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深夜,特斯拉暴跌!特朗普将视察美联储,近20年来首次
证券时报·2025-07-24 15:24

Core Viewpoint - The article discusses the mixed performance of major U.S. stock indices and highlights the contrasting earnings reports of tech giants Google and Tesla, indicating potential investment opportunities and risks in the tech sector. Group 1: Stock Market Performance - On July 24, U.S. stock indices showed mixed results, with the Dow Jones down 0.48%, Nasdaq down 0.03%, and S&P 500 up 0.05% [1][2]. - The performance of major tech companies is under scrutiny as they prepare to release their latest earnings reports [2]. Group 2: Google's Earnings Report - Alphabet's Q2 revenue reached $96.4 billion, a 14% year-over-year increase, setting a record [5]. - Google services revenue grew 12% to $82.5 billion, while Google Cloud revenue surged 32% to $13.6 billion [5]. - The company's net profit rose 19% to $28.2 billion, with earnings per share (EPS) increasing by 22% to $2.31 [5]. - Analysts from Citigroup and Goldman Sachs expressed positive outlooks, with target prices set at $203 and $225 respectively, citing strong performance across all major revenue segments and significant investments in AI [6]. Group 3: Tesla's Earnings Report - Tesla's Q2 revenue was $22.496 billion, a 12% decline year-over-year, marking the most significant quarterly revenue drop in over a decade [10]. - Vehicle sales revenue fell 16% to $16.661 billion, while energy revenue decreased by 7% to $2.789 billion [10]. - Tesla delivered 384,122 vehicles in Q2, a 13% decrease compared to the previous year, with significant drops in sales of high-priced models [10]. - Analysts are divided on Tesla's future, with Wedbush maintaining a "Outperform" rating and a target price of $500, while Wells Fargo reiterated a "Underweight" rating due to concerns over the scalability of Tesla's autonomous driving and robot projects [11][12].