智通财经APP获悉，据知情人士透露，特斯拉(TSLA.US)计划于周二发布一款价格更低的Model Y车 型，兑现其推出更实惠车型以应对美国电动汽车补贴取消的承诺。受此消息影响，特斯拉周一收涨超 5%。 特斯拉上周宣布，7月至9月期间在全球交付497,099辆汽车，创下季度交付纪录。虽然税收抵免到期刺 激了销售，但这种提前消费效应可能在未来数月削弱电动汽车需求。马斯克本人早在7月就警告称，美 国补贴结束后特斯拉可能将面临"几个艰难季度"。 据悉，特斯拉官方X账号10月5日发布推文，分享了一段9秒的预热视频，宣布将于10月7日揭晓一项重 要消息。视频内容极为简洁，官方未提供任何文字说明或线索，仅展示了一个中心印有特斯拉标志的金 属涡轮状部件在高速旋转，最后画面定格于日期"10/7"。此后，特斯拉又发布了一条新车大灯的预告片 段，从公布的头灯来看，新车取消了普通版Model Y上的横贯式灯组，单个大灯改为了两段式设计，外 侧为照明光源，内侧为日间行车灯。 有分析认为，此次发布的主角可能是更贴近大众市场的改款或低成本版Model Y。据报道，最近有人在 特斯拉得州超级工厂附近目击到了新款Model Y的测试车，这表 ...

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].