沮丧的马斯克，大跌的特斯拉，“在风暴中，再强的船也有麻烦”

全天候科技2023-10-19

马斯克似乎对一切都很悲观。利率上升、经济大盘放缓及盈利能力下滑等多重因素影响下，特斯拉交出了一份差强人意的三季度业绩，公司第三季度毛利率、利润和营收均不及华尔街预期。出席财报电话会的CEO马斯克显得格外沮丧和愤怒，他表示高利率环境给汽车销售带来了极大影响，并称会在“全力以赴”建造墨西哥工厂之前进一步评估经济前景：特斯拉是一艘非常强大的船，但在暴风雨中，再强的船也有麻烦。财报公布后，特斯拉股价跌超...

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Y车型的价格“几乎没有变化”：“如果利率居高不下......人们就更难买车了。他们根本买不起。”“我对我们所处的高利率环境感到担忧。怎么强调都不过分......绝大多数人买车都是月供。”对于年内最令人期待的新车型Cybertruck，马斯克的态度也显得十分悲观。Cybertruck被视为继Model 3和Y之后，拉动特斯拉未来增长的关键车型，此前已历经几次跳票。目前刚刚开始在德州工厂进行试产，预计会在11月30日进行首批交付。据马斯克透露，已有100万人预订了Cybertruck，但他表示，Cybertruck增产将“极其艰难”，特斯拉可能一年交付25万辆Cybertruck，但那可能要到2025年才能实现。他警告称，至少要等到18个月后，Cybertruck才能成为“重要的正现金流贡献者”。墨西哥建厂计划生变，马斯克称需要“进一步评估经济前景”此外，特斯拉今年3月宣布的在墨西哥新莱昂州建造汽车工厂的计划，也存在变数。根据当地政府估计，这项计划耗资高达50多以美元。但马斯克在被问及工厂的细节时表示：“2009年通用汽车和克莱斯勒公司的破产给我留下了创伤。我不想以最快的速度进入不确定状态。”新工厂产能利用率不足、Cybertruck相关运营费用增加以及人工智能和其他项目的支出，都对特斯拉的利润率造成了影响。马斯克表示，公司会继续削减生产成本以提高利润。暂缓造价高昂的墨西哥工厂建设，可能会是明智的选择。不止特斯拉选择了保守的打法，其他公司也一样：通用汽车本周二宣布，考虑到电动汽车需求和盈利能力等因素，推迟耗资 40 亿美元的工厂升级计划。福特汽车也在近期宣布将减少其 F-150 Lighting电动皮卡的产量。不过，虽然马斯克承认墨西哥工厂的建造受到了经济走势的影响，但对2023年全年交付量仍然相对乐观，维持180万辆的交付目标不变，也就是说，特斯拉第四季度至少需要交付47.5万辆电动车，价格战可能还需要继续打下去。","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":[],"isCommentEnd":true,"newsSizeData":{"likeSize":7,"commentSize":0,"repostSize":0,"favoriteSize":4,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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