<p>当雨下的时候，倾盆大雨随之而来，这正是 <strong>特斯拉</strong>（TSLA 3.13%）投资者现在深有体会的说法。如果消费者对首席执行官埃隆·马斯克的政治行为的反对还不够，那么最近公司的一些高管离职、全球销售下滑、车型老化、Cybertruck 商业失败，以及围绕其自动驾驶和完全自动驾驶（FSD）系统的诉讼数量不断增加等一系列发展，确实让人感到雨势汹涌。</p>
<p>坏消息是？特斯拉最近的举动可能表明这家汽车制造商现在有多么绝望。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjU2MzUvY3liZXJjYWJfNzUuanBnJnc9NzAw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="393" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjU2MzUvY3liZXJjYWJfNzUuanBnJnc9NzAw"/></p>
<p>特斯拉 Cybercab。图片来源：特斯拉。</p>
<h2>进军印度！？</h2>
<p>进入全球第三大汽车市场不可能是最糟糕的战略举措，对吧？虽然这可能是常见的思维方式，但特斯拉与印度之间的情况有些不同。这是因为尽管印度是第三大汽车市场，但特斯拉最近在印度推出的 Model Y 将针对一个仅占整体销售 4% 的电动车细分市场。</p>
<p>更糟糕的是，马斯克本人长期以来一直批评印度对进口汽车征收的高额关税。事实上，进口汽车到印度往往会导致关税和相关费用超过 100%，大幅抬高消费者的价格。</p>
<p>特斯拉的策略很简单：将需求和销售大幅下滑的国家的过剩库存转移到新市场。问题是，由于关税和费用，特斯拉的 Model Y 在印度的起售价约为 70,000 美元——在主要市场中价格最高。这与美国约 45,000 美元、中国 36,700 美元和德国 53,700 美元的价格相比，显得不太有竞争力。</p>
<p>一方面，这似乎是一个值得尝试的全球销售刺激举措，但另一方面，这确实显得有些绝望，因为公司首次面临全球销售困境。尽管如此，这并不是特斯拉第一次与印度接触。该公司曾考虑在印度开设工厂，并表示仍希望有一天能在印度进行研发和制造。</p>
<h2>投资者接下来该怎么办？</h2>
<p>一些最佳的投资建议可以用 “投资你所了解的” 来概括。这对一些长期和潜在的特斯拉投资者来说是一个困境。这家汽车制造商几乎陷入了身份危机，正在弄清楚自己是汽车制造商、机器人出租车公司、机器人公司、人工智能企业，还是上述几者的某种组合。</p>
<p>特斯拉投资者不仅要担心马斯克在 SpaceX、X（前身为 Twitter）、Neuralink 和 xAI 等多个项目之间分心，还要担心与政治的关系日益加深。</p>
<p>“特斯拉正进入其增长周期中最重要的阶段之一，自动驾驶和机器人未来即将到来，而马斯克不能花越来越多的时间去创建一个需要大量时间、精力和政治资本的政党，” 著名特斯拉看好的 Wedbush Securities 分析师丹·艾夫斯在 CNN Business 上写道。</p>
<p>因此，投资者在 11 月即将举行的特斯拉年度股东大会上关注管理层未来的见解和愿景将显得尤为重要。对于长期投资者来说，反对声可能最终会消退，尽管修复与消费者的信任需要时间。然而，对于新的潜在投资者来说，可能明智的做法是暂时观望，直到特斯拉理清自己的身份。</p>

特斯拉

2 倍做空特斯拉 ETF - GraniteShares

2 倍做多特斯拉 ETF - Direxion

2 倍做空特斯拉 ETF - Tradr

XI二南特斯-U

南方两倍做多特斯拉

南方两倍做空特斯拉

2 倍做多 TSLA ETF - GraniteShares

<p>特斯拉正面临重大挑战，包括销售下滑、高管离职和法律问题。尽管高关税导致起售价达到 70,000 美元，该公司最近决定以 Model Y 进入印度市场，这可能表明其处于绝望之中。分析师对首席执行官埃隆·马斯克在多个项目之间分散注意力以及公司身份不明确表示担忧。投资者被建议密切关注即将召开的股东会议，以获取特斯拉未来方向的见解，而新投资者可能考虑在投资前先行观望</p>

