<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/12/20251202_1319_Investor-Viewing-Tesla-Decline_simple_compose_01kbf0fqczef4s2s32ban820ey.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/12/20251202_1319_Investor-Viewing-Tesla-Decline_simple_compose_01kbf0fqczef4s2s32ban820ey.png"/></p>
<p>特斯拉的股价在周二大幅下跌，跟随大盘的抛售潮，投资者因贸易紧张局势升级而逃离风险资产。</p>
<p>这家电动车制造商的股票在午盘交易中下跌约 3%，与大型科技股的整体回撤同步。</p>
<p>此次下跌是由于特朗普总统再次发出关税威胁，他加大了对多个欧洲国家的压力，作为推动美国拥有格林兰的一部分。</p>
<p>此次抛售在所谓的 “七大科技股” 中广泛蔓延。</p>
<p>亚马逊周二下跌约 2.5%，而英伟达则下滑超过 3%。</p>
<p>Alphabet、Meta Platforms、微软和苹果的股价均下跌，投资者重新评估对高估值成长股的风险敞口。</p>
<p>如果损失在收盘时持续，这将是过去三个月中美国七大科技公司在单个交易日内第六次全部下跌，突显出该集团对宏观经济和地缘政治情绪变化的敏感性。</p>
<h2>科技估值放大下行风险</h2>
<p>由于其高估值和在主要指数中的超大权重，科技股在市场压力期间特别脆弱。</p>
<p>当地缘政治风险上升时，投资者通常会转向被视为安全的避风港，从而对成长型股票施加压力。</p>
<p>人们也越来越担心美国与欧盟之间的长期贸易冲突可能会减缓经济增长，抑制企业投资，并对盈利预期造成压力。</p>
<p>这样的环境对那些基于长期增长假设定价的公司，尤其是特斯拉来说，往往特别具有挑战性。</p>
<h2>加拿大关税变化提供潜在缓解</h2>
<p>在当天市场动荡之外，特斯拉有望受益于加拿大的一项重大政策变化，这可能重塑电动车的竞争格局。</p>
<p>根据上周五宣布的一项协议，加拿大将取消对中国制造电动车的 100% 关税，并允许每年进口最多 49,000 辆车辆，适用 6.1% 的最惠国关税率。</p>
<p>加拿大总理马克·卡尼表示，配额在五年内可能增加到多达 70,000 辆。</p>
<p>行业专家表示，特斯拉由于早期努力从上海工厂出口车辆以及在加拿大建立的销售网络，处于有利位置以受益于这一变化。</p>
<p>在 2023 年，特斯拉为其上海工厂——最大的、成本效益最高的工厂，配备了专门为加拿大市场设计的 Model Y，并开始将该车型运往加拿大。</p>
<p>这些出货量推动了 2023 年从中国到温哥华的加拿大汽车进口同比激增 460%，达到 44,356 辆。</p>
<p>特斯拉在 2024 年被迫停止这一做法，因为渥太华对其征收了 100% 的关税，理由是担心中国的国家主导工业产能过剩。</p>
<p>虽然新协议重新打开了大门，但其中一条条款可能限制特斯拉的短期上行空间。</p>
<p>一半的进口配额保留给价格低于 35,000 加元的车辆，这一门槛低于特斯拉当前的车型阵容。</p>
<p>尽管如此，特斯拉的制造灵活性和规模仍可能在市场调整时给予其优势。</p>
<h2>人工智能雄心仍是特斯拉叙事的核心</h2>
<p>特斯拉的长期投资案例继续依赖于人工智能，而非短期的车辆销售。</p>
<p>首席执行官埃隆·马斯克在周末表示，特斯拉将成为全球最大的人工智能芯片生产商，因为公司加速开发自家硅芯片。</p>
<p>“我们的 AI5 芯片设计几乎完成，AI6 处于早期阶段，但还会有 AI7、AI8、AI9，” 马斯克在 X 上的一篇帖子中写道。</p>
<p>“目标是 9 个月的设计周期。欢迎加入我们，共同开发我预测将是全球最高产量的人工智能芯片！”</p>
<p>马斯克还表示，特斯拉将在 AI5 芯片设计接近完成后重新启动 Dojo3 超级计算机的工作。</p>
<p>Dojo 用于训练支撑特斯拉全自动驾驶软件和机器人工作的人工智能模型。</p>
<p>特斯拉之前缩减了 Dojo 团队，以专注于芯片开发，并更依赖于英伟达和超微等外部供应商。</p>
<p>这一重新推动强调了人工智能在特斯拉战略中的核心地位，即使短期市场波动主要受地缘政治影响，而非公司基本面。</p>
<p>然而，目前特斯拉的股价更多地受到全球市场风险厌恶情绪的驱动，而非其长期雄心。</p>
<p>文章《为什么特斯拉股票在周二下跌约 3%》最初出现在 Invezz 上。</p>

