Tesla(US:TSLA) Ge Long Hui·2025-07-02 22:58Market Overview - The U.S. stock market showed mixed performance with the Dow Jones down 0.02%, the Nasdaq up 0.94%, and the S&P 500 up 0.47% [1] - The VIX index decreased by 1.13% to 16.64, indicating reduced market volatility [1] - The U.S. dollar index rose by 0.14% to 96.78, while the yield on the 10-year Treasury bond increased by 0.848% to 4.281% [1] - Spot gold increased by 0.54% to $3356.93 per ounce, and Brent crude oil rose by 2.83% to $69.12 [1] Industry & Stocks - In the sector performance, all major S&P sectors except for healthcare, utilities, and communications saw gains, with semiconductor, energy, materials, technology, consumer staples, real estate, and industrials rising by 1.9%, 1.72%, 1.5%, 1.06%, 0.29%, 0.19%, and 0.1% respectively [1] - Chinese concept stocks showed mixed results, with TSMC up 3.97%, Pinduoduo down 1.44%, and Li Auto down 2.57% [2] - Major tech stocks mostly rose, with Nvidia up 2.58%, Apple up 2.22%, and Google up 1.61%, while Microsoft fell by 0.2% due to scaling back AI chip production [2] - Tesla's Q2 global vehicle sales decreased by 13.5% year-over-year, totaling 384,122 units, which was below analyst expectations of 387,000 units [3][4] - Tesla is facing challenges due to brand pressure and competition, prompting a shift towards updating vehicles and low-cost financing to attract customers [4] Key Developments - Oracle and OpenAI have expanded their Stargate agreement, with OpenAI seeking 4.5 GW of power from Oracle's data centers as part of a $30 billion cloud agreement [6] - The solar sector saw a boost as the Senate's final tax reform bill did not impose taxes on solar projects [6] - The Federal Reserve's probability of maintaining interest rates in July is 74.7%, with a 69.7% chance of a 25 basis point cut in September [6]