特斯拉（TSLA）股价在周五盘前交易中大跌5.01%，跌破400美元关口，引发投资者关注。此次下跌使得特斯拉今年以来的股价涨幅再度转负。
特斯拉股价下跌的主要原因可能与市场对其AI芯片需求的担忧有关。据摩根士丹利报告，特斯拉正积极抢占台积电3nm芯片产能，这可能导致其成本上升。报告指出，台积电3nm产能出现短缺，今年底产能将扩增至每月11-12万片，明年资本支出可能增至480-500亿美元。这反映出特斯拉在AI和自动驾驶领域的大规模投入，但也引发了市场对其成本控制的担忧。
此外，特斯拉AI软件副总裁此前警告2026年将是员工"最艰难的一年"，暗示公司在AI领域将面临激烈竞争。这些因素共同影响了投资者信心，导致特斯拉股价承压。在整体科技股回调的大环境下，特斯拉作为高估值科技股更是首当其冲，成为投资者规避风险时的抛售对象。
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