作者TyuzuChou (润润润)
看板Stock
标题[新闻] Tesla预告周二活动 聚焦平价电动车
时间Mon Oct 6 20:00:23 2025
原文标题：Tesla teases Tuesday event as focus shifts to affordable EVs
原文连结：
https://tinyurl.com/vmtf8s95
发布时间：Mon, October 6, 2025 at 5:05 PM GMT+8
记者署名：
Reporting by Mrinmay Dey and Akash Sriram in Bengaluru; Editing by Jamie Freed
and Mrigank Dhaniwala
原文内容：
(Reuters) – Tesla on Sunday teased an October 7 event, as investors and
analysts await a more affordable model to sustain sales momentum, sending
shares of the company 2% higher in premarket trading.
（路透社）——特斯拉周日预告将於10月7日举办一场活动。投资人与分析师普遍期待特
斯拉推出更平价的车型，以延续销售动能，消息传出後，特斯拉股价在盘前交易中上涨约
2%。
In a nine-second video posted on social media platform X, the Elon Musk-led
automaker showed a vehicle with its headlights illuminated in a dark setting.
The company hinted at an event scheduled for Tuesday in a separate video that
had "10/7" at the end.
在马斯克领导下的这家电动车制造商，在社交平台X上发布了一段9秒短片，画面中一辆汽
车的前灯在黑暗中亮起。另一段影片的结尾则出现「10/7」字样，暗示活动时间定於周二
。
Tesla has previously delayed rolling out a lower-cost version of the Model Y
in the United States. The company said in June that it had made "first builds"
of the vehicle, but would start selling it in the fourth quarter and ramp up
output slower than planned.
特斯拉先前曾延後在美国推出低成本版的Model Y。公司在6月表示已完成该车的「首批生
产」，但将於第四季度开始销售，并以比原计画更慢的速度提高产量。
The stripped-down version is designed to be roughly 20% cheaper to produce
than the refreshed Model Y and could scale to about 250,000 units a year in
the U.S. by 2026, sources told Reuters earlier this year.
消息人士今年稍早向路透透露，这款「简化版」Model Y的生产成本预计比改款後的Model
Y低约20%，到2026年时，美国市场年产量可能达到25万辆。
The teaser follows Tesla’s record quarterly deliveries for the three months
ended September, driven by a surge in EV purchases ahead of the expiration of
the $7,500 U.S. EV tax credit on September 30. However, analysts expect sales
to drop off in the coming months without the incentive.
这项预告紧随特斯拉创下季度交付新高之後发出。该季度（截至9月底）销售量暴增，主
因是消费者赶在9月30日7,500美元美国电动车税收抵免到期前抢购。不过分析师预期，随
着优惠结束，未来几个月销售可能会下滑。
Wall Street expects Tesla's deliveries to jump next year to 1.85 million
vehicles, with the cheaper model accounting for 155,610 units in 2026,
according to Visible Alpha estimates.
根据Visible Alpha的估算，华尔街预期特斯拉明年的交付量将上升至185万辆，而平价车
型在2026年预计将占其中的约15.56万辆。
Tesla faces challenges from an aging model lineup. The company has not
introduced a new mass-market vehicle in years, relying heavily on incremental
updates to the Model 3 and Model Y to drive sales.
特斯拉正面临车款老化的挑战。该公司多年来未推出全新大众市场车型，主要依赖对
Model 3与Model Y的小幅升级来维持销售。
Sales of its last major launch, the Cybertruck, have struggled, with Tesla
offering thousands of dollars in discounts for vehicles in inventory in the
past few months. A U.S. recall filing in March showed 46,096 Cybertrucks had
been built between its introduction in November 2023 and early this year.
特斯拉上一次重大新车推出是Cybertruck，但销售表现不佳。过去几个月公司甚至为库存
车辆提供数千美元折扣。根据今年3月的美国召回文件显示，自2023年11月推出以来，截
至今年初，Cybertruck的累计生产量为46,096辆。
心得/评论：
这次10月7日的活动，
可能是特斯拉重返成长轨道的转捩点。
在税收补贴结束、Cybertruck销量受挫之际，
马斯克需要用平价电动车提振信心。
若能如期量产、控制成本，特斯拉将能重新主导美国与全球中价位电动车市场。
--
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1F：嘘 BBKOX : 卖200年才能回本 10/06 20:02
2F：→ dslite : 不就那台什麽都拔光的Y 10/06 20:14
3F：→ super0949 : 没人在乎卖车的量好吗 10/06 20:14
4F：→ Karida : 车子卖得越多，FSD才有机会卖得越多。 10/06 20:15
5F：推 ru04hj4 : 越平价选购FSD比例越低 10/06 20:23
6F：→ aewul : 平价打不过比亚迪的… 10/06 20:24
7F：推 Heedictator : 要卖爆了 10/06 20:35
8F：→ Heedictator : 跟头又大说掰掰 10/06 20:36
9F：推 Noberman : 来罗来罗 上车罗 10/06 20:42
10F：嘘 sa87a16 : 看到Y就知道没意义，不是我们期待的真平价车， 10/06 20:43
11F：推 sa87a16 : 如果是3 当天股价500，Y洗洗睡 10/06 20:45
12F：推 maniaque : Model 3,加高的Model 3 ,加长的 Model 3,鸥翼Model3 10/06 21:08
13F：→ maniaque : 特斯拉的小客车,大概可以这样分类吧...... 10/06 21:09
14F：→ maniaque : 现在再来个便宜的 Model 3 10/06 21:09
15F：→ soon55555 : 跟车有关通常会跌 10/06 21:25
16F：→ rockocean : 现在对岸电车卷成沙发冰箱+超大平板 特斯拉推平价电 10/07 01:14
17F：→ rockocean : 车是打算极简主义-电池马达+四颗轮子? 10/07 01:14