
一 | NEW YORK -- About 3,000 asylum-seekers have been told their time was up in New York City shelters, but about half have reapplied to stay, according to a newspaper report.The United States' most populous city has struggled to contend with the arrival of over 120,000 asylum-seekers in the past year. About 60,000 are currently in shelters run by the city, which is legally required to provide emergency housing to homeless people. The obligation is unmatched in any other major U.S. city.Mayor Eric Adams announced in July that New York would start giving adult migrants 60 days' notice to move out of city shelters. The policy has since been extended to families with children, and tightened to 30 days for adults not accompanied by youngsters.Migrants, many of whom don't have legal authorization to work, can reapply for shelter if they can't find find anywhere else to live.Some 3,025 notices have come due since the initial 60-day policy took effect, the Daily News reported Friday. Deputy Mayor for Health and Human Services Anne Williams-Isom said Tuesday that roughly “less than 50%” of people applied to remain; the newspaper calculated that out to about 1,500 people. Williams-Isom cast the statistic as a signal that the policy was prompting people to find their own housing. A lawyer for the Legal Aid Society didn't see it that way. “It would make more sense to step up real case management and help people move out on whatever timeline is appropriate for them, rather than arbitrarily telling people they need to come back" and reapply on a specific day, attorney Josh Goldfein told the Daily News. So far, the city has handed out at least 13,500 of the 60-day notices, many of which are yet to come due, according to the newspaper.。

二 | 8月26日消息,特斯拉8月24日晚间悄然更新了Cybertruck在线配置器,双电机全轮驱动版和Premium全轮驱动版双双涨价5000美元,起售价分别从69990美元和79990美元上调至74990美元、84990美元,旗舰Cyberbeast维持99990美元不变。

三 | 但是,这次调价没有任何配置升级,续航、牵引力、加速参数原封不动,同一台车凭空贵了5000美元。 事实上,涨价的背景相当尴尬,Cybertruck在得州超级工厂的规划年产能是25万辆,目前年销量不足2万辆,产能利用率还不到10%。 特斯拉一直在控制产量避免库存积压,即便如此美国市场上仍有约3000辆库存车。 更扎心的是真实需求还得再打折扣,2025年第四季度仅SpaceX一家就买了1279辆,马斯克旗下实体合计占当季美国注册量7071辆中的1339辆,剔除这些订单,Cybertruck注册量同比要跌51%。 作为参照,福特F-150 Lightning的销量比Cybertruck还高,而福特已经因为卖不动砍掉了Lightning。

四 | 此外,Cybertruck过去一年的定价更像过山车,特斯拉曾短暂销售69990美元的单电机长续航后驱版,只卖出173辆就停产。 今年2月又推出59990美元的双电机四驱版,宣称仅限10天,随即撤回,3月正式跳涨到69990美元,短短几个月,几乎同一款车价格波动了15000美元。而此次涨价还把Premium与Cyberbeast的价差从20000美元压缩到15000美元。 一般对车企而言,需求疲软时的常规操作是降价,特斯拉偏偏反着来。

五 | 马斯克此前在财报电话会上搁置了停产Cybertruck的想法,甚至提出可以转作商用货运的说法。

六 | 从这次涨价看,特斯拉似乎打算把Cybertruck从走量产品,重新定位成高利润小众车,但市场是否会买单,全球首富马斯克心里也并没底。

七 |
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