特斯拉大跌，史上首位身家5000亿美元富豪“一日游”

Core Viewpoint - Tesla's stock experienced a significant decline of over 5% on October 2, resulting in a market value loss of approximately $78 billion (around 55 billion RMB) despite a record delivery figure for the third quarter [1][3]. Delivery and Production Data - In the third quarter, Tesla achieved a record global delivery volume of 497,000 vehicles, representing a year-on-year increase of 7.4%, surpassing the average media forecast of approximately 439,600 vehicles [3]. - However, production volume saw a year-on-year decline, reaching 447,000 vehicles compared to 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 indicated that its best-selling models, the Model 3 and Model Y, accounted for a production total of 435,800 vehicles [5]. Market Performance and Trends - For the first three quarters of the year, Tesla's delivery volume was approximately 1.2 million vehicles, reflecting a year-on-year decrease of about 6% compared to the same period in 2024 [6]. - Analysts suggest that Tesla's third-quarter performance was negatively impacted by a continued decline in sales in the European market, although this was somewhat offset by strong sales in the U.S. market due to consumer purchases ahead of the expiration of federal tax credit policies [6]. - The expiration of the federal electric vehicle tax credits, which provided up to $7,500 for new electric vehicle purchases and $4,000 for used vehicles, is expected to hinder Tesla's future performance [6][7]. Stock Performance - Despite the significant drop on October 2, Tesla's stock has shown strong performance overall, having doubled since reaching a low point in early April [8]. - On October 1, Tesla's stock rose by 3%, with intraday gains approaching 4%, contributing to a substantial increase in the company's market value [8]. - As a result of this market growth, Tesla's CEO Elon Musk briefly surpassed a net worth of $500 billion, becoming the first person in history to reach this milestone [8].