关注 「电动车公社」 和我们一起重新思考汽车 就在一周之前， 特斯拉的无人驾驶出租车 （robotaxi）在美国正式开启试运营。 十几 辆特斯拉 Model Y将面向公众提供打车服务， 每单收费 4.2 美元。 到了 6 月 28 日， 特斯拉又开始炫技：一辆Model Y在无人驾驶的状态下， 从特斯拉得州超级工厂直奔用户家中，总用时30分钟， 实现了全球首次无人驾驶 交付！ 这也就意味着， 特斯拉离实现自动驾驶的目标又近了一步。 结合萝卜快跑去年在武汉开启试运营的消息，以及其他几家头部自动驾驶公司的最新进展， robotaxi 似乎很快就要来到大家面前了。 众所周知，风口上的生意抢的就是速度，来得早的头部企业会吃掉大部分甚至绝大部分市场份额，来得晚的可能连口汤都喝不到。 而就在 robotaxi 第一梯队眼看要吃到肉的时候，居然还有新玩家刚刚准备进场，且看样子颇为自信。 这个新玩家，名字也很有意思： 造父科 技 ！ 01. 师出三家，融资超30亿 造父科技，全名 上海造父智能科技有限公司 ， 6 月 23 日刚刚成立。算起来，跟特斯拉 robotaxi正式 开启试运营是在同一天。 | | | 產公司 查老板 ...

Core Insights - Tesla's second-quarter 2025 production and delivery numbers showed a decline in both metrics, with production at 410,244 vehicles and deliveries at 384,122 units, a 13.4% decrease year over year, falling short of Wall Street's expectations [1][10] - The company is facing a demand problem, as evidenced by the decline in deliveries despite increased production and inventory levels [2][3] - Tesla's energy storage business is performing well, with deployments rising to 9.6 GWh, and the company expects at least 50% growth in this segment for 2025 [4][10] Production and Deliveries - Tesla produced 410,244 vehicles in Q2 2025, which is lower compared to the previous year [1] - Deliveries totaled 384,122 units, including 373,728 Model 3/Y and 10,394 other models, marking a 13.4% year-over-year decline [1][10] - Deliveries missed Wall Street's consensus estimate of 390,000 units [1] Demand Challenges - The decline in Tesla's deliveries is not reflective of an industry-wide trend, as competitors like General Motors and BYD have seen significant sales increases [3] - Tesla's brand image is suffering due to an aging model lineup and CEO Elon Musk's polarizing public persona [3] Energy Storage and Charging - Tesla's energy storage segment is thriving, with a 113% year-over-year increase in deployments last year, driven by expansion efforts [4] - The company deployed 9.6 GWh of energy storage in Q2 2025, slightly up from 9.4 GWh in the same quarter last year [4][10] - Tesla's Supercharger network, with over 70,000 stations globally, is a critical component of its ecosystem [5] Future Growth Prospects - Tesla is focusing on self-driving technology and has launched robotaxi services in Austin, aiming for this to be a significant revenue stream [6][10] - However, Tesla faces stiff competition in the autonomous vehicle space and must navigate regulatory hurdles and safety concerns [7] Valuation and Market Performance - Year-to-date, Tesla's shares have declined by 22%, underperforming compared to General Motors and BYD [8][10] - Tesla's price/sales ratio stands at a forward multiple of 9.64, significantly higher than its competitors, indicating a stretched valuation [12][15] - The Zacks Consensus Estimate predicts a year-over-year decline in Tesla's sales and earnings for 2025, with EPS estimates trending downward [16][19]

Canaccord Genuity's George Gianarikas and CNBC's Phil LeBeau discuss Tesla's latest deliveries data, the robotaxi story and much more. ...

