Tesla(US:TSLA) 大鱼聊电动·2026-07-23 11:05Financial Performance - Q2 revenue reached 28.2 billion USD, with earnings per share at 0.33%, and free cash flow turning negative with a burn of 1.1 billion USD [1] - Capital expenditures for the quarter surged to 5.8 billion USD, primarily driven by massive investments in artificial intelligence infrastructure [1] - Long-term energy gross margins are projected to stabilize in the mid-to-low 20% range, transitioning from high-growth to standard industrial profitability [1] - Energy storage deployment reached 13.5 GWh (gigawatt-hours) in the second quarter [1] Industry Trends & Strategic Layout - Fremont factory dismantled Model S and X production lines to establish the first-generation Optimus humanoid robot manufacturing line, facing unprecedented supply chain challenges [1] - Texas computing capacity is projected to approach 400 MW (megawatts) by the second half of 2026, representing a 60% increase from June and a 220% surge from the previous year-end [1] - Battery pack production constraints continue to limit vehicle manufacturing ramp-ups, requiring simultaneous scaling of 4680 batteries, cathode materials, lithium refining, and LFP (lithium iron phosphate) cells [1] - Tesla and SpaceX are deepening collaboration on hardware and computing initiatives, particularly regarding the Terafab chip manufacturing project [1] - Mobile applications are expanding to support home deployment scenarios for Optimus, including video and spatial data collection logic similar to Full Self-Driving (FSD) shadow mode [1]