据路透社报道，美国汽车咨询公司考克斯11日发布数据显示，特斯拉电动汽车11月在美销量跌至近四年 来的最低水平。特斯拉股价当天收跌约1%。 根据考克斯汽车咨询公司11日发布的数据，特斯拉电动汽车11月在美国的销量达到约39800辆，同比下 滑近23%，月销量为2022年1月、也就是近4年以来最低水平。由于美国联邦政府从今年9月30日起不再 为每辆电动汽车提供最高可达7500美元的税收抵免，原本打算购买电动汽车的美国消费者可能转而考虑 其他车型。为了应对补贴取消，特斯拉公司在10月推出精简版Model Y与Model 3，价格较此前的基础款 都下降约5000美元，其中精简版Model 3为特斯拉目前在售最便宜的车型。然而消费者仍不买账，特斯 拉汽车11月销量显著下滑。税收抵免政策取消不仅冲击特斯拉销量，给其他电动汽车厂商带来的冲击更 为猛烈。数据显示，全美电动汽车销量11月整体同比下滑超41%，特斯拉竞争对手的销量跌幅更大。 路透社的报道称，高昂的借贷成本影响消费者信心加之 欧洲汽车市场竞争加剧，2024年特斯拉汽车在全球的销 量约为179万辆，同比下降1.1%，这是特斯拉全球年度 销量自2015年以来首次出现下 ...

Core Insights - Tesla plans to launch a lower-priced Model Y to fulfill its commitment to offer more affordable models in response to the cancellation of U.S. electric vehicle subsidies, with the announcement expected on October 7 [1][2] - The new entry-level Model Y will reduce certain features and use lower-grade materials to offset the impact of the $7,500 federal tax credit elimination [1][2] Group 1 - The new Model Y was teased on Tesla's official X account with a brief video, indicating a significant announcement [1] - The vehicle's design changes include a two-part headlight system, differing from the standard Model Y's continuous light strip [1] - Tesla's stock rose over 5% following the news of the upcoming vehicle launch [1] Group 2 - Analysts suggest that the new Model Y may be a more affordable version aimed at the mass market, with sightings of test vehicles near Tesla's Texas Gigafactory [2] - Tesla's CFO and VP of Vehicle Engineering provided limited details about the new model during a recent earnings call, indicating production readiness [2] - Tesla reported a record global delivery of 497,099 vehicles from July to September, although the end of tax credits may weaken future demand for electric vehicles [2]

Core Viewpoint - The electric vehicle (EV) industry, particularly Rivian Automotive, is facing significant challenges due to upcoming regulatory changes and the potential loss of key subsidies, leading to a bearish outlook from Wall Street analysts [1][2]. Group 1: Regulatory Changes and Impact - The U.S. government is set to eliminate several key subsidies, including the EV buyer tax credit, which can reduce the cost of purchasing an EV by up to $7,500, expiring in September [2]. - Federal automotive regulatory credits, which have previously provided substantial profits to the industry, will lose their value this year as penalties for non-compliance will be removed [2]. - Rivian's new mass market vehicles (R2, R3, and R3X) were expected to qualify for federal tax credits, but the loss of these credits will directly impact Rivian and its competitors like Tesla and Lucid Group [3]. Group 2: Analyst Sentiment and Stock Performance - The average price target for Rivian stock from Wall Street analysts is $14.72, indicating only a 5% potential upside over the next 12 months, with one analyst predicting a 50% downside [1]. - Guggenheim analysts downgraded Rivian stock in July, citing reduced confidence in demand and the impact of weaker EV incentives [5]. - Despite the anticipated launch of new models priced under $50,000, the sales launch is expected to be weaker than previously anticipated, although long-term prospects for Rivian shares remain promising [5].