特斯拉(TSLA)股价今日盘中一度大跌逾8%,报165.08美元。引发大跌的主要原因是投资者对特斯拉供给链受阻以及明年销售前景的担忧。
随着美国与中国之间的地缘政治紧张局势加剧,特斯拉的供应链或将受到影响。中国是特斯拉最大的单一市场,占其全球销量的约三分之一。与此同时,欧盟计划加征汽车进口关税,也可能会影响特斯拉在这一重要市场的销售。
为了应对这些挑战,特斯拉正在采取多线作战的策略:一方面,特斯拉正在印度和墨西哥等新兴市场扩大产能;另一方面,特斯拉也在努力降低对中国供应链的依赖。消息人士透露,特斯拉已经与台湿电子等美国本土供应商进行了接触,以确保供应链稳定。
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