Tesla(US:TSLA) 大鱼聊电动·2025-07-23 04:17Stock Market & Financial Performance - Tesla's stock closed at $332.11, up 1.10% [2] - GM's Q2 2025 profits are projected to shrink by 35%, from $2.9 billion to $1.9 billion, due to 25% tariffs on imported vehicles and parts [2] - Tariffs are expected to cost GM $4 billion to $5 billion annually [2] - Stellantis reported a $2.7 billion loss in the first half of the year due to tariffs [2] Impact of Tariffs - GM faces significant losses due to tariffs on imported parts, while Tesla is less affected because its cars sold in the US are manufactured domestically [2] - Tesla still imports 20-30% of its parts, leading to increased costs [2] - Goldman Sachs reports that import car prices may increase by $5,000 to $15,000 due to tariffs [2] Tesla's Q2 2025 Earnings Call Key Investor Concerns - Robotaxi performance and expansion plans, including regulatory hurdles and consumer acceptance [2] - Technical and regulatory obstacles for unsupervised Full Self-Driving (FSD) [2] - Optimus current tasks and production timeline, aiming for thousands of robots in factories by the end of 2025 and external sales starting in 2026 [2] - Plans for cheaper Tesla models based on existing platforms to stimulate demand, especially in markets like India [2][3] - Timing of unsupervised FSD availability for customer vehicles and potential hardware upgrades for HW3 owners [2] Tesla Production and Sales - In Spain, the Model 3 RWD is available for €25,000 with government subsidies and Tesla incentives [3] - Honda and Acura EV owners can now use Tesla's Supercharger network with an adapter [3] - Lucid Motors Air models will also be able to use the Tesla Supercharger network with a dedicated adapter from July 31, achieving up to 50 kW charging speeds [3]