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- 后王首富后王首富
  ·07-03
  特斯拉不发低价新车，只会越来越差，现在新能源汽车市场已成红海，靠两辆车打天下已经不行了
  特斯拉二季度交付38.4万辆汽车，同比下降13.5%，最艰难时期或已过去
  市场预估为389407辆。
  特斯拉二季度交付38.4万辆汽车，同比下降13.5%，最艰难时期或已过去
  794 评论
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- 后王首富后王首富
  ·05-05
  二季度财报再说吧
  “情况比预期好的多”！Mag7稳住了美股这个财报季
  电子设备、云计算服务、软件和数字广告等业务需求大体保持强劲，缓解了投资者对特朗普贸易政策可能导致的最坏情况的担忧。尽管苹果公司的表现令人失望，但整体而言，这些财报为股市反弹提供了有力支持。
  “情况比预期好的多”！Mag7稳住了美股这个财报季
  1,331 评论
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- 后王首富后王首富
  ·03-02
  蔚来抄底时刻还未到来
  非常抱歉，此主贴已删除
  962 评论
  1
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- 后王首富后王首富
  ·02-17
  $特斯拉(TSLA)$ 在股权上， xai 和特斯拉没有从属关系
  1,285 评论
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- 后王首富后王首富
  ·2024-12-19
  $特斯拉(TSLA)$ 自动驾驶和衍生的Robotaxi道阻且长，销量也已放缓甚至下滑，在我看来特斯拉目前撑不起那么高的市盈率。
  3,189 2
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- 后王首富后王首富
  ·2024-10-18
  只需要亮出你的战绩……
  3,503 评论
  1
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- 后王首富后王首富
  ·2024-05-17
  $恒大汽车(00708)$ 发生了什么？
  1,669 评论
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- 后王首富后王首富
  ·2023-03-13
  $PacWest Bancorp(PACW)$ 小抄3000到刀
  3,944 3
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- 后王首富后王首富
  ·2022-06-11
  $Faraday Future(FFIE)$10个w没啦
  2,631 评论
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- 后王首富后王首富
  ·2022-04-26
  $Faraday Future(FFIE)$是要退市了吗？
  2,626 评论
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justify;\">马斯克曾在特朗普政府期间担任“政府效率部门(DOGE)”负责人，推行削减联邦机构规模与监管的政策，而这些机构正是负责监管其商业帝国的关键角色。尽管马斯克在今年5月已结束其在DOGE的正式职责，但他与特朗普的关系近期明显恶化。在刚过去的周末，他批评特朗普支持的万亿美元财政支出法案，并呼吁成立“第三政党”。</p><p style=\"text-align: justify;\">据智库Energy Innovation估算，该法案若通过，可能将对特斯拉的太阳能和电池业务造成打击，并在2035年前导致每年电动车销量减少10万辆。此外，特朗普也曾威胁要撤销对马斯克旗下企业的部分补贴，甚至声称“可能将马斯克驱逐出境”，尽管马斯克已是归化美国公民。</p><p style=\"text-align: justify;\">值得一提的是，被视为特斯拉新旗舰的Cybertruck自2023年11月开始交付以来，已因各种软硬件问题被召回八次。本季度，该车型包含在交付总量的“其他车型”部分中。</p><p>特斯拉将于2025年7月23日盘后发布2025年第二季度的财务业绩。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉二季度交付38.4万辆汽车，同比下降13.5%，最艰难时期或已过去</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉二季度交付38.4万辆汽车，同比下降13.5%，最艰难时期或已过去\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-07-02 21:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>特斯拉第二季度汽车交付量为384122辆，同比下降13.5%，创下公司历史上最大的同比销量跌幅；不过，这一数字较第一季度增长14.1%。