Tesla(US:TSLA) 大鱼聊电动·2025-07-02 04:50Market Trends & Policy Impact - US Senate passed a bill including approximately 4500000000000 USD (45% trillion) in tax cuts, potentially stimulating the economy [1] - The bill initially proposed tariffs on solar and wind energy projects, which could have increased costs by 8% to 10%, but these were removed [1] - Electric vehicle subsidies, including 7500 USD for new cars, 4000 USD for used cars, and 7500 USD for commercial vehicles, are set to expire on September 30, 2025 [1] - Federal debt limit increased by 5000000000000 USD (5 trillion) [1] Company Performance & Challenges (Tesla) - Tesla's stock closed at 30071 USD, down 1695 USD or 534% [1] - Q2 delivery data is expected to be around 385000 vehicles, a 13% decrease compared to the previous year's 444000 vehicles [2] - Q1 energy storage deployments reached 104 GWh, a 153% growth [2] - Tesla's Q1 vehicle inventory reached 101000 units, indicating a potential imbalance between production and demand [2] - The termination of subsidies, political disputes, and tariff-related price increases are impacting Tesla's sales in Canada [2] Strategic Initiatives & Leadership - Tesla officially launched its Robotaxi service in Austin, Texas [2] - Omead Afshar, VP of North American and European sales and manufacturing, left Tesla [2]