尽管推出了升级版Model Y，特斯拉在欧洲主要市场的销量仍在加速恶化。 英国市场的情况同样不容乐观。据英国汽车制造商和贸易商协会数据，特斯拉7月注册量为987辆，较去 年同期的2462辆下降60%，逆转了6月份14%的同比增长势头。 英国整体汽车注册量7月同比下降5%至140154辆，但特斯拉的跌幅远超市场平均水平。政府新电动车补 贴政策的不确定性也对消费者购买决策造成影响。 多重挑战夹击，马斯克获新薪酬激励 据德国联邦机动车管理局KBA数据，特斯拉7月在德国仅售出1110辆汽车，同比下降55.1%。今年前7个 月累计销量为1万辆，较去年同期暴跌57.8%。英国汽车制造商和贸易商协会数据显示，特斯拉7月在英 国注册量从去年同期的2462辆降至987辆，降幅达到60%。 此外，特斯拉在法国7月注册量下降27%至1307辆，在瑞典暴跌86%至163辆，在比利时下降58%至460 辆。不过西班牙和挪威市场出现亮点，注册量分别增长27%和83%。这是特斯拉在欧洲地区的销量连续 第七个月下滑。 分析师认为，特斯拉销量下滑主要受到CEO马斯克政治立场争议、竞争加剧以及消费者对电动车补贴政 策不确定性等多重因素影响。 德 ...

Group 1 - The UK government announced a new subsidy policy for electric vehicles (EVs) totaling £650 million, which will assess subsidy eligibility based on the carbon emissions of the electricity used in vehicle production [1] - EVs priced below £37,000 can receive a maximum subsidy of £3,750 for the lowest emissions models, while slightly higher emissions models can receive up to £1,500 [1] - The policy has caused confusion within the automotive industry, with some companies establishing "war rooms" to analyze which models fall under the various emission categories [1] Group 2 - Industry experts warn that the policy may suppress new car sales in the short term and negatively impact second-hand EV prices in the long term [1] - The British Vehicle Rental and Leasing Association (BVRLA) expressed concerns that stimulating new car demand without supporting the second-hand market could accelerate depreciation of used car prices [2] - The Chinese Embassy in the UK urged the government to ensure a fair and non-discriminatory environment for investments from all countries, criticizing the policy as exclusionary and protectionist [2] Group 3 - BYD's executive vice president criticized the subsidy policy as "meaningless," suggesting it aims to exclude Chinese brands and acts as a "backdoor tariff" [2] - BYD plans to open approximately 280 stores in the UK, creating over 5,000 jobs, with each store expected to employ around 20 people [3] - BYD aims to localize production in Europe through factories in Hungary and Turkey, and plans to establish 2,000 retail stores across Europe, with Chinese brands currently holding nearly 5% market share in the UK and European EV markets [3]

新浪科技 郑峻发自美国硅谷 正式成立美国党！全球首富马斯克最终还是咽不下恶气，再次义无反顾投入了美国政坛。这一次他要做 的，不是附议两党之一，而是要自立门户创建新党，要与驴象两党同时开干。 马斯克是否太疯狂了？他的美国党究竟能否打破美国政坛僵局，还是会惨遭报复成为炮灰？特斯拉会成 为最直接的打击对象吗？ "如果《大美丽法案》通过，我第二天就创建'美国党'(America Party)。"马斯克上周说的斩钉截铁。实 际上，过去一个月，他一直在自己的社交平台X上试探网络民意，询问是否应该成立一个新党派，打破 美国驴象两党把持政局的僵局。 自立门户创建新党 话说出去，就是泼出去的水。美国时间上周五是美国国庆节，美国总统特朗普心情非常好，他取得了最 想要的胜利——由他及共和党人主导的《大美丽法案》(Big Beautiful Bill)以极其微弱的优势在参众两院 批准通过，在国庆之前正式交由他签字生效成为法律。 箭在弦上，看来不得不发。法案通过的当天(上周六)，马斯克在X上再次询问，"独立日是询问你们是否 希望脱离两党政治获得独立的最佳时机。我们应该创建'美国党'吗？昨天马斯克转发这个民调结果 称，"你们以2比1的比 ...

Core Viewpoint - The conflict between Tesla CEO Elon Musk and former President Donald Trump has intensified, leading to significant market concerns regarding Tesla's future and its valuation [1][2]. Group 1: Market Reaction - Tesla's stock price dropped by 14.2%, marking its largest single-day decline since 2020, resulting in a market capitalization loss of over $150 billion [1]. - Following Musk's criticism of the congressional spending bill, institutional investors engaged in large-scale selling of Tesla shares [2]. - The stock's trading volume was nearly double the average of the past 100 days, indicating heightened market activity and concern [3]. Group 2: Legislative Impact - The House version of the budget bill proposes to phase out the $7,500 federal tax credit for electric vehicle purchases by the end of 2025, which has raised alarms among investors [2]. - Morgan Stanley estimates that if the bill passes, Tesla could face a profit pressure of up to $3.2 billion due to additional regulatory constraints [2]. Group 3: Political Dynamics - Musk's shifting political stance, from supporting Trump to criticizing his administration's policies, has led to skepticism from both Democratic and Republican supporters [2]. - The public confrontation between Musk and Trump could expose Tesla to uncontrollable business risks, as highlighted by investment manager Jed Ellerbroek [2]. - Steve Bannon, a former senior advisor to Trump, suggested that if Trump returns to power, a comprehensive review of government contracts and subsidies for Musk's companies would be necessary [3]. Group 4: Valuation Concerns - Tesla's stock has declined by 29.5% year-to-date, with a significant portion of its gains from last summer being erased due to political controversies and protests [2]. - The company's current trading price reflects a valuation of 140 times future earnings, which remains high compared to other major tech stocks like Nvidia [3].