Tesla(US:TSLA) Ge Long Hui A P P·2025-10-23 10:32Core Viewpoint - Tesla (TSLA.US) is expected to have capital expenditures of approximately $9 billion for 2025, down from previous estimates of over $9 billion, while market expectations stand at $9.96 billion [1] Group 1: Financial Projections - The anticipated capital expenditure for 2025 is around $9 billion, which is a revision from earlier estimates [1] - Market expectations for Tesla's capital expenditure are higher at $9.96 billion [1] Group 2: Impact of Tariffs - The current tariff regime is expected to have a more significant impact on the energy production and storage business compared to the automotive sector [1] Group 3: Third Quarter Expenses - In the third quarter, Tesla confirmed expenses of $238 million related to supercomputer assets in the automotive division, contract terminations, and employee layoffs [1]