大降价一个月后，特斯拉突然宣布涨价两千，释放了什么信号？

澎湃新闻2023-02-10

特斯拉“不按套路出牌”，仅针对Model Y后驱版涨价2000元。2月10日，特斯拉中国官网显示，Model Y后驱版涨价2000元至26.19万元。预计交付时间为2-5周。其余车型价格未变。特斯拉本次涨价被不少人称作“不按套路出牌”，因为距其上次大规模降价仅仅时隔一个月。1月6日，特斯拉国产车型大幅降价，Model 3起售价22.99万元，Model Y起售价25.99万元，创下历史最低价格，...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

滨浦八虎
2023-02-11
滨浦八虎
很正常，是销量速度决定，一但要没货能及时供应，肯定涨价调节一下，。一但滞货，就跌价，其它车能行吗？希望华为造车不要再像造手机一样，特别是折叠版用于骗人的手机。
- Ikhas:
  噗嗤
- YanYanYanYan:
  [真香]
- 吉吉祥祥:
  阅
- 54d2b927:
  w
- Gigi5556:
  加油
特斯拉熄火夫斯基
2023-02-10
特斯拉熄火夫斯基
$特斯拉(TSLA)$ 说明库存清完了，开始供小于求了
- iAm22:
  美国的库存清空了[财迷]

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1191944050?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/a35e36c5008a2d7ce4d8a0a2b089171d","is_english":false,"pubTime":"2023-02-10 14:49","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1191944050","market":"us","top_or_hot":-1,"title":"大降价一个月后，特斯拉突然宣布涨价两千，释放了什么信号？","media":"澎湃新闻","content":"<div>\n<p>特斯拉“不按套路出牌”，仅针对Model Y后驱版涨价2000元。2月10日，特斯拉中国官网显示，Model Y后驱版涨价2000元至26.19万元。预计交付时间为2-5周。其余车型价格未变。特斯拉本次涨价被不少人称作“不按套路出牌”，因为距其上次大规模降价仅仅时隔一个月。1月6日，特斯拉国产车型大幅降价，Model 3起售价22.99万元，Model Y起售价25.99万元，创下历史最低价格，...</p>\n\n<a href=\"https://www.thepaper.cn/newsDetail_forward_21873486\">网页链接</a>\n\n</div>\n","source":"ppxw","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>大降价一个月后，特斯拉突然宣布涨价两千，释放了什么信号？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n大降价一个月后，特斯拉突然宣布涨价两千，释放了什么信号？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-10 14:49 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.thepaper.cn/newsDetail_forward_21873486><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉“不按套路出牌”，仅针对Model Y后驱版涨价2000元。2月10日，特斯拉中国官网显示，Model Y后驱版涨价2000元至26.19万元。预计交付时间为2-5周。其余车型价格未变。特斯拉本次涨价被不少人称作“不按套路出牌”，因为距其上次大规模降价仅仅时隔一个月。1月6日，特斯拉国产车型大幅降价，Model 3起售价22.99万元，Model Y起售价25.99万元，创下历史最低价格，...</p>\n\n<a href=\"https://www.thepaper.cn/newsDetail_forward_21873486\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1548497426.USD","symbol_name":"安联环球人工智能AT Acc","start_time":0,"source_url":"https://www.thepaper.cn/newsDetail_forward_21873486","article_id":"1191944050","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/a35e36c5008a2d7ce4d8a0a2b089171d"],"rights":{"source":"ppxw","url":"https://www.thepaper.cn/newsDetail_forward_21873486","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1191944050","pubTimestamp":1676011776,"columns":[],"sourceInfo":{"source_id":"ppxw","name":"澎湃"},"weMediaInfo":null,"summary":"Model Y涨价未必和成本变动有关。","collect":0,"end_time":0,"defaultTopTitle":"thepaper.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","TSLA":"特斯拉","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4527":"明星科技股","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4550":"红杉资本持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU0823414478.USD":"法巴经典能源转换基金","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2"},"translate_title":"A month after the big price reduction, Tesla suddenly announced a price increase of 2,000. What signal did it release?","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/4389667e71d39fa024b7a13e4626c18e","symbols_score_info":{"TSLA":0.9},"content_text":"特斯拉“不按套路出牌”，仅针对Model Y后驱版涨价2000元。