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 ...

Key Points - TikTok Shop will increase commission rates to 9% in five EU countries starting January 8, 2026, with some categories potentially reduced to 7% [5][7] - SHEIN has launched a new e-commerce logistics center in Poland, which will become a major logistics hub in the EU, creating 5,000 new jobs [8][10] - CATL plans to issue bonds worth up to 10 billion RMB despite having over 350 billion RMB in cash, raising questions about the necessity of this financing [11][12] - BYD achieved record sales in November, with a total of 4.182 million vehicles sold in the first 11 months of 2025, marking a 11.3% year-on-year increase [13][14] - Tesla's sales in the U.S. fell to a nearly four-year low in November, with a 23% year-on-year decline, attributed to the end of federal tax credits [16] - Microsoft AI CEO stated the company will not engage in high-salary talent poaching like Meta, focusing instead on cultural fit and necessary skills [17][19] - OpenAI is facing a lawsuit linking its ChatGPT to a murder case, marking the first instance of such a legal action in the U.S. [21][23] - Amazon will allow publishers to choose whether to enable DRM protection for e-books starting January 20, 2026, potentially changing the landscape of e-book ownership [24]

Core Viewpoint - Musk's companies are facing significant threats as competitors gain advantages, leading to a potential decline in his business empire's valuation and profitability [1] Group 1: SpaceX - SpaceX completed five out of every six spacecraft launches globally last year and holds 60% of the satellites in space through Starlink [4] - The company's valuation reached $350 billion after a share sale in December, reflecting a 66% increase from previous levels [4] - Starlink is expected to generate over $11 billion in revenue and $2 billion in free cash flow this year [4] - Musk's erratic behavior has caused a trust crisis among Starlink customers, particularly with competitors like Bezos's Blue Origin and others poised to challenge SpaceX [2][5] - Amazon's Project Kuiper aims to launch over 3,000 satellites, potentially undermining Musk's reliability as a satellite communication provider [5][6] Group 2: Tesla - Tesla's market value has halved from its peak of $1.5 trillion in December 2021, facing protests and declining market share [8] - General Motors' electric vehicle sales grew by 50% last year, positioning it as the second-largest EV supplier in the U.S., while Tesla's North American market share is projected to drop from 68% to 53% [8] - Tesla has reduced prices to combat competition, leading to a decrease in profit margins, and faced recalls due to issues with the Cybertruck [9] - In China, Tesla's largest market, its sales fell by 49% year-on-year in February, while BYD's sales surged by 161%, capturing 15% of the market [9][12] - BYD's new fast-charging system and advanced driving assistance technology pose significant challenges to Tesla's market position [9][10][12] Group 3: Future Prospects - Despite current challenges, Musk's companies still hold potential, such as SpaceX's Starship rocket and Tesla's ambitions in AI and humanoid robots [13] - Musk announced plans for autonomous taxis and humanoid robots, aiming to boost confidence in his companies' future [13]