Name: 特斯拉銷量暴跌，埃隆-馬斯克難辭其咎 | The Business | ABC News (Tesla's sales plummet, and why Elon Musk is partly to blame | The Business | ABC News)
Uploaded: 2025-02-18T04:21:00.000Z
Duration: 5 min 21 s

Elon Musk has done pretty well for himself, particularly since his wealth over the past year has doubled to more than 400 billion US dollars.

埃隆-馬斯克（Elon Musk）的表現相當不錯，尤其是去年他的財富翻了一番，超過了 4000 億美元。

過去簡單式

But his close relationship with Donald Trump appears to be hurting Tesla's car sales, which were down 17% last year in Australia, and they dropped by more than 30% last month.

但他與唐納德-特朗普（Donald Trump）的親密關係似乎正在損害特斯拉的汽車銷量，去年特斯拉在澳洲的汽車銷量下降了 17%，上個月的降幅更是超過了 30%。

形容詞比較級

In Europe, it was even worse, especially in France and Germany, where sales last month plummeted by more than 60%.

歐洲的情況更糟，尤其是法國和德國，上個月的銷售額驟降了 60% 以上。

For more on what's behind this, I spoke to Giles Parkinson, founder and editor of The Driven.

關於這背後的原因，我採訪了《The Driven》的創始人兼編輯 Giles Parkinson。

Tesla shares have taken quite a hit, as you can see.

如您所見，特斯拉的股價受到了不小的衝擊。

How much of this can be traced to Elon Musk himself and his personal brand?

這其中有多少可以追溯到埃隆-馬斯克本人及其個人品牌？

It's always hard to quantify exactly the effect that Elon Musk is having, but the anecdotal evidence suggests it's very strong.

埃隆-馬斯克所產生的影響總是難以準確量化，但軼事證據表明，這種影響非常大。

Sales in January were one quarter of what they were two years ago.

1 月份的銷售額只有兩年前的四分之一。

Now, the overall market has not been strong, but Tesla has accounted for more than half of the Australian EV market in the last few years.

現在，整個市場並不強勁，但特斯拉在過去幾年中佔據了澳洲電動汽車市場一半以上的份額。

So when they fall, it affects the rest of the market.

是以，當它們下跌時，就會影響市場的其他部分。

We've seen that in Europe also, where the market is probably stronger than it is in Australia.

我們在歐洲也看到了這一點，那裡的市場可能比澳洲更強大。

In Norway, for instance, which is already at 96% electric vehicle share of the market, and has actually been quite strong in the last month, Tesla has slumped quite sharply.

例如，在挪威，電動汽車的市場份額已經達到 96%，而且在上個月還表現得相當強勁，但特斯拉卻大幅下滑。

It used to be the top selling EV in that market.

它曾是該市場最暢銷的電動汽車。

And we've seen that in France, in Spain, in UK, Germany, Netherlands, Portugal, the share of the number of Tesla sales has fallen significantly.

我們已經看到，在法國、西班牙、英國、德國、荷蘭、葡萄牙，特斯拉的銷售數量所佔的份額已經大幅下降。

And that really has been attributed a lot to the impact of Musk on his brand.

這在很大程度上歸功於馬斯克對其品牌的影響。

And over in the US, Tesla sales have gone backwards as well in the blue state of California, where the company's headquarters used to be.

而在美國，特斯拉公司總部曾經所在的藍州加利福尼亞州的銷量也出現了倒退。

Well, I think that's more of a pushback against Mr. Musk's politics.

我認為這更像是對馬斯克先生政治主張的反擊。

正如你所說，加州是一個藍色的州。

It's where the first manufacturing plant used to be.

這裡曾是第一製造廠的所在地。

It's where he can see so many Teslas on the road.

在這裡，他可以看到路上行駛著如此多的特斯拉汽車。

And we're hearing that people are walking into other car makers and saying, look, I want to buy an electric car, but I don't want to buy Tesla anymore.

我們聽說，人們走進其他汽車製造商，說，聽著，我想買一輛電動汽車，但我不想再買特斯拉了。

And we're also hearing that people who own Teslas are feeling uncomfortable about that and looking to see if they can either sell and shift to another brand.

