还在黑特斯拉，有意思_老虎社区_美港股上老虎 - 老虎社区

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闲人马斯克
01-05 18:49

还在黑特斯拉，有意思吗？督促一下国内车企提高自己的水平吧

销量惨淡！Cybertruck并没有宣传的那么好？

Cybertruck四季度销量堪称惨淡。

销量惨淡！Cybertruck并没有宣传的那么好？

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彼得林奇灿
·01-05 20:22
股票市场就是谣言四起的地方，在乎数据，不用在乎谣言
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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n销量惨淡！Cybertruck并没有宣传的那么好？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-05 17:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1233465.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>由于需求走弱，Cybertruck四季度销量堪称惨淡。美东时间1月2日周四，特斯拉公布2024年全年及第四季度的车辆交付数据。数据显示，四季度特斯拉共交付了约45.9万辆，低于分析师预期的50.5万辆，其中，“其他车型”的交付量为23640辆。特斯拉一向不公开各车型的具体销售数据。据媒体Electrek的测算，排除“其他车型”中Model S和Model X的销量，Cybertruck四季度的交付...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1233465.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2f366025017457c46eb5c66fabdc640e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.zhitongcaijing.com/content/detail/1233465.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1183703996","content_text":"由于需求走弱，Cybertruck四季度销量堪称惨淡。美东时间1月2日周四，特斯拉公布2024年全年及第四季度的车辆交付数据。数据显示，四季度特斯拉共交付了约45.9万辆，低于分析师预期的50.5万辆，其中，“其他车型”的交付量为23640辆。特斯拉一向不公开各车型的具体销售数据。据媒体Electrek的测算，排除“其他车型”中Model S和Model X的销量，Cybertruck四季度的交付量可能仅为9000-12000辆。另据科技媒体The Verge测算，Cybertruck的年度销量可能在3.5万-5万辆区间，远不及此前官方口径透露的“超100万辆”的预定量。按当前的市场表现看，Cybertruck的前景可能很严峻。在特斯拉最近的年度股东大会上，马斯克提及，Cybertruck的年度产量可能在25万-50万辆之间，他还在2023年表示Cybertruck将在18 月内成为“重要的现金流贡献者”。后劲不足，Cybertruck需求面临枯竭?今年二季度和三季度，在美国最畅销的电动卡车榜单上，Cybertruck一直蝉联冠军，但随着时间的推移，这一势头开始转弱。Electrek分析表示，本季度，特斯拉增设了购买Cybertruck的折扣和激励措施，官方数据也显示库存未被耗尽，意味着Cybertruck的销量低迷和产能无关，导致交付量不及预期的一大原因可能是Cybertruck的量产版本比最初版本更贵、续航里程更少，因此市场需求放缓。当前，Cybertruck的租赁起价约为每月900美元，如果想要购入全轮驱动基本型号Cyberbeast的话，预计至少要花费9万美元。此外，根据美国国家公路交通安全管理局(NHTSA)的信息，由于频现故障及事故，自2023年11月首次交付以来，Cybertruck已被召回了多达七次。此前有reddit论坛用户发言称，附近有大量Cybertrucks被堆积在二手车停车场。并且，二手Cybertrucks的市场价还在持续走低。CarGurus的数据显示，二手Cybertrucks12月30日的均价为104300美元，较前一个月的107800美元降了3500美元。不过，仍有乐观观点认为，考虑到Cybertruck这款车型仍处于早期阶段，未来可能仍有发展空间。该观点预计，特斯拉将Cybertruck的订金从最开始的1000美元大幅降至100美元，可能会激发一些潜在需求。","news_type":1},"isVote":1,"tweetType":1,"viewCount":375,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSLL"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":54,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":389273933713944,"commentId":"389273933713944","gmtCreate":1736079731782,"gmtModify":1736079735489,"authorId":3489022338988536,"author":{"id":3489022338988536,"idStr":"3489022338988536","authorId":3489022338988536,"name":"彼得林奇灿","avatar":"https://static.tigerbbs.com/e1e837f473b5f1403db691904e1f8115","vip":1,"currentWearingBadge":{"badgeId":"f48104d3aff74204841356e6c91c4d07-1","templateUuid":"f48104d3aff74204841356e6c91c4d07","name":"周度最佳创作者","description":"每周获得最佳精华帖的创作者","bigImgUrl":"https://static.tigerbbs.com/271475ceaf67d40016c8cfa16c08c8b3","smallImgUrl":"https://static.tigerbbs.com/5a6336061b9ba82ba9177c7ec476f5f2","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.01.06","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2004},"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.01.08","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":389257010135440,"objectIdStr":"389257010135440","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"股票市场就是谣言四起的地方，在乎数据，不用在乎谣言","text":"股票市场就是谣言四起的地方，在乎数据，不用在乎谣言","html":"股票市场就是谣言四起的地方，在乎数据，不用在乎谣言","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"hasMoreComment":true,"orderType":2}