<p>随着联邦电动车税收抵免于 10 月 1 日正式结束，像 <strong>Gerber Kawasaki</strong> 的联合创始人 <strong>Ross Gerber</strong> 和 <strong>Deepwater Asset Management</strong> 的投资者 <strong>Gene Munster</strong> 等投资者对其对 <strong>特斯拉公司</strong>（NASDAQ:TSLA）的影响发表了看法。</p>
<p><em>在这里查看 TSLA 的当前价格</em> <em>.</em></p>
<h2>‘冬天来了，' Ross Gerber 表示</h2>
<p>周三，这位投资者在社交媒体平台 <strong>X</strong> 上分享了他的想法，承认在 7500 美元税收抵免结束前的销售热潮产生了积极影响。Gerber 表示：“看到很多新的特斯拉在路上，争相兑现抵免确实在很大程度上帮助了这个季度。”</p>
<p>然而，这位投资者也指出，销售热潮在电动车税收抵免结束后不会持续。“可悲的是，这就是热潮的结束，冬天来了……” Gerber 说。</p>
<h2>Gene Munster 表示传统汽车制造商 ‘解读错误’</h2>
<p>与此同时，Munster 在周三接受 CNBC 采访时称电动车税收抵免的结束对 <strong>Elon Musk</strong> 的电动车巨头在长期内是一个积极因素。Munster 表示，虽然电动车税收抵免在短期内让人们争相以较低的价格购买车辆，但 “这一税收抵免的逐步取消实际上导致传统汽车制造商减缓了投资。”</p>
<p>他还补充说，传统汽车制造商在电动车投资方面 ‘解读错误’，因为缺乏投资将使他们在扩大电动车生产时处于 ‘尴尬的境地’。</p>
<p>Munster 还承认，与 Munster 交谈的首次购买特斯拉的消费者对全自动驾驶（FSD）系统感到 ‘惊讶’。他分享说，特斯拉在生产方面具有电动车生产规模的优势，但承认 Robotaxi 的推出速度比预期慢，干预次数也比之前预测的要多。</p>
<p>“我认为我们会有一个时刻。这不会是线性的，我认为这将是一个突破时刻，涉及这些车型安全驾驶的能力，” Munster 说。</p>
<h2>通用汽车、福特正在努力延长电动车税收抵免</h2>
<p>这一消息传出之际，<strong>通用汽车公司</strong>（NYSE:GM）和 <strong>福特汽车公司</strong>（NYSE:F）均 reportedly 正在通过向经销商支付首付款来延长其车辆的电动车激励，以使这些车辆通过公司的融资部门符合抵免资格。</p>
<h2>加州州长 Gavin Newsom 确认激励措施回撤，特朗普的反电动车决策</h2>
<p>随着电动车激励措施的结束，加州州长 <strong>Gavin Newsom</strong> 确认该州不会在 9 月 30 日截止后提供计划中的电动车州激励。“我们无法弥补联邦对这些税收抵免的破坏，” Newsom 说，并补充说，加州将专注于改善州内的充电基础设施，以促进电动车的普及。</p>
<p>与此同时，电动车税收抵免的结束只是 <strong>Donald Trump</strong> 总统采取的多项反电动车决策之一，这些决策对特斯拉和其他电动车制造商造成了影响。该政府还放宽了 CAFE（企业平均燃油经济性）标准，减轻了传统汽车制造商遵守燃油经济性和排放标准的法律压力。</p>
<p>这一放宽实际上使得零排放车辆（ZEV）抵免的销售变得多余，ZEV 抵免是电动车制造商的重要收入来源。销售 ZEV 抵免在 2024 年为特斯拉带来了近 28 亿美元的收入。</p>
<p>这家电动车巨头还敦促特朗普政府的 <strong>环境保护局</strong> 重新考虑撤销 2009 年危险发现的提案。特斯拉表示，废除这些标准将 “使发动机和车辆制造商在任何公路发动机和车辆的温室气体排放的测量、控制和报告方面获得豁免。”</p>
<p>特斯拉在动量和增长指标上表现良好，同时提供令人满意的质量，但价值较差。特斯拉在短期、中期和长期内也提供了有利的价格趋势。欲获取更多此类见解，请立即注册 Benzinga Edge 股票排名！</p>
<p><em>图片来源：Aliaksei Kaponia 在 Shutterstock.com</em></p>
<p><em>通过</em> <em>点击此链接</em> <em>查看更多 Benzinga 的未来出行报道。</em></p>
<ul>
<li>Elon Musk 可能为那些在多层停车场忘记停车位置的人提供了解决方案——FSD 更新正在进行中？</li>
</ul>

特斯拉

<p>Gerber Kawasaki 的 Ross Gerber 警告称，7500 美元的联邦电动车税收抵免的结束预示着特斯拉的下滑，尽管在其到期前出现了销售热潮。Deepwater Asset Management 的 Gene Munster 认为，传统汽车制造商误判了形势，导致对电动车的投资减少。与此同时，通用汽车和福特通过经销商融资延长了电动车激励措施。加利福尼亚州州长加文·纽森确认不会有州级激励措施取代联邦税收抵免，而是专注于充电基础设施。税收抵免的结束是特朗普政府更广泛的反电动车政策的一部分，影响了特斯拉来自零排放车辆（ZEV）信用的收入</p>

<p>As the Federal EV Credit officially ended on Wednesday, October 1st, investors like <strong>Gerber Kawasaki</strong>'s co-founder <strong>Ross Gerber</strong> and <strong>Deepwater Asset Management</strong>'s investor <strong>Gene Munster</strong> weighed in on its impact on <strong>Tesla Inc.</strong> (NASDAQ:TSLA)</p>
