消息面上,多国8月新车注册数据集中发布,特斯拉在欧洲市场表现分化明显偏弱:挪威同比下降79%,西班牙同比下降78.8%,瑞典同比下降41.4%;仅法国同比增长279%及丹麦同比增长104%表现亮眼,整体欧洲销售前景承压。与此同时,期权市场出现多笔大额偏空交易,其中一笔净支出达134.4万美元的合成看跌组合押注中期下行,叠加31.9万美元熊市价差,空头力量显著主导资金面。此外,特斯拉Model Y L后轮塌陷质量问题在社交平台持续发酵,亦对市场情绪构成拖累。
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