2 倍做多特斯拉 ETF - Leverage Shares

特斯拉

TESL

2 倍做多 TSLA ETF - GraniteShares

2 倍做多特斯拉 ETF - Direxion

2 倍做多 TSLA ETF - T-Rex

1.25 倍做多特斯拉 ETF - GraniteShares

<p>特斯拉的股价在周二下跌了约 3%，与因贸易紧张局势加剧而影响大型科技股的整体市场抛售相呼应。此次下跌是由于特朗普总统重新提出的关税威胁，影响了主要科技公司。尽管如此，特斯拉可能会受益于加拿大新政策，该政策取消了对中国制造电动车的关税，这可能会重塑竞争格局。首席执行官埃隆·马斯克强调特斯拉专注于人工智能芯片的生产，尽管当前的股价表现更多受到市场情绪的影响，而非公司基本面的因素</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/12/20251202_1319_Investor-Viewing-Tesla-Decline_simple_compose_01kbf0fqczef4s2s32ban820ey.png" alt="" original-src="https://invezz.com/wp-content/uploads/2025/12/20251202_1319_Investor-Viewing-Tesla-Decline_simple_compose_01kbf0fqczef4s2s32ban820ey.png"/></p>
<p>Tesla shares fell sharply on Tuesday, tracking a broad market selloff that hit large technology stocks as investors fled riskier assets amid escalating trade tensions.</p>
<div class="lb-trans"><p>特斯拉的股价在周二大幅下跌，跟随大盘的抛售潮，投资者因贸易紧张局势升级而逃离风险资产。</p>
</div><p>The electric-vehicle maker’s stock was down around 3% in midday trading, moving in lockstep with the wider retreat from mega-cap technology names.</p>
<div class="lb-trans"><p>这家电动车制造商的股票在午盘交易中下跌约 3%，与大型科技股的整体回撤同步。</p>
</div><p>The declines followed renewed tariff threats from President Donald Trump, who has ramped up pressure on several European countries as part of his push for US ownership of Greenland.</p>
<div class="lb-trans"><p>此次下跌是由于特朗普总统再次发出关税威胁，他加大了对多个欧洲国家的压力，作为推动美国拥有格林兰的一部分。</p>
</div><p>The selloff was widespread across the so-called “Magnificent Seven” technology stocks.</p>
<div class="lb-trans"><p>此次抛售在所谓的 “七大科技股” 中广泛蔓延。</p>
</div><p>Amazon fell about 2.5% on Tuesday, while Nvidia slid more than 3%.</p>
<div class="lb-trans"><p>亚马逊周二下跌约 2.5%，而英伟达则下滑超过 3%。</p>
</div><p>Alphabet, Meta Platforms, Microsoft, and Apple were all lower as investors reassessed exposure to high-valuation growth stocks.</p>
<div class="lb-trans"><p>Alphabet、Meta Platforms、微软和苹果的股价均下跌，投资者重新评估对高估值成长股的风险敞口。</p>
</div><p>If the losses hold through the close, it would mark the sixth time in the past three months that all seven of the largest US technology companies have declined in a single session, highlighting how sensitive the group has become to shifts in macroeconomic and geopolitical sentiment.</p>
<div class="lb-trans"><p>如果损失在收盘时持续，这将是过去三个月中美国七大科技公司在单个交易日内第六次全部下跌，突显出该集团对宏观经济和地缘政治情绪变化的敏感性。</p>
</div><h2>Tech valuations amplify downside risk</h2>
<div class="lb-trans"><h2>科技估值放大下行风险</h2>
</div><p>Technology stocks have been particularly vulnerable during periods of market stress due to their elevated valuations and outsized weighting in major indexes.</p>
<div class="lb-trans"><p>由于其高估值和在主要指数中的超大权重，科技股在市场压力期间特别脆弱。</p>
</div><p>Investors often rotate into perceived safe havens when geopolitical risks rise, putting pressure on growth-oriented names.</p>
