Tesla(US:TSLA) 智通财经网·2025-07-08 00:42Group 1: Macro Insights - The U.S. government, under Trump's administration, has announced a new wave of tariffs ranging from 25% to 40% on imports from 14 countries, including Japan and South Korea, effective August 1 [1] - The People's Bank of China has increased its gold reserves for the eighth consecutive month, reaching 73.9 million ounces by the end of June, indicating a potential bullish trend for gold prices in the second half of the year due to expectations of interest rate cuts by the Federal Reserve [2] - The National Development and Reform Commission of China has allocated an additional 10 billion yuan for infrastructure projects aimed at promoting employment and income growth in rural areas [3] Group 2: Company-Specific Developments - Tesla's stock price fell by 6.79% following the announcement of Elon Musk's new political party, raising concerns about the impact on Tesla's core automotive business, alongside a reported 13% year-over-year decline in vehicle deliveries for Q2 [4] - Industrial Fulian expects a revenue increase of 36.84% to 39.12% year-on-year for the first half of the year, projecting revenues between 11.958 billion yuan and 12.158 billion yuan [14] - Xianggang Technology anticipates a net profit increase of 410% to 478% year-on-year for the first half of the year, estimating profits between 75 million yuan and 85 million yuan [14]