<p><img src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/02/20260206_1130_Tesla-China-Deliveries_simple_compose_01kgrrk31efw4v159fcg4atnt6.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-wp-media.lon1.digitaloceanspaces.com/2026/02/20260206_1130_Tesla-China-Deliveries_simple_compose_01kgrrk31efw4v159fcg4atnt6.png"/></p>
<p>特斯拉股票在新交易周开始时下跌，因为投资者评估了自动驾驶领域日益激烈的竞争以及电动车需求的持续疲软。</p>
<p>特斯拉股票在早盘交易中下跌约 2%，报 408.60 美元。</p>
<p>标准普尔 500 指数和道琼斯工业平均指数均下跌约 1%。</p>
<p>这一举动发生在优步科技宣布推出一系列新服务，旨在帮助自动驾驶汽车开发者将其车队整合到其打车网络中。</p>
<h2>优步扩展机器人出租车平台</h2>
<p>优步表示，其新的自动驾驶解决方案平台将为机器人出租车开发者提供一整套服务，包括人工智能训练数据、车队管理、用户体验设计、监管支持和融资。</p>
<p>该举措反映了优步与自动驾驶汽车开发者合作的战略，而不是自己制造汽车。</p>
<p>该公司表示，访问其需求预测工具和超过 2 亿的常规用户可以帮助抵消开发自动驾驶技术的高成本。</p>
<p>这一举动标志着优步在其平台上扩展机器人出租车服务的更积极努力，因为特斯拉和谷歌支持的 Waymo 的竞争担忧在最近几个月对优步的股价造成了压力。</p>
<h2>最近表现和美国市场趋势</h2>
<p>尽管特斯拉股票在过去三天连续上涨，但上周仍下跌 1.3%。</p>
<p>在这三天中，股票仅上涨 1.19 美元，或 0.3%，标志着过去四周中的第三次周度下跌。</p>
<p>美国电动车市场的疲软增加了压力。1 月份，美国电动车销售同比暴跌 30%，仅占新车销售总量的约 6%。</p>
<p>联邦 7500 美元的电动车购车税收抵免在 9 月底到期，给需求带来了压力。</p>
<p>汽车制造商通过降价来应对，12 月份电动车的平均售价同比下降了 3%。</p>
<p>Cantor Fitzgerald 分析师 Andres Sheppard 将降价描述为 “主要主题”，预计今年将持续。</p>
<h2>市场份额增长提供有限缓解</h2>
<p>尽管整体需求疲软，特斯拉仍然获得了市场份额。</p>
<p>1 月份，特斯拉的销售下降了 17%，低于整体市场，使其市场份额提升至约 61%，高于 12 月份的 57%。</p>
<p>在税收抵免仍然有效时，特斯拉的市场份额曾降至 50% 以下。</p>
<p>在周一的交易开始时，特斯拉股票今年下跌约 8%，但在过去 12 个月中仍上涨 22%，超过标准普尔 500 指数约七个百分点。</p>
<p>投资者主要关注特斯拉的人工智能雄心，而不是短期的汽车销售。</p>
<p>该公司在 6 月于奥斯汀推出了一项机器人出租车服务，当时其股票交易接近 322 美元。</p>
<p>然而，汽车业务仍然至关重要。特斯拉计划在今年花费约 200 亿美元用于新设备，比其典型的年度资本支出多出一倍，以扩大机器人出租车和机器人生产。</p>
<h2>中国竞争加剧</h2>
<p>特斯拉在中国面临越来越大的压力，中国是全球最大的电动车市场，低成本的国产车型正在占据市场。</p>
<p>2025 年，吉利汽车售出了超过 459,000 辆其星源电动车，而五菱汽车控股的宏光迷你电动车销量为 427,000 辆。这两款车型的价格均低于 10 万元。</p>
<p>特斯拉的 Model Y 排名第三，尽管公司推出了新的支付方案，但销量同比下降近 21%，为 382,300 辆。</p>
<p>比亚迪的海鸥因销量下降 31% 而跌至第四位。</p>
<p>中国政策制定者已敦促汽车制造商在通货紧缩压力下遏制激进的降价。</p>
<p>在 2 月中旬，国家市场监管总局禁止以低于生产成本的价格销售新车，包括通过补贴。</p>
<p>需求也有所减弱。野村证券表示，1 月份乘用电动车销量同比下降近 20%，降至 596,000 辆，而市场渗透率降至 38.3%。</p>
<p>该银行指出，税收激励的逐步取消是一个促成因素。</p>
<p>自 1 月以来，买家需支付 5% 的购车税，预计到 2028 年将上升至 10%。</p>
<p>文章《为什么特斯拉股票在周一下跌超过 2%》首发于 Invezz</p>

