2024年4月，特斯拉股价遭遇重挫，单日暴跌超15%，导致其市值一夜之间蒸发超过4300亿元人民币（约合600亿美元）。此次暴跌主要源于公司最新公布的交付数据远低于市场预期。数据显示，特斯拉第一季度全球交付量约为38.6万辆，同比下滑近9%，这是自2020年以来首次出现季度交付量同比下降。投资者担忧其在电动汽车市场竞争加剧、价格战持续以及消费者需求疲软等多重压力下增长乏力。此外，马斯克近期将大量精力投入人工智能和xAI项目，也被部分市场人士视为对特斯拉主业关注不足的信号。同时，特斯拉在自动驾驶技术推进、Cybertruck量产爬坡以及新车型发布节奏等方面也面临挑战。尽管公司强调长期战略不变，并计划通过降低成本和提升软件服务收入来增强盈利能力，但短期内市场信心明显受挫。分析师指出，特斯拉正处在一个关键转型期，既要应对传统车企加速电动化带来的竞争，又需在技术创新与规模化之间找到平衡。若无法迅速恢复增长势头，其“电动车龙头”地位或将受到更严峻挑战。
In April 2024, Tesla’s stock plunged more than 15% in a single day, wiping out over RMB 430 billion (approximately USD 60 billion) in market value overnight. The sharp decline was primarily triggered by the company’s latest delivery figures, which fell significantly short of market expectations. Tesla reported global deliveries of about 386,000 vehicles in the first quarter—a nearly 9% year-over-year drop, marking its first quarterly decline since 2020.Investors are increasingly concerned about Tesla’s growth prospects amid intensifying competition in the EV market, ongoing price wars, and weakening consumer demand. Additionally, CEO Elon Musk’s growing focus on artificial intelligence and his xAI venture has raised questions about his commitment to Tesla’s core automotive business. Challenges also persist in advancing autonomous driving technology, ramping up Cybertruck production, and maintaining a timely new vehicle launch schedule.While Tesla reaffirmed its long-term strategy and plans to boost profitability through cost reductions and expanded software services, market confidence has clearly taken a hit in the short term. Analysts note that Tesla is at a critical inflection point: it must not only fend off traditional automakers rapidly electrifying their fleets but also strike a delicate balance between innovation and scalability. Failure to regain momentum soon could seriously threaten its position as the leader in the electric vehicle industry.
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