Core Viewpoint - Tesla's stock experienced a significant drop of over 5% on October 2, resulting in a market value loss of approximately $78 billion (around 55 billion RMB) despite a record delivery report for Q3 [2][4]. Group 1: Delivery and Production Data - In Q3, Tesla achieved a record global delivery of 497,000 vehicles, representing a year-on-year increase of 7.4%, surpassing the average media forecast of approximately 439,600 vehicles [4]. - The production volume for Q3 was 447,000 vehicles, which is a decline from 462,900 vehicles in the same period last year [4]. - Tesla did not provide a breakdown of sales and production data by model or region, but noted that the best-selling models, Model 3 and Model Y, accounted for a production of 435,800 vehicles [5]. Group 2: Market Performance and Trends - For the first three quarters of the year, Tesla's total deliveries were approximately 1.2 million vehicles, reflecting a year-on-year decrease of about 6% compared to the same period in 2024 [6]. - The decline in sales in the European market was offset to some extent by increased sales in the U.S., driven by consumer purchases ahead of the expiration of federal tax credit policies for electric vehicles [6]. - The expiration of the federal electric vehicle tax credits, which provided up to $7,500 for new EV purchases, is expected to impact Tesla's future performance [6]. Group 3: Stock Performance and CEO Wealth - Despite the drop on October 2, Tesla's stock has shown strong performance overall, having doubled since reaching a low point in early April [7]. - On October 1, Tesla's stock rose by 3%, with intraday gains nearing 4%, contributing to a significant increase in CEO Elon Musk's net worth, which briefly surpassed $500 billion, making him the first person to reach this milestone [7].
特斯拉大跌!史上首位身家5000亿美元富豪“一日游”
Zheng Quan Shi Bao·2025-10-03 00:00