特斯拉是一家富有远见的公司，但其当前估值远超基本面与增长前景所能支撑的水平。 尽管特斯拉面临盈利增长放缓、利润率压缩，以及来自全球汽车制造商日益激烈的电动汽车竞争， 其股票仍以高端科技公司的估值倍数交易。 自动驾驶、机器人技术和储能业务的大部分上行潜力已被提前纳入当前价格，留给新投资者的安全 边际微乎其微。 分析师将特斯拉股票评级定为 "强烈卖出"，在当前市场环境下，更看好莫利纳医疗（MOH）、卡 骆驰（CROX）和赛 zzle（SEZL）等基本面更优、估值更合理的公司。 特斯拉（纳斯达克代码：TSLA）仍是最具颠覆性的汽车制造商，甚至可能是整个工业科技领域最 具颠覆性的企业之一。 它重新定义了电动汽车的可能性，从零搭建起全球供应链，并打造出一个 拥有 "粉丝式" 忠诚度的品牌。 即便其估值过高，这些核心优势也不会凭空消失。 问题不在于特斯拉是否会继续增长，而在于其未来增长的多少部分已被提前计入当前股价。特斯拉 的企业价值与销售额比率（EV/Sales）超过 15 倍，远期市盈率接近 300 倍 —— 投资者正以高 端科技公司的估值，为一家业务日益趋于大宗商品属性、面临价格竞争、资本支出密集且需承担自 动驾驶 ...

RT Tesla Megapack (@Tesla_Megapack)2.2GWh of Megapacks are operating at Neoen Collie Battery, supporting Western Australia’s transition from coal to more sustainable and resilient energy sources https://t.co/SymtPFDqTR ...

1、 交通运输部称，10月2日全社会跨区域人员流动量30177.02万人次，环比下降10.1%，同比增长6.4%。 其中：铁路客运量1928.8万人次，环比下降 16.6%，同比增长5.8%；公路人员流动量27838万人次，环比下降9.9%，同比增长6.4%；水路客运量166.06万人次，环比增长25.7%，同比增长19.1%；民 航客运量244.16万人次，环比下降1.3%，同比增长5%。 1、 国务院安委办部署开展废弃矿洞排查封堵整治和严厉打击盗采盗挖行为。 国务院安委会办公室有关负责人强调，本次打击整治工作要充分发挥各部门 职能优势，加强统筹协调，压实各级责任，发动群众力量，通过精准排查、严格封堵、重拳打击和长效治理，全力遏制盗采盗挖事件发生。 2、商务部表示，墨西哥经济部应国内企业申请，近日连续对我浮法玻璃、聚氯乙烯涂塑布等产品发起4起反倾销调查。 商务部已依据有关规定，就墨西 哥拟对华提高进口关税和其他贸易投资限制措施启动贸易投资壁垒调查。 中方将根据调查结果和实际情况，采取包括贸易、投资领域在内的一切必要措 施，坚决维护企业合法权益。 3、 农业农村部副部长麦尔丹·木盖提在菲律宾首都马尼拉出席第二 ...

Key Takeaways Tesla delivered a record 497,099 EVs in Q3 2025, up 7.4% year over year and above estimates.The Energy business hit a new record with 12.5 GWh deployed, delivering Tesla's highest margins.AI and autonomy efforts include robotaxis in multiple states and progress on the Optimus robot.Tesla (TSLA) delivered 497,099 electric vehicles (EVs) in the third quarter of 2025, up 7.4% year over year and surpassing our estimate of 435,370 units. Deliveries included 481,166 Model 3/Y and 15,933 other vehicl ...

特斯拉在北京时间10月2日发布的2025年第三季度全球生产与交付报告显示，第三季度储能产品装机量 达到12.5GWh（吉瓦时），上海储能超级工厂产能的释放助推该板块业务增长。这意味着，今年前三季 度，特斯拉储能部署总量达到32.5GWh。 上海储能超级工厂是特斯拉在海外的首座储能工厂，于今年2月正式投产。项目规划新一代特斯拉超大 型商用储能电池（Megapack 2 XL）年产1万台，储能规模近40GWh。 在特斯拉全球储能产业布局中，上海储能超级工厂是其重要的生产基地和出口基地，同时也承担着解决 特斯拉储能产品产能之困的重任。目前特斯拉在美国拉斯罗普和中国上海各设立一座储能超级工厂，计 划年总产能达80GWh。 毫无疑问，特斯拉通过高度集成优化来应对当前激烈的储能行业竞争。特斯拉声称，这种高度集成的设 计将现场安装时间缩短23%，建造成本降低40%。特斯拉能够在20个工作日内部署一个容量为1GWh的 储能系统。此外，该产品还能提高场地的能源密度，每英亩土地可实现248MWh的储能容量，这也意味 着可进一步降低成本。 特斯拉目前主业仍是汽车业务，但增长已明显乏力。相比之下，业务占比较小的能源业务成长迅速。今 ...

