特斯拉和Rivian在过去三个月的电动汽车交付量均超出预期，这是一个早期迹象，表明高企的汽油价格可能正在提振电动汽车需求。
Tesla and Rivian topped expectations on electric vehicle deliveries over the past three months, an early sign that elevated gas prices may be giving EV demand a lift.
为何重要：电动汽车曾长期处于低迷期，但随着汽油价格远超每加仑4美元，部分消费者似乎开始重新考虑电动汽车。
Why it matters: EVs had been down in the dumps for an extended period, but with gas now far above $4 per gallon, some consumers appear to be giving them a second look.
最新进展：周五公布的第三季度交付数据对电动汽车公司而言令人鼓舞：特斯拉本季度交付486,532辆汽车，较第二季度增长1.3%，超过了分析师平均预期的约462,000辆。
The latest: Third quarter delivery figures announced Friday proved encouraging for EV companies: Tesla delivered 486,532 vehicles in the quarter, 1.3% more than the second quarter, and topping average analyst expectations of about 462,000.
Rivian同期交付19,248辆汽车，高于前三个月的12,194辆，并超过了FactSet平均预期的18,000辆。周五早盘交易中，两家公司股价均上涨。
Riviandelivered19,248 vehicles during the same period, up from 12,194 over the prior three months, and exceeding average FactSet expectations of 18,000 units. Both stocks rose in early trading Friday.
深度解读：由于伊朗战争等因素，汽油价格在春季飙升后，电动汽车销售开始显现出增长势头。
Between the lines: After gas prices spiked in the spring due largely to the war in Iran, EV sales started to show signs of momentum.
根据汽车创新联盟上周发布的一份报告，电动汽车在第二季度占美国轻型车销售的7.9%，高于年初前三个月的6.3%。第三季度市场份额数据尚未公布。看点：目前最大的赢家可能是混合动力车，而非纯电动汽车。
The segment represented 7.9% of U.S. light-duty vehicle sales in the second quarter, up from 6.3% in the first three months of the year, according to a report released last week by the Alliance for Automotive Innovation. Third quarter market share figures were not yet available. The intrigue: The biggest winner so far might be hybrids, not pure EVs.
丰田周四报告称，其“电气化”车型（几乎全为混合动力）第三季度销量同比飙升29.2%。
Toyota reported Thursday that sales of its "electrified" vehicles — made up almost entirely of hybrids — soared 29.2% in the third quarter, compared with a year earlier.
热销车型包括RAV4混动版和RAV4插电混动版，销量分别同比增长123%和184%。现实检验：电动汽车销量仍低于去年同期。根据汽车创新联盟报告，行业整体销量在第二季度同比下降。尽管特斯拉第三季度环比增长，但交付量同比仍下降2.1%。
Hits included the RAV4 Hybrid and the RAV4 Plug-In Hybrid, which were up 123% and 184%, respectively. Reality check: EV sales are still down from a year ago. Industry-wide sales were down year over year in the second quarter, according to the Alliance report. Despite Tesla's sequential gain in the third quarter, deliveries were down 2.1% compared to the same period last year.
据《底特律新闻》报道，通用汽车多款电动汽车第三季度销量大幅下滑，因该车企正在“削减电动汽车制造”。
And sales of several individual EVs at General Motors plunged in the third quarter, as the automaker is "paring back EV manufacturing," the Detroit News reported.
核心结论是：尽管整体需求趋势仍在下行，但电动汽车的经济吸引力近期正逐渐升温。
The bottom line: While the larger demand trendline is still moving lower, the economic appeal of EVs is gaining some recent steam.