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殃及國內應屆生!特斯拉全球大裁員轟轟烈烈

昨夜,在承諾加快推出廉價車型的消息帶動下,特斯拉的股價迎來一個喘息機會。

今日美股盤前,特斯拉一度大升超12%,現回落至10%,最新報159.7美元/股。

不過,市場對特斯拉未來成長性的擔憂,真的消散了嗎?

國內毀約應屆生

今日,有消息爆出,特斯拉在國內取消了所有應屆畢業生的offer(錄取通知)。

在社交平台上,有被毀約的網友發帖稱,在春招馬上要結束時,他們突然接到了特斯拉撤回錄用的通知,特斯拉統一提供一個月底薪賠償,但這個時間點再去找工作難度很大,一旦春招失敗失去應屆生身份將更加難以找工作。

有網上的截圖顯示,對於此次違約的原因,特斯拉給的是“人員優化”。

在特斯拉毀約的同時,國內多家車企的HR在線撈人”。

有賬號信息顯示為蔚來杭州HR的用户表示,蔚來浙江區域校招擴招,拿到過(特斯拉)Offer的同學,會優先安排面試。

極氪校園招聘官方認證賬號在貼文下表示,極氪春招尚有需求,可為被解約用户內推。

全球裁員轟轟烈烈

特斯拉此次毀約應屆生與其全球裁員計劃息息相關。

期,特斯拉宣佈,將在全球範圍內進行裁員,比例超過10%,約14000人受影響。

不過,有外媒報道稱,特斯拉最終可能會裁掉約20%的員工。

同時,特斯拉的兩名高管辭職,另一位高管、特斯拉投資者關係主管Martin Viecha也在最新的財報電話會議表示將辭職。

網上爆料的信息顯示,特斯拉在中國區的裁員中,銷售部是重災區,幾乎每家店都有人被裁,給予的賠償標準是N+3。

國外方面,特斯拉計劃在德克薩斯州和加利福尼亞州裁員超過6000人,包括其總部所在地奧斯汀的2688名工人。另據其提交給加州的WARN通知,特斯拉還計劃在加州多個工廠裁員3332人。

同時,特斯拉表示,計劃在柏林附近的德國工廠裁員400人。

“降價、0首付”促銷量

特斯拉裁員如此之多,最根本的原因還是銷量和業績上疲軟。

財報顯示,特斯拉一季度營收(-9%)、淨利潤(-48.3%)均出現下滑,毛利率、產量和交付量也是低於預期。

今日,為了促銷量,特斯拉中國宣佈,推出0首付活動,適用車型為Model 3和Model Y。

同時,特斯拉已經在美國、中國、日本下調了售價。

回顧來看,特斯拉和手機巨頭蘋果的發展歷程頗為相似,兩者一開始都是行業領軍者,不過隨着中國企業的崛起,行業競爭加劇,產品銷量均出現困境。

展望未來,特斯拉的增長點主要在於3點:更為低廉的新車型、全自動駕駛(FSD)功能和Robotaxi,以及人形機器人Optimus。

至於能不能解決投資者的擔憂,就看特斯拉能否在這三個方向上做出成就。

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