电动汽车制造商Rivian Automotive, Inc. (RIVN) 今日盘中股价大跌5.03%，引起了市场的高度关注。
消息面上，公司宣布其关键战略车型R2纯电SUV将于今年春季开始交付，首发性能版售价为57,990美元。然而，市场反应消极，主要原因在于其定价策略与政策环境的变化。尽管R2被视为公司扩大客户群、与特斯拉Model Y竞争的关键产品，但其首发车型价格并不“亲民”，而更便宜的入门版本（售价约45,000美元）需等到2027年底才会上市。
此外，分析师指出，美国电动汽车税收抵免政策到期、进口关税增加以及监管补贴减少等政策变化，显著提高了消费者的购车成本。巴克莱分析师表示，R2积压的超过10万辆订单中，许多可能是在享受7500美元税收抵免的预期下下达的，如今价格实际上更为昂贵，这引发了市场对其实际需求的担忧。该行预测的今年R2交付量也低于公司自身指引，加剧了投资者对Rivian盈利能力和增长前景的疑虑。
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