2 倍做多 UBER ETF - GraniteShares

2 倍做多特斯拉 ETF - Leverage Shares

2 倍做空特斯拉 ETF - Tradr

<p>特斯拉股票下跌超过 2%，至 408.60 美元，原因是自动驾驶竞争加剧和电动车需求疲软。此次下跌恰逢优步宣布其新的自动驾驶解决方案平台，面向机器人出租车开发者。尽管美国电动车销量同比下降 30%，特斯拉的市场份额却有所上升，达到 61%。然而，该公司在中国面临挑战，低成本竞争对手正在获得市场份额。特斯拉的股票今年下跌了 8%，但在过去 12 个月中上涨了 22%，投资者关注其人工智能雄心和即将进行的生产扩张</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/02/20260206_1130_Tesla-China-Deliveries_simple_compose_01kgrrk31efw4v159fcg4atnt6.png" alt="" original-src="https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/02/20260206_1130_Tesla-China-Deliveries_simple_compose_01kgrrk31efw4v159fcg4atnt6.png"/></p>
<p>Tesla stock declined at the start of the new trading week, as investors assessed intensifying competition in autonomous driving and continued weakness in electric-vehicle demand.</p>
<div class="lb-trans"><p>特斯拉股票在新交易周开始时下跌，因为投资者评估了自动驾驶领域日益激烈的竞争以及电动车需求的持续疲软。</p>
</div><p>Tesla stock was down about 2% at $408.60 in early trading.</p>
<div class="lb-trans"><p>特斯拉股票在早盘交易中下跌约 2%，报 408.60 美元。</p>
</div><p>The S&amp;P 500 and the Dow Jones Industrial Average were each lower by around 1%.</p>
<div class="lb-trans"><p>标准普尔 500 指数和道琼斯工业平均指数均下跌约 1%。</p>
</div><p>The move came as Uber Technologies announced a new suite of services aimed at helping autonomous vehicle developers integrate their fleets into its ride-hailing network.</p>
<div class="lb-trans"><p>这一举动发生在优步科技宣布推出一系列新服务，旨在帮助自动驾驶汽车开发者将其车队整合到其打车网络中。</p>
</div><h2>Uber expands Robotaxi platform</h2>
<div class="lb-trans"><h2>优步扩展机器人出租车平台</h2>
</div><p>Uber said its new Autonomous Solutions platform will provide a “comprehensive suite” of services to robotaxi developers, including AI training data, fleet management, user experience design, regulatory support, and financing.</p>
<div class="lb-trans"><p>优步表示，其新的自动驾驶解决方案平台将为机器人出租车开发者提供一整套服务，包括人工智能训练数据、车队管理、用户体验设计、监管支持和融资。</p>
</div><p>The initiative reflects Uber’s strategy of partnering with autonomous vehicle developers rather than building its own vehicles.</p>
<div class="lb-trans"><p>该举措反映了优步与自动驾驶汽车开发者合作的战略，而不是自己制造汽车。</p>
</div><p>The company has said that access to its demand-forecasting tools and more than 200 million regular users can help offset the high costs of developing self-driving technology.</p>
<div class="lb-trans"><p>该公司表示，访问其需求预测工具和超过 2 亿的常规用户可以帮助抵消开发自动驾驶技术的高成本。</p>
</div><p>The move signals a more aggressive effort to expand robotaxi services on Uber’s platform, as concerns about competition from Tesla and Google-backed Waymo have weighed on Uber’s shares in recent months.</p>
<div class="lb-trans"><p>这一举动标志着优步在其平台上扩展机器人出租车服务的更积极努力，因为特斯拉和谷歌支持的 Waymo 的竞争担忧在最近几个月对优步的股价造成了压力。</p>
