Tesla(US:TSLA) 大鱼聊电动·2025-10-03 06:39Market Performance - Tesla delivered nearly 500,000 vehicles in Q3, setting a new historical record [1] - Despite record deliveries, Wall Street reacted negatively, with the stock price dropping 5% [1] Concerns & Predictions - Wall Street anticipates a demand collapse in Q4 due to the elimination of the $7,500 US subsidy [1] - Analysts are primarily focusing on the US market, potentially overlooking the global picture [1] Countermeasures & Strategies - Tesla is prepared with three "aces" to counter the anticipated demand slump [1] - A year-end buying surge in the Chinese market is expected to boost overall sales [1] - The European market is showing signs of steady recovery [1] - The launch of the new Model Y Performance is expected to ignite pent-up demand for vehicle upgrades [1]