市场预估为389407辆。</p><p>第二季度汽车产量为410,244辆，高于市场预期的400,083辆。</p><p>第二季度Model 3/Y产量为396835辆，市场预估为383567辆。</p><p>第二季度Model 3/Y交付量为373728辆，市场预估为377295辆。</p><p>尽管交付下滑，一些分析人士认为，特斯拉最艰难的时期可能已经过去。Deepwater Asset Management的分析师Gene Munster在社交媒体平台X上表示，这次的交付数据比市场的预测高出约4%。独立分析师Troy Teslike在Patreon上预测该季度交付为356,000辆，而预测市场Kalshi则预估为364,000辆，实际数据均高于这些预测。</p><p style=\"text-align: justify;\">特斯拉面临多重挑战，尤其是在电动车市场日益激烈的竞争压力下。来自中国的电动车制造商推出了更具价格优势的新车型，逐步蚕食特斯拉的市场份额。此外，特斯拉在一季度也曾表示，部分客户因等待新款Model Y SUV而延迟下单，该车型于3月开始交付。</p><p style=\"text-align: justify;\">政治因素同样对特斯拉造成不小的冲击。CEO马斯克因其鲜明的政治立场引发争议，不仅在美国支持特朗普，还在德国公开支持极右翼反移民政党AfD，引发抗议浪潮，影响品牌形象和消费者购买意愿。</p><p style=\"text-align: justify;\">马斯克曾在特朗普政府期间担任“政府效率部门(DOGE)”负责人，推行削减联邦机构规模与监管的政策，而这些机构正是负责监管其商业帝国的关键角色。尽管马斯克在今年5月已结束其在DOGE的正式职责，但他与特朗普的关系近期明显恶化。在刚过去的周末，他批评特朗普支持的万亿美元财政支出法案，并呼吁成立“第三政党”。</p><p style=\"text-align: justify;\">据智库Energy Innovation估算，该法案若通过，可能将对特斯拉的太阳能和电池业务造成打击，并在2035年前导致每年电动车销量减少10万辆。此外，特朗普也曾威胁要撤销对马斯克旗下企业的部分补贴，甚至声称“可能将马斯克驱逐出境”，尽管马斯克已是归化美国公民。</p><p style=\"text-align: justify;\">值得一提的是，被视为特斯拉新旗舰的Cybertruck自2023年11月开始交付以来，已因各种软硬件问题被召回八次。本季度，该车型包含在交付总量的“其他车型”部分中。</p><p>特斯拉将于2025年7月23日盘后发布2025年第二季度的财务业绩。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a882b4797947d103c6b7f3b27d6fd868","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares","TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167774775","content_text":"特斯拉第二季度汽车交付量为384122辆，同比下降13.5%，创下公司历史上最大的同比销量跌幅；不过，这一数字较第一季度增长14.1%。市场预估为389407辆。第二季度汽车产量为410,244辆，高于市场预期的400,083辆。第二季度Model 3/Y产量为396835辆，市场预估为383567辆。第二季度Model 3/Y交付量为373728辆，市场预估为377295辆。尽管交付下滑，一些分析人士认为，特斯拉最艰难的时期可能已经过去。Deepwater Asset Management的分析师Gene Munster在社交媒体平台X上表示，这次的交付数据比市场的预测高出约4%。独立分析师Troy Teslike在Patreon上预测该季度交付为356,000辆，而预测市场Kalshi则预估为364,000辆，实际数据均高于这些预测。特斯拉面临多重挑战，尤其是在电动车市场日益激烈的竞争压力下。来自中国的电动车制造商推出了更具价格优势的新车型，逐步蚕食特斯拉的市场份额。此外，特斯拉在一季度也曾表示，部分客户因等待新款Model Y SUV而延迟下单，该车型于3月开始交付。政治因素同样对特斯拉造成不小的冲击。CEO马斯克因其鲜明的政治立场引发争议，不仅在美国支持特朗普，还在德国公开支持极右翼反移民政党AfD，引发抗议浪潮，影响品牌形象和消费者购买意愿。马斯克曾在特朗普政府期间担任“政府效率部门(DOGE)”负责人，推行削减联邦机构规模与监管的政策，而这些机构正是负责监管其商业帝国的关键角色。尽管马斯克在今年5月已结束其在DOGE的正式职责，但他与特朗普的关系近期明显恶化。