文章核心观点 - 特斯拉缩减Cybertruck产量，整体销售呈下降趋势，且面临多方面压力 [1][4] 分组1：Cybertruck生产情况 - 过去几个月特斯拉降低了多条Cybertruck生产线的生产目标，部分生产线产能远低于之前，部分生产团队人员缩减超一半 [1] - 自1月起公司将德州超级工厂Cybertruck生产线的一些工人调至Model Y生产线 [2] - 2024年12月公司曾调整Cybertruck生产计划并调查员工偏好岗位，计划缩减2025年第一季度产量目标 [5] 分组2：Cybertruck销售情况 - 2025年前三个月特斯拉售出6406辆Cybertruck，为上一季度的一半，发布前有超百万预订，至今交付不足5万辆 [3] - 4月特斯拉推出最便宜的Cybertruck版本，售价69990美元 [3] 分组3：特斯拉整体销售情况 - 今年第一季度交付量较2024年同期下降13% [4] 分组4：特斯拉面临的压力 - 竞争对手抢占市场，展厅外有示威活动，公司股价年初至今下跌约40%，不过较去年同期仍上涨超53% [6] 分组5：特斯拉其他动态 - 上月CEO马斯克承诺未来两年将美国车辆产量提高一倍 [7] - 2月公司绩效评估时要求经理确定团队关键岗位，员工被1 - 5分评级，期间裁掉小部分员工 [8]

文章核心观点 - 特斯拉虽仍主导美国电动汽车市场，但2024年首次出现全球销量下滑，不过赛博卡车降价或带来转机，公司若能修复品牌形象、更新产品线，未来仍有希望 [1][9] 赛博卡车现状 - 公司CEO曾预计每年生产25 - 50万辆赛博卡车，挑战传统汽油动力卡车，但实际远未达预期 [2] - 赛博卡车基础款降至略超7.2万美元，相比当前全轮驱动款降价约1万美元，接近此前不含运费的6.099万美元，最初承诺价格不到4万美元 [3][4] - 新款去掉全轮驱动、后灯条和空气悬架等功能，续航增至350英里，充电更快，或刺激销售 [5] 赛博卡车成功标准 - 第一季度福特F - 150 Lightning销量7187辆，赛博卡车约6406辆，赛博卡车需持续将销量翻倍才可能被视为成功 [6] 公司低价策略 - 赛博卡车降价或为公司更大低价策略的第一步，分析师称特斯拉2025年或推出Model 3轿车和Model Y跨界车的精简版 [7] 公司面临挑战与前景 - 近期品牌受损致本季度交付量下降，预计2025年交付量下降9%，原因包括产品线老化、政治反弹和竞争加剧 [8] - 公司有机会修复品牌形象，低价车型或促进交付量，若能更新产品线、实现目标，未来仍有光明前景 [9]

Piper Sandler analyst Alexander Potter maintained Tesla Inc TSLA with an Overweight rating and lowered the price forecast from $450 to $400 on Wednesday.The first-quarter financials will likely underwhelm.Deliveries of 337K units missed consensus (378k), so the gross margin is probably trending near multi-year lows.Also Read: Tesla’s Deliveries Slide In Q1 Amid Production Setbacks, Political BacklashPlus, relying on new products for delivery growth is hard because Tesla has not disclosed specifications or p ...

Tesla’s electric-vehicle registrations in California dropped 15.1% during the first quarter, industry data showed, signaling an accelerated decline and growing challenges for the Elon Musk-led automaker in its biggest U.S. market.In California, often viewed as a bellwether for EV trends, Tesla’s share has fallen to 43.9% from 55.5% a year earlier, while brands such as Honda, Ford, and GM’s Chevrolet have grown their footprint, according to the California New Car Dealers Association, or CNCDA.Overall zero-em ...