<div class="lb-trans"><p>当地缘政治风险上升时，投资者通常会转向被视为安全的避风港，从而对成长型股票施加压力。</p>
</div><p>Concerns are also mounting that a prolonged trade conflict between the United States and the European Union could slow economic growth, dampen corporate investment and weigh on earnings expectations.</p>
<div class="lb-trans"><p>人们也越来越担心美国与欧盟之间的长期贸易冲突可能会减缓经济增长，抑制企业投资，并对盈利预期造成压力。</p>
</div><p>Such an environment tends to be especially challenging for companies priced on long-term growth assumptions, including Tesla.</p>
<div class="lb-trans"><p>这样的环境对那些基于长期增长假设定价的公司，尤其是特斯拉来说，往往特别具有挑战性。</p>
</div><h2>Canada tariff shift offers potential relief</h2>
<div class="lb-trans"><h2>加拿大关税变化提供潜在缓解</h2>
</div><p>Away from the day’s market turbulence, Tesla stands to benefit from a significant policy change in Canada that could reshape the competitive landscape for electric vehicles.</p>
<div class="lb-trans"><p>在当天市场动荡之外，特斯拉有望受益于加拿大的一项重大政策变化，这可能重塑电动车的竞争格局。</p>
</div><p>Under an agreement announced last Friday, Canada will remove its 100% tariffs on Chinese-made EVs and allow up to 49,000 vehicles per year to be imported at a 6.1% most-favoured nation tariff rate.</p>
<div class="lb-trans"><p>根据上周五宣布的一项协议，加拿大将取消对中国制造电动车的 100% 关税，并允许每年进口最多 49,000 辆车辆，适用 6.1% 的最惠国关税率。</p>
</div><p>Canadian Prime Minister Mark Carney said the quota could rise to as many as 70,000 vehicles within five years.</p>
<div class="lb-trans"><p>加拿大总理马克·卡尼表示，配额在五年内可能增加到多达 70,000 辆。</p>
</div><p>Industry experts say Tesla is well-positioned to benefit from the shift due to its early efforts to export vehicles from its Shanghai factory and its established sales network in Canada.</p>
<div class="lb-trans"><p>行业专家表示，特斯拉由于早期努力从上海工厂出口车辆以及在加拿大建立的销售网络，处于有利位置以受益于这一变化。</p>
</div><p>In 2023, Tesla equipped its Shanghai plant—its largest and most cost-efficient factory—to build a Canada-specific version of the Model Y and began shipping the vehicle to the country.</p>
<div class="lb-trans"><p>在 2023 年，特斯拉为其上海工厂——最大的、成本效益最高的工厂，配备了专门为加拿大市场设计的 Model Y，并开始将该车型运往加拿大。</p>
</div><p>Those shipments helped drive a 460% year-over-year surge in Canadian automobile imports from China to Vancouver in 2023, reaching 44,356 vehicles.</p>
<div class="lb-trans"><p>这些出货量推动了 2023 年从中国到温哥华的加拿大汽车进口同比激增 460%，达到 44,356 辆。</p>
</div><p>Tesla was later forced to halt the practice in 2024 after Ottawa imposed 100% tariffs, citing concerns over China’s state-directed industrial overcapacity.</p>
<div class="lb-trans"><p>特斯拉在 2024 年被迫停止这一做法，因为渥太华对其征收了 100% 的关税，理由是担心中国的国家主导工业产能过剩。</p>
</div><p>While the new agreement reopens the door, one clause could limit Tesla’s immediate upside.</p>
<div class="lb-trans"><p>虽然新协议重新打开了大门，但其中一条条款可能限制特斯拉的短期上行空间。</p>
</div><p>Half of the import quota is reserved for vehicles priced below 35,000 Canadian dollars, a threshold below Tesla’s current model lineup.</p>