2月10日，特斯拉中国官网显示，Model Y后驱版涨价2000元至26.19万元。预计交付时间为2-5周。其余车型价格未变。特斯拉本次涨价被不少人称作“不按套路出牌”，因为距其上次大规模降价仅仅时隔一个月。1月6日，特斯拉国产车型大幅降价，Model 3起售价22.99万元，Model Y起售价25.99万元，创下历史最低价格，降幅从6%至13.5%不等。其中，Model 3后轮驱动版从26.59万元降至22.99万元，降幅为3.6万元；Model 3高性能版由34.99万元降至32.99万元，降幅为2万元。Model Y后轮驱动版从28.89万元降到25.99万元，降幅为2.9万元；Model Y长续航版由35.79万元降至30.99万元，降幅为4.8万元；Model Y高性能版由39.79万元降至35.99万元，降幅为3.8万元。此时正值新能源国家补贴刚刚退出，而比亚迪、广汽埃安等头部新能源品牌早已宣布涨价，不少车企还纷纷以“限时保价”的噱头来招揽客户，特斯拉的降价令不少竞品乱了阵脚。一周之后，华为和赛力斯联合打造的AITO问界成了第一家跟进降价的企业，将问界M5 EV、问界M7舒适版与豪华版售价下调3万元左右。1月17日，小鹏汽车发布公告称，对G3i、P5、P7三款旧车型进行调价，降幅为2万-3.6万元。春节之后，降价趋势蔓延开来，更多车企加入了由特斯拉掀起的价格战。包括蔚来、极氪、宏光MINIEV、吉利帝豪、沃尔沃等在内的多个品牌对旗下部分车型开启降价。尤其是鲜少公开促销活动的蔚来，也官宣了大力度的购车优惠，对所有车型提供贷款两年免息（20万元-30万元）和1.99%的低费率金融方案；提供国家补贴兜底优惠、长库龄展车优惠等，其中长库龄展车优惠最高可达1.8万至2.4万不等。对于本次2000元的小幅调价，业内人士普遍预计不会有其它新能源品牌做出跟随涨价动作。对于频繁调价，特斯拉方面曾多次强调其“成本定价”的原则。特斯拉公司副总裁陶琳曾在微博上表示，特斯拉从“第一性原理出发”，坚持以成本定价，“特斯拉价格调整的背后，涵盖了无数工程创新，实质上是独一无二的成本控制之极佳定律。”不过市场对于“成本定价”的说辞并不买账，例如针对1月6日降价，路透社等外媒以及不少业内人士均将其解读为拉动需求。就本次Model Y后驱版车型涨价，有不少业内人士认为是在刺激消费者购买需求，向“等等党”释放不会继续降价的信号。在特斯拉降价消息出来后，已有不少销售人员向潜在客户表示，特斯拉已小幅涨价，建议不要继续观望。有供应链相关人士对澎湃新闻记者表示，“同一家主机厂配件通用性和可替换性都很强，尤其是中低价位车型几乎不会用到特殊的配件。”他补充说，“近期锂也并没有涨价，Model Y涨价未必和成本变动有关。”此外，当地时间2月3日，特斯拉也上调了Model Y长续航版和Model Y高性能版在美国市场的售价。外媒分析认为，是强劲的需求促使特斯拉上调Model Y售价，以保障盈利能力。日前，特斯拉CEO埃隆·马斯克在2022年第四季度财报电话会议上表示，降价带来需求激增，今年1月份的订单达到了产能的两倍。乘联会数据显示，今年1月，特斯拉中国销量为6.6万辆，出口量为3.9万辆，以此计算，特斯拉中国在国内市场的销量为2.7万辆。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":625304767,"gmtCreate":1676079054859,"gmtModify":1676079057074,"author":{"id":"3566783132096728","authorId":"3566783132096728","name":"滨浦八虎","avatar":"https://static.tigerbbs.com/bddd483a695fc16dec7a90cbc678aa24","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3566783132096728","authorIdStr":"3566783132096728"},"htmlText":"很正常，是销量速度决定，一但要没货能及时供应，肯定涨价调节一下，。一但滞货，就跌价，其它车能行吗？希望华为造车不要再像造手机一样，特别是折叠版用于骗人的手机。","listText":"很正常，是销量速度决定，一但要没货能及时供应，肯定涨价调节一下，。一但滞货，就跌价，其它车能行吗？希望华为造车不要再像造手机一样，特别是折叠版用于骗人的手机。","text":"很正常，是销量速度决定，一但要没货能及时供应，肯定涨价调节一下，。一但滞货，就跌价，其它车能行吗？希望华为造车不要再像造手机一样，特别是折叠版用于骗人的手机。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/625304767","repostId":1191944050,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7864420,"gmtCreate":1676081854436,"gmtModify":1676081858140,"authorId":3557305548001793,"author":{"id":3557305548001793,"idStr":"3557305548001793","authorId":3557305548001793,"name":"Ikhas","avatar":"https://static.tigerbbs.com/a0fd7b69b3c00ecf9cc780ede0cf5943","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":625304767,"type":1,"supId":0,"prevId":0,"content":"噗嗤","text":"噗嗤","html":"噗嗤"},{"id":7864414,"gmtCreate":1676081705762,"gmtModify":1676081709469,"authorId":3574158468084034,"author":{"id":3574158468084034,"idStr":"3574158468084034","authorId":3574158468084034,"name":"YanYanYanYan","avatar":"https://static.tigerbbs.com/ce1bacbee34ffa2128b6154933133659","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":625304767,"type":1,"supId":0,"prevId":0,"content":"[真香]","text":"[真香]","html":"[真香]"},{"id":7864410,"gmtCreate":1676081346163,"gmtModify":1676081350432,"authorId":3512800530000782,"author":{"id":3512800530000782,"idStr":"3512800530000782","authorId":3512800530000782,"name":"吉吉祥祥","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":625304767,"type":1,"supId":0,"prevId":0,"content":"<u>阅</u>","text":"<u>阅</u>","html":"<u>阅</u>"},{"id":7864403,"gmtCreate":1676081056796,"gmtModify":1676081060509,"authorId":3567042130732000,"author":{"id":3567042130732000,"idStr":"3567042130732000","authorId":3567042130732000,"name":"54d2b927","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.03.14","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":625304767,"type":1,"supId":0,"prevId":0,"content":"<span class=\"s1\">w</span>","text":"<span class=\"s1\">w</span>","html":"<span class=\"s1\">w</span>"},{"id":7864388,"gmtCreate":1676079794502,"gmtModify":1676079798460,"authorId":3568698329118556,"author":{"id":3568698329118556,"idStr":"3568698329118556","authorId":3568698329118556,"name":"Gigi5556","avatar":"https://static.tigerbbs.com/3240bbdf89d9b7416668c3095018e554","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":625304767,"type":1,"supId":0,"prevId":0,"content":"加油","text":"加油","html":"加油"}],"langContent":"CN"},{"id":625970708,"gmtCreate":1676041756305,"gmtModify":1676041757493,"author":{"id":"3481326504156632","authorId":"3481326504156632","name":"特斯拉熄火夫斯基","avatar":"https://static.tigerbbs.com/ff09344a13a68a318de774bd0ea2c1ee","vip":1,"hat":"https://static.tigerbbs.com/717a877921e5ed88700305c37737450d","crmLevel":1,"crmLevelSwitch":0,"idStr":"3481326504156632","authorIdStr":"3481326504156632"},"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>说明库存清完了，开始供小于求了","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>说明库存清完了，开始供小于求了","text":"$特斯拉(TSLA)$ 说明库存清完了，开始供小于求了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/625970708","repostId":1191944050,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7864622,"gmtCreate":1676094653549,"gmtModify":1676094657697,"authorId":127367578255012,"author":{"id":127367578255012,"idStr":"127367578255012","authorId":127367578255012,"name":"iAm22","avatar":"https://static.tigerbbs.com/2c911514cff6758784e9ec02839cd3c8","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.18","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":625970708,"type":1,"supId":0,"prevId":0,"content":"美国的库存清空了[财迷]","text":"美国的库存清空了[财迷]","html":"美国的库存清空了[财迷]"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":16,"commentSize":2,"repostSize":0,"favoriteSize":4,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.4","shortVersion":"4.29.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1191944050"}