2026年第三季度，特斯拉共售出486,532辆电动汽车。这一数字较2025年同期减少了2.1%，当时该公司的电动车销量达497,099辆。对于一家以持续增长为发展基础的企业而言，这样的业绩似乎算不上理想。
Tesla sold 486,532 electric vehicles during the third quarter of 2026. That’s a 2.1 percent decrease on the same quarter in 2025, when the company found homes for 497,099 EVs, and one might think that would be bad news for a company valued on the premise of near-constant growth.
然而，当天特斯拉股价反而上涨。虽然同比数据不佳，但实际销量仍超出了分析师预期的456,600辆，否则同比降幅还会进一步扩大至8%。实际上，特斯拉的总产量同比仍有所增长，达到了464,391辆，增幅为3.7%。其中Model 3和Model Y的产量为457,387辆，同比增长4.9%。其余7,004辆则属于其他车型，主要是Cybertruck，可能还包括部分Semi和Cybercab；由于Model S与Model X现已停产，这一细分品类的销量同比大幅下滑了39.8%。
But Tesla stock is up this morning; the year-over-year numbers might look bad, but the company still exceeded analysts’ expectations of 456,600 cars, which would have been a larger 8 percent year-on-year decline Total production at Tesla actually increased year over year; it built 464,391 vehicles—a 3.7 percent increase—457,387 of which were Models 3 and Y (a 4.9 percent increase year over year). The remaining 7,004 were other models, mostly Cybertrucks, with presumably some Semis and Cybercabs, as the Models S and X are now retired; this category saw a 39.8 percent decrease year over year.