<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>特斯拉的股價在週二大幅下跌，跟隨大盤的拋售潮，投資者因貿易緊張局勢升級而逃離風險資產。</p>
<p>這家電動車製造商的股票在午盤交易中下跌約 3%，與大型科技股的整體回撤同步。</p>
<p>此次下跌是由於特朗普總統再次發出關税威脅，他加大了對多個歐洲國家的壓力，作為推動美國擁有格林蘭的一部分。</p>
<p>此次拋售在所謂的 “七大科技股” 中廣泛蔓延。</p>
<p>亞馬遜週二下跌約 2.5%，而英偉達則下滑超過 3%。</p>
<p>Alphabet、Meta Platforms、微軟和蘋果的股價均下跌，投資者重新評估對高估值成長股的風險敞口。</p>
<p>如果損失在收盤時持續，這將是過去三個月中美國七大科技公司在單個交易日內第六次全部下跌，突顯出該集團對宏觀經濟和地緣政治情緒變化的敏感性。</p>
<h2>科技估值放大下行風險</h2>
<p>由於其高估值和在主要指數中的超大權重，科技股在市場壓力期間特別脆弱。</p>
<p>當地緣政治風險上升時，投資者通常會轉向被視為安全的避風港，從而對成長型股票施加壓力。</p>
<p>人們也越來越擔心美國與歐盟之間的長期貿易衝突可能會減緩經濟增長，抑制企業投資，並對盈利預期造成壓力。</p>
<p>這樣的環境對那些基於長期增長假設定價的公司，尤其是特斯拉來説，往往特別具有挑戰性。</p>
<h2>加拿大關税變化提供潛在緩解</h2>
<p>在當天市場動盪之外，特斯拉有望受益於加拿大的一項重大政策變化，這可能重塑電動車的競爭格局。</p>
<p>根據上週五宣佈的一項協議，加拿大將取消對中國製造電動車的 100% 關税，並允許每年進口最多 49,000 輛車輛，適用 6.1% 的最惠國關税率。</p>
<p>加拿大總理馬克·卡尼表示，配額在五年內可能增加到多達 70,000 輛。</p>
<p>行業專家表示，特斯拉由於早期努力從上海工廠出口車輛以及在加拿大建立的銷售網絡，處於有利位置以受益於這一變化。</p>
<p>在 2023 年，特斯拉為其上海工廠——最大的、成本效益最高的工廠，配備了專門為加拿大市場設計的 Model Y，並開始將該車型運往加拿大。</p>
<p>這些出貨量推動了 2023 年從中國到温哥華的加拿大汽車進口同比激增 460%，達到 44,356 輛。</p>
<p>特斯拉在 2024 年被迫停止這一做法，因為渥太華對其徵收了 100% 的關税，理由是擔心中國的國家主導工業產能過剩。</p>
<p>雖然新協議重新打開了大門，但其中一條條款可能限制特斯拉的短期上行空間。</p>
<p>一半的進口配額保留給價格低於 35,000 加元的車輛，這一門檻低於特斯拉當前的車型陣容。</p>
<p>儘管如此，特斯拉的製造靈活性和規模仍可能在市場調整時給予其優勢。</p>
<h2>人工智能雄心仍是特斯拉敍事的核心</h2>
<p>特斯拉的長期投資案例繼續依賴於人工智能，而非短期的車輛銷售。</p>
<p>首席執行官埃隆·馬斯克在週末表示，特斯拉將成為全球最大的人工智能芯片生產商，因為公司加速開發自家硅芯片。</p>
<p>“我們的 AI5 芯片設計幾乎完成，AI6 處於早期階段，但還會有 AI7、AI8、AI9，” 馬斯克在 X 上的一篇帖子中寫道。</p>
<p>“目標是 9 個月的設計週期。歡迎加入我們，共同開發我預測將是全球最高產量的人工智能芯片！”</p>
<p>馬斯克還表示，特斯拉將在 AI5 芯片設計接近完成後重新啓動 Dojo3 超級計算機的工作。</p>
<p>Dojo 用於訓練支撐特斯拉全自動駕駛軟件和機器人工作的人工智能模型。</p>
<p>特斯拉之前縮減了 Dojo 團隊，以專注於芯片開發，並更依賴於英偉達和超微等外部供應商。</p>
<p>這一重新推動強調了人工智能在特斯拉戰略中的核心地位，即使短期市場波動主要受地緣政治影響，而非公司基本面。</p>
<p>然而，目前特斯拉的股價更多地受到全球市場風險厭惡情緒的驅動，而非其長期雄心。</p>
<p>文章《為什麼特斯拉股票在週二下跌約 3%》最初出現在 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>特斯拉的股價在週二下跌了約 3%，與因貿易緊張局勢加劇而影響大型科技股的整體市場拋售相呼應。此次下跌是由於特朗普總統重新提出的關税威脅，影響了主要科技公司。儘管如此，特斯拉可能會受益於加拿大新政策，該政策取消了對中國製造電動車的關税，這可能會重塑競爭格局。首席執行官埃隆·馬斯克強調特斯拉專注於人工智能芯片的生產，儘管當前的股價表現更多受到市場情緒的影響，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>特斯拉的股價在週二大幅下跌，跟隨大盤的拋售潮，投資者因貿易緊張局勢升級而逃離風險資產。</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>這家電動車製造商的股票在午盤交易中下跌約 3%，與大型科技股的整體回撤同步。</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>此次下跌是由於特朗普總統再次發出關税威脅，他加大了對多個歐洲國家的壓力，作為推動美國擁有格林蘭的一部分。</p>
</div><p>The selloff was widespread across the so-called “Magnificent Seven” technology stocks.</p>
<div class="lb-trans"><p>此次拋售在所謂的 “七大科技股” 中廣泛蔓延。</p>
</div><p>Amazon fell about 2.5% on Tuesday, while Nvidia slid more than 3%.</p>
<div class="lb-trans"><p>亞馬遜週二下跌約 2.5%，而英偉達則下滑超過 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、微軟和蘋果的股價均下跌，投資者重新評估對高估值成長股的風險敞口。</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>如果損失在收盤時持續，這將是過去三個月中美國七大科技公司在單個交易日內第六次全部下跌，突顯出該集團對宏觀經濟和地緣政治情緒變化的敏感性。</p>
</div><h2>Tech valuations amplify downside risk</h2>
