彭博：比亚迪今年电动汽车销量将超特斯拉，并在2028年前保持领先

环球市场播报07-24

彭博行业研究（Bloomberg Intelligence，BI）估计，由于中国市场需求激增，而美国和欧洲的需求停滞不前，比亚迪公司今年全年的电动汽车销量可能超过特斯拉。这与今年1月的情况发生了转变，当时BI表示，预计到2030年，特斯拉将一直领先于比亚迪。不过，BI表示，比亚迪的领先可能是短暂的，因为美国和欧盟的关税限制了中国汽车制造商在亚洲和新兴市场的增长机会。BI的高级欧洲汽车分析师迈克尔·...

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

虎虎0901
07-24
虎虎0901
支持国货[得意]

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2453021961?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/54e705da1a894e6bd536f14191a4a253","is_english":false,"pubTime":"2024-07-24 15:40","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2453021961","market":"us","top_or_hot":-1,"title":"彭博：比亚迪今年电动汽车销量将超特斯拉，并在2028年前保持领先","media":"环球市场播报","content":"<div>\n<p>彭博行业研究（Bloomberg Intelligence，BI）估计，由于中国市场需求激增，而美国和欧洲的需求停滞不前，比亚迪公司今年全年的电动汽车销量可能超过特斯拉。这与今年1月的情况发生了转变，当时BI表示，预计到2030年，特斯拉将一直领先于比亚迪。不过，BI表示，比亚迪的领先可能是短暂的，因为美国和欧盟的关税限制了中国汽车制造商在亚洲和新兴市场的增长机会。BI的高级欧洲汽车分析师迈克尔·...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-07-24/doc-incffmvy9221381.shtml\">网页链接</a>\n\n</div>\n","source":"highlight_sina","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>彭博：比亚迪今年电动汽车销量将超特斯拉，并在2028年前保持领先</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彭博：比亚迪今年电动汽车销量将超特斯拉，并在2028年前保持领先\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-24 15:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2024-07-24/doc-incffmvy9221381.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>彭博行业研究（Bloomberg Intelligence，BI）估计，由于中国市场需求激增，而美国和欧洲的需求停滞不前，比亚迪公司今年全年的电动汽车销量可能超过特斯拉。这与今年1月的情况发生了转变，当时BI表示，预计到2030年，特斯拉将一直领先于比亚迪。不过，BI表示，比亚迪的领先可能是短暂的，因为美国和欧盟的关税限制了中国汽车制造商在亚洲和新兴市场的增长机会。BI的高级欧洲汽车分析师迈克尔·...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-07-24/doc-incffmvy9221381.shtml\">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":"LU0588546209.SGD","symbol_name":"Eastspring Investments - China Equity Fund AS SGD","start_time":0,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2024-07-24/doc-incffmvy9221381.shtml","article_id":"2453021961","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/54e705da1a894e6bd536f14191a4a253"],"rights":{"source":"highlight_sina","url":"https://finance.sina.com.cn/stock/usstock/c/2024-07-24/doc-incffmvy9221381.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}","selectors":".art_box, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action, .fl_popup, .weibo_info","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2453021961","pubTimestamp":1721806830,"columns":[],"sourceInfo":{"source_id":"highlight_sina","name":"新浪港股"},"weMediaInfo":null,"summary":"彭博行业研究估计，由于中国市场需求激增，而美国和欧洲的需求停滞不前，比亚迪公司今年全年的电动汽车销量可能超过特斯拉。　　这与今年1月的情况发生了转变，当时BI表示，预计到2030年，特斯拉将一直领先于比亚迪。　　去年第四季度，比亚迪的纯电动汽车销量一度超过了特斯拉，达到526409辆，而特斯拉为484507辆。比亚迪市值接近1000亿美元。