[新聞] Tesla預告週二活動 聚焦平價電動車
原文標題:Tesla teases Tuesday event as focus shifts to affordable EVs
原文連結:https://tinyurl.com/vmtf8s95
發布時間:Mon, October 6, 2025 at 5:05 PM GMT+8
記者署名:
Reporting by Mrinmay Dey and Akash Sriram in Bengaluru; Editing by Jamie Freed
and Mrigank Dhaniwala
原文內容:
(Reuters) – Tesla on Sunday teased an October 7 event, as investors and
analysts await a more affordable model to sustain sales momentum, sending
shares of the company 2% higher in premarket trading.
(路透社)——特斯拉週日預告將於10月7日舉辦一場活動。投資人與分析師普遍期待特
斯拉推出更平價的車型,以延續銷售動能,消息傳出後,特斯拉股價在盤前交易中上漲約
2%。
In a nine-second video posted on social media platform X, the Elon Musk-led
automaker showed a vehicle with its headlights illuminated in a dark setting.
The company hinted at an event scheduled for Tuesday in a separate video that
had "10/7" at the end.
在馬斯克領導下的這家電動車製造商,在社交平台X上發布了一段9秒短片,畫面中一輛汽
車的前燈在黑暗中亮起。另一段影片的結尾則出現「10/7」字樣,暗示活動時間定於週二
。
Tesla has previously delayed rolling out a lower-cost version of the Model Y
in the United States. The company said in June that it had made "first builds"
of the vehicle, but would start selling it in the fourth quarter and ramp up
output slower than planned.
特斯拉先前曾延後在美國推出低成本版的Model Y。公司在6月表示已完成該車的「首批生
產」,但將於第四季度開始銷售,並以比原計畫更慢的速度提高產量。
The stripped-down version is designed to be roughly 20% cheaper to produce
than the refreshed Model Y and could scale to about 250,000 units a year in
the U.S. by 2026, sources told Reuters earlier this year.
消息人士今年稍早向路透透露,這款「簡化版」Model Y的生產成本預計比改款後的Model
Y低約20%,到2026年時,美國市場年產量可能達到25萬輛。
The teaser follows Tesla’s record quarterly deliveries for the three months
ended September, driven by a surge in EV purchases ahead of the expiration of
the $7,500 U.S. EV tax credit on September 30. However, analysts expect sales
to drop off in the coming months without the incentive.
這項預告緊隨特斯拉創下季度交付新高之後發出。該季度(截至9月底)銷售量暴增,主
因是消費者趕在9月30日7,500美元美國電動車稅收抵免到期前搶購。不過分析師預期,隨
著優惠結束,未來幾個月銷售可能會下滑。
Wall Street expects Tesla's deliveries to jump next year to 1.85 million
vehicles, with the cheaper model accounting for 155,610 units in 2026,
according to Visible Alpha estimates.
根據Visible Alpha的估算,華爾街預期特斯拉明年的交付量將上升至185萬輛,而平價車
型在2026年預計將占其中的約15.56萬輛。
Tesla faces challenges from an aging model lineup. The company has not
introduced a new mass-market vehicle in years, relying heavily on incremental
updates to the Model 3 and Model Y to drive sales.
特斯拉正面臨車款老化的挑戰。該公司多年來未推出全新大眾市場車型,主要依賴對
Model 3與Model Y的小幅升級來維持銷售。
Sales of its last major launch, the Cybertruck, have struggled, with Tesla
offering thousands of dollars in discounts for vehicles in inventory in the
past few months. A U.S. recall filing in March showed 46,096 Cybertrucks had
been built between its introduction in November 2023 and early this year.
特斯拉上一次重大新車推出是Cybertruck,但銷售表現不佳。過去幾個月公司甚至為庫存
車輛提供數千美元折扣。根據今年3月的美國召回文件顯示,自2023年11月推出以來,截
至今年初,Cybertruck的累計生產量為46,096輛。
心得/評論:
這次10月7日的活動,
可能是特斯拉重返成長軌道的轉捩點。
在稅收補貼結束、Cybertruck銷量受挫之際,
馬斯克需要用平價電動車提振信心。
若能如期量產、控制成本,特斯拉將能重新主導美國與全球中價位電動車市場。
--
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