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最近的一份报告显示,特斯拉的经理们被要求评估其下属对公司运营至关重要的岗位,从而引发了公司大规模裁员的猜测。在特斯拉取消对部分员工进行一年两次的绩效考核后,该公司向经理层发出了这一询问。
这份报告是在公司面临全球电动汽车市场激烈竞争和需求疲软的情况下发布。另一份报告称,由于消费者对特斯拉的生产质量表示怀疑,特斯拉上个月在韩国仅售出一辆汽车。
此外,特斯拉在中国面临着巨大的竞争,因为其主要竞争对手比亚迪因价格战而继续保持稳健的汽车销量增长。尽管特斯拉努力降低其三分之一产品的售价,但比亚迪的销售额仍实现了稳健增长,增幅超过一倍。特斯拉市场份额的下滑令人担忧,引导分析师纷纷下调其股票评级和目标价。

(特斯拉与比亚迪单位销量对比)
相比之下,特斯拉在 2023 年第四季度的盈利大幅下滑,首席执行官埃隆-马斯克(Elon Musk)警告称,2024 年的增长将 “保持低迷”。另一方面,比亚迪虽然因大幅降价而未达到盈利预期,但在交付方面表现强劲。目前,由于电动汽车行业前景暗淡、价格战激烈,两家公司的业绩可能会因不同的目标策略而进一步分化。
截至发稿,特斯拉股价在盘后交易时段微涨 0.02%至 187.62 美元。
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