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Tesla sales are dropping, tariff situation, Nissan/Honda deal falls through, more
2025/2/7
Electrek
F
Fred Lambert
专注于可持续交通和能源领域的记者和播客主持人。
Fred Lambert: 作为特斯拉的分析师,我认为特斯拉正面临多重挑战。首先,Model Y的改款确实影响了生产和销量,尤其是在欧洲市场,销量大幅下滑。其次,马斯克个人的政治言论对特斯拉的品牌形象造成了负面影响,尤其是在欧洲和澳大利亚。虽然中国市场表现相对较好,但整体来看,特斯拉正面临真正的需求问题。为了应对这些挑战,特斯拉需要采取积极的措施,例如调整定价策略、加强品牌建设、以及提升产品竞争力。此外,特斯拉还应该关注新兴市场,例如东南亚和东亚,以寻找新的增长点。我认为,特斯拉本季度的销量将大幅下降,这可能会让股东感到不安。特斯拉的股价已经从上个月的高点下跌了20%,预计还会继续下跌。特斯拉的利润率一直在下降,而且没有停止的迹象。销量下降和利润率降低可能会导致特斯拉本季度勉强实现盈亏平衡。尽管特斯拉的业绩低于华尔街的预期,但由于马斯克再次声称完全自动驾驶即将实现,因此股价并没有受到太大影响。如果发生更广泛的市场崩盘,特斯拉等高市盈率的股票可能会受到重创。
Deep Dive
Tesla's January sales figures reveal a significant drop, particularly in Europe. The Model Y's production changeover and Elon Musk's controversial actions are cited as contributing factors. While China shows more resilience, overall, the impact on Tesla's revenue is expected to be substantial.
- Tesla sales down 50.4% in Europe in January 2025 compared to January 2024
- Significant sales drop in Germany (60%) and France (63%)
- China sales down only 11.5%, but Model Y changeover and Chinese New Year impact expected in February
- Tesla's stock price dropped 10% this week, down 20% from last month's high
- Concerns about broader market crash and Tesla's high price-to-earnings ratio
Shownotes Transcript