Core Viewpoint - Tesla is facing significant challenges, including a 12% drop in revenue and a 70% decline in sales in key European markets, while growth in China is slowing to just 1.7% [3][4] Financial Performance - Tesla reported revenue of $22.5 billion, marking its largest decline in ten years due to reduced delivery volumes, a drop in regulatory credit income, and lower average selling prices [3] - The impact of Trump's tax reform could result in a loss of $1.2 billion annually for Tesla, significantly affecting its profitability [3][4] Market Dynamics - The relationship between Elon Musk and Donald Trump has soured, with Trump threatening to investigate Tesla's government subsidies, leading to a 5.2% drop in Tesla's stock price [4] - Tesla's carbon credit income, which accounted for 40% of its profits last year, has been severely impacted by the tax reform [4] Future Prospects - Tesla is investing in the development of the third generation of the Optimus robot, with plans to produce 5,000 units this year and ramping up to 100,000 units next year, which could diversify its business beyond vehicle sales [3] - The Cybertruck, which has faced delays, is expected to deliver only 250,000 units next year, insufficient to address immediate challenges [3] Competitive Landscape - Competitors like BYD are advancing with faster charging systems and more integrated driver assistance features, putting pressure on Tesla's market position [4] - Tesla's Shanghai factory benefits from local supply chains, reducing the cost per vehicle to $35,100, which is 28% cheaper than imported vehicles [4] Strategic Focus - Tesla plans to shift focus back to its core business and reduce involvement in government affairs, indicating a potential strategy for recovery [4] - The company is seen as navigating a difficult period, but there is optimism about future growth driven by advancements in AI and robotics [4][5]
帮主郑重:特斯拉暴跌12%!马斯克与特朗普对撕背后,这两大杀招能否翻盘?