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特斯拉最坏时刻已过?市场“苦中取乐”,“木头姐”已出手!
Sou Hu Cai Jing·2025-07-03 02:22

Group 1 - Tesla's stock has experienced significant volatility, with a recent surge of nearly 5%, adding approximately $481 billion (around 3,450 million RMB) to its market capitalization, which has now surpassed $1 trillion [1] - Despite a decline in Q2 global sales, the results were better than the most pessimistic market expectations, which helped boost investor sentiment [1][3] - Year-to-date, Tesla's stock price has dropped by 22%, making it the worst performer among the seven major U.S. tech companies [1] Group 2 - In Q2, Tesla produced a total of 410,244 vehicles and delivered 384,122, marking a year-over-year decline of approximately 13.5% [3][5] - The production of Model 3 and Model Y combined was 396,835 units, with deliveries totaling 373,728, falling short of analyst expectations of 387,000 [3][5] - This marks the second consecutive quarter of declining global sales for Tesla, with Q1 deliveries also showing significant drops [5] Group 3 - In June, Tesla's sales in Europe, particularly in Denmark and Sweden, saw dramatic declines of 61.5% and 64.4% respectively, raising concerns for investors [5][6] - Elon Musk's opposition to the "Big and Beautiful" bill is based on concerns that it could negatively impact Tesla's solar and battery businesses, potentially reducing electric vehicle sales by about 100,000 units annually by 2035 [6] - Despite the challenges, investor Cathie Wood has increased her stake in Tesla, purchasing 56,368 shares valued at approximately $17.91 million, indicating continued confidence in the company's long-term prospects [6][7]