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Tesla vehicle deliveries drop sharply as Musk backlash affects demand
The Guardian· 2025-07-02 16:17
Tesla posted another big drop in quarterly deliveries on Wednesday, putting it on course for its second straight annual sales decline as demand falters due to backlash over CEO Elon Musk’s political stance and an aging vehicle lineup.Tesla said it delivered 384,122 vehicles in the second quarter, down 13.5% from 443,956 units a year ago. Analysts had expected it to report deliveries of about 394,378 vehicles, according to an average of 23 estimates from financial research firm Visible Alpha, though projecti ...
Why Shares of Tesla Are Surging Today
The Motley Fool· 2025-07-02 15:41
Shares of Tesla (TSLA 4.13%) traded 3.3% higher, as of 11:03 a.m. ET today, after trading nearly 5% higher earlier today. The move came after the electric carmaker reported deliveries for the second quarter of the year in a highly anticipated event for the company.Another disappointing quarterTesla delivered 384,000 vehicles in the second quarter of the year, down 14% year over year. The number came in slightly below Wall Street's estimate of 387,000, according to FactSet. Tesla also reported disappointing ...
Tesla deliveries plunge 14% in latest quarter, and Elon Musk faces 2nd straight annual sales drop
New York Post· 2025-07-02 14:55
Tesla posted another big drop in quarterly deliveries on Wednesday, putting it on course for its second straight annual sales decline as demand falters due to backlash over CEO Elon Musk’s political stance and an aging vehicle lineup.Still, shares of the electric automaker jumped 3% as the decline proved less severe than the bleakest analyst projections.Tesla said it delivered 384,122 vehicles in the second quarter, down 13.5% from 443,956 units a year ago. 3 Tesla demand has faltered due to backlash over ...
美股盘初涨约3% 特斯拉第二季度交付38.4万辆 高于市场悲观预期35万辆
Hua Er Jie Jian Wen· 2025-07-02 13:59
特斯拉第二季度全球交付量达到384122辆,略低于分析师平均预测的389407辆,但好于过去一周市场流传的35万至36万辆的悲观预测,推动特斯 拉美股盘前涨近7%,现涨幅已收窄至3%。 而Model S、Model X和Cybertruck等车型的交付量为10394辆,低于14644辆的预期。这些车型的产量也略低于预期,为13,409辆,而预测为13,616 辆。 二季度汽车产量410244辆,预估400083辆。 交付量为384122,同比-13%,预估389407。 Model 3/Y 产量396835辆,预估383567辆。 Model 3/Y 交付量373728辆,同比-12%,预估377295辆。 市场预期此前普遍下调,需求疲软成主因 特斯拉最新公布的数据显示,在截至6月底的过去三个月里,公司交付了384122辆汽车,较去年同期下降了13%。这意味着特斯拉需要在今年下半 年额外交付近11万辆汽车,才能实现全年销量的正增长。 在特斯拉公布第二季度交付报告前,市场预期普遍被下调,原因在于持续的需求疲软迹象以及投资者对公司增长轨迹的担忧。尽管市场曾对改款 Model Y的推出和公司的长期Robotaxi雄 ...
Tesla faces second straight year of falling sales after another bad quarter
TechCrunch· 2025-07-02 13:14
Tesla delivered 384,122 vehicles in the second quarter of this year, wrapping up another weak quarter for the company as it struggles to bring the pace of sales back up to 2023 levels.That represents a 13.5% drop from the number of cars Tesla delivered in the second quarter of 2022, and it means Tesla runs a real chance of underperforming its total sales figure from 2024. If that happens, it would mean Tesla’s sales will have fallen two years in a row — despite the company once promoting the ability to grow ...
焦虑的马斯克:解读特斯拉涨价背后的三重困境
3 6 Ke· 2025-07-02 10:43
7月1日,特斯拉宣布,旗下两款主力车型Model 3和Model Y的长续航版本获得升级。这次升级的核心是电池,虽然可用电量度数未变,但新的化学配方结 合整车优化,带来了续航里程的提升。具体来看,Model Y长续航版的CLTC续航里程从719公里增加到750公里,Model 3长续航版则从713公里提升至753 公里。 伴随续航提升的,是价格和配置的调整。Model Y长续航版售价维持在31.35万元起,但需要注意的是,这款车在今年3月份已经有过一次万元的涨价。而 Model 3长续航版的变化则更为直接,它标配了此前需要选装的"加速提升包",零到百公里加速时间从4.4秒骤然缩短至3.8秒,进入了高性能车的门槛,其 价格也相应上涨了1万元,起售价从27.55万元变为28.55万元。 前脚小米YU7以对标Model Y的配置起售价只有25.35万元,几乎所有品牌都在通过降价、增配不增价的方式求存的背景下,特斯拉的这次"加价升级"显得 尤为特殊。这并非一次简单的成本驱动型涨价,更像是一次精心计算后的战略试探。要理解这一行为背后的复杂动因,就必须将其置于特斯拉近期面临的 销量困境、技术叙事受挫以及其愈发明显的"苹果 ...