<p>When it rains, it pours, and that's a saying that <strong>Tesla</strong>(TSLA 3.13%) investors know all too well right now. If consumer backlash against CEO Elon Musk's political stint wasn't enough, a number of executives have left the company recently, sales are in decline globally, its vehicle lineup is aging, its Cybertruck was a commercial flop, and it's facing a growing number of lawsuits surrounding its Autopilot and Full Self-Driving (FSD) systems, among other developments -- it's certainly raining.</p>
<div class="lb-trans"><p>当雨下的时候，倾盆大雨随之而来，这正是 <strong>特斯拉</strong>（TSLA 3.13%）投资者现在深有体会的说法。如果消费者对首席执行官埃隆·马斯克的政治行为的反对还不够，那么最近公司的一些高管离职、全球销售下滑、车型老化、Cybertruck 商业失败，以及围绕其自动驾驶和完全自动驾驶（FSD）系统的诉讼数量不断增加等一系列发展，确实让人感到雨势汹涌。</p>
</div><p>The bad news? Tesla's latest move could signal just how desperate the automaker is right now.</p>
<div class="lb-trans"><p>坏消息是？特斯拉最近的举动可能表明这家汽车制造商现在有多么绝望。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjU2MzUvY3liZXJjYWJfNzUuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F825635%2Fcybercab_75.jpg&amp;op=resize&amp;w=700"/></p>
<p>Tesla Cybercab. Image source: Tesla.</p>
<div class="lb-trans"><p>特斯拉 Cybercab。图片来源：特斯拉。</p>
</div><h2>To India!?</h2>
<div class="lb-trans"><h2>进军印度！？</h2>
</div><p>Entering the world's third-largest automotive market can't be the worst strategic move, right? While that would be the common thought process, the scenario is a bit different between Tesla and India. That's because while India is the third-largest automotive market, Tesla's Model Y, which the company recently launched in India, will target an electric vehicle segment that represents a modest 4% of overall sales.</p>
<div class="lb-trans"><p>进入全球第三大汽车市场不可能是最糟糕的战略举措，对吧？虽然这可能是常见的思维方式，但特斯拉与印度之间的情况有些不同。这是因为尽管印度是第三大汽车市场，但特斯拉最近在印度推出的 Model Y 将针对一个仅占整体销售 4% 的电动车细分市场。</p>
</div><p>To make matters worse, Musk himself has long criticized India for its steep tariffs on import vehicles. In fact, importing vehicles into India can often result in tariffs and related duties that can exceed 100%, drastically driving up the price for consumers.</p>
<div class="lb-trans"><p>更糟糕的是，马斯克本人长期以来一直批评印度对进口汽车征收的高额关税。事实上，进口汽车到印度往往会导致关税和相关费用超过 100%，大幅抬高消费者的价格。</p>
</div><p>Tesla's strategy is simple: Take excess inventory from countries where demand and sales have plunged, and move it to a new market. The problem is that, due to tariffs and duties, Tesla's Model Y starts at about $70,000 in India -- the highest price among major markets. That compares unfavorably to roughly $45,000 in the U.S., $36,700 in China, and $53,700 in Germany.</p>
<div class="lb-trans"><p>特斯拉的策略很简单：将需求和销售大幅下滑的国家的过剩库存转移到新市场。问题是，由于关税和费用，特斯拉的 Model Y 在印度的起售价约为 70,000 美元——在主要市场中价格最高。这与美国约 45,000 美元、中国 36,700 美元和德国 53,700 美元的价格相比，显得不太有竞争力。</p>
</div><p>On one hand, it seems like a worthwhile attempt to stoke some sales globally, but on the other hand, it does seem like a move of desperation as the company deals with global sales adversity for the first time. That said, this isn't the first time Tesla has flirted with India. The company once considered opening a factory there and has commented that it still hopes to do research and development and manufacturing in India one day.</p>
<div class="lb-trans"><p>一方面，这似乎是一个值得尝试的全球销售刺激举措，但另一方面，这确实显得有些绝望，因为公司首次面临全球销售困境。尽管如此，这并不是特斯拉第一次与印度接触。该公司曾考虑在印度开设工厂，并表示仍希望有一天能在印度进行研发和制造。</p>
</div><h2>What's next for investors?</h2>
<div class="lb-trans"><h2>投资者接下来该怎么办？</h2>
</div><p>Some of the best investing advice can be summed up with &#34;invest in what you know.&#34; That's the dilemma for some long-term and potential Tesla investors. The automaker is almost in an identity crisis, figuring out whether it's a vehicle manufacturer, a robotaxi company, a robotics company, an artificial intelligence business, or some combination of the above.</p>
<div class="lb-trans"><p>一些最佳的投资建议可以用 “投资你所了解的” 来概括。这对一些长期和潜在的特斯拉投资者来说是一个困境。这家汽车制造商几乎陷入了身份危机，正在弄清楚自己是汽车制造商、机器人出租车公司、机器人公司、人工智能企业，还是上述几者的某种组合。</p>
</div><p>Not only do Tesla investors have to worry about Musk's time being divided between SpaceX, X (formerly Twitter), Neuralink, and xAI, among others, but there's also concern about a deepening tie to politics.</p>
<div class="lb-trans"><p>特斯拉投资者不仅要担心马斯克在 SpaceX、X（前身为 Twitter）、Neuralink 和 xAI 等多个项目之间分心，还要担心与政治的关系日益加深。</p>
</div><p>&#34;Tesla is heading into one of the most important stages of its growth cycle with the autonomous and robotics future now on the doorstep and cannot have Musk spending more and more time creating a political party which will require countless time, energy, and political capital,&#34; wrote Dan Ives, a Wedbush Securities analyst known for being a Tesla bull, according to CNN Business.</p>
<div class="lb-trans"><p>“特斯拉正进入其增长周期中最重要的阶段之一，自动驾驶和机器人未来即将到来，而马斯克不能花越来越多的时间去创建一个需要大量时间、精力和政治资本的政党，” 著名特斯拉看好的 Wedbush Securities 分析师丹·艾夫斯在 CNN Business 上写道。</p>
</div><p>That's why it'll be as important as ever for investors to tune in to Tesla's annual shareholder meeting, scheduled for November, to see what insights and vision management has going forward. For long-term investors, backlash will likely eventually fade, although it'll take time to mend the trust with consumers. However, for new potential investors, it may be wise to watch this from the sidelines until Tesla figures out its identity.</p>
<div class="lb-trans"><p>因此，投资者在 11 月即将举行的特斯拉年度股东大会上关注管理层未来的见解和愿景将显得尤为重要。对于长期投资者来说，反对声可能最终会消退，尽管修复与消费者的信任需要时间。然而，对于新的潜在投资者来说，可能明智的做法是暂时观望，直到特斯拉理清自己的身份。</p>
</div>

This Move From Tesla Screams Desperation

- 特斯拉面临高管离职、销量下滑及诉讼等多重挑战。  
- 其在印度市场的策略可能是为了消化过剩库存，但面临高额关税。  
- 投资者需关注特斯拉的身份危机及未来发展方向。  

特斯拉的这一举动似乎透露出绝望的情绪