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Tesla 第二季的的產量與交付數再次大超預期，總交付了46.6萬輛車年增83%，比市場預期的44.5萬輛多了2萬輛。

總產量也提升至47.1萬輛，但產量與交付數的差距在縮小，顯示動態降價和補貼確實顯著提昇銷量，庫存堆越多越可能大幅降價，至少現在的情形沒有惡化。接著就等著看7/19特斯拉財報毛利率是否止跌。

更多最新資訊，可以看Twitter帳號 https://ieobserv.com/Twitter

IEObserve 國際經濟觀察
Tesla 第二季的的產量與交付數再次大超預期，總交付了46.6萬輛車年增83%，比市場預期的44.5萬輛多了2萬輛。

總產量也提升至47.1萬輛，但產量與交付數的差距在縮小，顯示動態降價和補貼確實顯著提昇銷量，庫存堆越多越可能大幅降價，至少現在的情形沒有惡化。接著就等著看7/19特斯拉財報毛利率是否止跌。

更多最新資訊，可以看Twitter帳號 https://ieobserv.com/Twitter
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Tesla 第二季的的產量與交付數再次大超預期，總交付了46.6萬輛車年增83%，比市場預期的44.5萬輛多了2萬輛。

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