Core Insights - Tesla experienced its steepest drop in quarterly vehicle deliveries, with approximately 384,000 EVs delivered in Q2, a 13.5% decrease from 444,000 in the same period of 2024 [1][2] - Despite the decline, Tesla's stock rose by 4.86% at market close, indicating Wall Street's belief that the results could have been worse [1][3] Group 1: Delivery Performance - The latest delivery figures align with analysts' average estimates, with Tesla's performance exceeding the most pessimistic forecasts [4][8] - Analysts noted that Tesla's total deliveries for the first half of the year reached roughly 720,700 EVs, necessitating over a million deliveries in the next two quarters to meet the annual target of 1,789,226 vehicles [11][10] Group 2: Market Challenges - Tesla faces multiple challenges, including a slowing EV market, rising competition, the potential removal of consumer EV tax credits, and brand damage linked to Elon Musk's political activities [2][15] - Analysts expressed concerns that Tesla may be "stretching itself thin" with projects like the robotaxi rollout and Optimus humanoid robot development, which could divert resources from core EV production [15][16] Group 3: Stock Market Reaction - Following the delivery report, Tesla's stock saw a significant increase, attributed to staying above the lowest Wall Street estimates and positive data from the Shanghai factory, which reported a 0.8% year-over-year increase in deliveries [13][14] - The Shanghai factory delivered 71,599 units in June, marking a 16% monthly increase, suggesting potential growth in the competitive Chinese market [14][13] Group 4: Future Outlook - Analysts believe that if the recent struggles are viewed as a temporary setback, Tesla could still maintain relevance in the market [9][10] - The introduction of a more affordable model could boost sales, although no updated timeline for its production has been provided [12]

So 384,122 vehicles in the second quarter. The thing about the data is it doesn't distinguished by geography, right. There is some monthly data from different jurisdictions around the world, but like go under the hood of the data.What did you learn from the print, Stephanie. Yeah. You know, I was thinking about we had our forecast call us last week and we were forecasting that Tesla would have a 21% year over year decline.So I think if you look at when the numbers start coming in, we'll probably see the num ...

As goes Norway, so goes the rest of the world.Combustion engine cars will be like the steam engine – quaint, but primitive.Alexander Kristensen (@LinkN01):So, in Norway 🇳🇴 97% of all cars sold in June were EV.Let that sink in. https://t.co/lT5KEZqklH ...

👀 https://t.co/Gfsj2pp2Zh ...

The electric Hummer is almost outselling the F-150 Lightning | TechCrunch https://t.co/Bg5TtJUZ5B ...

Uh let let's hit Tesla because actually it is now the worst performer in the MAG 7 this year falling below Apple after the feud between Musk and Trump erupted again overnight. For today's tech check segment, Steve Kovak on the parts of Musk's empire that could be vulnerable here by retaliation, Steve, after Trump reiterated this morning when he touched down in Florida that Doge is going to go after Musk. Yeah, some direct uh threats there or at least implied threats there, Sarah.But look over this big beaut ...

Chinese automakers continued to expand their European foothold in May, capturing the highest share ever of hybrid-car sales and the biggest slice of the electric-vehicle market in 10 months https://t.co/NUtGtmrwyJ ...

大家好我是大鱼 今天的资讯 包括下面几个消息 1. 德国汽车业联手 打造软体新生态 2. 特斯拉V4超充桩 登陆中国！ 3.Robotaxi的隐藏危机 关注这些领域的朋友 不要错过 今天重要的内容 OK let's go 第一部分 德国汽车业联手打造 软体新生态 上周德国11家汽车制造商 与零部件供应商 在德国汽车工业 协会（VDA）的支持下 签署了一份重量级的 谅解备忘录（MoU） 目标是共同开发一个 开放且标准化的 车载软体平台 这可是德国汽车业 对抗数字化浪潮的 关键战略 这11家公司 涵盖了从传统汽车巨头 到核心零件供应商 大家决定不再 各自为政 而是携手合作 打造一个能加速 软体更新 提升车辆智能化的 生态系统 这个平台将支援 远程软体更新（OTA） 让你的爱车 不必跑去维修厂 软体就能像手机一样 自动升级 安全性和用户体验 都会有显著提升 为什么要这么做？ 因为现代车辆的 软体复杂度爆炸 单靠一家企业独自开发 不仅成本高昂 还容易造成 行业的重复投资 效率低下 透过开源合作 大家共享核心模组 专注打造差异化特色 既降低风险 又能快速迭代 这种软体共享的经济模式 正是未来汽车 产业竞争的关键 根据规 ...

A wave of Chinese EVs, some selling for less than $20,000, is testing Australia’s long-held love for diesel pickups and gasoline-powered SUVs https://t.co/pzLZIr7gNV ...

June 24, 2025 08:25 AM GMT M Update Jiangsu Changshu Automotive Trim Group | Asia Pacific Risk Reward Update What's Changed Jiangsu Changshu Automotive Trim Group (603035.SS) From To Price Target Rmb15.60 Rmb14.70 Base Case Rmb15.60 Rmb14.70 Updated Components EPS Bull Base Bear Scenarios Risks to Price Target / Rating Risk Reward for Jiangsu Changshu Automotive Trim Group (603035.SS) has been updated Reason for change Our changes to Changshu Trim include: 1) We raise our revenue forecasts by 4.6% and 7.9% ...