特斯拉(TSLA.O)盘后跌幅扩大至5%，此前马斯克警告未来数个季度特斯拉可能表现不佳。 ...

特斯拉(TSLA.O)2025年Q2EPS 0.33美元，去年同期为0.42美元，市场预期为0.33美元。 ...

特斯拉(TSLA.O)2025年Q2净利润11.72亿美元，去年同期为14.78亿美元，市场预期为11.36亿美元。 ...

Core Viewpoint - General Motors reported second-quarter earnings that exceeded analyst expectations, but warned that future tariff impacts will significantly worsen, overshadowing the positive earnings news and leading to a substantial drop in its stock price [1][4]. Financial Performance - In the second quarter, General Motors faced tariff costs of up to $1.1 billion, with a forecast indicating that the negative impact from tariffs will intensify in the second half of the year, particularly in Q3 [1][4]. - Revenue for the second quarter decreased nearly 2% year-over-year to approximately $47 billion, while adjusted EBIT fell 32% to $3 billion [4][6]. - Adjusted earnings per share dropped from $3.06 in the same quarter last year to $2.53, although this was still above analyst predictions of $2.44 [4][6]. Market Performance - Despite tariff pressures, General Motors' core business remained strong, with a 7% increase in U.S. vehicle sales driven by high demand for profitable pickup trucks and SUVs [4][5]. - In China, the company reversed last year's losses and achieved a small profit due to increased sales of electric vehicles [4][5]. Strategic Adjustments - To mitigate the impact of escalating trade pressures, General Motors is actively adjusting its strategy, reaffirming its full-year adjusted core profit forecast of $10 billion to $12.5 billion [6]. - The company aims to offset at least 30% of tariff impacts through cost-cutting and strategic adjustments, maintaining its estimate of tariff costs between $4 billion and $5 billion for the year [6]. - General Motors announced a $4 billion investment plan for new factories in the U.S. to strengthen domestic manufacturing and reduce reliance on imports, aiming to increase production capacity for key high-margin models by 300,000 units [6][7]. Future Outlook - CEO Mary Barra expressed confidence in the company's long-term electrification goals despite uncertainties in the electric vehicle market, emphasizing the importance of profitable electric vehicle production as the company's guiding principle [5][6].

Market Trends & Stock Performance - Tesla's stock closed at $321.67, up 3.50% [1] - Model YL six-seater version is coming, potentially sparking a buying frenzy with a more accessible price than Model X [1] - Model YL is expected to be priced around RMB 400,000 (approximately $55,764 USD) in China [1] - Model 3+ is expected to launch in September 2025, priced around RMB 270,000 (approximately $37,610 USD) [2] - In Q2 2025, total US electric vehicle sales decreased by 63% year-over-year [2] Product Development & Innovation - Model YL is longer (4976 mm), higher (1668 mm), and has a longer wheelbase (3040 mm) than the standard Model Y [1] - Model YL features a dual-motor all-wheel-drive system with a total power of 340 kW (approximately 456 horsepower) and a top speed of 201 km/h (125 mph) [1] - Model 3+ features a single motor with a peak power of 225 kW [2] - Model 3+ is expected to have a range exceeding 800 kilometers (CLTC standard) [2] Company Strategy & Leadership - Elon Musk reportedly changed his phone number after a disagreement with Donald Trump over the "大而美" (Great and Beautiful) bill [1] - Tesla's Q2 2025 earnings call is scheduled for July 23, 2025, where Musk will address investor questions [2]

| | | | 碳 锌 8 详20250716:国内碳酸锂7月供给预期偏松,国内碳酸锂社会库存量环比增加 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 交易日期(日) | 2025-07-15 | 2025-07-14 | 2025-07-09 | 较昨日变化 | 近两周走势 | | | 近月合约 | 收盘价 | 66860.00 | 66200.00 | 64700.00 | 660.00 | | | | 连一合约 | 收盘价 | 66660.00 | 66720.00 | 64680.00 | -60.00 | | | | 连二合约 | 收盘价 | 66100.00 | 66260.00 | 64400.00 | -160.00 | | | | 连三合约 | 收盘价 | 66100.00 | 66260.00 | 64160.00 | -160.00 | | | | | 收盘价 | 66660.00 | 66480.00 | 64400.00 | 180.00 | | | 砖酸锂期货 | 活跃合约 | 成交堂(手) | ...

