异动解读 | 特斯拉夜盘大跌5.08%,市场担忧二季度交付数据不及预期

异动解读07-01

6月30日,特斯拉(TSLA)股价在夜盘交易中大跌5.08%。这一显著跌幅反映了投资者对该公司即将公布的第二季度交付数据的担忧。

根据分析师预测,特斯拉第二季度交付量预计将连续第二个季度同比下滑两位数,约为40万辆左右,较去年同期的44万辆下降约10%。加拿大皇家银行的分析师甚至预测交付量可能只有36.6万辆,低于市场共识。这种悲观预期主要源于特斯拉在美国和欧洲等关键市场需求受到冲击。

除了交付数据的担忧外,近期特斯拉高管的离职也引发了市场的不安。据报道,负责特斯拉北美和欧洲销售及制造业务的高管Omead Afshar已离职,成为近期又一位出走的高管。这一人事变动可能会对公司的运营和战略执行产生影响。

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