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]

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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].

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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 ...

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Shares of Tesla (TSLA 4.13%) traded 3.3% higher, as of 11:03 a.m. ET today, after trading nearly 5% higher earlier today. The move came after the electric carmaker reported deliveries for the second quarter of the year in a highly anticipated event for the company.Another disappointing quarterTesla delivered 384,000 vehicles in the second quarter of the year, down 14% year over year. The number came in slightly below Wall Street's estimate of 387,000, according to FactSet. Tesla also reported disappointing ...

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.Still, shares of the electric automaker jumped 3% as the decline proved less severe than the bleakest analyst projections.Tesla said it delivered 384,122 vehicles in the second quarter, down 13.5% from 443,956 units a year ago. 3 Tesla demand has faltered due to backlash over ...

特斯拉第二季度全球交付量达到384122辆，略低于分析师平均预测的389407辆，但好于过去一周市场流传的35万至36万辆的悲观预测，推动特斯 拉美股盘前涨近7%，现涨幅已收窄至3%。 而Model S、Model X和Cybertruck等车型的交付量为10394辆，低于14644辆的预期。这些车型的产量也略低于预期，为13,409辆，而预测为13,616 辆。 二季度汽车产量410244辆，预估400083辆。 交付量为384122，同比-13%，预估389407。 Model 3/Y 产量396835辆，预估383567辆。 Model 3/Y 交付量373728辆，同比-12%，预估377295辆。 市场预期此前普遍下调，需求疲软成主因 特斯拉最新公布的数据显示，在截至6月底的过去三个月里，公司交付了384122辆汽车，较去年同期下降了13%。这意味着特斯拉需要在今年下半 年额外交付近11万辆汽车，才能实现全年销量的正增长。 在特斯拉公布第二季度交付报告前，市场预期普遍被下调，原因在于持续的需求疲软迹象以及投资者对公司增长轨迹的担忧。尽管市场曾对改款 Model Y的推出和公司的长期Robotaxi雄 ...