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总结
多家媒体报道,特斯拉最新销量/交付表现跌至2022年以来低位,并出现连续第二年下滑,导致其在年度电动车销量排名上被中国比亚迪反超。报道将需求走弱归因于多重因素:全球竞争加剧、部分市场税收抵免到期或政策调整抬高购车成本,以及马斯克相关争议引发的品牌反弹影响消费意愿。销量放缓使特斯拉面临市场份额与盈利压力,并可能加剧行业价格与产品竞争,投资者亦关注其后续增长与策略调整。
正文
Tesla sales hit lowest point since 2022 after Musk backlash and end of tax credit Axios China's BYD Surpasses Tesla as World Leader in Electric Car Sales The New York Times Tesla loses title as world's biggest electric vehicle maker as sales fall for second year in a row AP News Tesla Is No Longer the Top EV Seller. Why Is It Losing Ground Around the World? Bloomberg.com Tesla loses EV crown to China's BYD as competition, tax credit expiry hit demand Reuters
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