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","BK1610":"ETF&股票定投概念","TSLA":"特斯拉","BYDDY":"比亚迪ADR","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0823414478.USD":"法巴经典能源转换基金","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","SG9999006514.SGD":"United Asia Consumer Fund SGD","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0348766576.USD":"ALLIANZ LITTLE DRAGONS \"A\" (USD) INC","BK1540":"电池","LU0348767384.USD":"ALLIANZLITTLE DRAGONS \"A\" (USD) ACC","SG9999001226.SGD":"UNITED SUSTAINABLE ASIA TOP 50 \"A\" (SGD) ACC","SG9999006597.SGD":"United China-India Dynamic Growth SGD","BK1509":"特斯拉概念股","LU1861214812.USD":"Blackrock Future of Transport A2 USD","LU0823426480.USD":"法巴中国股票经典Dis","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK1149":"通信设备","BK1594":"碳中和概念股","BK1539":"汽车股","LU0359201612.USD":"贝莱德中国基金A2","BK1607":"新IT概念","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","BK1515":"抗疫概念","BK1589":"北水核心资产","002594":"比亚迪","01211":"比亚迪股份","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK1582":"深圳本地概念股","SG9999014674.SGD":"Nikko AM All China Equity A SGD","LU2360107325.USD":"BGF FUTURE OF TRANSPORT \"A4\" (USD) INC","BK1504":"苹果概念","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","BK1119":"汽车制造商","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0823426308.USD":"法巴中国股票基金","BK1522":"燃料电池"},"translate_title":"Bloomberg: BYD will surpass Tesla in electric vehicle sales this year and remain ahead until 2028","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/5a08bf310c85446e56d3818b54e1eba0","symbols_score_info":{"01211":1.1,"TSLA":0.7,"002594":0.6,"BYDDY":0.6},"content_text":"彭博行业研究（Bloomberg Intelligence，BI）估计，由于中国市场需求激增，而美国和欧洲的需求停滞不前，比亚迪公司今年全年的电动汽车销量可能超过特斯拉。这与今年1月的情况发生了转变，当时BI表示，预计到2030年，特斯拉将一直领先于比亚迪。不过，BI表示，比亚迪的领先可能是短暂的，因为美国和欧盟的关税限制了中国汽车制造商在亚洲和新兴市场的增长机会。BI的高级欧洲汽车分析师迈克尔·迪恩（Michael Dean）在报告中说，对纯电动汽车的需求停滞意味着，包括混合动力汽车在内的内燃机车型将延长通用、大众和福特等传统汽车制造商的内燃机利润，并可能推动进一步的股票回购或收购活动。当地时间周二，特斯拉公布的第二季度利润连续四个季度低于市场预期，并再次警告称，预计2024年的增长率将“明显下降”。保时捷周一收回了到2030年电动汽车占新车销量80%以上的目标，这是电动汽车需求放缓的另一个迹象。迪恩表示：“特斯拉最初设定的50%年增长目标已经支离破碎。特斯拉的长期成功依赖于一款廉价的、大批量生产的Model 2，而这款车尚未上市。”去年第四季度，比亚迪的纯电动汽车销量一度超过了特斯拉，达到526409辆，而特斯拉为484507辆。该公司今年保持了增长势头，第二季度电动和混合动力汽车的出货量接近100万辆，这得益于其国内市场的大幅折扣。然而，BI表示，中国的价格战是“不可持续的”，可能会导致进一步的退出和整合。报告称，电动汽车需求停滞让丰田汽车对内燃机和混合动力汽车寿命的押注得到了回报，该公司股价自2023年年中以来上涨了50%。从长远来看，BI预计比亚迪将保持对特斯拉的销量领先地位直到2027年，然后这家美国汽车制造商将在2028年重新夺回电动汽车销冠，而排名第三的大众将慢慢缩小与更大竞争对手的差距。按市值计算，特斯拉仍然是全球最大的汽车制造商，周二收盘时市值为7860亿美元，该公司股价盘后一度下跌了8%。比亚迪市值接近1000亿美元。