</div><h2>Recent performance and US market trends</h2>
<div class="lb-trans"><h2>最近表现和美国市场趋势</h2>
</div><p>Tesla shares fell 1.3% last week, despite rising for three consecutive sessions to end the period.</p>
<div class="lb-trans"><p>尽管特斯拉股票在过去三天连续上涨，但上周仍下跌 1.3%。</p>
</div><p>The stock gained only $1.19, or 0.3%, over those three days, marking its third weekly decline in the past four weeks.</p>
<div class="lb-trans"><p>在这三天中，股票仅上涨 1.19 美元，或 0.3%，标志着过去四周中的第三次周度下跌。</p>
</div><p>Weakness in the broader US EV market has added pressure. US electric-vehicle sales plunged 30% year on year in January, accounting for about 6% of total new car sales.</p>
<div class="lb-trans"><p>美国电动车市场的疲软增加了压力。1 月份，美国电动车销售同比暴跌 30%，仅占新车销售总量的约 6%。</p>
</div><p>The expiration of the $7,500 federal EV purchase tax credit at the end of September has weighed on demand.</p>
<div class="lb-trans"><p>联邦 7500 美元的电动车购车税收抵免在 9 月底到期，给需求带来了压力。</p>
</div><p>Automakers have responded by cutting prices, with average EV selling prices falling 3% year on year in December.</p>
<div class="lb-trans"><p>汽车制造商通过降价来应对，12 月份电动车的平均售价同比下降了 3%。</p>
</div><p>Cantor Fitzgerald analyst Andres Sheppard has described lower pricing as a “major theme” expected to persist this year.</p>
<div class="lb-trans"><p>Cantor Fitzgerald 分析师 Andres Sheppard 将降价描述为 “主要主题”，预计今年将持续。</p>
</div><h2>Market share gains offer limited relief</h2>
<div class="lb-trans"><h2>市场份额增长提供有限缓解</h2>
</div><p>Despite weaker overall demand, Tesla has gained market share.</p>
<div class="lb-trans"><p>尽管整体需求疲软，特斯拉仍然获得了市场份额。</p>
</div><p>Its January sales declined 17%, less than the broader market, lifting its share to about 61%, up from 57% in December.</p>
<div class="lb-trans"><p>1 月份，特斯拉的销售下降了 17%，低于整体市场，使其市场份额提升至约 61%，高于 12 月份的 57%。</p>
</div><p>When the tax credit was still active, Tesla’s share had fallen below 50%.</p>
<div class="lb-trans"><p>在税收抵免仍然有效时，特斯拉的市场份额曾降至 50% 以下。</p>
</div><p>Entering Monday’s session, Tesla shares were down about 8% for the year but remained up 22% over the past 12 months, outperforming the S&amp;P 500 by roughly seven percentage points.</p>
<div class="lb-trans"><p>在周一的交易开始时，特斯拉股票今年下跌约 8%，但在过去 12 个月中仍上涨 22%，超过标准普尔 500 指数约七个百分点。</p>
</div><p>Investors have largely focused on Tesla’s artificial intelligence ambitions rather than short-term vehicle sales.</p>
<div class="lb-trans"><p>投资者主要关注特斯拉的人工智能雄心，而不是短期的汽车销售。</p>
</div><p>The company launched a robo-taxi service in Austin in June, when its shares were trading near $322.</p>
<div class="lb-trans"><p>该公司在 6 月于奥斯汀推出了一项机器人出租车服务，当时其股票交易接近 322 美元。</p>
