分析师观点与市场估值 - Wedbush分析师Dan Ives认为特斯拉是“最被低估的真正AI标的”，并预测其市值将达到3万亿美元，较当前近1.4万亿美元的市值有115%的上涨空间 [1] - 然而，市场共识相对悲观，特斯拉的股价中位数目标价为349美元，较当前443美元的股价有21%的下跌空间 [2] - 特斯拉是目前标普500指数中第三昂贵的股票，基于2026年预期收益的市盈率高达178倍 [11] 电动汽车市场竞争态势 - 特斯拉在全球电动汽车市场的领导地位已被比亚迪取代，其市场份额从去年同期的18%下降至今年上半年的12% [2] - 公司第二季度交付量下降13%，导致营收下降12%至220亿美元，非GAAP摊薄后每股收益下降23%至0.40美元 [3] - 第三季度初数据显示，7月和8月欧洲销量分别下降40%和37%，中国销量分别下降12%和10%，美国市场份额降至38%，为2017年10月以来首次低于40% [4] 实体人工智能发展机遇 - 特斯拉的核心增长机会在于实体人工智能，特别是自动驾驶网约车和机器人业务 [5] - 公司已于6月在德克萨斯州奥斯汀推出首个自动驾驶网约车服务，并获准在亚利桑那州和内华达州进行测试 [6] - 与市场领导者Waymo相比，特斯拉仅依赖计算机视觉且不预先绘制城市地图，该方法成本更低、扩展性更强，在奥斯汀的覆盖面积已是Waymo的两倍 [7] 机器人业务潜力 - 公司正在开发名为Optimus的仿人机器人，预计该业务最终将占公司价值的80% [8] - 计划明年扩大生产规模，目标在五年内实现年产量至少100万台 [8] - 行业预测显示，到2035年仿人机器人销售额可能达到2100亿美元，到2050年可能达到5万亿美元 [10] 自动驾驶市场潜力 - 高盛预计到2030年美国网约车收入将达到1000亿美元，而摩根士丹利估计其潜在市场接近1万亿美元 [9] - 公司首席执行官埃隆·马斯克认为，若能在实体人工智能领域成功执行，特斯拉市值可能达到30万亿美元 [5]

（文章来源：每日经济新闻） 每经AI快讯，蔚来汽车官方微博10月1日宣布，9月交付34,749辆汽车，创下单月新纪录，同比增长 64.1%。第三季度共交付87,071辆汽车，创下季度新高，同比增长40.8%。截至2025年9月30日，累计交 付量达到872,785辆。 ...

(Reuters) -Tesla has raised lease prices for all its vehicles in the U.S. after a $7,500 federal tax credit that helped boost electric vehicle sales expired, according to the company's website on Wednesday. The change follows the end of tax incentives under sweeping legislation passed by Congress, which eliminated the $7,500 credit for new EV leases and purchases, as well as a $4,000 credit for used EVs, effective September 30. Tesla, along with its rivals, was receiving the tax credit from the U.S. gove ...

来源：滚动播报 蔚来：第三季度交付量87071辆，同比增长40.8%。 ...

人民财讯10月1日电，2025年9月，蔚来公司交付新车34749台，同比增长64%，创历史新高。其中，蔚 来品牌交付新车13728台；乐道品牌交付新车15246台；firefly萤火虫品牌交付新车5775台。 来源：证券时报e公司 ...

Senators have called for an investigation into the Full Self-Driving (FSD) system of Tesla Inc. (NASDAQ:TSLA), raising concerns about its safety, particularly at railroad crossings.Senators Urge NHTSA Probe Into Tesla FSD Rail RisksAs detailed by Reuters, Ed Markey (D-Mass.) and Richard Blumenthal (D-Conn) have asked the National Highway Traffic Safety Administration (NHTSA) to look into the alleged failures of Tesla’s FSD system. The senators expressed apprehension about the system’s capacity to safely det ...

Company Achieved New Record-High Monthly and Quarterly Deliveries 34,749 vehicles were delivered in September 2025, increasing by 64.1% year-over-year87,071 vehicles were delivered in the three months ended September 2025, increasing by 40.8% year-over-yearCumulative deliveries reached 872,785 as of September 30, 2025 SHANGHAI, Oct. 01, 2025 (GLOBE NEWSWIRE) -- NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) (“NIO” or the “Company”), a pioneer and a leading company in the global smart electric vehicle market, t ...

格隆汇10月1日｜据市场消息，特斯拉(TSLA.US)9月在瑞典的新注册量同比下降64%。 ...

Tesla has raised lease prices for all its vehicles in the U.S. after a $7,500 tax credit that boosted EV sales expired, according to its website on Wednesday. ...

Accessibility StatementSkip Navigation In addition to the monthly sales performance, Kia America also made additional announcements, including: MONTH OF SEPTEMBER SEPTEMBER YTD IRVINE, Calif., Oct. 1, 2025 /PRNewswire/ -- Kia America delivered 65,507 units in September, a 11 percent increase over September 2024, and achieved a new record with any-quarter sales totaling 219,637 units. This brings the total sales for the first three quarters to a record-breaking 636,148 units while the year-to-date sales thro ...