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":330957585559736,"gmtCreate":1721807118586,"gmtModify":1721807120642,"author":{"id":"3517889393362535","authorId":"3517889393362535","name":"虎虎0901","avatar":"https://static.tigerbbs.com/bf5ceed057339dc620c41c2ab480878d","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3517889393362535","authorIdStr":"3517889393362535"},"htmlText":"支持国货[得意]&nbsp;&nbsp;","listText":"支持国货[得意]&nbsp;&nbsp;","text":"支持国货[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330957585559736","repostId":2453021961,"repostType":2,"repost":{"id":"2453021961","kind":"highlight","pubTimestamp":1721806830,"share":"https://www.laohu8.com/m/news/2453021961?lang=&edition=full","pubTime":"2024-07-24 15:40","market":"us","language":"zh","title":"彭博：比亚迪今年电动汽车销量将超特斯拉，并在2028年前保持领先","url":"https://stock-news.laohu8.com/highlight/detail?id=2453021961","media":"环球市场播报","summary":"彭博行业研究估计，由于中国市场需求激增，而美国和欧洲的需求停滞不前，比亚迪公司今年全年的电动汽车销量可能超过特斯拉。　　这与今年1月的情况发生了转变，当时BI表示，预计到2030年，特斯拉将一直领先于比亚迪。　　去年第四季度，比亚迪的纯电动汽车销量一度超过了特斯拉，达到526409辆，而特斯拉为484507辆。比亚迪市值接近1000亿美元。","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54e705da1a894e6bd536f14191a4a253\" tg-width=\"550\" tg-height=\"309\"/></p><p>彭博行业研究（Bloomberg Intelligence，BI）估计，由于中国市场需求激增，而美国和欧洲的需求停滞不前，<a href=\"https://laohu8.com/S/002594\">比亚迪</a>公司今年全年的电动汽车销量可能超过<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>。</p><p>这与今年1月的情况发生了转变，当时BI表示，预计到2030年，特斯拉将一直领先于比亚迪。</p><p>不过，BI表示，比亚迪的领先可能是短暂的，因为美国和欧盟的关税限制了中国汽车制造商在亚洲和新兴市场的增长机会。</p><p>BI的高级欧洲汽车分析师迈克尔·迪恩（Michael Dean）在报告中说，对纯电动汽车的需求停滞意味着，包括混合动力汽车在内的内燃机车型将延长通用、大众和福特等传统汽车制造商的内燃机利润，并可能推动进一步的股票回购或收购活动。</p><p>当地时间周二，特斯拉公布的第二季度利润连续四个季度低于市场预期，并再次警告称，预计2024年的增长率将“明显下降”。保时捷周一收回了到2030年电动汽车占新车销量80%以上的目标，这是电动汽车需求放缓的另一个迹象。</p><p>迪恩表示：“特斯拉最初设定的50%年增长目标已经支离破碎。特斯拉的长期成功依赖于一款廉价的、大批量生产的Model 2，而这款车尚未上市。”</p><p>去年第四季度，比亚迪的纯电动汽车销量一度超过了特斯拉，达到526409辆，而特斯拉为484507辆。该公司今年保持了增长势头，第二季度电动和混合动力汽车的出货量接近100万辆，这得益于其国内市场的大幅折扣。</p><p>然而，BI表示，中国的价格战是“不可持续的”，可能会导致进一步的退出和整合。</p><p>报告称，电动汽车需求停滞让<a href=\"https://laohu8.com/S/TM\">丰田汽车</a>对内燃机和混合动力汽车寿命的押注得到了回报，该公司股价自2023年年中以来上涨了50%。</p><p>从长远来看，BI预计比亚迪将保持对特斯拉的销量领先地位直到2027年，然后这家美国汽车制造商将在2028年重新夺回电动汽车销冠，而排名第三的大众将慢慢缩小与更大竞争对手的差距。</p><p>按市值计算，特斯拉仍然是全球最大的汽车制造商，周二收盘时市值为7860亿美元，该公司股价盘后一度下跌了8%。比亚迪市值接近1000亿美元。</p></body></html>","source":"highlight_sina","collect":0,"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>彭博：比亚迪今年电动汽车销量将超特斯拉，并在2028年前保持领先</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彭博：比亚迪今年电动汽车销量将超特斯拉，并在2028年前保持领先\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-24 15:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2024-07-24/doc-incffmvy9221381.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>彭博行业研究（Bloomberg Intelligence，BI）估计，由于中国市场需求激增，而美国和欧洲的需求停滞不前，比亚迪公司今年全年的电动汽车销量可能超过特斯拉。这与今年1月的情况发生了转变，当时BI表示，预计到2030年，特斯拉将一直领先于比亚迪。不过，BI表示，比亚迪的领先可能是短暂的，因为美国和欧盟的关税限制了中国汽车制造商在亚洲和新兴市场的增长机会。BI的高级欧洲汽车分析师迈克尔·...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-07-24/doc-incffmvy9221381.