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特斯拉2025年首现年度营收下滑 投20亿布局AI 停产Model S/X转产人形机器人 盘后涨超3%
Jin Rong Jie· 2026-01-29 00:08
财报显示,特斯拉2025年第四季度总营收达249.01亿美元,同比下滑约3%,但超出分析师平均预期的 247.9亿美元;归属于普通股股东的净利润为8.4亿美元,同比下滑61%;调整后每股收益为0.50美元, 高于市场预估的0.45美元。公司毛利率提升至20.1%,较上年同期提高3.86个百分点,成本控制初见成 效。 当地时间1月28日,特斯拉发布2025年第四季度及全年财报,核心财务数据整体承压但关键指标超出市 场预期。 从全年表现来看,特斯拉2025年总营收为948.27亿美元,同比下滑3%,为公司历史上首次年度营收下 滑;全年净利润37.94亿美元,同比下滑46%。分业务板块来看,汽车业务仍是营收主力,但其营收同 比下滑11%至722.97亿美元,占总营收的比例持续下降;能源发电及储能业务表现亮眼,营收达38.37亿 美元,同比增长25%,延续高增长态势;其余业务营收合计为186.93亿美元。 本文源自:市场资讯 作者:观察君 财报发布同时,特斯拉披露多项战略动作:其一,公司已于2026年1月16日达成协议,投资约20亿美元 认购埃隆·马斯克旗下人工智能公司xAI的E轮优先股,交易需满足监管审批条件,预计 ...
马斯克:特斯拉将停产Model S和Model X,全力投入Optimus研发
Jin Rong Jie· 2026-01-29 00:04
当地时间1月28日,特斯拉首席执行官马斯克在财报会议上表示,公司将在下个季度停产Model S和 Model X车型。"现在是时候让Model S和Model X项目光荣退役了,因为我们正真正迈向以自动驾驶为 核心的未来,"马斯克表示。马斯克还透露,特斯拉正将加州弗里蒙特工厂的Model S和Model X生产线 替换为Optimus生产线,其长期目标是实现年产百万台 机器人的产能。 ...
特斯拉:Cybercab、特斯拉半挂卡车按计划于2026年量产
Jin Rong Jie· 2026-01-29 00:04
特斯拉当地时间1月28日在财报会议上表示,Cybercab、特斯拉半挂卡车和Megapack 3均按计划将于 2026年启动量产。 ...
Tesla, Meta, and Microsoft earnings and stock reaction
Youtube· 2026-01-29 00:02
Tesla's fourth quarter real, they're just crossing the wire. Let's get those numbers. Tesla Q4 adjusted EPS0. It looks like consensus was closer to 45 cents. So, we got a beat there. Uh Q4 revenue clocking in at 24.90% billion. Estimate was 25.11% billion. Uh Q4 gross margins, there it is, 20.1%, the estimate was 17.1%. Q4 free cash flow 1.42% billion. Was closer to 1.59% billion. Let's get your take on this, Adam, because this is another one you own and the stock's popping about 4%. >> Love it. As it shoul ...
Fed Pauses, Mag 7 Brings Earnings Beats
ZACKS· 2026-01-29 00:00
Federal Reserve Decision - The Federal Open Market Committee (FOMC) decided to maintain the Fed funds rate in the 3.50-3.75% range, following three consecutive cuts totaling 175 basis points since September 2024 [2][3] - The Fed noted that the economy is expanding at a solid pace, with unemployment stabilizing and inflation remaining somewhat elevated, leading to the decision not to cut rates further [3] Microsoft (MSFT) Earnings Report - Microsoft reported earnings of $4.14 per share on revenues of $81.27 billion, exceeding expectations of $3.88 per share and $80.23 billion in revenue [5] - The cloud business, Azure, generated $39.0 billion, slightly below the consensus of $39.4 billion, while Remaining Performance Obligations (RPO) in AI surged by 110% to $625 billion, with 45% linked to OpenAI [6] - Capital expenditures rose by 66% to $37.5 billion, and commercial cloud revenue increased by 17% [7] Meta Platforms (META) Earnings Report - Meta reported earnings of $8.88 per share on revenues of $59.89 billion, surpassing estimates of $8.21 per share and $59.59 billion in revenue [8] - The company raised its current-quarter revenue guidance and projected capital expenditures for fiscal 2026 to be between $115-135 billion, up from the previous estimate of $110 billion [8] Tesla (TSLA) Earnings Report - Tesla's Q4 earnings were 50 cents per share, beating estimates by 5 cents, while revenues of $24.90 billion fell short of the anticipated $25.14 billion [9] - The company announced that its new Cybercab is on track for production in 2026, with shares rising by 3% following the news [10]
Here's What Key Metrics Tell Us About Tesla (TSLA) Q4 Earnings
ZACKS· 2026-01-29 00:00
For the quarter ended December 2025, Tesla (TSLA) reported revenue of $24.9 billion, down 3.1% over the same period last year. EPS came in at $0.50, compared to $0.73 in the year-ago quarter.The reported revenue represents a surprise of -0.94% over the Zacks Consensus Estimate of $25.14 billion. With the consensus EPS estimate being $0.46, the EPS surprise was +8.7%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expecta ...
