为赶上电车补贴“末班车”，特斯拉美国订单激增_老虎社区_美港股上老虎

为赶上电车补贴“末班车”，特斯拉美国订单激增

智通财经2025-08-12

8月12日，进入第三季度，美国电动车市场迎来购车热潮。特斯拉(TSLA.US)周一将其最受欢迎车型Model Y的预计交付时间，从此前的一至三周延长至四至六周，显示订单明显增加。然而，这背后还有一个关键原因，这是美国买家最后一个季度可以享受高达7500美元的联邦购车税收抵免。该优惠已在7月4日由特朗普签署的税收与支出法案中被取消。市场普遍担忧，随着补贴在9月底正式到期，第四季度的电动车价格与需求将...

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Limited提交。该公司除电动车业务外，还经营电池储能与太阳能业务，去年相关收入同比增长93%，达到15亿美元。特斯拉目前已在德州为住宅用户提供电力服务。不过，特斯拉在欧洲市场同样面临挑战。英国汽车制造商与贸易商协会数据显示，特斯拉今年7月在英国的新车注册量同比暴跌60%；欧洲整体销量在6月同比下降22%。分析普遍认为，这与马斯克的政治立场争议以及其竞争对手的崛起有关。业内人士指出，第三季度的需求激增或存在透支效应，补贴结束后市场表现仍需观察。而特斯拉能否凭借自动驾驶与能源业务的扩张抵御汽车销售下滑，将成为投资者关注的重点。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":4,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}