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史上最便宜特斯拉,毛坯程度看笑中国车主
TeslaTesla(US:TSLA) 3 6 Ke·2025-10-16 01:54

Core Points - Tesla has launched two new standard versions of Model Y and Model 3, priced at $39,990 and $36,990 respectively, making them the cheapest cars in Tesla's history [1][3] - The launch was met with a significant market reaction, resulting in a loss of $65 billion in market value on the day of the announcement, indicating a disconnect between Tesla's pricing strategy and market demand [3][11] Group 1: Product Launch and Pricing - The new standard versions are aimed at making Tesla vehicles more accessible to a broader audience, aligning with Musk's vision of creating a "truly affordable electric vehicle" [3][5] - The standard versions have stripped-down features, including basic interior elements and reduced functionalities, leading to criticism that they resemble "cheap bare-bones cars" [4][5] - Compared to the long-range models, the price reductions of $5,000 and $5,500 for Model Y and Model 3 respectively represent only a 10% decrease, which may not be compelling enough in a market where used cars are available for a few thousand dollars [7][8] Group 2: Market Response and Competition - Despite the lower prices, the simplified configurations may deter potential buyers, especially in a competitive market where domestic brands are offering more advanced features [10][11] - Tesla's sales have declined, with only 720,800 electric vehicles delivered globally in the first half of the year, highlighting the need for a strategy to attract new customers [11][13] - The introduction of lower-priced models may risk diluting Tesla's brand image as a premium vehicle manufacturer, which could alienate loyal customers [13][14] Group 3: Future Outlook - The strategy to lower prices and expand the customer base is seen as a necessary move to maintain profitability amid rising costs and market competition [14][16] - There is a concern that relying on minor product updates and price reductions may not be sustainable in the long term, as consumer expectations evolve [16][17] - The automotive market's diversity in consumer needs suggests that there will always be a segment willing to purchase a Tesla, provided the pricing aligns with their expectations [14][16]