特斯拉第三季度财报预期 - 公司将于周三美股收盘后公布第三季度财报 [1] - 尽管电动汽车交付量创纪录 但分析师预计每股收益将同比下降24%至55美分 而2024年第三季度为72美分 [1] - 分析师在10月份略微上调了盈利预期 但预计由于美国税收抵免政策到期 利润将再次出现同比大幅下降 [1] - 预计营收将增长约4.6% [1] 市场关注与分析师观点 - 公司财报是市场关注的关键报告之一 [2] - 有分析师认为公司股票存在29%的下行风险 [4] - 公司股票被视为“必须持有”的资产 且首席执行官埃隆·马斯克即将发表重要声明 [4] - 公司股价接近早期买入点 但市场波动且财报即将公布 [4] 相关市场动态 - 公司股价与英伟达等科技股一同出现反弹 [4] - 公司推动了市场对某只人工智能转型股票的需求和买入点 [4]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

GM's stock is falling as the end of a critical tax credit will force the company to scale back its plans for EV investments. ...

Ford Motor is walking back a program that would have allowed dealers to offer a $7,500 tax credit on EV leases after the federal credit subsidy expired September 30, the company said on Thursday. ...

核心观点 - 汽车制造商计划利用其金融部门在9月30日之后为电动汽车租赁申请7500美元的联邦税收抵免 [1] 公司策略 - 公司策略涉及通过金融子公司操作以延续税收优惠 [1] 行业政策 - 联邦电动汽车税收抵免政策在9月30日之后存在调整 [1]

电动汽车销售与税收抵免政策 - 7500美元联邦税收抵免政策于9月30日到期 多数受访者预测电动汽车销售将大幅下滑 [1] - 政策到期前消费者抢购 推动多家汽车制造商在第三季度实现创纪录的电动汽车销量 [2][3] - 特斯拉第三季度交付量达497,099辆 创历史最佳季度表现 环比第二季度大幅增长29% 同比去年增长约7% [2] - Rivian第三季度交付量增至13,201辆 高于第二季度的10,661辆和第一季度的8,640辆 [3] - 汽车制造商面临核心问题是如何在2026年新车型上市前清理库存 同时避免利润减少或亏损加深 [4] - Rivian已下调其2025年业绩指引 其他厂商可能效仿 行业需应对后税收抵免时代可能的销售放缓 [3] 能源政策与项目取消影响 - 美国能源部取消了321个清洁能源项目 取消的资助总额达75.6亿美元 [5][6] - 加利福尼亚州受影响最严重 损失价值22亿美元的资助 其中包括一项可能成为全国范本的6.3亿美元电网现代化计划 [6] - 科罗拉多州、伊利诺伊州、马萨诸塞州、明尼苏达州、纽约州和俄勒冈州损失在3亿至6亿美元之间 [6] - 能源部的举措表明政府可能成为企业（尤其是小型初创公司）不太可靠的合作伙伴 [8]

As the Federal EV credit officially ended on September 30, following President Donald Trump's decision to roll back on EVs and emissions standards, here's a look at how automakers in the U.S. reacted to the end of the EV incentives.Ford, GM Reportedly Extending EV IncentivesFord Motor Co. (NYSE:F) and General Motors Co. (NYSE:GM) are reportedly extending the EV incentives offered to customers through December. The companies have made the extension possible by making down payments to dealers via their respec ...

Former Tesla Inc. (NASDAQ:TSLA) President for Global Sales and Service, Jon McNeill, thinks that the EV sector can grow without subsidies like the $7,500 EV Credit, which ended after President Donald Trump‘s September 30 deadline.Check out the price of TSLA here.Europe Wrote Subsidies Off, Says Jon McNeillMcNeill, who currently serves as a member of the General Motors Co. (NYSE:GM) Board, spoke to CNBC in an interview on Thursday, where he shared his thoughts. "This is one of the few markets where the U.S. ...

The federal electric vehicle (EV) tax credit expires at midnight, ending a 17-year policy pillar that helped close the price gap with gasoline vehicles and turbocharged adoption; the immediate fallout is likely softer demand, leaner EV production, and a strategic pivot by legacy automakers toward hybrids and profitable ICE (internal combustion engine) nameplates, while stopgap leasing workarounds cushion some of the blow. The end of the subsidy is a structural shock already rippling upstream: Battery make ...

特斯拉中国市场需求 - 截至9月28日当周，特斯拉在中国市场的车辆注册量达到19,300辆，为第三季度最强劲表现[1] - 当周注册量环比前一周的17,300辆增长11.6%[1] - 第三季度末注册量呈现上升趋势，从前一周的15,350辆增长至17,300辆，再增至19,300辆[1] 特斯拉公司动态 - 公司预计在周四公布第三季度全球交付数据[1] - 特斯拉股价在周二盘前交易中小幅下跌[1] 相关市场环境 - 道琼斯指数在政府可能停摆的担忧中保持坚挺[1][2] - 前总统特朗普的关税威胁导致部分股票下跌[1] - EA和英伟达股价出现上涨[1]