在中国,Model Y的好日子到头了
3 6 Ke· 2025-07-02 02:12
上周,小米用一场暴风骤雨,震撼了整个中国汽车行业。25.35万元起售的YU7,3分钟大定20万辆,1小时大定28.9万辆,18小时锁单24万辆…… 夸张,实在是太夸张。 殊不知,刚刚过去周末,前往了位于上海长宁区荟聚商场的小米门店,前来了解YU7的人流量只能用恐怖形容。就这么说,你见过哪个汽车品牌,有排队 叫号等待试驾的场景吗? 至于背后的原因,肯定是多维度的。 而我,也与几位消费者进行了交流,发现他们的身份五花八门,有大家口中所谓的"年轻米粉",有准备入手一辆纯电SUV被其性价比吸引的潜客,更有看 起来至少50多岁从未接触过新能源产品的传统燃油车车主。 总之,YU7肯定是破圈了。 不吹不黑,目前阻止它进一步位于大盘收割的障碍,看似只剩产能受限。打开小米汽车官方APP能够发现,即刻下定终端选择比例最多的"标准版",交付 周期已经达到56-59周,并且还有继续延长的趋势。换言之,需要足足等待一年多。 如此之长的时间,肯定会劝退部分用户。 但无论怎样,随着制造端的不断提速,铁定爆款的YU7都正在以一己之力,改变着中型纯电SUV市场长久以来略显固化的格局。身处其中的所有选手,必 然都会受到一定程度的影响。 尤其是今 ...
Prediction: Buying Tesla Stock Today Could Set You Up for Life
The Motley Fool· 2025-07-02 01:23
According to most demand projections, electric vehicle (EV) stocks have a bright future. One forecast, for example, believes EV sales should comprise nearly one-third of all new car sales in the U.S. by 2030. That's up from just 3.4% in 2021. Tesla (TSLA -5.03%) in particular is in a prime position. It's better funded than the competition. Plus, the company has a bigger and more diverse lineup than other EV makers. But there's one emerging growth opportunity that could allow Tesla stock to help set you up f ...
X @Herbert Ong
Herbert Ong· 2025-07-01 13:06
🚨 William Blair says Tesla could tap a $250B Robotaxi goldmineWith Austin rollout underway, $TSLA may grab 1/3 of the $1.4T market by 2040, leaving $UBER behind.Blair values Robotaxi alone at $300/share.Bumps ahead? Yes. But the upside? MASSIVE. 🔥Link: https://t.co/VkfdtHNOwC ...
定制车卡位Robotaxi,剖析曹操出行的长期主义
Tai Mei Ti A P P· 2025-07-01 02:12
6月25日,中国领先的科技出行平台曹操出行(02643.HK)正式登陆港交所,成为港股市场最大的科技 出行平台。 尽管上市后股价出现波动,但奔驰、国轩高科、速腾聚创等产业链巨头的基石加持,已然证明其"定制 车生态+ Robotaxi战略" 的差异化价值,也让资本市场和投资者再次深度聚焦这家背靠吉利的明星企 业。 深入剖析曹操出行业务布局与行业变革趋势不难发现,随着定制车规模效应持续释放、Robotaxi战略的 持续落地,这家科技出行平台通过差异化竞争力构建的长期价值,正待在智能出行产业变革中逐步释 放。 波动背后:市场逻辑与行业压力 曹操出行此次全球发售得到梅赛德斯-奔驰、国轩高科、速腾聚创等产业链巨头看好,作为基石投资者 锁定过半份额。但受港股市场整体情绪低迷及出行行业盈利预期影响,公司上市以来股价走势经历波 动。 股价波动的背后,是多种因素交织共振而成的短期结果。 首先是恒生科技指数走势的影响。进入2025年第二季度,在经历了年初因 AI概念带来的强势反弹,并 一度冲至6000点大关,创下2022年4月以来新高后,恒生科技指数自3月中旬起便陷入回调,而4月初开 始的关税冲击加剧了回调的幅度。截至 6 月 ...