<p><strong>特斯拉公司</strong>（NASDAQ:TSLA）和其他汽车制造商正在应对可能对电动车市场造成严重冲击的局面，因为曾经帮助维持需求的联邦补贴已到期。</p>
<p>高管们警告称，这些激励措施的取消可能会导致销售的突然下降，这对已经在电气化方面投资数十亿美元的公司构成了重大挑战。</p>
<ul>
<li><em>TSLA 股票正在飙升。</em> <em>查看实时价格走势。</em></li>
</ul>
<h2>电动车市场崩溃？</h2>
<p><strong>克里斯蒂安·梅尼耶</strong>，<strong>日产美洲</strong> 的董事长，对市场的评估直言不讳，因为消费者失去了使电动车型更实惠的联邦信贷。</p>
<p>梅尼耶表示：“电动车市场将在十月崩溃。”</p>
<p><strong>另请阅读：</strong> <strong>QuantumScape、Applovin 在罗素 1000 中成为第三季度的顶级赢家</strong></p>
<p>在没有补贴的情况下，电动车与汽油车之间的成本差距扩大，这可能会在行业推动主流采用的关键时刻打击买家的信心。</p>
<p><strong>福特汽车公司</strong>（NYSE:F）首席执行官 <strong>吉姆·法利</strong> 将这一政策转变形容为 “游戏规则的改变”，并强调电动车市场仍然对政府支持的依赖程度。</p>
<p>法利表示，连锁反应可能会影响到汽车制造商以外的领域，包括供应商、充电基础设施以及更广泛的清洁能源转型。</p>
<h2>第三季度交付激增</h2>
<p>由于买家急于在电动车税收抵免到期之前完成购买，电动车交付在第三季度激增。</p>
<p>特斯拉和 <strong>Rivian Automotive, Inc.</strong>（NASDAQ:RIVN）都看到需求激增，因为消费者受到 7500 美元抵免截止日期的激励。这一热潮突显了政府激励措施对行业势头的持续重要性。</p>
<p>特斯拉在第三季度表现突出，交付了 497,099 辆汽车，比去年同期增长 7.4%，买家急于在联邦税收抵免到期之前确保获得该抵免。</p>
<p>Rivian 也受益于买家的紧迫感，本季度交付了 13,201 辆汽车，比去年增长近 32%，超出预期。</p>
<h2>结论</h2>
<p>联邦电动车税收抵免的到期标志着电动车行业的一个转折点，并对未来需求带来了不确定性。</p>
<p>未来几个月将考验该行业是否能够适应政策变化，并推动电气化的持久增长。</p>
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<p><em>照片来源：Shutterstock</em></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>特斯拉和其他汽车制造商在联邦补贴到期后面临电动车市场的潜在冲击，这可能导致销售额显著下降。高管们警告称，取消这些激励措施可能会引发市场崩溃，因为电动车与汽油车之间的成本差距在扩大。尽管第三季度的交付量因买家争相获取税收抵免而激增，但电动车行业的未来仍然不确定，因为它正在应对政策变化对需求的影响</p>

