Tesla(US:TSLA) 美股研究社·2025-07-25 12:13Group 1 - GIC has increased its investment in the Americas, betting that the U.S. will benefit the most from the AI boom, with North and South America now accounting for 49% of GIC's assets, up from 44% year-on-year [3] - American Airlines CEO criticized the use of AI for ticket pricing, calling it inappropriate and potentially deceptive, while Delta Airlines is testing AI for network pricing without personalizing offers [3] - Clearlake Capital Group and other private equity firms are competing to acquire Forward Air Corp, leading to a significant stock price increase from approximately $28 to $31.74, marking a day-over-day gain of 14.1% [4] Group 2 - Tesla's Q2 revenue was $22.5 billion, a 12% year-on-year decrease, falling short of market expectations, while net profit was $1.172 billion, down 16% [5][6] - Tesla's Q2 global delivery volume was 384,100 units, a 13.48% year-on-year decline, with CEO Elon Musk indicating potential "difficult quarters" ahead due to the cancellation of U.S. EV tax credits and tariff impacts [7] - Notable Tesla investor Ross Gerber expressed concerns over the company's performance and CEO Musk's public relations issues, suggesting Musk's absence from the public eye could benefit Tesla [8][10][11] Group 3 - Amazon has abandoned plans to build a €300 million facility in Ireland due to power supply issues, which was intended to employ around 500 people and support AWS in manufacturing high-tech server racks [13][14] - OpenAI is expected to launch its latest model, GPT-5, as early as next month, which may integrate multiple previous models and offer various versions through its API [17][18] - GPT-5 is anticipated to advance OpenAI's progress towards general artificial intelligence, featuring capabilities in memory, reasoning, vision, and task completion [19][20]