<div class="lb-trans"><p>随着联邦电动车税收抵免于 10 月 1 日正式结束，像 <strong>Gerber Kawasaki</strong> 的联合创始人 <strong>Ross Gerber</strong> 和 <strong>Deepwater Asset Management</strong> 的投资者 <strong>Gene Munster</strong> 等投资者对其对 <strong>特斯拉公司</strong>（NASDAQ:TSLA）的影响发表了看法。</p>
</div><p><em>Check out the current price of TSLA</em> <em>here</em> <em>.</em></p>
<div class="lb-trans"><p><em>在这里查看 TSLA 的当前价格</em> <em>.</em></p>
</div><h2>‘Winter Is Coming,' Ross Gerber Says</h2>
<div class="lb-trans"><h2>‘冬天来了，' Ross Gerber 表示</h2>
</div><p>Taking to the social media platform <strong>X</strong> on Wednesday, the investor shared his thoughts in a post, acknowledging the positive effect of the sales rush preceding the end of the $7,500 credit. &#34;Seeing a lot of new teslas on the road as the rush to cash in on the credits definitely helped the qtr in a big way,&#34; Gerber said.</p>
<div class="lb-trans"><p>周三，这位投资者在社交媒体平台 <strong>X</strong> 上分享了他的想法，承认在 7500 美元税收抵免结束前的销售热潮产生了积极影响。Gerber 表示：“看到很多新的特斯拉在路上，争相兑现抵免确实在很大程度上帮助了这个季度。”</p>
</div><p>However, the investor also noted that the sales rush wouldn't last following the end of the EV credit. &#34;Sadly though, this is the end of the rush and winter is coming…&#34; Gerber said.</p>
<div class="lb-trans"><p>然而，这位投资者也指出，销售热潮在电动车税收抵免结束后不会持续。“可悲的是，这就是热潮的结束，冬天来了……” Gerber 说。</p>
</div><h2>Gene Munster Says Traditional Automakers Have ‘Read The Tea Leaves Wrong’</h2>
<div class="lb-trans"><h2>Gene Munster 表示传统汽车制造商 ‘解读错误’</h2>
</div><p>Meanwhile, Munster hailed the end of the EV credit as a positive factor in the long term for <strong>Elon Musk</strong>'s EV giant in an interview with CNBC on Wednesday. Munster said that while there was a near-term advantage of the EV credit as people rushed to buy vehicles at a lesser price, the &#34;sunsetting of this tax credit effectively has caused traditional automakers to slow their investments.&#34;</p>
<div class="lb-trans"><p>与此同时，Munster 在周三接受 CNBC 采访时称电动车税收抵免的结束对 <strong>Elon Musk</strong> 的电动车巨头在长期内是一个积极因素。Munster 表示，虽然电动车税收抵免在短期内让人们争相以较低的价格购买车辆，但 “这一税收抵免的逐步取消实际上导致传统汽车制造商减缓了投资。”</p>
</div><p>He also added that traditional automakers have &#34;read the tea leaves wrong&#34; with investing in EVs following the end of the tax credit, as a lack of investments would put them in an &#34;awkward position&#34; to scale up EVs.</p>
