Lucid Group Inc. is seeing clear deceleration in demand for electric vehicles in both the US and Europe, the manufacturer’s top executive said. The discontinuation of federal tax credits in the US pulled EV purchases forward into the third quarter, Marc Winterhoff, Lucid’s interim chief executive officer, told Bloomberg Television on Wednesday. The first batch of Gravity sport utility vehicles — Lucid’s second model, after the Air sedan — will arrive in Europe late this year, with deliveries starting in t ...

Lucid’s shares may be drowning in red this year, but its valuation sits in a curious middle ground, priced at 3.16 times sales, richer than its peers yet cheaper than its own historical average. It is a tightrope valuation, balancing between fading hype and hidden potential, offering investors both caution and a whisper of comeback possibility.But the recent shift is interesting. The MACD oscillator just flashed a subtle change in tone, with the yellow MACD line crossing above the blue signal line, and the ...

行业宏观挑战 - 美国汽车行业面临政策变化、关税和供应链中断等多重障碍，威胁电动汽车扩张，迫使公司重新考虑战略，重新关注混合动力和汽油车 [1] - 供应链持续中断问题包括暂时的芯片短缺以及福特主要铝供应商发生火灾 [4] 政策影响与市场反应 - 9月份针对新电动汽车的7500美元税收抵免政策终止，导致电动汽车销量大幅下滑 [2] - 税收抵免终止后，10月份电动汽车销量急剧下降近49% [3] - 政府支持撤出将推迟电动汽车广泛普及的时间表 [3] 公司战略调整与运营动态 - 福特和特斯拉等领先汽车公司首席执行官曾警告政策变化的潜在后果 [2] - 通用汽车和Rivian因电动汽车需求放缓于上月宣布裁员 [4] - 部分汽车制造商因电动汽车增速放缓及障碍，已完全从美国市场撤出电动车型 [5] 特斯拉的差异化表现 - 特斯拉对其抵御“电动汽车寒冬”的能力持乐观态度 [6] - 与竞争对手相比，特斯拉的销量降幅较小，并在失去税收抵免后推出了更低价版本的最受欢迎车型 [6] - 特斯拉等公司展现出韧性，表明行业可能度过此次“电动汽车寒冬” [8]