交付不及預期！特斯拉Q3全球交付約46.3萬輛，股價應聲跳水
週三（10月2日），電動汽車巨頭特斯拉發佈了今年第三季度產銷數據：總交付量462890輛，低於預估的463897；總產量469796輛。其中，Model 3 和 Model Y 佔據了特斯拉總交付量的大部分，兩款車型合計交付量為439975輛。
去年同期，特斯拉報吿交付量為435059輛，生產量為430488輛。上個季度，該公司報吿交付量為443956輛，生產量為410831輛。
今年三季度交付量雖扭轉了前兩個季的頹勢，實現同比增長，但遜於預期，今年前三季銷量同比下滑2.3%。
特斯拉將於10月23日公佈第三季度業績。
特斯拉尚未發佈2024年交付的具體指引，但高管們表示，儘管該公司已在產品線中增加了一款新車型——Cybertruck，但他們預計今年的交付增長率將低於去年。
該公司週三還表示，本季度部署了6.9GWh的儲能產品。
數據發佈後，特斯拉股價下跌超4%至247.41美元。在第三季度特斯拉股價累計上升了32%，抹平了今年的虧損。
在交付數據公佈之前，特斯拉股價在過去一個月內上升了約20%，這得益於人們對10月10日即將舉行的自動駕駛出租車活動的樂觀情緒，以及來自中國的好消息表明中國銷量正在增長。
但投資者也對“明顯下降”的年汽車增長率存在爭議，特斯拉在第一季度後就對此發出了警吿。
馬斯克多年來一直承諾特斯拉將推出自動駕駛汽車，但該公司至今尚未實現。與此同時，谷歌旗下無人出租車公司Waymo 和小馬智行(Pony.AI) 等競爭對手已經開始運營商業自動駕駛出租車服務。
分析人士表示，下週的自動駕駛出租車活動將成為該公司未來及其進一步利用人工智能的計劃的關鍵時刻。
Wedbush 分析師丹·艾夫斯 (Dan Ives) 週二在給客户的一份報吿中寫道：“我們相信，Robotaxi Day 將成為馬斯克和特斯拉具有開創性的歷史性一天，標誌着特斯拉在自動駕駛、FSD 和 AI 未來發展的新篇章。”
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