特斯拉公司正面临美国市场的一系列挑战，包括本季度车辆供应有限以及一项可能影响其销售的税收政策。公司首席财务官表示，随着7500美元电动汽车税收抵免的取消，以及潜在的关税增加，特斯拉的车辆供应将受到限制。为应对这一情况，特斯拉敦促美国消费者尽快下单，以确保能够获得车辆。公司近期公布的第二季度财报显示收入和利润均未达预期，股价也随之下跌，凸显了其在当前复杂市场环境下亟待调整的经营策略。

🚗 **供应紧缩与立即下单建议**：特斯拉首席财务官Vaibhav Taneja明确表示，由于美国本季度车辆供应有限，以及一项可能取消7500美元电动汽车税收抵免的税法变更，建议美国消费者立即下单购买特斯拉汽车，以避免在8月下旬及之后订单可能无法保证交付的情况。

📉 **税收政策影响与竞争格局**：美国一项新税法将于9月30日结束7500美元的电动汽车税收抵免，此举被分析师视为对Lucid和Rivian等对该抵免依赖程度较低的小型竞争对手的利好。特斯拉作为主要受益者之一，其销售可能因此受到影响，并可能开始减少计划中的激励措施。

💰 **成本增加与业绩下滑**：特斯拉首席财务官指出，特朗普政府的关税政策正在增加公司的运营成本，预计本季度关税成本约增加3亿美元。此外，公司第二季度营收为225亿美元，低于分析师预期，且为至少十年来最严重的季度营收下滑，每股收益也未达到华尔街预期，导致其股价在财报发布后下跌超过4%。

🎢 **“奇怪的转型期”**：CEO埃隆·马斯克将公司当前所处的阶段形容为一个“奇怪的转型期”，公司正在努力应对税收抵免的到期以及更广泛的自动驾驶汽车监管环境的变化，这表明特斯拉正处于一个需要战略调整以适应不断变化的市场和政策的关键时期。

Tesla urged potential US buyers to order now due to limited vehicle supply this quarter.Trump's Big Beautiful Bill ends the $7,500 EV credit, which will likely affect Tesla's US sales.On Wednesday, Tesla reported a revenue decline and saw its stock drop 4%.

Tesla has a message for Americans: If you want our cars, buy them now.

On Wednesday's earnings call, Tesla's chief financial officer, Vaibhav Taneja, said that President Donald Trump's tax law could affect the availability of its cars. One of the law's changes is the removal of the $7,500 EV credit by the end of the quarter.

"Given the abrupt change, we have limited supply of vehicles in the US this quarter," Taneja said. "If you are in the US and looking to buy a car, place your order now as we may not be able to guarantee delivery orders placed in the later part of August and beyond."

Earlier this month, the House passed the final version of the bill, which extends the president's 2017 tax cuts and makes key changes to the tax system. The law also ends the $7,500 EV tax credit awarded to buyers on September 30, which analysts saw as a win for smaller rivals such as Lucid and Rivian, who are less dependent on the credit.

The Tesla CFO said that the company would start "paring" back planned incentives as cars start to sell.

After the tax law was passed, Tesla began offering perks such as free supercharging on select models, a one-month free trial of Full Self‑Driving, and a $1,000 discount for "American heroes" like military members, teachers, and first responders.

Tesla said it delivered over 384,000 vehicles in the quarter that ended in June.

On the call, CEO Elon Musk said Tesla is in a "weird transition period" as it navigates the expiration of incentives and the wider regulatory environment for autonomous vehicles.

The Trump administration's tariffs are also raising costs for the automaker, the CFO said.

"While we are doing our best to manage these impacts, we are in an unpredictable environment on the tariff front," Taneja said. He estimated that the cost of the tariffs increased by around $300 million this quarter.

On Wednesday, the EV giant reported second-quarter revenue of $22.5 billion, compared to expectations of $22.64 billion — its sharpest quarterly revenue decline in at least the last 10 years.

It reported earnings per share, a key measure of profitability, were 40 cents, compared to Wall Street's estimates of 42 cents.

Tesla's stock fell over 4% after hours on Wednesday. It is down 17.6% so far this year.