金吾财讯 | 特斯拉$(TSLA)$一季度全球交付量显著不及市场预期，官方数据显示其季度内交付新车336,681辆，低于市场预期的390,342辆。根据最新披露，特斯拉同期全球生产量达到362,615辆，储能产品部署量增至10.4千兆瓦时。特斯拉在官方声明中解释称，全球四座工厂同步推进Model Y产线升级工程，导致第一季度生产周期缩短数周。值得关注的是，采用全新制造工艺的Model Y车型已于3月份完成全球市场投放，部分市场人士指出，产线调整周期与主力车型市场需求波动存在潜在关联。该股盘前跌幅扩大，暂跌4.64%，报256美元。
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