我們還聽說，擁有特斯拉汽車的人對此感到不舒服，他們想看看是否可以賣掉特斯拉，轉投其他品牌。

It's an extraordinary situation because the Tesla products are really quite admired because of their quality.

這是一個非常特殊的情況，因為特斯拉的產品確實因其品質而備受推崇。

But some people are just finding it really to either buy or retain those cars.

但有些人卻發現，他們真的無法購買或保留這些汽車。

So, Giles, are these weaker sales results a cautionary tale on what happens when a company boss gets too involved in politics?

那麼，賈爾斯，這些疲軟的銷售業績是否是一個警示故事，告訴我們公司老闆過於參與政治會有什麼後果？

Well, I don't think we've ever seen anything quite as extraordinary as Mr. Musk's involvement in politics.

我認為，我們從未見過像馬斯克先生參與政治這樣非同尋常的事情。

I mean, he seemed to have taken such a dominant role in the US administration that no one could really have predicted and no one has ever seen before.

我的意思是，他似乎在美國政府中佔據了主導地位，這是誰也無法預料的，也是前所未見的。

You know, you think about other car makers.

你知道，你會想到其他汽車製造商。

Do we know what the head of Toyota or even the Chinese government thinks about its politics?

我們知道豐田公司甚至中國政府的領導人對其政治有何看法嗎？

But there's been something about Mr. Musk's interventions, both in his political actions, but also what he said on Twitter, which is sort of causing quite a reaction amongst consumers.

但馬斯克先生的干預，無論是他的政治行動，還是他在推特上的言論，都在消費者中引起了不小的反響。

And are there any other factors which could be involved, for instance, more competition from Chinese EVs, which tend to be cheaper?

還有其他因素嗎？例如，來自中國電動汽車的競爭更加激烈，而中國電動汽車的價格往往更低？

Well, we're certainly seeing that, and particularly in Australia.

我們確實看到了這一點，尤其是在澳洲。

Tesla used to dominate this market, and now we're seeing those Chinese car makers coming in with lower priced and really quite good quality vehicles.

特斯拉曾經主宰了這個市場，現在我們看到那些中國汽車製造商正在推出價格更低、品質相當不錯的汽車。

Some people might have been waiting for the upgraded Model Y, which has been the best selling EV in Australia for a while now and is coming up with an upgrade in six months.

有些人可能一直在等待升級版的 Model Y，它已經成為澳洲最暢銷的電動汽車，並將在六個月後推出升級版。

So maybe some people are delaying their decision on that basis.

是以，也許有些人會是以而延後做出決定。

So it would be wrong to say that Mr. Musk is the only impact on the stock.

是以，如果說馬斯克先生是影響股價的唯一因素，那就大錯特錯了。

There are other factors, but I don't think it would be right to say that he's having no impact.

還有其他因素，但我不認為說他沒有影響是正確的。

So overall, these falling sales, is this just a blip or the start of a more concerning trend for Elon Musk?

是以，總體而言，銷售額的下降只是一個小插曲，還是埃隆-馬斯克更加擔憂的趨勢的開始？

Certainly the signs in Europe and North America are not looking good.

當然，歐洲和北美的跡象並不樂觀。

In Australia, I guess the test here and in other markets will be the success of the new Model Y upgrade.

在澳洲，我想這裡和其他市場的考驗將是新款 Model Y 升級版的成功與否。

But in Australia, it has a big impact because we now have a target for electric vehicles.

但在澳洲，它的影響很大，因為我們現在有了電動汽車的目標。

We're trying to increase the rollout of those.

Tesla has accounted for half the market in just the last year.

僅在去年，特斯拉就佔據了市場的半壁江山。

If they continue to fall, then we're going to see major issues and a much slower uptake of EVs overall, and that's going to have an impact on the whole market, really.

如果它們繼續下降，那麼我們將看到重大問題，電動汽車的整體普及速度將大大放緩，這將對整個市場產生影響。

賈爾斯，非常感謝你的真知灼見。