“马斯克，你真会演”

Core Viewpoint - Tesla and CEO Elon Musk have historically prevented customers from purchasing leased vehicles, claiming they would be used for the Robotaxi fleet, which has yet to materialize [1][2][3] Group 1: Tesla's Leasing Policy - Tesla has reversed its policy that prohibited customers from buying leased vehicles, now stating that leased vehicles may qualify for purchase [4] - Since 2019, Tesla has provided over 314,000 leased vehicles, accounting for 4.4% of total deliveries [3] Group 2: Financial Implications - Tesla has found a more profitable method by refurbishing and reselling returned leased vehicles instead of using them for the Robotaxi fleet [3] - The average price of Tesla's used cars in the U.S. has dropped by 7.6% over the past year, with specific models like the Cybertruck and Model Y experiencing declines of 46% and 14.1%, respectively [4] Group 3: Market Competition and Consumer Sentiment - Increased competition in the electric vehicle market and Musk's political involvement have led to a decline in consumer sentiment towards Tesla [4][6] - Analysts have expressed skepticism about Tesla's ability to successfully launch the Robotaxi service, with doubts raised as early as 2019 [6][7] Group 4: Regulatory Scrutiny - The National Highway Traffic Safety Administration (NHTSA) is investigating Tesla's Robotaxi system, particularly its performance under reduced visibility conditions [6]