美股异动丨特斯拉跌超2% 大砍高镍电池材料订单 韩国L&F供货合同缩水99%

Group 1 - Tesla (TSLA.US) opened lower, dropping over 2% due to delays in the Cybertruck project and adjustments in production strategy [1] - The contract for high-nickel cathode materials signed by supplier L&F of South Korea was reduced from 3.83 trillion KRW to only 973 million KRW, a decrease of approximately 99% [1] - The high-nickel materials were originally intended for the Cybertruck battery, but delays in the model and shifts in consumer preferences led to a significant reduction in actual demand [1] Group 2 - Changes in policies such as the Inflation Reduction Act have also impacted Tesla's procurement plans [1]