特斯拉昨夜大跌。 当地时间10月2日，特斯拉高开低走，收跌超5%，市值蒸发约780亿美元（约合人民币5500亿元），盘初一度涨超2%。 此前，得益于美国前总统拜登任内推出的政策，消费者购买新的电动汽车可享受最高7500美元的税收抵免，二手车则可获得最高4000美元税收抵免。但今 年7月，美国总统特朗普签署了"大而美"税收和支出法案。法案中规定，美国联邦政府从今年9月30日起将不再为电动汽车提供税收抵免。 因此，投资者也预计，随着美国联邦电动车补贴到期， 特斯拉 三季度的这一表现难以再现。 值得注意的是，尽管10月2日出现大跌，但总体上来看，特斯拉股价近期表现强势。自4月初创下阶段低点以来，公司股价自低点已经翻倍。 当地时间10月1日，特斯拉美股收涨3%，盘中涨幅一度逼近4%。受益于特斯拉市值增长，特斯拉CEO埃隆·马斯克身家一度短暂突破5000亿美元，成为史 上首位身家达5000亿美元的人。 产量则同比有所下滑，达到44.7万辆，去年同期为46.29万辆。 特斯拉并未按车型或地区细分销量与产量数据。不过，该公司表示，其最畅销的 Model 3 与 Model Y 两款车型的产量达 43.58万辆。 今年前三个 ...

Core Insights - Tesla's new car registrations in Europe for April were only 5,475 units, representing a significant decline of 52.6% year-over-year, marking the largest monthly sales drop in nearly two years [1][3] - Cumulatively, Tesla's registrations in Europe for the first four months of the year have decreased by approximately 46% compared to the same period last year, indicating a continued poor market performance [1][3] Group 1: Market Dynamics - The decline in Tesla's market performance in Europe is attributed to multiple factors, including the rapid rise of local electric vehicle brands such as BMW, Volkswagen, and Stellantis, which are capturing market share with competitively priced models [3] - Supply chain bottlenecks and delivery delays have not been fully resolved, with the ramp-up speed of Tesla's Berlin Gigafactory falling short of market expectations [3] Group 2: Brand Perception and Consumer Sentiment - Some of the sales decline is linked to consumer dissatisfaction with CEO Elon Musk's controversial statements and actions on social media, which have led to questions about Tesla's brand values among European consumers [3] - Adjustments in electric vehicle subsidy policies and uneven charging infrastructure in Europe pose additional challenges for Tesla and other foreign brands [3] Group 3: Strategic Responses - Despite attempts to stimulate demand through price reductions, the effectiveness of these strategies has yet to be realized [3] - Industry observers suggest that if Tesla cannot quickly repair its brand image and enhance production flexibility, its market share in Europe may face further compression [3]