第一财经·2025-07-23 23:47Group 1: Tesla - Tesla reported Q2 revenue of $22.5 billion, a 12% year-over-year decline, marking the largest drop in over a decade, with market expectations at $22.64 billion [3] - Net profit for Tesla was $1.172 billion, down 20.7% year-over-year, compared to market expectations of $1.136 billion [3] - Automotive revenue was $16.7 billion, down from $19.9 billion in the same period last year, with regulatory credit sales dropping from $890 million to $439 million [3] - Tesla's Q2 vehicle deliveries fell 14% year-over-year to 384,000 units, and the company did not provide an updated annual delivery forecast [3] - The recent "Inflation Reduction Act" will impact Tesla's business by eliminating the $7,500 federal electric vehicle tax credit by the end of Q3 [3] Group 2: Google - Google reported Q2 revenue of $96.43 billion, a 14% year-over-year increase, exceeding expectations of $94 billion [4] - Net profit for Google was $28.2 billion, up nearly 20% year-over-year [4] - Google's search and advertising segments continued to grow, with search revenue at $54.19 billion and advertising revenue increasing to $71.34 billion, a 10.4% rise from $64.61 billion year-over-year [4] - Cloud revenue reached $13.62 billion, a 31% increase [5] - Google raised its capital expenditure forecast for 2025 to $85 billion, citing strong demand for its cloud products and services [5] Group 3: Market Overview - U.S. stock markets saw a broad increase, with the Dow Jones rising 507.85 points (1.14%) to 45,010.29, just 4 points shy of its record close [1] - The Nasdaq Composite rose 0.61% to 21,020.02, marking its first close above 21,000 [1] - The S&P 500 index increased by 0.78% to 6,358.91, achieving its 12th record close of the year [1] - The U.S. Treasury yields rose, with the 2-year note up 4.3 basis points to 3.90% and the 10-year note up 3.7 basis points to 4.39% [7] - Market expectations indicate that the Federal Reserve will likely keep interest rates unchanged in the upcoming meeting [8]