Tesla(US:TSLA) 大鱼聊电动·2025-12-23 06:28Global EV Market Overview - Global EV sales are not collapsing, with projections exceeding 18 million units in 2025, representing a 21% year-over-year growth [1] - The global EV market is accelerating, driven by strong growth in Europe (38%), Vietnam (117%), and India (98%) [1] - Global EV sales are projected to surpass 20 million units in 2026 [1] Regional Market Dynamics - US EV market growth is slowing down to 10%, potentially due to policy changes like the removal of the $7,500 tax credit [1] - The US EV market share is projected to decline to 4% by 2026 [1] Competitive Landscape - BYD is dominating the market [1] - Tesla's Model Y remains the top-selling EV model [1] - Chinese EV brands hold 7 of the top 10 positions [1] - Wuling Mini outsold Tesla's Model Y in October [1] Future Outlook - Tesla's ability to leverage Full Self-Driving (FSD) technology is crucial for its future market position [1] - The EV revolution is ongoing [1]