盘前必读丨美联储宣布维持利率不变;深圳发布未来三年消费行动新计划
Di Yi Cai Jing· 2026-01-28 23:53
►►上海期货交易所发布公告,再次对黄金、白银等期货涨跌停板幅度、交易保证金比例进行调整,其中,镍期货已上市合约的涨跌停板幅度调整为11%, 套保持仓交易保证金比例调整为12%,一般持仓交易保证金比例调整为13%;氧化铝、铅、锌期货已上市合约的涨跌停板幅度调整为9%,套保持仓交易保证 金比例调整为10%,一般持仓交易保证金比例调整为11%;不锈钢、铸造铝合金、螺纹钢、热轧卷板期货已上市合约的涨跌停板幅度调整为7%,套保持仓交 易保证金比例调整为8%,一般持仓交易保证金比例调整为9%;黄金期货AU2606、AU2608、AU2610、AU2612、AU2702合约涨跌停板幅度调整为16%,套 保持仓交易保证金比例调整为17%,一般持仓交易保证金比例调整为18%;白银期货AG2605、AG2606、AG2607、AG2608、AG2609、AG2610、AG2611、 AG2612、AG2701合约涨跌停板幅度调整为16%,套保持仓交易保证金比例调整为17%,一般持仓交易保证金比例调整为18%。 上海黄金交易所于同日发布公告,对白银延期合约交易保证金水平和涨跌停板比例进行调整,自2026年1月30日(星期五)收盘清 ...
特斯拉财报电话会要点:投资xAI、停产旗舰车型,2026迎“资本开支大年”
Feng Huang Wang· 2026-01-28 23:53
马斯克 凤凰网科技讯 北京时间1月29日,特斯拉今天发布了2025年第四季度及全年财报。随后,特斯拉CEO埃 隆·马斯克(Elon Musk)、CFO瓦布哈维·塔尼亚(Vaibhav Taneja)出席了电话会议,回答了分析师的提问。 以下是特斯拉第四季度财报和电话会议要点: ——第四季度总营收为249.01亿美元,较上年同期的257.07亿美元下降3%;归属于特斯拉普通股股东的 净利润为8.40亿美元,较上年同期的21.28亿美元下降61%。 ——2025年全年,特斯拉总营收为948.27亿美元,较2024年的976.90亿美元下降3%,首次遭遇下滑;归 属于特斯拉普通股股东的净利润为37.94亿美元,较2024年的70.91亿美元下降46%。 ——特斯拉向马斯克AI公司xAI投资大约20亿美元。 ——马斯克称,特斯拉现在的使命是打造"惊人的富足"。 ——塔尼亚表示,特斯拉2026年资本支出将超过200亿美元。 ——马斯克表示,从长期来看,特斯拉每年生产的Cybercab数量将超过其他所有车型的总和。 ——马斯克指出,特斯拉"有望"在4月推出下一代Roadster跑车。 ——马斯克称,Optimus仍处于研 ...
Did This Trio Confirm the Mag 7's Magnificence After Earnings?
Etftrends· 2026-01-28 23:51
Did This Trio Confirm the Mag 7's Magnificence After Earnings?ETF Trends is now VettaFi. Read More -- Meta, Microsoft, and Tesla reported earnings after the bell, with investors looking for indicators that the Magnificent Seven is still magnificent in the early going of 2026. The result—so far so good—but was it magnificent? Traders will have to digest the data and decide.Earnings by Meta and Microsoft, in particular, could help gauge whether the artificial intelligence (AI) theme is still running hot. Both ...