特斯拉11月美国销量同比下降近23%，创近四年新低

Group 1 - Tesla's sales in the U.S. dropped to their lowest point in nearly four years in November, with total sales falling nearly 23% year-over-year to 39,800 units from 51,513 units in the same month last year [1] - The decline in sales is attributed to the expiration of the $7,500 federal tax credit, which has significantly impacted electric vehicle sales across the market [1] - Despite the overall drop, Tesla's market share increased from 43.1% to 56.7% year-over-year, indicating a shift in consumer preference towards Tesla's standard models [1] Group 2 - Tesla's delivery volume is expected to decline again this year due to high borrowing costs affecting consumer confidence and increased competition, particularly in Europe and China [2] - The company has not launched a new model since the Cybertruck, with its current lineup consisting of older models that have only seen minor updates [2] - Industry experts suggest that Tesla will face significant challenges next year as competitors plan to introduce lower-priced and more appealing vehicles, highlighting the need for Tesla to release a new model [2]