特斯拉（TSLA）周三盘后股价大跌6.92%，主要原因是公司公布的2025年第一季度交付数据不及市场预期。根据特斯拉公告，第一季度全球交付量为336,681辆，同比下降13%，远低于分析师平均预期的390,343辆。
此次交付量下滑反映出特斯拉面临多重挑战。一方面，公司在欧洲、中国等主要市场的销量出现明显下滑；另一方面，首席执行官马斯克参与特朗普政府工作引发争议，导致部分消费者抵制特斯拉产品。此外，电动汽车行业竞争加剧、需求疲软等因素也影响了特斯拉的销售表现。
分析师指出，特斯拉需要尽快推出新车型和采取有效的激励措施，以应对来自比亚迪等中国竞争对手以及传统汽车制造商的激烈竞争。尽管公司表示新款Model Y的生产进展顺利，但投资者仍对特斯拉的增长前景持谨慎态度。
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