在刚过去的周末，他批评特朗普支持的万亿美元财政支出法案，并呼吁成立“第三政党”。据智库Energy Innovation估算，该法案若通过，可能将对特斯拉的太阳能和电池业务造成打击，并在2035年前导致每年电动车销量减少10万辆。此外，特朗普也曾威胁要撤销对马斯克旗下企业的部分补贴，甚至声称“可能将马斯克驱逐出境”，尽管马斯克已是归化美国公民。值得一提的是，被视为特斯拉新旗舰的Cybertruck自2023年11月开始交付以来，已因各种软硬件问题被召回八次。本季度，该车型包含在交付总量的“其他车型”部分中。特斯拉将于2025年7月23日盘后发布2025年第二季度的财务业绩。","news_type":1,"symbols_score_info":{"TSLA":1.1,"TSLL":1.1}},"isVote":1,"tweetType":1,"viewCount":794,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":431841209561944,"gmtCreate":1746452101937,"gmtModify":1746452103857,"author":{"id":"3533172335127913","authorId":"3533172335127913","name":"后王首富","avatar":"https://static.tigerbbs.com/4fe3d81943e056448b490ff89633c634","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3533172335127913","authorIdStr":"3533172335127913"},"themes":[],"htmlText":"二季度财报再说吧","listText":"二季度财报再说吧","text":"二季度财报再说吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/431841209561944","repostId":"2533327885","repostType":4,"repost":{"id":"2533327885","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1746408989,"share":"https://www.laohu8.com/m/news/2533327885?lang=&edition=full","pubTime":"2025-05-05 09:36","market":"nz","language":"zh","title":"“情况比预期好的多”！Mag7稳住了美股这个财报季","url":"https://stock-news.laohu8.com/highlight/detail?id=2533327885","media":"华尔街见闻","summary":"电子设备、云计算服务、软件和数字广告等业务需求大体保持强劲，缓解了投资者对特朗普贸易政策可能导致的最坏情况的担忧。尽管苹果公司的表现令人失望，但整体而言，这些财报为股市反弹提供了有力支持。","content":"<html><head></head><body><blockquote><p>电子设备、云计算服务、软件和数字广告等业务需求大体保持强劲，缓解了投资者对特朗普贸易政策可能导致的最坏情况的担忧。尽管苹果公司的表现令人失望，但整体而言，这些财报为股市反弹提供了有力支持。</p></blockquote><p>在特朗普贸易政策变幻莫测的背景下，尽管许多<a href=\"https://laohu8.com/S/161125\">标普500</a>指数行业的盈利预期在本财报季有所下降，美国科技巨头们的财报季表现出乎意料地强劲。</p><p><strong>根据彭博的数据，Mag7的盈利预计在2025年将增长21.6%，而收入预计将增长9.7%。这两项估计在过去一周都有所上升。</strong></p><p>其中电子设备、云计算服务、软件和数字广告等业务需求大体保持强劲，缓解了投资者对特朗普贸易政策可能导致的最坏情况的担忧。</p><p>尽管<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司的表现令人失望，但整体而言，这些财报为股市反弹提供了有力支持。</p><p>&#34;许多投资者原本准备听到非常悲观的消息，&#34;Janney Montgomery Scott的首席投资策略师Mark Luschini表示：</p><blockquote><p>&#34;即使是稍微疲软的数据也远远好于最坏情况的预期。这让市场能够持半杯满的态度，尽管形势仍然不明朗，任何新出现的经济放缓迹象都可能危及反弹势头。&#34;</p></blockquote><h2 id=\"id_4039989132\">财报亮点：云计算和AI投资依然坚挺</h2><p>在已经公布财报的Mag7中，<strong>有四家公司给出的营收预测要么与华尔街预期大致一致，要么超出预期。