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最近的一份報告顯示,特斯拉的經理們被要求評估其下屬對公司運營至關重要的崗位,從而引發了公司大規模裁員的猜測。在特斯拉取消對部分員工進行一年兩次的績效考覈後,該公司向經理層發出了這一詢問。
這份報告是在公司面臨全球電動汽車市場激烈競爭和需求疲軟的情況下發布。另一份報告稱,由於消費者對特斯拉的生產質量表示懷疑,特斯拉上個月在韓國僅售出一輛汽車。
此外,特斯拉在中國面臨着巨大的競爭,因爲其主要競爭對手比亞迪因價格戰而繼續保持穩健的汽車銷量增長。儘管特斯拉努力降低其三分之一產品的售價,但比亞迪的銷售額仍實現了穩健增長,增幅超過一倍。特斯拉市場份額的下滑令人擔憂,引導分析師紛紛下調其股票評級和目標價。

(特斯拉與比亞迪單位銷量對比)
相比之下,特斯拉在 2023 年第四季度的盈利大幅下滑,首席執行官埃隆-馬斯克(Elon Musk)警告稱,2024 年的增長將 “保持低迷”。另一方面,比亞迪雖然因大幅降價而未達到盈利預期,但在交付方面表現強勁。目前,由於電動汽車行業前景暗淡、價格戰激烈,兩家公司的業績可能會因不同的目標策略而進一步分化。
截至發稿,特斯拉股價在盤後交易時段微漲0.02%至187.62美元。
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