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总结
多家外媒围绕特斯拉近期销量走弱展开讨论。Electrek评论称，马斯克在公开叙事中对公司当前下滑的销售轨迹缺乏清晰认识，未正面回应交付与需求压力。CNN等指出全球电动车竞争格局正在变化，“新王者”不再是特斯拉；另有分析认为制造与产品周期的“后遗症”正促使马斯克将增长故事更多转向机器人等新方向，并提到比亚迪走强、中美市场差距扩大及福特策略调整，可能影响资本市场对特斯拉增长与战略重心的预期。
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