特斯拉季度交付量下滑 - 公司第二季度交付384122辆汽车 同比下降13 5% 去年同期为443956辆 [1] - 交付量低于分析师平均预期的394378辆 但高于最低预期的360080辆 [2] - 股价在交付数据公布后上涨3% 因实际降幅小于最悲观预期 [1][2] 市场需求疲软原因 - 消费者对CEO政治立场不满及产品线老化导致需求下滑 [1][5] - Model Y改款导致生产暂停 部分消费者等待新款延迟购买 [4] - 全球电动车市场持续增长背景下 公司交付量仍大幅下滑 [3][8] 股价表现与品牌影响 - 今年以来股价累计下跌25% 主要因投资者担忧CEO政治立场损害欧美品牌形象 [3][10] - CEO参与特朗普政府成本削减计划加剧了品牌担忧 [10] 新产品与业务进展 - 在得克萨斯州奥斯汀有限区域推出机器人出租车服务 目前仍有多项限制 [6] - 原计划6月底推出的廉价车型（简化版Model Y）已推迟至少数月 [7] 全年销售展望 - 华尔街预计公司将连续第二年出现年度销量下滑 [10] - 要实现全年增长目标 下半年需交付超100万辆 创历史记录 [11] - 尽管下半年通常是销售旺季 但达成目标仍面临巨大挑战 [11]

Tesla (TSLA 1.32%) has long been a battleground stock, but recently, the fight between bulls and bears around the EV maker has reached a fever pitch.Shares of Tesla essentially doubled following the election, but they have given back all of those gains since the inauguration as controversy continues to follow CEO Elon Musk, who has now tasked himself with laying off federal workers as the head of the Department of Government Efficiency (DOGE). Negative headlines have battered Tesla stock as sales in Europe ...