<p><strong>Tesla, Inc.</strong>(NASDAQ:TSLA) and other automakers are grappling with what could be a sharp disruption to the EV market after federal subsidies that had helped sustain demand have expired.</p>
<div class="lb-trans"><p><strong>特斯拉公司</strong>（NASDAQ:TSLA）和其他汽车制造商正在应对可能对电动车市场造成严重冲击的局面，因为曾经帮助维持需求的联邦补贴已到期。</p>
</div><p>Executives warn that the removal of these incentives could trigger a sudden decline in sales, posing a significant challenge for companies that have invested billions in electrification.</p>
<div class="lb-trans"><p>高管们警告称，这些激励措施的取消可能会导致销售的突然下降，这对已经在电气化方面投资数十亿美元的公司构成了重大挑战。</p>
</div><ul>
<li><em>TSLA stock is soaring.</em> <em>See the real-time price action here.</em></li>
</ul>
<div class="lb-trans"><ul>
<li><em>TSLA 股票正在飙升。</em> <em>查看实时价格走势。</em></li>
</ul>
</div><h2>EV Market Collapse?</h2>
<div class="lb-trans"><h2>电动车市场崩溃？</h2>
</div><p><strong>Christian Meunier</strong>, chairman of <strong>Nissan Americas</strong>, was blunt in his assessment of the market as consumers lose access to the federal credit that had made electric models more affordable.</p>
<div class="lb-trans"><p><strong>克里斯蒂安·梅尼耶</strong>，<strong>日产美洲</strong> 的董事长，对市场的评估直言不讳，因为消费者失去了使电动车型更实惠的联邦信贷。</p>
</div><p>&#34;The EV market is going to collapse in October,&#34; said Meunier.</p>
<div class="lb-trans"><p>梅尼耶表示：“电动车市场将在十月崩溃。”</p>
</div><p><strong>Read Also:</strong> <strong>QuantumScape, Applovin Among Russell 1000’s Top Q3 Winners</strong></p>
<div class="lb-trans"><p><strong>另请阅读：</strong> <strong>QuantumScape、Applovin 在罗素 1000 中成为第三季度的顶级赢家</strong></p>
</div><p>The cost gap between EVs and gasoline-powered cars has widened without the subsidy cushion, and this could discourage buyers just when the industry is pushing for mainstream adoption.</p>
<div class="lb-trans"><p>在没有补贴的情况下，电动车与汽油车之间的成本差距扩大，这可能会在行业推动主流采用的关键时刻打击买家的信心。</p>
</div><p><strong>Ford Motor Co.</strong> (NYSE:F) CEO <strong>Jim Farley</strong> described the policy shift as &#34;a game-changer,&#34; and stressed how dependent the EV market still is on government support.</p>
<div class="lb-trans"><p><strong>福特汽车公司</strong>（NYSE:F）首席执行官 <strong>吉姆·法利</strong> 将这一政策转变形容为 “游戏规则的改变”，并强调电动车市场仍然对政府支持的依赖程度。</p>
</div><p>Farley suggested the ripple effects could be felt well beyond automakers, affecting suppliers, charging infrastructure and the broader clean energy transition as well.</p>
<div class="lb-trans"><p>法利表示，连锁反应可能会影响到汽车制造商以外的领域，包括供应商、充电基础设施以及更广泛的清洁能源转型。</p>
</div><h2>Q3 Deliveries Surge</h2>
<div class="lb-trans"><h2>第三季度交付激增</h2>
</div><p>Electric vehicle deliveries surged in Q3 as buyers hurried to finalize purchases ahead of the EV tax credit's expiration.</p>
<div class="lb-trans"><p>由于买家急于在电动车税收抵免到期之前完成购买，电动车交付在第三季度激增。</p>
</div><p>Tesla and <strong>Rivian Automotive, Inc.</strong> (NASDAQ:RIVN) both saw demand spike as consumers were motivated by the $7,500 credit deadline. The rush highlights the continued importance of government incentives to the industry's momentum.</p>
<div class="lb-trans"><p>特斯拉和 <strong>Rivian Automotive, Inc.</strong>（NASDAQ:RIVN）都看到需求激增，因为消费者受到 7500 美元抵免截止日期的激励。这一热潮突显了政府激励措施对行业势头的持续重要性。</p>
</div><p>Tesla posted a standout Q3, delivering 497,099 vehicles—a 7.4% increase compared to the same period last year—as buyers rushed to secure the federal tax credit before its expiration.</p>
<div class="lb-trans"><p>特斯拉在第三季度表现突出，交付了 497,099 辆汽车，比去年同期增长 7.4%，买家急于在联邦税收抵免到期之前确保获得该抵免。</p>
</div><p>Rivian also benefited from buyer urgency, recording 13,201 deliveries for the quarter—a nearly 32% increase from the previous year and outperforming expectations.</p>
<div class="lb-trans"><p>Rivian 也受益于买家的紧迫感，本季度交付了 13,201 辆汽车，比去年增长近 32%，超出预期。</p>
</div><h2>The Takeaway</h2>
<div class="lb-trans"><h2>结论</h2>
</div><p>Expiration of the federal EV tax credit marks a turning point for the EV industry and casts uncertainty over future demand.</p>
<div class="lb-trans"><p>联邦电动车税收抵免的到期标志着电动车行业的一个转折点，并对未来需求带来了不确定性。</p>
</div><p>The coming months will test whether the sector can adapt to policy shifts and drive lasting growth in electrification.</p>
<div class="lb-trans"><p>未来几个月将考验该行业是否能够适应政策变化，并推动电气化的持久增长。</p>
</div><ul>
<li><strong>Datavault And New Era Energy: AI Penny Stock Powerhouses</strong></li>
</ul>
<div class="lb-trans"><ul>
<li><strong>Datavault 和 New Era Energy：AI 小型股强者</strong></li>
</ul>
</div><p><em>Photo: Shutterstock</em></p>
<div class="lb-trans"><p><em>照片来源：Shutterstock</em></p>
</div>

Tesla, Rivals Brace For EV Market 'Collapse'—Thanks To Trump

- 特斯拉及其他汽车制造商面临电动车市场的重大挑战。  
- 联邦补贴的取消可能导致销售急剧下降，影响行业发展。  
- 第三季度电动车交付量激增，显示政府激励措施的重要性。  

特斯拉及其竞争对手准备迎接电动车市场的'崩溃'——这要归功于特朗普