Tesla(US:TSLA) 大鱼聊电动·2025-07-19 04:46Financial Performance & Market Expectations - Tesla's stock closed at $32965 on Friday, up $1024, a 321% increase [1] - The market anticipates Tesla's Q2 earnings per share to be $030, a 29% decrease from last year's $042, with revenue expected to be $228 billion, an 11% decrease from last year's $255 billion [1] - Automotive gross margin is expected to stabilize at 1644%, slightly higher than Q1's 163% [1] - Tesla produced 410244 electric vehicles and delivered 384122 in Q2 2025, a 14% decrease year-over-year but a 14% increase from Q1 [1] AI & Technology Development - Grok AI, developed by xAI, is being deployed to Tesla vehicles via the 202526 software update, offering voice interaction [1] - Tesla plans to launch Dojo 2 chips, with a performance increase of ten times, expected to be in mass production in the second half of 2025 [1] - Tesla plans to produce 10000 Optimus humanoid robots in 2025 and increase to 50000 in 2026, for dangerous, repetitive, or monotonous tasks [1] - Cybercab is expected to begin limited production in Q2 2026, adopting unbox manufacturing strategy and wireless charging technology [1] Operational Initiatives - Tesla Diner is in the testing phase and features 80 V4 Supercharger charging piles, each with a maximum charging power of 325kW [2] - Tesla Diner is integrated into the Tesla App, offering convenient, contactless ordering via the app and in-car screen [2] - Tesla is offering over ten incentives in the US in Q3, including a $7500 leasing discount and a $1000 discount for US heroes, valid until September 30 [2] Market Risks & Analyst Perspectives - UBS maintains a $215 target price for Tesla, while Cantor Fitzgerald maintains a $355 target price, reflecting differing views on Tesla's valuation and AI potential [1] - Analysts predict Tesla's stock price may reach $300 to $450 by the end of 2025 and potentially climb above $500 in 2026, depending on the execution of AI plans [1]