| 2025 Q3 | Production 生产 | Deliveries 交付 | Subject to operating lease accounting 经营性租赁占比 | | --- | --- | --- | --- | | Model 3/Y | 435,826 | 481,166 | 2% | | 其他车型 | 11,624 | 15,933 | 7% | | Total 总计 | 447,450 | 497,099 | 2% | 除了电动车业务以外，特斯拉的储能业务也在该季度迎来最新进展，全球装机量超12.5GWh。 【大河财立方 记者 王宇】10月2日，特斯拉发布2025年第三季度全球生产与交付报告，电动车和储能业 务双双创出新高。 Megapack作为特斯拉为公用事业设计的储能系统，能在发电量高时储存能量、在电网需要时释放电 量，以此来平衡可再生能源的随机性、间歇性和波动性，为电网提供可靠支撑。第三代Megapack年产 能将达到50GWh，预计将于2026年下半年开始交付。 数据显示，本季度特斯拉全球共生产纯电动车约44.7万辆，交付量达49.7万辆。同期，特斯拉储能产品 装机量达到 ...

Tesla vehicles are parked outside of a dealership on July 24, 2025 in Austin, Texas.An independent researcher who publishes as Troy Teslike on Patreon predicted 481,000 deliveries for the quarter. Tesla distributed a company-compiled consensus on Sept. 26, which said analysts were expecting 443,079 deliveries.The Elon Musk -led company was expected to report around 447,600 deliveries, according to estimates compiled by FactSet. In the same period a year ago, Tesla reported 462,890 deliveries and production ...

Core Viewpoint - Tesla shares are experiencing a significant rebound despite previous challenges, with a notable increase of over 30% in September, marking its best performance for the month in history [3][4]. Group 1: Political Involvement and Market Reaction - Elon Musk's political involvement led to backlash, including protests and boycotts against Tesla, which negatively impacted the company's image and sales [2]. - Musk's decision to step back from politics has been positively received by investors, alleviating concerns about his focus on Tesla [4][12]. Group 2: Delivery and Production Expectations - Tesla is expected to report Q3 delivery numbers of approximately 448,000 units, a decrease from 462,890 units delivered in Q3 2024 [9]. - Production expectations for Q3 2025 are set at 470,000 vehicles, with a full-year delivery outlook of around 1.85 million vehicles [10]. Group 3: Factors Supporting Optimism - Anticipation of a 'pull forward' effect in Q3 deliveries due to the expiration of the $7,500 EV tax credit, prompting consumers to purchase before the incentive ends [11]. - The Model Y has been revamped and is expected to drive sales, alongside the growing momentum of Cybertruck production [14]. - China's economic recovery, with a GDP growth of 5%, is likely to boost Tesla's sales in the region, which accounts for about 22% of total revenue [15]. - Recent interest rate cuts are expected to lower monthly costs for potential buyers, further incentivizing purchases [16]. - Tariffs on foreign EVs are making Tesla's US-manufactured vehicles more attractive, enhancing its competitive position [17]. Group 4: Market Sentiment and Valuation - Betting markets predict Q3 Tesla deliveries to be around 505,000, exceeding Wall Street's consensus estimates [18]. - Tesla's stock has shown a historical pattern of significant price increases following periods of stagnation, suggesting potential for future growth [21]. - Despite a high price-to-earnings ratio of 207x, investors remain optimistic due to Tesla's innovative potential in various sectors, including humanoid robots and energy solutions [24].

Valued at $1.47 trillion, Tesla (TSLA) has always been known for its core electric vehicle (EV) business. But 2025 is shaping up to be a defining year for the company’s next big growth opportunities: artificial intelligence (AI) and energy. CEO Elon Musk envisions Tesla not just as a car manufacturer, but as a key player in the future of AI-powered mobility and energy infrastructure. Let’s find out how he plans to capitalize on this trillion-dollar opportunity. www.barchart.com The Path to a Trillion-Dol ...

Optimus, Tesla's humanoid robot, is no longer just a stage demo. Elon Musk has repeatedly prioritized bringing Optimus into Tesla's own factories first, and management has talked about beginning production in 2025 and scaling rapidly thereafter. The near-term milestones look practical -- internal deployment and manufacturing tasks -- but the longer-term prize is a multipurpose platform that could be sold or licensed across industries if performance, reliability, and costs pencil out.There is still a long ro ...