，其在该地区的销量下降了约30%，而整个...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1374048.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/340d3c04436bbba1df239d6d4a7e3fd2","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.zhitongcaijing.com/content/detail/1374048.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1194244383","content_text":"特斯拉 首席执行官埃隆・马斯克今年大部分精力都集中在该公司的机器人业务布局，以及推动股东批准其新拟定的万亿级薪酬方案上。而与此同时，特斯拉的主营业务——汽车销售——的前景却正日趋黯淡。这家电动汽车制造商在全球三大汽车市场——欧洲、中国和美国——均面临销售压力。欧洲汽车制造商协会周二发布的数据显示，10月特斯拉在欧洲市场的销量同比暴跌48.5%。今年迄今为止，其在该地区的销量下降了约30%，而整个行业的电动汽车销量却飙升了26%。Visible Alpha的数据显示，尽管第三季度交付量因美国消费者抢在9月30日电动汽车税收抵免到期前购车而创下纪录，但特斯拉今年的全球汽车交付量预计将下降7%，而2024年已下降了1%。欧洲市场的疲软表现表明，自去年年底马斯克公开赞扬极右翼人物引发欧洲各地抗议、导致销量陷入混乱以来，销售状况难以快速反弹。近几个月来，马斯克在政治议题上相对沉默，但特斯拉的欧洲业务并未恢复，这预示着更深层次的问题存在。分析师指出，就在2023年，特斯拉Model Y SUV还是全球最畅销的车型，无论是燃油车还是电动车。但如今特斯拉在销量榜上的排名已然下滑，原因可能在于竞争对手推出了大量经过改进且定价更低的电动汽车，相比之下，特斯拉自身车型阵容单一，产品已显陈旧。特斯拉未回应置评请求。去年年底，马斯克曾向股东承诺2025年汽车销量将实现20%至30%的增长。今年1月，特斯拉还表示预计将恢复增长，但未提供具体预估，并在随后的季度撤回了这一展望。而到了10月，该公司进一步表态称，未来销量增长将取决于宏观经济环境、汽车自动驾驶技术的落地速度以及工厂产能爬坡进度。被大众反超：欧洲市场优势不再特斯拉在欧洲市场的困境尤为严峻。目前该地区已有十余款电动汽车售价低于3万美元，且更多平价车型正陆续推出。与此同时，中国汽车品牌凭借亮眼设计和多元化产品组合(涵盖纯电、燃油及混动车型)大举进军欧洲市场。分析师普遍认为，特斯拉在欧洲市场缺乏快速解决之道——其目前仅提供Model 3和Model Y两款主流车型，近期虽推出简配低价版Model Y以提振销量，但收效有限。反观竞争对手，电动汽车产品正快速扩容。在英国市场，包括众多中国新势力品牌在内的车企共推出超过150款电动车型。据电动汽车购车咨询网站Electrifying.com数据，明年至少将有50款全新电动车型亮相欧洲。该网站首席执行官Ginny Buckley表示：“在这50款新车中，没有一款来自特斯拉。”销量数据更能反映特斯拉的颓势：10月比亚迪(01211)在欧洲销量达17470辆，是特斯拉同期销量的两倍多。大众汽车今年前9月电动汽车销量同比激增78.2%，达522600辆，是特斯拉同期销量的三倍，这清晰地表明特斯拉在欧洲电动车市场的主导地位已显著弱化。值得一提的是，大众在2017年柴油排放作弊丑闻后全力转型电动化，但多年来进展缓慢，曾一度远远落后于特斯拉，以致其前任首席执行官公开表达了对特斯拉所构成威胁的担忧。杜伊斯堡–埃森大学汽车研究中心(CAR)负责人Ferdinand Dudenhoeffer指出：“马斯克面临的问题不仅来自自身产品和中国车企，欧洲本土品牌的快速追赶同样构成巨大压力。”在华销量下滑 美国前景堪忧在中国市场，特斯拉的销量和市场份额虽未出现欧洲市场般的断崖式下滑，但同样呈下降趋势。10月特斯拉中国交付量降至三年低点，同比下滑35.8%;今年前10月累计销量同比下降8.4%。当前特斯拉在中国市场正面临着焕新升级的中国传统品牌和新势力的双重冲击。美国市场方面，研究机构Motor Intelligence数据显示，受消费者赶在9月30日7500美元税收抵免政策到期前抢购的影响，特斯拉9月销量同比激增18%，但这一势头在10月戛然而止，当月销量同比下滑24%。汽车行业高管普遍预计，美国电动汽车市场将持续处于低迷状态。不过分析师指出，特斯拉仍存在结构性机遇：通用汽车、福特、本田等传统车企正缩减电动汽车产品布局和工厂投资;此外，特斯拉近期推出的Model Y和Model 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