特斯拉，大消息！股价震荡，在中国市场销量下滑，市场份额缩水

Core Points - Tesla has launched its "affordable" versions of Model Y and Model 3, with prices set at $39,990 and $36,990 respectively, marking a reduction of approximately 11% and 13% from previous models [1][3] - The new models come with reduced features, such as manual adjustments for the steering wheel and mirrors, limited heated seating, and the absence of the Autopilot system, which has raised concerns among analysts [6] - Following the announcement, Tesla's stock experienced volatility, dropping 4.45% on October 7, resulting in a market cap loss of $65 billion, before rebounding slightly on October 8 [6] Pricing and Market Competition - The new standard versions are expected to intensify competition in the $20,000 to $25,000 electric vehicle market in China, with potential pricing for the domestic versions estimated at around ¥200,000 for Model 3 and ¥235,000 for Model Y [8] - Competitors in this price range include Xiaomi's SU7, XPeng's P7, and others, indicating a more competitive landscape for Tesla in China [8] Sales Performance - Tesla's sales in China have been declining, with a reported 10% year-over-year drop in retail sales for August, totaling approximately 57,000 units [10] - Cumulatively, Tesla's sales in China for the first eight months of the year reached about 361,000 units, down 6.9% compared to the previous year, resulting in a market share decrease from 6.5% to 4.8% [10] FSD Updates - Tesla's Full Self-Driving (FSD) system is undergoing a significant upgrade, with version V14.1 being rolled out, which includes enhancements in environmental perception and new functionalities [11] - The FSD update aims to improve driving smoothness and parking accuracy, addressing challenges specific to the Chinese market, such as complex bus lane regulations [13]