特斯拉电话会：关税成本增加3亿美元，马斯克预警“艰难季度”将至，但坚信Robotaxi、Optimus将创造伟大

Core Viewpoint - Tesla reported its worst quarterly results in a decade, with Q2 revenue dropping 12% year-over-year to $22.5 billion, attributed to sudden changes in EV tax credits and tariff impacts, leading CEO Elon Musk to predict "difficult quarters" ahead [1][6][31] Financial Performance - Q2 revenue fell 12% year-over-year to $22.5 billion, marking the largest decline in at least ten years [1] - Regulatory credits revenue decreased over 26% to $439 million, down from $595 million in Q1 and $890 million year-over-year [6][28] - Tariff costs increased by approximately $300 million, with two-thirds impacting automotive operations [6][28] Business Outlook - Musk expressed confidence in the future of Tesla, emphasizing the potential of autonomous driving and humanoid robots, with expectations for RoboTaxi services to cover half of the U.S. population by year-end [1][5][8] - The company anticipates capital expenditures exceeding $9 billion this year, focusing on AI, robotics, and manufacturing capacity expansion [4][31] RoboTaxi Expansion - Tesla successfully launched its first RoboTaxi service in Austin, with plans to expand the service area significantly [5][32] - The RoboTaxi service has already logged over 7,000 miles with positive customer feedback and no significant safety incidents reported [5][61] Full Self-Driving (FSD) Adoption - FSD adoption in North America increased by 25% since the release of version 12, although about half of Tesla owners have yet to try the feature [7][28] - Vehicles using FSD are reported to be ten times safer than those without it [7][28] Optimus Robot Development - The design for the third version of the Optimus humanoid robot is complete, with a prototype expected by year-end and mass production aimed for next year, targeting an annual production of 1 million units within five years [8][25][57] Energy Business Growth - Despite challenges, Tesla's energy business achieved its highest gross profit to date in Q2, driven by increasing demand for energy storage solutions [9][29] - The company plans to launch its first LFP battery manufacturing facility by year-end and a third mega factory by 2026 [10][57]