Tesla(US:TSLA) 智通财经网·2025-07-25 01:05Core Viewpoint - Tesla's Q2 performance fell short of expectations, revealing a significant missed opportunity in digital asset valuation, which increased to $1.24 billion from $722 million year-over-year, while the company had previously sold 75% of its Bitcoin holdings in mid-2022 [1] Group 1: Financial Performance - Tesla's Q2 net profit was $1.17 billion, with Bitcoin holdings contributing $284 million to this figure, indicating that digital assets have become a crucial profit pillar for the company [2] - The company's automotive revenue has declined for two consecutive quarters, leading to an overall performance that was below Wall Street expectations [1] Group 2: Bitcoin Holdings and Market Impact - Tesla's Bitcoin holdings, if retained, could be valued at approximately $5 billion today, compared to the current valuation of $1.24 billion, highlighting a potential loss of around $3.76 billion in unrealized gains [2] - Bitcoin's price has surged to over $119,000, a sixfold increase since Tesla's liquidation of its holdings, which occurred during a market downturn [2] Group 3: Strategic Focus and Future Outlook - CEO Elon Musk has shifted the company's focus towards robotaxi and humanoid robots, distancing Tesla from cryptocurrency investments despite the significant gains in the digital asset market [1] - The company acknowledges potential impacts on its core business from government policies, including tariffs and the expiration of federal electric vehicle tax credits [1]