<p>作者：William Gavin</p>
<p>特斯拉首次发布了 20 位分析师的交付估计共识，显示出大幅下滑。</p>
<p>预计特斯拉将在 2025 年销售 164 万辆汽车，低于 2024 年的 179 万辆和 2023 年的 180 万辆。</p>
<p>特斯拉的股票面临近六个月以来最长的下跌趋势，因为这家电动车巨头有效地告诉投资者，预计第四季度的交付将令人失望，正朝着另一个年度销售下降迈进。</p>
<p>该公司（TSLA）在周一晚些时候发布了卖方分析师预期的交付共识，预计 12 月季度交付 42.285 万台，同比下降 15%。这一预期比 FactSet 编制的 447,000 台的预期更为悲观，后者是 Bloomberg 编制的约 445,000 台交付的平均值。</p>
<p>不要错过：特斯拉在加倍押注人工智能方面的前景</p>
<p>汇总和分发分析师估计对特斯拉来说并不罕见，尽管将这些数据发布到其网站上是这家位于德克萨斯州奥斯汀的公司的首次尝试。根据投资者关系负责人 Travis Axelrod 的说法，这一变化是投资者要求的。</p>
<p>特斯拉的股票在周二早盘交易中下跌了 0.3%。这使其面临连续第五个交易日的亏损，这将是自 7 月 1 日结束的六个交易日以来最长的下跌趋势。该股在 2025 年上涨了 13.5%，但自 12 月 16 日收于创纪录的 489.88 美元以来回落了 6.4%。</p>
<p>根据公司编制的共识，特斯拉预计将记录连续第二年的销售下降。这家汽车制造商预计交付约 160 万辆汽车，比去年下降超过 8%。</p>
<p>预计 12 月季度的销售将放缓，此前特斯拉在前三个月交付了超过 497,000 台，超出了最乐观的预期。由于消费者在 9 月底关键税收抵免到期之前提前购买电动车，特斯拉受益匪浅。</p>
<p>Deepwater Asset Management 的管理合伙人 Gene Munster 估计，可能有 55,000 辆销售被提前到第三季度。他对特斯拉 12 月季度销售的估计为 415,000 台，这一数字未被特斯拉的共识引用。</p>
<p>该公司仍在应对欧洲销售疲软的问题，截至 11 月底，交付量下降了近 39%。中国的交付量在 11 月下降了超过 8%，当地竞争对手如比亚迪（BYDDY）（CN:002594）和小米（HK:1810）继续给特斯拉带来激烈竞争。</p>
<p>阅读更多：特斯拉的电动车销售持续下滑，但华尔街仍专注于机器人出租车</p>
<p>-William Gavin</p>
<p>此内容由 MarketWatch 创作，MarketWatch 由道琼斯公司运营。MarketWatch 独立于道琼斯新闻通讯和《华尔街日报》发布。</p>
<p>（完）道琼斯新闻通讯</p>
<p>12-30-25 1007ET</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>特斯拉对第四季度的销售前景发布了悲观预测，预计交付 422,850 辆汽车，比去年下降 15%。这标志着公司连续第二年销售下滑，预计 2025 年的总交付量为 160 万辆。股价下跌 0.3%，可能面临连续第五次下跌。由于竞争加剧，特斯拉在欧洲和中国的销售也面临挑战。公司首次在其网站上发布分析师估计，以回应投资者的请求</p>

