9月24日，特斯拉(TSLA)股价盘中大涨5.03%，引发市场关注。多项利好消息推动特斯拉股价上涨。
首先，瑞银大幅上调了特斯拉2025年第三季度交付量预期。瑞银将特斯拉Q3交付量预期从43.1万辆上调至47.5万辆，增幅近10%。若实现该预期，将创下特斯拉单季度交付量的历史新高。瑞银分析师表示，随着特斯拉大力推广Model Y升级版，以及美国消费者在电动汽车税收抵免即将到期前加速购买，特斯拉在美国市场的交付量有望大幅增长。
其次，特斯拉在中国市场的销量数据表现亮眼。数据显示，特斯拉在9月15日至21日这一周的新车注册量达到17,300辆，创下过去12周以来的最高纪录，环比增长12.7%。其中Model Y仍是主力车型，单周注册量达10,340辆。这表明特斯拉在中国市场的需求持续旺盛。
此外，特斯拉在AI和自动驾驶领域的布局也受到市场认可。摩根士丹利最新研报指出，特斯拉正积极布局视觉数据的收集与利用，在"光子竞赛"中占据领先地位。随着特斯拉越来越被视为人工智能领域的领导者，其股价表现有望持续优于大盘。
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