---
title: "關税 “反噬”，特斯拉引發鏈式危機"
description: "特斯拉麪臨漲價風險，因關税政策可能導致每輛北美產特斯拉成本增加 3000 至 5000 美元。摩根士丹利調查顯示，85% 的受訪者認為馬斯克參與政治對特斯拉形象產生負面影響，導致其全球受歡迎程度下降。"
type: "news"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/236683189.md"
published_at: "2025-04-20T11:23:01.000Z"
---

# 關税 “反噬”，特斯拉引發鏈式危機

> 特斯拉麪臨漲價風險，因關税政策可能導致每輛北美產特斯拉成本增加 3000 至 5000 美元。摩根士丹利調查顯示，85% 的受訪者認為馬斯克參與政治對特斯拉形象產生負面影響，導致其全球受歡迎程度下降。

高成本不可避免地要向車輛終端傳導，特斯拉未來面臨漲價的可能性極高。 根據摩根士丹利於今年 1 月測算，美國本土造特斯拉，約 20% 電池由中國直接進口，30% 由在墨西哥投資的中國企業提供。如果對中國動力電池或中資企業動力電池加徵關税，那麼每輛北美產特斯拉汽車的成本將提升 3000 美元到 5000 美元。 同時，因馬斯克深度參與美國政選，而現任美國政府的肆意妄為導致馬斯克在大眾面前的親民科技形象受到重創。特斯拉麪臨在全球 “路人緣” 急劇下降的地步。 近日，摩根士丹利的一份企業調查顯示，約 85% 的受調查者認為馬斯克深度參與政治對特斯拉產生了 “負面”，甚至 “極度負面” 的影響。

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