Group 1 - The meeting highlighted the resilience and vitality of China-Australia economic cooperation over the past decade since the China-Australia Free Trade Agreement came into effect [1] - Both countries are encouraged to deepen cooperation, emphasizing the complementary nature of their economic structures and the solid foundation for industry and market integration [1][2] - The Chinese market is expected to continuously release significant consumer potential, which will create more business opportunities for both countries as trade scales expand and structures optimize [2] Group 2 - Strengthening collaboration in cutting-edge technology fields such as artificial intelligence and life sciences is seen as a way to empower industries in both countries [2] - Cooperation in clean energy, electric vehicles, and energy storage is anticipated to create a resilient and competitive world-class green industrial chain, generating substantial growth momentum [2] - The Australian Prime Minister acknowledged China's status as Australia's largest trading partner and emphasized the importance of the Free Trade Agreement in enhancing bilateral economic relations [3]

2025 年 7 月 15 日 招银国际环球市场 | 市场策略 | 招财日报 每日投资策略 宏观经济及公司点评 2025 年 7 月 15 日 全球市场观察 招银国际研究部 邮件：research@cmbi.com.hk 敬请参阅尾页之免责声明 请到彭博 (搜索代码: RESP CMBR )或 http://www.cmbi.com.hk 下载更多研究报告 1 周一（7 月 14 日）中国股市上涨，机器人板块爆发，医药股强势反弹，公 用事业、能源与材料涨幅居前，地产、金融与通讯服务下跌。大宗商品普涨， 国债期货下跌，人民币走平。 中国 6 月社融存量、信贷与 M1 增速反弹，显示中国经济延续复苏，2 季度 经济数据可能好于预期，3 季度货币政策宽松的可能性下降，降准降息可能 推迟至 4 季度。6 月商品出口同比增长 5.8%好于预期，进口增长 1.1%， Labubu带动玩具出口破百亿，稀土出口创 2009年来最高，铁矿石进口创年 内新高，钢铁二季度出口创纪录。 字节跳动将开发一种轻便型混合现实设备，与 Meta 公司计划 2027 年推出 的一款产品类似。京东健康首个线下医美自营诊所在北京亦庄开业，第二家 ...

"从销量角度看，目前意义不大，"证券公司Elara Securities驻孟买分析师杰伊·卡莱(Jay Kale)表示，"但 它能让特斯拉品牌扎根。随着充电基础设施改善、产品阵容扩大，特斯拉未来有可能实现规模化发 展。" 特斯拉第二季度销量下滑13% 市场对于特斯拉进军印度期待已久，恰逢特斯拉在中国和美国这两个核心市场面临挑战之际。特斯拉上 季度销量下滑，迫切希望避免遭遇连续第二年销量下滑。 在特斯拉进入印度前，其印度业务负责人在5月份辞职。不过，孟买展厅的开业预计将沿用特斯拉当年 在中国早期发展的"打法"：先通过营销造势，再逐步推进制造投资和销售攻势。 马斯克与印度总理莫迪 凤凰网科技讯 北京时间7月15日，据彭博社报道，特斯拉在印度的首家展厅将在今天开业，标志着该公 司正式进入印度市场。眼下，特斯拉正寻求开拓新市场，以弥补在成熟市场的销量滑坡。 特斯拉首家展厅位于孟买高档金融区班德拉库尔拉综合体，面积4000平方英尺(约合371.6平方米)，将于 周二开门迎客。该展厅将展示中国生产的Model Y跨界车，预计标价超过5.6万美元(不含税费和保险)， 比该车型在美国的起售价高出约1万美元(不含联邦税收抵免) ...

Group 1 - The current global economic environment is characterized by instability and uncertainty, with the US trade war significantly impacting the multilateral trade system and global supply chains [1][2] - China is committed to high-quality development, showcasing strong economic resilience and stable growth, with an expected increase of 35 trillion RMB in economic output over the past four years [2] - Technological innovation in China has led to advancements in high-performance chips, AI models, and robotics, contributing to a reduction of 11.6% in energy consumption per unit of GDP over the last four years [2] Group 2 - China has fully removed restrictions on foreign investment in the manufacturing sector, with cumulative foreign direct investment reaching 4.7 trillion RMB from 2021 to May this year, positioning China as a preferred investment destination [2] - The trade volume between China and the UK has consistently exceeded 110 billion GBP annually, with bilateral investment stock surpassing 130 billion GBP [2] - Green finance cooperation is advancing, highlighted by China's issuance of 6 billion RMB green sovereign bonds on the London Stock Exchange [2] Group 3 - The potential for cooperation in finance and education between China and the UK is significant, with China being the largest source of international students in the UK, totaling over 200,000 [2][3] - Both countries should focus on mutual respect and open collaboration to enhance cooperation across various sectors, creating a better environment for bilateral relations [3]