特斯拉官网罕见发布悲观的分析师交付量预期 料同比降幅15%

Core Viewpoint - Tesla's fourth-quarter delivery expectations are more pessimistic than those compiled by Bloomberg, with analysts predicting 422,850 vehicle deliveries, a 15% year-over-year decline, compared to Bloomberg's forecast of 440,907 vehicles, which reflects an 11% decline [2][8]. Group 1: Delivery Expectations - Analysts expect Tesla to deliver 422,850 vehicles in Q4, representing a 15% decrease year-over-year [2][8]. - Bloomberg's average forecast for Tesla's Q4 deliveries is 440,907 vehicles, indicating an 11% year-over-year decline [2][8]. - The overall annual delivery estimate for Tesla is approximately 1.6 million vehicles, down over 8% year-over-year [4][10]. Group 2: Historical Context and Market Response - Tesla's sales have significantly declined earlier this year due to production line modifications for the redesigned Model Y and CEO Elon Musk's political involvement [6][12]. - In Q3, Tesla's delivery volume reached a record high as consumers rushed to purchase electric vehicles before the expiration of a $7,500 federal tax credit [6][12]. - Despite the decline in vehicle sales, Tesla's stock is projected to rise by year-end, having increased by 14% year-to-date, although it lags behind the S&P 500's 17% gain during the same period [6][12].