特斯拉突传利好，销量或“触底反弹”

Core Viewpoint - Tesla is experiencing a potential sales rebound in Europe and China, with production plans being adjusted upward due to positive sales data, signaling a strategic response to previous declines in the market [1][4][6]. Group 1: Sales Performance - Tesla's German factory has increased its electric vehicle production plans for Q3 and Q4, indicating a recovery in sales [1]. - In China, the Model Y L has sold out for October, with delivery dates pushed to November 2025, suggesting strong demand [2]. - Despite a 5.4% year-on-year decline in sales in China for the first half of 2025, the overall market for new energy vehicles grew by 40.3% [4]. - In August 2025, Tesla's wholesale sales in China were 83,192 units, showing a 22.6% increase month-on-month, despite a 4% year-on-year decline [4]. - In Europe, Tesla's sales have seen significant declines, with new car registrations in Germany down 39% in August and 56% year-to-date [4][5]. Group 2: Market Challenges - Tesla faces multiple challenges in the European market, including a limited product lineup and increased competition from both new entrants and traditional automakers [5]. - The political stance of CEO Elon Musk has also contributed to consumer resistance, further complicating Tesla's market position [5]. Group 3: Strategic Developments - Elon Musk's return to focus on Tesla, following his political engagements, is seen as a positive factor for the company's future [6]. - Tesla has proposed a groundbreaking $1 trillion compensation plan for Musk, contingent on achieving ambitious goals, including expanding into autonomous taxi services and increasing the company's market value significantly [7]. - The upcoming release of the Optimus V3 humanoid robot is expected to be a major focus for Tesla, with mass production planned for 2026 and a target of producing 1 million units [8][9].