<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開始時下跌，因為投資者評估了自動駕駛領域日益激烈的競爭以及電動車需求的持續疲軟。</p>
<p>特斯拉股票在早盤交易中下跌約 2%，報 408.60 美元。</p>
<p>標準普爾 500 指數和道瓊斯工業平均指數均下跌約 1%。</p>
<p>這一舉動發生在優步科技宣佈推出一系列新服務，旨在幫助自動駕駛汽車開發者將其車隊整合到其打車網絡中。</p>
<h2>優步擴展機器人出租車平台</h2>
<p>優步表示，其新的自動駕駛解決方案平台將為機器人出租車開發者提供一整套服務，包括人工智能訓練數據、車隊管理、用户體驗設計、監管支持和融資。</p>
<p>該舉措反映了優步與自動駕駛汽車開發者合作的戰略，而不是自己製造汽車。</p>
<p>該公司表示，訪問其需求預測工具和超過 2 億的常規用户可以幫助抵消開發自動駕駛技術的高成本。</p>
<p>這一舉動標誌着優步在其平台上擴展機器人出租車服務的更積極努力，因為特斯拉和谷歌支持的 Waymo 的競爭擔憂在最近幾個月對優步的股價造成了壓力。</p>
<h2>最近表現和美國市場趨勢</h2>
<p>儘管特斯拉股票在過去三天連續上漲，但上週仍下跌 1.3%。</p>
<p>在這三天中，股票僅上漲 1.19 美元，或 0.3%，標誌着過去四周中的第三次周度下跌。</p>
<p>美國電動車市場的疲軟增加了壓力。1 月份，美國電動車銷售同比暴跌 30%，僅佔新車銷售總量的約 6%。</p>
<p>聯邦 7500 美元的電動車購車税收抵免在 9 月底到期，給需求帶來了壓力。</p>
<p>汽車製造商通過降價來應對，12 月份電動車的平均售價同比下降了 3%。</p>
<p>Cantor Fitzgerald 分析師 Andres Sheppard 將降價描述為 “主要主題”，預計今年將持續。</p>
<h2>市場份額增長提供有限緩解</h2>
<p>儘管整體需求疲軟，特斯拉仍然獲得了市場份額。</p>
<p>1 月份，特斯拉的銷售下降了 17%，低於整體市場，使其市場份額提升至約 61%，高於 12 月份的 57%。</p>
<p>在税收抵免仍然有效時，特斯拉的市場份額曾降至 50% 以下。</p>
<p>在週一的交易開始時，特斯拉股票今年下跌約 8%，但在過去 12 個月中仍上漲 22%，超過標準普爾 500 指數約七個百分點。</p>
<p>投資者主要關注特斯拉的人工智能雄心，而不是短期的汽車銷售。</p>
<p>該公司在 6 月於奧斯汀推出了一項機器人出租車服務，當時其股票交易接近 322 美元。</p>
<p>然而，汽車業務仍然至關重要。特斯拉計劃在今年花費約 200 億美元用於新設備，比其典型的年度資本支出多出一倍，以擴大機器人出租車和機器人生產。</p>
<h2>中國競爭加劇</h2>
<p>特斯拉在中國面臨越來越大的壓力，中國是全球最大的電動車市場，低成本的國產車型正在佔據市場。</p>
<p>2025 年，吉利汽車售出了超過 459,000 輛其星源電動車，而五菱汽車控股的宏光迷你電動車銷量為 427,000 輛。這兩款車型的價格均低於 10 萬元。</p>
<p>特斯拉的 Model Y 排名第三，儘管公司推出了新的支付方案，但銷量同比下降近 21%，為 382,300 輛。</p>
<p>比亞迪的海鷗因銷量下降 31% 而跌至第四位。</p>
<p>中國政策制定者已敦促汽車製造商在通貨緊縮壓力下遏制激進的降價。</p>
<p>在 2 月中旬，國家市場監管總局禁止以低於生產成本的價格銷售新車，包括通過補貼。</p>
<p>需求也有所減弱。野村證券表示，1 月份乘用電動車銷量同比下降近 20%，降至 596,000 輛，而市場滲透率降至 38.3%。</p>
<p>該銀行指出，税收激勵的逐步取消是一個促成因素。</p>
<p>自 1 月以來，買家需支付 5% 的購車税，預計到 2028 年將上升至 10%。</p>
<p>文章《為什麼特斯拉股票在週一下跌超過 2%》首發於 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>特斯拉股票下跌超過 2%，至 408.60 美元，原因是自動駕駛競爭加劇和電動車需求疲軟。此次下跌恰逢優步宣佈其新的自動駕駛解決方案平台，面向機器人出租車開發者。儘管美國電動車銷量同比下降 30%，特斯拉的市場份額卻有所上升，達到 61%。然而，該公司在中國面臨挑戰，低成本競爭對手正在獲得市場份額。特斯拉的股票今年下跌了 8%，但在過去 12 個月中上漲了 22%，投資者關注其人工智能雄心和即將進行的生產擴張</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開始時下跌，因為投資者評估了自動駕駛領域日益激烈的競爭以及電動車需求的持續疲軟。</p>
</div><p>Tesla stock was down about 2% at $408.60 in early trading.</p>
<div class="lb-trans"><p>特斯拉股票在早盤交易中下跌約 2%，報 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>標準普爾 500 指數和道瓊斯工業平均指數均下跌約 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>這一舉動發生在優步科技宣佈推出一系列新服務，旨在幫助自動駕駛汽車開發者將其車隊整合到其打車網絡中。</p>
</div><h2>Uber expands Robotaxi platform</h2>
<div class="lb-trans"><h2>優步擴展機器人出租車平台</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>優步表示，其新的自動駕駛解決方案平台將為機器人出租車開發者提供一整套服務，包括人工智能訓練數據、車隊管理、用户體驗設計、監管支持和融資。</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>該舉措反映了優步與自動駕駛汽車開發者合作的戰略，而不是自己製造汽車。</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>該公司表示，訪問其需求預測工具和超過 2 億的常規用户可以幫助抵消開發自動駕駛技術的高成本。</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>這一舉動標誌着優步在其平台上擴展機器人出租車服務的更積極努力，因為特斯拉和谷歌支持的 Waymo 的競爭擔憂在最近幾個月對優步的股價造成了壓力。</p>