</div><p>However, the car business remains critical. Tesla plans to spend about $20 billion on new equipment this year, more than double its typical annual capital expenditure, to expand production of robotaxis and robotics.</p>
<div class="lb-trans"><p>然而，汽车业务仍然至关重要。特斯拉计划在今年花费约 200 亿美元用于新设备，比其典型的年度资本支出多出一倍，以扩大机器人出租车和机器人生产。</p>
</div><h2>Intensifying competition in China</h2>
<div class="lb-trans"><h2>中国竞争加剧</h2>
</div><p>Tesla is also facing mounting pressure in China, the world’s largest EV market, where low-cost domestic models have gained ground.</p>
<div class="lb-trans"><p>特斯拉在中国面临越来越大的压力，中国是全球最大的电动车市场，低成本的国产车型正在占据市场。</p>
</div><p>In 2025, Geely Auto sold more than 459,000 units of its Xingyuan EV, while Wuling Motor Holdings recorded 427,000 sales of its Hongguang Mini EV. Both models are priced below 100,000 yuan.</p>
<div class="lb-trans"><p>2025 年，吉利汽车售出了超过 459,000 辆其星源电动车，而五菱汽车控股的宏光迷你电动车销量为 427,000 辆。这两款车型的价格均低于 10 万元。</p>
</div><p>Tesla’s Model Y ranked third, with sales falling nearly 21% year on year to 382,300 units, despite the company introducing new payment schemes.</p>
<div class="lb-trans"><p>特斯拉的 Model Y 排名第三，尽管公司推出了新的支付方案，但销量同比下降近 21%，为 382,300 辆。</p>
</div><p>BYD’s Seagull dropped to fourth place after a 31% sales decline.</p>
<div class="lb-trans"><p>比亚迪的海鸥因销量下降 31% 而跌至第四位。</p>
</div><p>Chinese policymakers have urged automakers to curb aggressive discounting amid deflationary pressures.</p>
<div class="lb-trans"><p>中国政策制定者已敦促汽车制造商在通货紧缩压力下遏制激进的降价。</p>
</div><p>In mid-February, the State Administration for Market Regulation banned sales of new vehicles below production cost, including through subsidies.</p>
<div class="lb-trans"><p>在 2 月中旬，国家市场监管总局禁止以低于生产成本的价格销售新车，包括通过补贴。</p>
</div><p>Demand has also weakened. Nomura said passenger EV sales fell nearly 20% year on year in January to 596,000 units, while market penetration dropped to 38.3%.</p>
<div class="lb-trans"><p>需求也有所减弱。野村证券表示，1 月份乘用电动车销量同比下降近 20%，降至 596,000 辆，而市场渗透率降至 38.3%。</p>
</div><p>The bank cited the phasing out of tax incentives as a contributing factor.</p>
<div class="lb-trans"><p>该银行指出，税收激励的逐步取消是一个促成因素。</p>
</div><p>Since January, buyers have been subject to a 5% purchase tax, which is scheduled to rise to 10% in 2028.</p>
<div class="lb-trans"><p>自 1 月以来，买家需支付 5% 的购车税，预计到 2028 年将上升至 10%。</p>
</div><p>The post Why Tesla stock is down over 2% on Monday appeared first on Invezz</p>
<div class="lb-trans"><p>文章《为什么特斯拉股票在周一下跌超过 2%》首发于 Invezz</p>
</div>

Why Tesla stock is down over 2% on Monday

- 特斯拉股票在新交易周初下跌约 2%，因投资者评估竞争加剧和电动车需求低迷。  
- 优步推出新平台，支持机器人出租车开发者，将增强特斯拉面临的市场压力。  
- 尽管整体需求疲软，特斯拉在一月的市场份额上升至 61%。

为什么特斯拉的股票在周一下跌了超过 2%