综述｜美科技巨头业绩喜忧参半

Group 1: Tesla - Tesla reported a total revenue of $94.83 billion for the previous year, a decrease of 3% compared to the previous year, with a net profit of $3.79 billion, down 46% [1] - In 2025, Tesla's global vehicle deliveries are expected to be approximately 1.636 million, marking a second consecutive year of decline, down 8.6% from 2024 [1] - Tesla's electric vehicle sales were surpassed by Chinese manufacturer BYD for the first time, with Q4 2025 production at approximately 434,000 vehicles and deliveries at about 418,000, a year-on-year decline of about 16% [1] Group 2: Microsoft - Microsoft reported a revenue of $81.3 billion for Q2 of fiscal year 2026, a year-on-year increase of 17%, with a net profit of approximately $38.5 billion, up 60% [2] - The cloud computing segment drove significant growth, with cloud revenue reaching $51.5 billion, a 26% increase year-on-year, and intelligent cloud revenue at $32.9 billion, up 29% [2] - Microsoft's CEO Satya Nadella noted that while AI adoption is still in its early stages, the scale of Microsoft's AI business has already surpassed its core traditional operations [2] Group 3: Meta (formerly Facebook) - Meta reported Q4 revenue of approximately $59.9 billion, a 24% year-on-year increase, with a net profit of about $22.8 billion, up 9% [2] - For 2025, Meta anticipates revenue of approximately $201 billion, a 22% increase year-on-year, while net profit is expected to be around $60.5 billion, down 3% [2] - CEO Mark Zuckerberg expressed optimism about strong business performance in 2025 and plans to advance "personal superintelligence" in 2026 [3] Group 4: Amazon - Amazon announced a new round of organizational restructuring, affecting approximately 16,000 positions, following a previous layoff of about 14,000 employees in October of the previous year [3] - The restructuring is part of Amazon's ongoing efforts to optimize its organizational structure and improve efficiency, focusing on reducing management layers [3]