<div class="lb-trans"><p>一半的进口配额保留给价格低于 35,000 加元的车辆，这一门槛低于特斯拉当前的车型阵容。</p>
</div><p>Even so, Tesla’s manufacturing flexibility and scale may still give it an advantage as the market adjusts.</p>
<div class="lb-trans"><p>尽管如此，特斯拉的制造灵活性和规模仍可能在市场调整时给予其优势。</p>
</div><h2>AI ambitions remain central to Tesla’s narrative</h2>
<div class="lb-trans"><h2>人工智能雄心仍是特斯拉叙事的核心</h2>
</div><p>Tesla’s longer-term investment case continues to hinge on artificial intelligence rather than near-term vehicle sales.</p>
<div class="lb-trans"><p>特斯拉的长期投资案例继续依赖于人工智能，而非短期的车辆销售。</p>
</div><p>CEO Elon Musk said over the weekend that Tesla is set to become the world’s largest producer of AI chips, as the company accelerates development of its in-house silicon.</p>
<div class="lb-trans"><p>首席执行官埃隆·马斯克在周末表示，特斯拉将成为全球最大的人工智能芯片生产商，因为公司加速开发自家硅芯片。</p>
</div><p>“Our AI5 chip design is almost done, and AI6 is in early stages, but there will be AI7, AI8, AI9,” Musk wrote in a post on X.</p>
<div class="lb-trans"><p>“我们的 AI5 芯片设计几乎完成，AI6 处于早期阶段，但还会有 AI7、AI8、AI9，” 马斯克在 X 上的一篇帖子中写道。</p>
</div><p>“Aiming for a 9-month design cycle. Join us to work on what I predict will be the highest volume AI chips in the world by far!”</p>
<div class="lb-trans"><p>“目标是 9 个月的设计周期。欢迎加入我们，共同开发我预测将是全球最高产量的人工智能芯片！”</p>
</div><p>Musk also said Tesla will restart work on its Dojo3 supercomputer now that the AI5 chip design is nearing completion.</p>
<div class="lb-trans"><p>马斯克还表示，特斯拉将在 AI5 芯片设计接近完成后重新启动 Dojo3 超级计算机的工作。</p>
</div><p>Dojo is used to train AI models that underpin Tesla’s Full Self-Driving software and robotics efforts.</p>
<div class="lb-trans"><p>Dojo 用于训练支撑特斯拉全自动驾驶软件和机器人工作的人工智能模型。</p>
</div><p>Tesla had previously scaled back its Dojo team to focus on chip development and rely more heavily on external suppliers such as Nvidia and Advanced Micro Devices.</p>
<div class="lb-trans"><p>特斯拉之前缩减了 Dojo 团队，以专注于芯片开发，并更依赖于英伟达和超微等外部供应商。</p>
</div><p>The renewed push underscores how central AI remains to Tesla’s strategy, even as short-term market moves are dominated by geopolitics rather than company fundamentals.</p>
<div class="lb-trans"><p>这一重新推动强调了人工智能在特斯拉战略中的核心地位，即使短期市场波动主要受地缘政治影响，而非公司基本面。</p>
</div><p>For now, however, Tesla’s stock is being driven less by its long-term ambitions and more by the broader risk-off mood gripping global markets.</p>
<div class="lb-trans"><p>然而，目前特斯拉的股价更多地受到全球市场风险厌恶情绪的驱动，而非其长期雄心。</p>
</div><p>The post Why Tesla stock is crashing around 3% on Tuesday appeared first on Invezz</p>
<div class="lb-trans"><p>文章《为什么特斯拉股票在周二下跌约 3%》最初出现在 Invezz 上。</p>
</div>

Why Tesla stock is crashing around 3% on Tuesday

- 特斯拉股价因市场卖压下跌约 3%。
- 主要受贸易紧张局势和投资者避险情绪影响。
- 加拿大发布新政策，将利好特斯拉在电动车市场的竞争力。

为什么特斯拉的股票在周二下跌约 3%