Elon Musk’s Tesla has reportedly halted imports of car parts from China needed for its upcoming Cybercab and Semi electric truck because of the trade war with Beijing — throwing a wrench into the company’s much-touted plans.The EV pioneer had planned to import components from China to support production of the two new vehicles – but the plans became untenable once tariffs surpassed 34%, Reuters reported, citing a source with direct knowledge.The Trump administration imposed total tariffs of 145% on Chinese ...

Tesla's dominance in California's electric vehicle market is receding. Tesla's slide in California continued into a sixth straight quarter, with registrations down 15.1% in early 2025 — even as overall new car registrations rose 8.3% year over year. The drop marks Tesla's steepest quarterly loss in more than a year, and comes at a moment when the state's car market saw a boost ahead of anticipated tariffs, according to the California New Car Dealers Association.Meanwhile, Tesla's share of California's elec ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Electric vehicle and tech giant Tesla (TSLA) is set to release first-quarter 2025 results on April 22, after the closing bell. The results will primarily center around the company’s vehicle deliveries and profit margins. While first-quarter deliveries marked the weakest numbers in more than two years, one segment that is thriving is its Energy Storage business. But will that be able to cushion the struggling core EV business?TSLA missed earnings estimates in three of the trailing four quarters and surpassed ...

Shares of Tesla Inc. NASDAQ: TSLA closed around $254 on Tuesday, continuing a quiet but potentially meaningful turnaround. Tesla TodayTSLATesla$254.11 +1.76 (+0.70%) 52-Week Range$138.80▼$488.54P/E Ratio124.56Price Target$298.59Add to WatchlistAfter plunging nearly 50% from its December all-time high, the stock has shown surprising resilience in recent weeks. The bears have now failed twice to push it below $220, and that inability to break new lows is starting to look like the foundation of a technical do ...

文章核心观点 - 原子公司获300万美元种子轮融资，借助人工智能重塑200亿美元供应链规划市场，为实体商品销售企业解决供应规划难题，已为早期客户带来显著成效，未来计划扩大团队、提升AI能力并深化平台集成 [1][6][11] 公司概况 - 原子公司由曾在特斯拉供应链和需求规划团队任职的迈克尔·罗西特和尼尔·苏伊丹创立，灵感源于2018年特斯拉Model 3发布时团队对电子表格的依赖问题 [2] - 公司愿景是确保每件实体商品都得到积极管理，为规划人员提供比电子表格更好的工具，推动企业迈向人工智能驱动的库存管理未来 [3] 行业痛点 - 美国有大量资金被困于滞销和规划不善的库存中，多数企业仍用易出错、更新慢且难扩展的电子表格做库存决策，导致销售损失、库存积压和供应链运营信心下降 [4] - 现有供应链规划软件实施周期长、成本高且系统僵化，使规划人员重新依赖电子表格 [5] 产品优势 - 自2024年初推出产品以来，原子公司为消费品、食品饮料和服装行业的早期客户带来显著成效，如一家客户在上线3个月后将库存水平减半，同时保持99%的现货率 [6] - 公司使用代理人工智能，其可配置框架能适配客户数据源，无需系统集成商或手动配置，客户可在一小时内完成初始上线，并通过直观的无代码界面微调预测、模拟中断和进行调整 [8] - 能使库存成本降低20 - 50%，同时提高现货率；每周节省40多小时，让规划人员专注高影响力工作；使库存周转率提高3.5倍，释放数百万美元现金 [9] 战略支持 - 本轮融资投资方包括DVx Ventures和Madrona Ventures，后者通过专注于企业转型应用人工智能的基金X投资原子公司 [1][10] - Madrona董事总经理表示原子公司敏锐洞察重大业务挑战，用人工智能解决问题并带来切实成果，是有望改变行业的应用人工智能创新 [11] 未来规划 - 获得资金后，原子公司计划扩大工程团队、提升人工智能能力，并深化与领先ERP和电子商务平台的集成 [11] - 公司目标是在2025年底前为NetSuite客户提供快速上线服务，消除企业采用的最后障碍 [11]