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Tesla vehicle deliveries drop sharply as Musk backlash affects demand
The Guardian· 2025-07-03 00:17
特斯拉季度交付量下滑 - 公司第二季度交付量为384,122辆 同比下降13 5% 去年同期为443,956辆 [2] - 分析师平均预期交付394,378辆 最低预测为360,080辆 [2] - 交付量连续下滑可能导致年度销量连续第二年下降 [1] 市场反应与股价表现 - 股价年内下跌25% 主要受欧洲销量锐减及CEO政治立场影响 [4] - 6月初因CEO与特朗普公开决裂 市值单日损失约1,500亿美元 [4] - 部分分析师认为实际交付情况好于下调后的预期 [3] 产品线与市场需求挑战 - 畅销车型Model Y改款导致生产暂停 部分消费者持币待购 [5] - 全球电动车市场持续增长背景下 公司交付量逆势下滑 [5] - 原计划6月底推出低价车型 可能为简配版Model Y [8] 业务重心与战略布局 - 核心收入来源仍为电动车业务 万亿估值依赖自动驾驶出租车愿景 [6] - 在奥斯汀试点Robotaxi服务 目前仅约12辆测试车投入运营 [7] - 美国监管部门已对自动驾驶服务启动调查 [7] 年度目标与市场预期 - 要实现全年增长目标 下半年需交付超100万辆创纪录数量 [8] - 华尔街普遍预期公司今年将连续第二年出现年度销量下滑 [8]
Tesla deliveries plunge 14% in latest quarter, and Elon Musk faces 2nd straight annual sales drop
New York Post· 2025-07-02 22:55
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]
Uber and Waymo's commercial robotaxi service is open for business in Atlanta
TechCrunch· 2025-06-24 19:00
Waymo robotaxis can now be hailed in Atlanta via Uber. The two companies, which already offer the “Waymo on Uber” service in Austin, said on Tuesday the commercial service will initially cover about 65 square miles in Atlanta.The launch, if successful, is poised to propel the businesses of both companies. Uber, which has locked in partnerships with 18 autonomous vehicles companies, said it has an annual run-rate of 1.5 million mobility and delivery AV trips on its network. Meanwhile, Waymo said it provides ...
Elon Musk says there's 'no need' for Tesla to buy Uber since Tesla owners could one day join its autonomous fleet
Business Insider· 2025-05-21 06:23
Elon Musk on Tuesday dismissed a hypothetical Tesla-Uber deal, saying there's "no need" for Tesla to buy the ubiquitous rideshare app. Musk told CNBC that he envisions a world where, instead of calling an Uber, you can call an autonomous Tesla to get you to your destination without a dedicated driver."We have millions of cars that will be able to operate autonomously," Musk told CNBC's David Faber. "And I should say that it's a combination of a Tesla-owned fleet and also enabling Tesla owners to be able to ...