Group 1: Bill Ackman's Investment Strategy - Billionaire investor Bill Ackman, known for activist short-selling, has shifted to long positions, with his fund, Pershing Square Capital Management, now holding about a dozen stocks [1] - Pershing Square has never owned Tesla but recently launched a new position that has become its largest holding, representing a bet against Tesla for the time being [1] Group 2: Robotaxi Industry Developments - The robotaxi revolution is gaining momentum, with full-self-driving (FSD) capabilities starting to appear in major cities, indicating the industry is at a tipping point [2] - Tesla has initiated its first batch of autonomous robotaxis in Austin, Texas, marking a soft launch, although the vehicles are currently geo-fenced and monitored by humans [4] Group 3: Competitive Landscape between Tesla and Uber - Pershing Square's significant investment in Uber, which constituted 19% of its portfolio at the end of Q1, positions it against Tesla, as both companies are focusing on robotaxis for future growth [5][6] - Analysts believe Tesla's robotaxi initiative poses a long-term threat to Uber's business model, with the potential for a fleet that operates without human labor [6] - Uber is also pursuing partnerships to build a robust network for autonomous vehicles, collaborating with companies like Waymo and Pony.ai [7][8] Group 4: Future Prospects and Valuations - Uber estimates the autonomous opportunity could exceed $1 trillion in the U.S., positioning itself as a key player due to its scale and operational capabilities [8] - Tesla and Uber are currently competitors in the robotaxi space, although there is speculation about potential partnerships in the future [9][10] - Tesla's stock is trading at approximately 170 times forward earnings, reflecting high expectations for its robotaxi business, while Uber trades at 25 times forward earnings, indicating lower expectations for its autonomous initiatives [11]

美国当地时间7月2日，特斯拉发布的最新数据显示，今年二季度，特斯拉全球交付量为38.41万辆，较去年同期下降约13.5%。这也是特斯拉连续两个季度出 现交付量同比下滑的情况。 官方数据显示，今年一季度，特斯拉全球汽车交付量约为33.67万辆，环比下降32%，同比下滑13%，创下自2022年第四季度以来的最低交付纪录。 在此基础上，今年1~6月，特斯拉全球交付量约为72.07万辆，低于2024年同期的83.08万辆。 图片来源：特斯拉官网 在销量承压的背景下，特斯拉在全球不同市场的表现，也各有不同。6月25日，欧洲汽车制造商协会发布数据显示，今年5月，欧洲汽车销量同比增长1.9% 至111.3万辆，但同期特斯拉在欧洲地区的新车注册量为1.38万辆，同比下滑28%。 不过，在交付数据发布后，当日特斯拉（NASDAQ：TSLA）股价反而上涨近5%，报收315.65美元/股，市值一夜大涨481亿美元（约合人民币3450亿元）， 总市值为10166.95亿美元。 市场分析认为，这一反常表现主要源于两方面因素：一是，特斯拉二季度实际交付量好于华尔街此前的"更糟糕预期"；二是，近期特斯拉Robotaxi试点项目 启动、首次 ...

"木头姐"是特斯拉 的 著名"多头"， 特斯拉是 其基金的 最大 持仓 ，占其投资组合的9%以 上 。 【 导读 】 "木头姐" 凯西·伍德出手，大举 买入 56368股特斯拉股票 见习记者 储是 美东时间 7月1日（ 本周二 ） ，"木头姐" 凯西·伍德（Cathie Wood）的方舟投资公司通过 旗舰基金方舟创新ETF买入了43126股特斯拉股票，通过方舟下一代互联网ETF买入了13242 股特斯拉股票，合计买入56368股。 按 特斯拉 当日 收盘价300.71美元/股计算，交易 规模 约为1695万美元。 此前 ，特斯拉股价连日下跌，周二跌 幅为 5.34% 。 木头姐此次"逢低买入" 的 背景是 ，近期 美国总统特朗普和特斯拉CEO马斯克 围绕"大而 美"税收与支出法案 展开 "口水战" 。马斯克批评 特朗普 的"大而美"法案，并声称要建 立"美国党"。特朗普则称， 联邦政府应该考虑削减对马斯克旗下公司的补贴， 并表示考虑将 马斯克驱逐出境。 美东时间 7月2日（ 本周三 ） 收盘，特斯拉 股价 上涨4.97%。 版权声明 《中国基金报》对本平台所刊载的原创内容享有著作权，未经授权禁止转载，否则将追 ...