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/54e705da1a894e6bd536f14191a4a253","relate_stocks":{"LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","BK1610":"ETF&股票定投概念","TSLA":"特斯拉","BYDDY":"比亚迪ADR","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0823414478.USD":"法巴经典能源转换基金","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","SG9999006514.SGD":"United Asia Consumer Fund SGD","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0348766576.USD":"ALLIANZ LITTLE DRAGONS \"A\" (USD) INC","BK1540":"电池","LU0348767384.USD":"ALLIANZLITTLE DRAGONS \"A\" (USD) ACC","SG9999001226.SGD":"UNITED SUSTAINABLE ASIA TOP 50 \"A\" (SGD) ACC","SG9999006597.SGD":"United China-India Dynamic Growth SGD","BK1509":"特斯拉概念股","LU1861214812.USD":"Blackrock Future of Transport A2 USD","LU0823426480.USD":"法巴中国股票经典Dis","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK1149":"通信设备","BK1594":"碳中和概念股","BK1539":"汽车股","LU0359201612.USD":"贝莱德中国基金A2","BK1607":"新IT概念","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","BK1515":"抗疫概念","BK1589":"北水核心资产","002594":"比亚迪","01211":"比亚迪股份","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK1582":"深圳本地概念股","SG9999014674.SGD":"Nikko AM All China Equity A SGD","LU2360107325.USD":"BGF FUTURE OF TRANSPORT \"A4\" (USD) INC","BK1504":"苹果概念","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","BK1119":"汽车制造商","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0823426308.USD":"法巴中国股票基金","BK1522":"燃料电池"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2024-07-24/doc-incffmvy9221381.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2453021961","content_text":"彭博行业研究（Bloomberg Intelligence，BI）估计，由于中国市场需求激增，而美国和欧洲的需求停滞不前，比亚迪公司今年全年的电动汽车销量可能超过特斯拉。这与今年1月的情况发生了转变，当时BI表示，预计到2030年，特斯拉将一直领先于比亚迪。不过，BI表示，比亚迪的领先可能是短暂的，因为美国和欧盟的关税限制了中国汽车制造商在亚洲和新兴市场的增长机会。BI的高级欧洲汽车分析师迈克尔·迪恩（Michael Dean）在报告中说，对纯电动汽车的需求停滞意味着，包括混合动力汽车在内的内燃机车型将延长通用、大众和福特等传统汽车制造商的内燃机利润，并可能推动进一步的股票回购或收购活动。当地时间周二，特斯拉公布的第二季度利润连续四个季度低于市场预期，并再次警告称，预计2024年的增长率将“明显下降”。保时捷周一收回了到2030年电动汽车占新车销量80%以上的目标，这是电动汽车需求放缓的另一个迹象。迪恩表示：“特斯拉最初设定的50%年增长目标已经支离破碎。特斯拉的长期成功依赖于一款廉价的、大批量生产的Model 2，而这款车尚未上市。”去年第四季度，比亚迪的纯电动汽车销量一度超过了特斯拉，达到526409辆，而特斯拉为484507辆。该公司今年保持了增长势头，第二季度电动和混合动力汽车的出货量接近100万辆，这得益于其国内市场的大幅折扣。然而，BI表示，中国的价格战是“不可持续的”，可能会导致进一步的退出和整合。报告称，电动汽车需求停滞让丰田汽车对内燃机和混合动力汽车寿命的押注得到了回报，该公司股价自2023年年中以来上涨了50%。从长远来看，BI预计比亚迪将保持对特斯拉的销量领先地位直到2027年，然后这家美国汽车制造商将在2028年重新夺回电动汽车销冠，而排名第三的大众将慢慢缩小与更大竞争对手的差距。按市值计算，特斯拉仍然是全球最大的汽车制造商，周二收盘时市值为7860亿美元，该公司股价盘后一度下跌了8%。比亚迪市值接近1000亿美元。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":7,"commentSize":1,"repostSize":1,"favoriteSize":2,"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":"4.29.3","shortVersion":"4.29.3","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/2453021961"}