特斯拉创纪录销量难改背后“隐忧”

美股研究社
Oct 13

【如需和我们交流可扫码添加进社群】特斯拉2024年第三季度业绩从交付量来看,特斯拉第三季度表现创下纪录 —— 汽车交付量接近 50 万辆,储能部署量也同步刷新纪录。然而,这些数据背后有两个关键细节需重点关注:首先,该季度交付量比产量高出 10% 以上。由于 9 月底美国联邦电动汽车税收抵免政策即将到期,消费者急于购车以享受优惠,特斯拉借此消化了过剩库存。这一需求驱动因素具有一次性属性,而公司并未...

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