The US talks about "maximum pressure" on Iran, but when it comes to the booming energy sector, there's only been maximum output, writes @JavierBlas (via @opinion) https://t.co/hra4KC5FW0 ...

Group 1 - Tesla's stock has experienced significant volatility, with a recent surge of nearly 5%, adding approximately $481 billion (around 3,450 million RMB) to its market capitalization, which has now surpassed $1 trillion [1] - Despite a decline in Q2 global sales, the results were better than the most pessimistic market expectations, which helped boost investor sentiment [1][3] - Year-to-date, Tesla's stock price has dropped by 22%, making it the worst performer among the seven major U.S. tech companies [1] Group 2 - In Q2, Tesla produced a total of 410,244 vehicles and delivered 384,122, marking a year-over-year decline of approximately 13.5% [3][5] - The production of Model 3 and Model Y combined was 396,835 units, with deliveries totaling 373,728, falling short of analyst expectations of 387,000 [3][5] - This marks the second consecutive quarter of declining global sales for Tesla, with Q1 deliveries also showing significant drops [5] Group 3 - In June, Tesla's sales in Europe, particularly in Denmark and Sweden, saw dramatic declines of 61.5% and 64.4% respectively, raising concerns for investors [5][6] - Elon Musk's opposition to the "Big and Beautiful" bill is based on concerns that it could negatively impact Tesla's solar and battery businesses, potentially reducing electric vehicle sales by about 100,000 units annually by 2035 [6] - Despite the challenges, investor Cathie Wood has increased her stake in Tesla, purchasing 56,368 shares valued at approximately $17.91 million, indicating continued confidence in the company's long-term prospects [6][7]

Core Viewpoint - The recent ceasefire agreement between Israel and Iran has boosted market confidence, leading to a significant rebound in the automotive sector, which ended a five-week decline [2][8]. Automotive Sector Performance - Last week was an excellent time to buy automotive stocks, as nearly 90% of the 100 tracked Chinese automotive stocks saw price increases, with an average gain of 5.32%, outperforming major stock indices [3][8]. - The total market capitalization of Chinese automotive stocks rose by approximately 400 billion to 10.75 trillion [3]. - All six major segments of the automotive sector shifted from a downward trend to an upward one, particularly in the intelligent driving, new energy, and commercial vehicle segments [3][8]. Notable Stock Performances - The top-performing stocks included Guoxuan High-Tech, which surged by 24.94%, and Hesai Technology, which rose by 21.48% [4][12]. - Other significant gainers included Baideli Holdings (20.45%), Ankai Bus (18.55%), and Haima Automobile (17.15%) [4]. - Stocks related to solid-state batteries and autonomous driving concepts were key drivers of this rally, with several companies experiencing gains exceeding 10% [5][6]. Declining Stocks - Despite the overall positive trend, some stocks in the passenger vehicle segment, such as BYD and XPeng Motors, experienced slight declines, with BYD's stock dropping by 1.77% [7][8]. - Jianghuai Automobile led the declines with a drop of 3.39%, although this was attributed to a correction following previous gains [7]. Market Outlook - The automotive industry is undergoing significant changes, with a focus on solid-state batteries and autonomous driving technologies, which are expected to continue influencing stock performance [8].

Tesla posted another big drop in quarterly deliveries on Wednesday, putting it on course for its second straight annual sales decline as demand falters due to backlash over CEO Elon Musk’s political stance and an aging vehicle lineup.Tesla said it delivered 384,122 vehicles in the second quarter, down 13.5% from 443,956 units a year ago. Analysts had expected it to report deliveries of about 394,378 vehicles, according to an average of 23 estimates from financial research firm Visible Alpha, though projecti ...