特斯拉预热10月7日发布会，或揭晓平价新车型

Core Insights - Tesla is hinting at a significant product launch, widely anticipated to be related to its affordable electric vehicle [1] - The timing of this announcement is critical, following the expiration of a $7,500 federal tax credit for electric vehicles, which may impact consumer purchasing decisions [1][3] - Tesla's recent quarterly delivery numbers reached a historic high, driven by consumers rushing to purchase before the tax incentive expired [1][3] Group 1 - The new affordable model is expected to be a "streamlined version" of existing vehicles, with production costs projected to be about 20% lower than the new Model Y [3] - Tesla has delayed the launch of a low-cost version of the Model Y, with initial production completed but sales not expected to begin until the fourth quarter [3] - By 2026, the annual production of the new affordable model in the U.S. is anticipated to reach approximately 250,000 units [3] Group 2 - The urgency for Tesla to introduce an affordable model is closely linked to the end of the U.S. electric vehicle tax credit, which was a significant driver of market demand [3] - The expiration of the tax incentive has created a need for Tesla to attract price-sensitive consumers to maintain its record sales momentum [3] - Analysts and investors are closely monitoring how Tesla will respond to this challenge through new products and pricing strategies [3]