<p>By William Gavin</p>
<div class="lb-trans"><p>作者：William Gavin</p>
</div><p>In a first for the company, Tesla published a consensus of 20 analyst deliveries estimates. It shows a big drop.</p>
<div class="lb-trans"><p>特斯拉首次发布了 20 位分析师的交付估计共识，显示出大幅下滑。</p>
</div><p>Tesla is expected to sell 1.64 million vehicles in 2025, which is fewer than the 1.79 million it sold in 2024 or they 1.8 million it sold in 2023.</p>
<div class="lb-trans"><p>预计特斯拉将在 2025 年销售 164 万辆汽车，低于 2024 年的 179 万辆和 2023 年的 180 万辆。</p>
</div><p>Shares of Tesla were in danger of their longing losing streak in nearly six months, as the elective vehicle giant effectively told investors to expect gloomy fourth-quarter deliveries as it heads toward another annual sales decline.</p>
<div class="lb-trans"><p>特斯拉的股票面临近六个月以来最长的下跌趋势，因为这家电动车巨头有效地告诉投资者，预计第四季度的交付将令人失望，正朝着另一个年度销售下降迈进。</p>
</div><p>The company (TSLA) published late-Monday a delivery consensus of sell-side analyst expectations that calls for 422,850 units for the December quarter, down 15% from a year earlier. That's more pessimistic than estimates compiled by FactSet, which expects 447,000 units sold, or the Bloomberg-compiled average of about 445,000 deliveries.</p>
<div class="lb-trans"><p>该公司（TSLA）在周一晚些时候发布了卖方分析师预期的交付共识，预计 12 月季度交付 42.285 万台，同比下降 15%。这一预期比 FactSet 编制的 447,000 台的预期更为悲观，后者是 Bloomberg 编制的约 445,000 台交付的平均值。</p>
</div><p>Don't Miss: What's ahead for Tesla as it doubles down on AI</p>
<div class="lb-trans"><p>不要错过：特斯拉在加倍押注人工智能方面的前景</p>
</div><p>Compiling and distributing analyst estimates isn't unusual for Tesla, although publishing those figures to its website is a first for the Austin, Texas-based company. According to its head of investor relations, Travis Axelrod, the change was requested by investors.</p>
<div class="lb-trans"><p>汇总和分发分析师估计对特斯拉来说并不罕见，尽管将这些数据发布到其网站上是这家位于德克萨斯州奥斯汀的公司的首次尝试。根据投资者关系负责人 Travis Axelrod 的说法，这一变化是投资者要求的。</p>
</div><p>Tesla's stock slipped 0.3% in recent morning trading Tuesday. That puts it on track for a fifth straight loss, which would be the longest such streak since the six-session stretch that ended July 1. The stock has climbed 13.5% in 2025, but has pulled back 6.4% since closing at a record $489.88 on Dec. 16.</p>
<div class="lb-trans"><p>特斯拉的股票在周二早盘交易中下跌了 0.3%。这使其面临连续第五个交易日的亏损，这将是自 7 月 1 日结束的六个交易日以来最长的下跌趋势。该股在 2025 年上涨了 13.5%，但自 12 月 16 日收于创纪录的 489.88 美元以来回落了 6.4%。</p>
</div><p>Tesla is set to record its second straight annual sales decline, according to the company-compiled consensus. The carmaker is set to report deliveries of about 1.6 million vehicles, a more than 8% drop compared with a year earlier.</p>
<div class="lb-trans"><p>根据公司编制的共识，特斯拉预计将记录连续第二年的销售下降。这家汽车制造商预计交付约 160 万辆汽车，比去年下降超过 8%。</p>
</div><p>Sales were expected to slow in the December quarter after Tesla delivered more than 497,000 units in the prior three-month period, which beat even the most optimistic expectations. It had benefited from consumers who pulled ahead their plans to buy an EV before key tax credits expired at the end of September.</p>
<div class="lb-trans"><p>预计 12 月季度的销售将放缓，此前特斯拉在前三个月交付了超过 497,000 台，超出了最乐观的预期。由于消费者在 9 月底关键税收抵免到期之前提前购买电动车，特斯拉受益匪浅。</p>
</div><p>Gene Munster, managing partner at Deepwater Asset Management, estimates that 55,000 sales may have been pulled forward to the third quarter. His estimate for Tesla's December quarter sales, which was not cited by Tesla's consensus, stands at 415,000 units.</p>
<div class="lb-trans"><p>Deepwater Asset Management 的管理合伙人 Gene Munster 估计，可能有 55,000 辆销售被提前到第三季度。他对特斯拉 12 月季度销售的估计为 415,000 台，这一数字未被特斯拉的共识引用。</p>
</div><p>The company is also still dealing with flagging sales in Europe, where deliveries have fallen by almost 39% as of the end of November. Deliveries in China dropped by more than 8% through November, as local rivals like BYD (BYDDY) (CN:002594) and Xiaomi (HK:1810) continue to give it tough competition.</p>
<div class="lb-trans"><p>该公司仍在应对欧洲销售疲软的问题，截至 11 月底，交付量下降了近 39%。中国的交付量在 11 月下降了超过 8%，当地竞争对手如比亚迪（BYDDY）（CN:002594）和小米（HK:1810）继续给特斯拉带来激烈竞争。</p>
</div><p>Read More: Tesla's EV sales keep falling, but Wall Street stays focused on robotaxis</p>
<div class="lb-trans"><p>阅读更多：特斯拉的电动车销售持续下滑，但华尔街仍专注于机器人出租车</p>
</div><p>-William Gavin</p>
<div class="lb-trans"><p>-William Gavin</p>
</div><p>This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal.</p>
<div class="lb-trans"><p>此内容由 MarketWatch 创作，MarketWatch 由道琼斯公司运营。MarketWatch 独立于道琼斯新闻通讯和《华尔街日报》发布。</p>
</div><p>(END) Dow Jones Newswires</p>
<div class="lb-trans"><p>（完）道琼斯新闻通讯</p>
</div><p>12-30-25 1007ET</p>
<div class="lb-trans"><p>12-30-25 1007ET</p>
</div>

Tesla posts a pessimistic forecast for fourth-quarter sales

- 特斯拉预计 2025 年销售 1.64 百万辆，低于 2024 年的 1.79 百万辆。  
- 四季度交付预期为 422,850 辆，比去年下降 15%。  
- 股票持续下滑，面临六个月以来最长连跌。

特斯拉对第四季度销售发布了悲观的预测