Tesla(US:TSLA) Sou Hu Cai Jing·2025-04-24 05:52Group 1 - Tesla reported Q1 revenue of $19.335 billion, a 9% year-over-year decline, and a net profit of $409 million, down 71% year-over-year [1] - Despite disappointing financial results, Tesla's stock rose over 5% in after-hours trading, driven by market expectations surrounding its AI strategy [1] - CEO Elon Musk emphasized the importance of AI in a recent analyst call, expressing concerns about the U.S. reliance on China for advanced drone manufacturing [3] Group 2 - Analysts noted that China's comprehensive advantages in the AI supply chain, including a large market and efficient data resources, make it a competitive battleground for multinational tech companies [5] - Tesla benefits from localizing its supply chain in China, with its Shanghai Gigafactory supporting nearly half of its global production capacity [5] - Musk is optimistic about growth prospects from AI-driven Robotaxi and robotics businesses, with plans to launch the CyberCab autonomous taxi in Austin, Texas, in June [5]