</strong></p><p><a href=\"https://laohu8.com/S/MSFT\">微软</a>公司由于Azure云计算业务的强劲表现，当季收入预测超出预期，该业务的需求继续超过其数据中心容量。</p><p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>公司的运营利润前景虽然弱于预期，但首席执行官Andy Jassy表示，公司&#34;尚未看到任何需求减弱的迹象&#34;。Meta则通过与分析师预期大致一致的预测，给数字广告支出前景带来了信心。</p><h2 id=\"id_512633925\">AI资本支出保持强劲，芯片制造商受益</h2><p>本财报季还缓解了人们对人工智能计算设备资本支出的担忧，这些支出一直是<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/AVGO\">博通</a>等公司营收增长的引擎。Meta提高了今年的资本支出预测，微软表示此类支出的增长明年将放缓，但仍会上升。</p><p>abelli Funds的投资组合经理Hanna Howard表示。<strong>这些评论推动了芯片制造商和计算硬件制造商的股价上涨：</strong></p><blockquote><p>&#34;科技公司在支出方面获得了更多自由，因为他们已经证明这些支出能够带来回报并支持增长。&#34;</p></blockquote><p>然而，并非所有消息都是积极的。<strong><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>放弃了此前预计2025年恢复收入增长的预测，而苹果表示预计当季关税将增加9亿美元的成本。</strong>苹果至少遭到了华尔街两家机构的评级下调，分析师们引用关税阻力和增长担忧作为理由。</p><p>&#34;人们非常担心会看到更剧烈的回调，但根据我们所见，情况比预期要好得多，&#34;Gabelli的Howard说：</p><blockquote><p>&#34;当然，人们担心情况可能会恶化，但就大部分而言，情况相当积极。&#34;</p></blockquote></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“情况比预期好的多”！Mag7稳住了美股这个财报季</title>\n<style 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href=\"https://wallstreetcn.com/articles/3746453\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3746453","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2533327885","content_text":"电子设备、云计算服务、软件和数字广告等业务需求大体保持强劲，缓解了投资者对特朗普贸易政策可能导致的最坏情况的担忧。尽管苹果公司的表现令人失望，但整体而言，这些财报为股市反弹提供了有力支持。在特朗普贸易政策变幻莫测的背景下，尽管许多标普500指数行业的盈利预期在本财报季有所下降，美国科技巨头们的财报季表现出乎意料地强劲。根据彭博的数据，Mag7的盈利预计在2025年将增长21.6%，而收入预计将增长9.7%。这两项估计在过去一周都有所上升。其中电子设备、云计算服务、软件和数字广告等业务需求大体保持强劲，缓解了投资者对特朗普贸易政策可能导致的最坏情况的担忧。尽管苹果公司的表现令人失望，但整体而言，这些财报为股市反弹提供了有力支持。\"许多投资者原本准备听到非常悲观的消息，\"Janney Montgomery Scott的首席投资策略师Mark Luschini表示：\"即使是稍微疲软的数据也远远好于最坏情况的预期。这让市场能够持半杯满的态度，尽管形势仍然不明朗，任何新出现的经济放缓迹象都可能危及反弹势头。\"财报亮点：云计算和AI投资依然坚挺在已经公布财报的Mag7中，有四家公司给出的营收预测要么与华尔街预期大致一致，要么超出预期。微软公司由于Azure云计算业务的强劲表现，当季收入预测超出预期，该业务的需求继续超过其数据中心容量。亚马逊公司的运营利润前景虽然弱于预期，但首席执行官Andy Jassy表示，公司\"尚未看到任何需求减弱的迹象\"。Meta则通过与分析师预期大致一致的预测，给数字广告支出前景带来了信心。AI资本支出保持强劲，芯片制造商受益本财报季还缓解了人们对人工智能计算设备资本支出的担忧，这些支出一直是英伟达和博通等公司营收增长的引擎。Meta提高了今年的资本支出预测，微软表示此类支出的增长明年将放缓，但仍会上升。abelli Funds的投资组合经理Hanna 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