<div class="lb-trans"><h2>科技估值放大下行風險</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>由於其高估值和在主要指數中的超大權重，科技股在市場壓力期間特別脆弱。</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>當地緣政治風險上升時，投資者通常會轉向被視為安全的避風港，從而對成長型股票施加壓力。</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>人們也越來越擔心美國與歐盟之間的長期貿易衝突可能會減緩經濟增長，抑制企業投資，並對盈利預期造成壓力。</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>這樣的環境對那些基於長期增長假設定價的公司，尤其是特斯拉來説，往往特別具有挑戰性。</p>
</div><h2>Canada tariff shift offers potential relief</h2>
<div class="lb-trans"><h2>加拿大關税變化提供潛在緩解</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>在當天市場動盪之外，特斯拉有望受益於加拿大的一項重大政策變化，這可能重塑電動車的競爭格局。</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>根據上週五宣佈的一項協議，加拿大將取消對中國製造電動車的 100% 關税，並允許每年進口最多 49,000 輛車輛，適用 6.1% 的最惠國關税率。</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>加拿大總理馬克·卡尼表示，配額在五年內可能增加到多達 70,000 輛。</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>行業專家表示，特斯拉由於早期努力從上海工廠出口車輛以及在加拿大建立的銷售網絡，處於有利位置以受益於這一變化。</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，特斯拉為其上海工廠——最大的、成本效益最高的工廠，配備了專門為加拿大市場設計的 Model Y，並開始將該車型運往加拿大。</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>這些出貨量推動了 2023 年從中國到温哥華的加拿大汽車進口同比激增 460%，達到 44,356 輛。</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 年被迫停止這一做法，因為渥太華對其徵收了 100% 的關税，理由是擔心中國的國家主導工業產能過剩。</p>
</div><p>While the new agreement reopens the door, one clause could limit Tesla’s immediate upside.</p>
<div class="lb-trans"><p>雖然新協議重新打開了大門，但其中一條條款可能限制特斯拉的短期上行空間。</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>一半的進口配額保留給價格低於 35,000 加元的車輛，這一門檻低於特斯拉當前的車型陣容。</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>儘管如此，特斯拉的製造靈活性和規模仍可能在市場調整時給予其優勢。</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敍事的核心</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>特斯拉的長期投資案例繼續依賴於人工智能，而非短期的車輛銷售。</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>首席執行官埃隆·馬斯克在週末表示，特斯拉將成為全球最大的人工智能芯片生產商，因為公司加速開發自家硅芯片。</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>“我們的 AI5 芯片設計幾乎完成，AI6 處於早期階段，但還會有 AI7、AI8、AI9，” 馬斯克在 X 上的一篇帖子中寫道。</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>“目標是 9 個月的設計週期。歡迎加入我們，共同開發我預測將是全球最高產量的人工智能芯片！”</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>馬斯克還表示，特斯拉將在 AI5 芯片設計接近完成後重新啓動 Dojo3 超級計算機的工作。</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 用於訓練支撐特斯拉全自動駕駛軟件和機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>特斯拉之前縮減了 Dojo 團隊，以專注於芯片開發，並更依賴於英偉達和超微等外部供應商。</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>這一重新推動強調了人工智能在特斯拉戰略中的核心地位，即使短期市場波動主要受地緣政治影響，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，目前特斯拉的股價更多地受到全球市場風險厭惡情緒的驅動，而非其長期雄心。</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《為什麼特斯拉股票在週二下跌約 3%》最初出現在 Invezz 上。</p>
</div>

Why Tesla stock is crashing around 3% on Tuesday

- 特斯拉股價因市場賣壓下跌約 3%。
- 主要受貿易緊張局勢和投資者避險情緒影響。
- 加拿大發布新政策，將利好特斯拉在電動車市場的競爭力。

為什麼特斯拉的股票在週二下跌約 3%