<div class="lb-trans"><p>他还补充说，传统汽车制造商在电动车投资方面 ‘解读错误’，因为缺乏投资将使他们在扩大电动车生产时处于 ‘尴尬的境地’。</p>
</div><p>Munster also acknowledged that first-time Tesla buyers, in conversation with Munster, have been &#34;surprised&#34; by the Full Self-Driving (FSD) system. He shared that Tesla has an EV production scale advantage when it comes to production, but conceded that the Robotaxi rollout has been slower than expected, with more interventions than previously predicted.</p>
<div class="lb-trans"><p>Munster 还承认，与 Munster 交谈的首次购买特斯拉的消费者对全自动驾驶（FSD）系统感到 ‘惊讶’。他分享说，特斯拉在生产方面具有电动车生产规模的优势，但承认 Robotaxi 的推出速度比预期慢，干预次数也比之前预测的要多。</p>
</div><p>&#34;I think we will have a moment. It's not gonna be linear, I think it's gonna be a breakout moment when it comes to the ability of these models to drive safely,&#34; Munster said.</p>
<div class="lb-trans"><p>“我认为我们会有一个时刻。这不会是线性的，我认为这将是一个突破时刻，涉及这些车型安全驾驶的能力，” Munster 说。</p>
</div><h2>GM, Ford Working On Extending EV Credit</h2>
<div class="lb-trans"><h2>通用汽车、福特正在努力延长电动车税收抵免</h2>
</div><p>The news comes as <strong>General Motors Co.</strong> (NYSE:GM) and <strong>Ford Motor Co.</strong> (NYSE:F) are both reportedly extending the EV incentives on their vehicles by making a down payment on units to their dealers to qualify the vehicles for the credit through the companies' financing arms.</p>
<div class="lb-trans"><p>这一消息传出之际，<strong>通用汽车公司</strong>（NYSE:GM）和 <strong>福特汽车公司</strong>（NYSE:F）均 reportedly 正在通过向经销商支付首付款来延长其车辆的电动车激励，以使这些车辆通过公司的融资部门符合抵免资格。</p>
</div><h2>Gavin Newsom Confirms Incentive Rollback, Trump’s Anti-EV Decisions</h2>
<div class="lb-trans"><h2>加州州长 Gavin Newsom 确认激励措施回撤，特朗普的反电动车决策</h2>
</div><p>With the EV incentives ending, California Governor <strong>Gavin Newsom</strong> confirmed that the state wouldn’t be offering the planned state incentives on EVs through backfilling after the September 30 deadline. “We can’t make up for federal vandalism of those tax credits,” Newsom said, adding that California would instead focus on improving the charging infrastructure in the state to promote EV adoption.</p>
<div class="lb-trans"><p>随着电动车激励措施的结束，加州州长 <strong>Gavin Newsom</strong> 确认该州不会在 9 月 30 日截止后提供计划中的电动车州激励。“我们无法弥补联邦对这些税收抵免的破坏，” Newsom 说，并补充说，加州将专注于改善州内的充电基础设施，以促进电动车的普及。</p>
</div><p>Meanwhile, the ending of the EV credit is just one of multiple anti-EV decisions taken by President <strong>Donald Trump</strong>, which have hit Tesla and other EV makers. The administration also relaxed CAFE (Corporate Average Fuel Economy) norms, taking legal pressure off traditional automakers to adhere to fuel economy and emissions standards.</p>
