---
title: "关税 “反噬”，特斯拉引发链式危机"
description: "特斯拉面临涨价风险，因关税政策可能导致每辆北美产特斯拉成本增加 3000 至 5000 美元。摩根士丹利调查显示，85% 的受访者认为马斯克参与政治对特斯拉形象产生负面影响，导致其全球受欢迎程度下降。"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/236683189.md"
published_at: "2025-04-20T11:23:01.000Z"
---

# 关税 “反噬”，特斯拉引发链式危机

> 特斯拉面临涨价风险，因关税政策可能导致每辆北美产特斯拉成本增加 3000 至 5000 美元。摩根士丹利调查显示，85% 的受访者认为马斯克参与政治对特斯拉形象产生负面影响，导致其全球受欢迎程度下降。

高成本不可避免地要向车辆终端传导，特斯拉未来面临涨价的可能性极高。 根据摩根士丹利于今年 1 月测算，美国本土造特斯拉，约 20% 电池由中国直接进口，30% 由在墨西哥投资的中国企业提供。如果对中国动力电池或中资企业动力电池加征关税，那么每辆北美产特斯拉汽车的成本将提升 3000 美元到 5000 美元。 同时，因马斯克深度参与美国政选，而现任美国政府的肆意妄为导致马斯克在大众面前的亲民科技形象受到重创。特斯拉面临在全球 “路人缘” 急剧下降的地步。 近日，摩根士丹利的一份企业调查显示，约 85% 的受调查者认为马斯克深度参与政治对特斯拉产生了 “负面”，甚至 “极度负面” 的影响。

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