罕见操作！特斯拉公布分析师预测：Q4交付量或下滑15%，税收补贴退坡与竞争加剧冲击需求

由于美国税收抵免政策失效以及全球竞争日益激烈，特斯拉在第四季度面临显著的销售收缩压力，预计将录得连续第二个年度交付量下滑。 | | Q3-2025 | Q4-2025 | 2025 | 2026 | 2027 | 2028 | 2029 | | --- | --- | --- | --- | --- | --- | --- | --- | | Model 3/Y deliveries | 481,166 | 388,002 | 1,509,460 | 1,566,724 | 1,703,578 | 1,872,812 | 2,327,902 | | All other models | 15,933 | 34,848 | 131,292 | 183,519 | 306,880 | 477,639 | 691,999 | | Total deliveries | 497,099 | 422,850 | 1,640,752 | 1,750,243 | 2,010,459 | 2,350,451 | 3,019,902 | | Median | | 420,399 | 1,638,301 | 1,743,856 | ...