</div><h2>Recent performance and US market trends</h2>
<div class="lb-trans"><h2>最近表現和美國市場趨勢</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>儘管特斯拉股票在過去三天連續上漲，但上週仍下跌 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>在這三天中，股票僅上漲 1.19 美元，或 0.3%，標誌着過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>美國電動車市場的疲軟增加了壓力。1 月份，美國電動車銷售同比暴跌 30%，僅佔新車銷售總量的約 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>聯邦 7500 美元的電動車購車税收抵免在 9 月底到期，給需求帶來了壓力。</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>汽車製造商通過降價來應對，12 月份電動車的平均售價同比下降了 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 分析師 Andres Sheppard 將降價描述為 “主要主題”，預計今年將持續。</p>
</div><h2>Market share gains offer limited relief</h2>
<div class="lb-trans"><h2>市場份額增長提供有限緩解</h2>
</div><p>Despite weaker overall demand, Tesla has gained market share.</p>
<div class="lb-trans"><p>儘管整體需求疲軟，特斯拉仍然獲得了市場份額。</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，特斯拉的銷售下降了 17%，低於整體市場，使其市場份額提升至約 61%，高於 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時，特斯拉的市場份額曾降至 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>在週一的交易開始時，特斯拉股票今年下跌約 8%，但在過去 12 個月中仍上漲 22%，超過標準普爾 500 指數約七個百分點。</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>投資者主要關注特斯拉的人工智能雄心，而不是短期的汽車銷售。</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>該公司在 6 月於奧斯汀推出了一項機器人出租車服務，當時其股票交易接近 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，汽車業務仍然至關重要。特斯拉計劃在今年花費約 200 億美元用於新設備，比其典型的年度資本支出多出一倍，以擴大機器人出租車和機器人生產。</p>
</div><h2>Intensifying competition in China</h2>
<div class="lb-trans"><h2>中國競爭加劇</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>特斯拉在中國面臨越來越大的壓力，中國是全球最大的電動車市場，低成本的國產車型正在佔據市場。</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，吉利汽車售出了超過 459,000 輛其星源電動車，而五菱汽車控股的宏光迷你電動車銷量為 427,000 輛。這兩款車型的價格均低於 10 萬元。</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，儘管公司推出了新的支付方案，但銷量同比下降近 21%，為 382,300 輛。</p>
</div><p>BYD’s Seagull dropped to fourth place after a 31% sales decline.</p>
<div class="lb-trans"><p>比亞迪的海鷗因銷量下降 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>中國政策制定者已敦促汽車製造商在通貨緊縮壓力下遏制激進的降價。</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，國家市場監管總局禁止以低於生產成本的價格銷售新車，包括通過補貼。</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>需求也有所減弱。野村證券表示，1 月份乘用電動車銷量同比下降近 20%，降至 596,000 輛，而市場滲透率降至 38.3%。</p>
</div><p>The bank cited the phasing out of tax incentives as a contributing factor.</p>
<div class="lb-trans"><p>該銀行指出，税收激勵的逐步取消是一個促成因素。</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 月以來，買家需支付 5% 的購車税，預計到 2028 年將上升至 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《為什麼特斯拉股票在週一下跌超過 2%》首發於 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約 2%，因投資者評估競爭加劇和電動車需求低迷。  
- 優步推出新平台，支持機器人出租車開發者，將增強特斯拉麪臨的市場壓力。  
- 儘管整體需求疲軟，特斯拉在一月的市場份額上升至 61%。

為什麼特斯拉的股票在週一下跌了超過 2%