Tesla's Global Sales Could Witness A Decline Due To Slowdown In Europe And US, Even As China Set To Rise This Year, Warns Expert
Tesla's Global Sales Could Witness A Decline Due To Slowdown In Europe And US, Even As China Set To Rise This Year, Warns Expert
Cybertruck is unlikely to buoy overall sales in the U.S. given that the company is planning a three-day halt in production this month owing to too much inventory, he noted. Tesla Inc (NASDAQ:TSLA) researcher Troy Teslike said on Tuesday that while the EV giant's sales in China are slated to rise this year as compared to the last, sales in the U.S. and Europe will drop, weighing down on the company's overall global deliveries.
特斯拉公司（納斯達克：TSLA）研究員特洛伊·特斯萊克週二表示，儘管電動汽車巨頭在中國的銷售預計將比去年增長，但美國和歐洲的銷售將下降，從而影響公司的全球整體交付量。
What Happened: "There is no need for celebrations over the China numbers when sales are down in the U.S. and Europe," Teslike said.
特斯萊克表示：「在美國和歐洲銷售下滑的情況下，沒必要對中國的數字進行慶祝。」
While Tesla's sales in China are expected to increase by over 48,000 units, sales in the U.S. and Europe are expected to drop by over 30,000 units, Teslike said.
特斯萊克表示，雖然特斯拉在中國的銷售預計將增加超過48,000輛，但美國和歐洲的銷售預計將下降超過30,000輛。
Cybertruck is unlikely to buoy overall sales in the U.S. given that the company is planning a three-day halt in production this month owing to too much inventory, he noted.
他指出，考慮到公司計劃在本月因庫存過多而停止生產三天，Cybertruck不太可能提振美國整體銷售。
Based on the latest data, here's the situation for Tesla sales this year across all four quarters compared to last year:
— Troy Teslike (@TroyTeslike) December 3, 2024
• U.S. sales are expected to drop by over 30,000 units.
• European sales are also expected to decline by more than 30,000 units.
• Meanwhile, China sales...
根據最新數據，以下是特斯拉今年四個季度的銷售情況與去年相比：
— Troy Teslike (@TroyTeslike) 2024年12月3日
• 美國銷售預計將下降超過30,000輛。
• 歐洲銷售也預計將下降超過30,000輛。
• 與此同時，中國的銷售……
Why It Matters: For the full year 2023, Tesla delivered 1,808,581 vehicles around the globe. To mark a growth over last year, the company has to deliver at least 514,926 vehicles in the three months through the end of December.
爲什麼這很重要：在2023年全年，特斯拉在全球交付了1,808,581輛汽車。爲了在去年基礎上實現增長，公司必須在截至12月底的三個月內交付至少514,926輛汽車。
Tesla has never managed to deliver over 500,000 EVs in a quarter to date, making this an ambitious target.
特斯拉至今從未在一個季度內交付超過500,000輛電動汽車，這使得這個目標顯得相當雄心勃勃。
In the third quarter, Tesla reported deliveries of 462,890 vehicles, up 6.4% year-over-year and up 4.3% quarter-over-quarter.
在第三季度，特斯拉報告交付汽車462,890輛，同比增長6.4％，環比增長4.3％。
Deliveries fell 8.5% year-on-year in the first quarter and by 4.8% in the second quarter.
交付量在第一季度同比下降8.5%，第二季度同比下降4.8%。
According to Teslike, the low sales in Europe will likely pull down Tesla's global delivery numbers despite a rise in China.
根據Teslike的說法，歐洲的低銷售將可能拉低特斯拉的全球交付數字，儘管中國的銷量有所上升。
Price Action: Tesla stock closed at $351.42 on Tuesday, down 1.6% for the day. Year-to-date, Tesla's shares have risen 41.5%, according to Benzinga Pro data.
價格動態：特斯拉股票在星期二收於351.42美元，跌幅1.6%。截至目前，特斯拉的股票已上漲41.5%，根據Benzinga Pro數據。
Overall, analysts have a consensus rating of "Buy" on the Tesla stock, with the highest price target being $411. The most recent analyst ratings by Roth MKM, Stifel, and UBS have an average price target of $339, implying a 3.5% downside.
總體來看，分析師對特斯拉股票的共識評級爲「買入」，最高目標價爲411美元。最近的分析師評級來自Roth MKm、Stifel和UBS，平均目標價爲339美元，意味着下跌幅度爲3.5%。
Check out more of Benzinga's Future Of Mobility coverage by following this link.
查看更多Benzinga的未來出行報道，請點擊此鏈接。
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Photo courtesy: Tesla
照片提供：特斯拉
譯文內容由第三人軟體翻譯。