<div class="lb-trans"><p>与此同时，电动车税收抵免的结束只是 <strong>Donald Trump</strong> 总统采取的多项反电动车决策之一，这些决策对特斯拉和其他电动车制造商造成了影响。该政府还放宽了 CAFE（企业平均燃油经济性）标准，减轻了传统汽车制造商遵守燃油经济性和排放标准的法律压力。</p>
</div><p>The relaxation has effectively made the sale of ZEV credits, a major source of revenue for EV makers, redundant. Selling ZEV credits also accounted for almost $2.8 billion in revenue for Tesla in 2024.</p>
<div class="lb-trans"><p>这一放宽实际上使得零排放车辆（ZEV）抵免的销售变得多余，ZEV 抵免是电动车制造商的重要收入来源。销售 ZEV 抵免在 2024 年为特斯拉带来了近 28 亿美元的收入。</p>
</div><p>The EV giant also urged the Trump administration’s <strong>Environmental Protection Agency</strong> to reconsider the proposal to rescind the 2009 Endangerment Finding. Repealing the standards would “give a pass to engine and vehicle manufacturers for all measurement, control, and reporting of GHG emissions for any highway engine and vehicle,&#34; Tesla said.</p>
<div class="lb-trans"><p>这家电动车巨头还敦促特朗普政府的 <strong>环境保护局</strong> 重新考虑撤销 2009 年危险发现的提案。特斯拉表示，废除这些标准将 “使发动机和车辆制造商在任何公路发动机和车辆的温室气体排放的测量、控制和报告方面获得豁免。”</p>
</div><p>Tesla scores well on Momentum and Growth metrics, while offering satisfactory Quality, but poor Value. Tesla also offers a favorable price trend in the Short, Medium and Long term. For more such insights, sign up for Benzinga Edge Stock Rankings today!</p>
<div class="lb-trans"><p>特斯拉在动量和增长指标上表现良好，同时提供令人满意的质量，但价值较差。特斯拉在短期、中期和长期内也提供了有利的价格趋势。欲获取更多此类见解，请立即注册 Benzinga Edge 股票排名！</p>
</div><p><em>Photo Courtesy: Aliaksei Kaponia on Shutterstock.com</em></p>
<div class="lb-trans"><p><em>图片来源：Aliaksei Kaponia 在 Shutterstock.com</em></p>
</div><p><em>Check out more of Benzinga’s Future Of Mobility coverage by</em> <em>following this link.</em></p>
<div class="lb-trans"><p><em>通过</em> <em>点击此链接</em> <em>查看更多 Benzinga 的未来出行报道。</em></p>
</div><ul>
<li>Elon Musk Might Have A Solution At Hand For All Those Who Forget Where They Park In Those Multi-Level Parking Garages — FSD Update In The Works?</li>
</ul>
<div class="lb-trans"><ul>
<li>Elon Musk 可能为那些在多层停车场忘记停车位置的人提供了解决方案——FSD 更新正在进行中？</li>
</ul>
</div>

Ross Gerber Says 'Winter Is Coming' For Tesla As $7,500 Federal EV Credit Ends; Gene Munster Says Traditional Automakers In An 'Awkward Position'

- 联邦电动车税收抵免于 10 月 1 日结束，投资者对此发表看法。  
- Ross Gerber 指出，销售高峰将结束，未来销售将受影响。  
- Gene Munster 认为传统汽车制造商投资减缓将使其在电动车市场处于不利地位。

Ross Gerber 表示，随着 7500 美元联邦电动车税收抵免的结束，特斯拉将面临 “寒冬”；Gene Munster 则认为传统汽车制造商正处于 “尴尬的境地”