周四， 特斯拉 持续走低，盘中大跌超5%。美国消费品安全委员会：特斯拉召回约10500套Powerwall 2交流电池储能系统，原因是有火灾和燃烧危险。召回通知显示，该缺陷源于部分锂离子电池电芯，这些电芯在特定条件下可能过热、冒烟或起火。在少数案例中，该缺陷已造成财产损失。
10月份，特斯拉中国的零售销量为26006辆，较9月的71525辆环比减少63.64%，较2024年同期的40485辆同比下降35.76%，为2022年11月以来最低水平。
此外，据消息人士称，特斯拉人工智能(AI)业务负责人在内部讲话中对员工表示，2026年将是他们“人生中最艰难的一年”。有员工形容这场会议是一次“动员号召”。据悉，会议持续近两小时，AI部门的多位领导均发表了讲话。员工们被告知了Optimus机器人量产的激进时间表，以及 Robotaxi无人驾驶出租车服务的具体目标。分析师指出特斯拉AI项目如Optimus机器人尚未产生收入，股票估值面临质疑。
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