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同比下滑13.5%!特斯拉今年二季度交付量不及去年同期,市值却一夜大涨3450亿元
Mei Ri Jing Ji Xin Wen· 2025-07-03 08:16
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 ...
知名“多头”抄底,大涨!
中国基金报· 2025-07-03 07:39
"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 ...
特斯拉最坏时刻已过?市场“苦中取乐”,“木头姐”已出手!
Sou Hu Cai Jing· 2025-07-03 02:22
最近,特斯拉暴涨暴跌成了常态。 Q2销量继续不振 市场正押注特斯拉汽车销量触底。 特斯拉公布的最新数据显示,今年第二季度汽车总产量410244辆;交付量为384122辆,较去年同期下降约13.5%。 日前因"特马"互撕升级,特斯拉闻声坐上跳楼机。 但仅隔了一天,特斯拉又满血复活。 虽然Q2全球销量颓势不减,但因好于市场最悲观预期,继而提振了公司股价。 周三,特斯拉美股收涨近5%,市值一夜大涨481美元(约合人民币3450亿元),现总市值重回1万亿美元上方。 今年迄今,特斯拉股价已下跌22%,在美股七巨头中表现最差。 | | Production | Deliveries | | --- | --- | --- | | Model 3/Y | 396,835 | 373,728 | | Other Models | 13,409 | 10,394 | | Total | 410,244 | 384,122 | 这是其全球销量连续第二个季度下滑。 此前一季度,特斯拉交付量近33.67万辆,环比和同比分别下降32%和13%,创2022年四季度以来最差表现。 虽然Q2销量低于预期,不过投资者们倒是"苦中取乐",因为数 ...
More bad news for Musk as Tesla deliveries miss mark again
Sky News· 2025-07-02 19:01
Group 1 - Tesla's deliveries from April to June totaled 384,122, marking a 13.5% decline compared to the same period last year, indicating a continued slump in production [1] - Wall Street analysts had anticipated approximately 1,000 more deliveries than reported, highlighting a significant shortfall in expectations [1] - Tesla's profits for the first quarter fell by 71% to $409 million from $1.39 billion, with revenues dropping 9% to $19.3 billion, which were also below forecasts [9] Group 2 - Despite the negative delivery figures, analysts at Wedbush expressed optimism about Tesla's future, citing advancements in autonomous driving, robotics, and other technologies as key growth drivers [6] - The stock price of Tesla experienced a 5% decline earlier in the week but rebounded with a 4.5% increase on Wednesday, suggesting some recovery in investor sentiment [6] - The upcoming financial details for Tesla are expected to be published later this month, which may provide further insights into the company's performance [7]
汽车股集体大涨!
Ge Long Hui· 2025-07-02 18:36
以伊停火点燃市场信心,汽车板块终结"五连跌",强势反弹! 上周,是买汽车股的大好时机! 中东地区火药桶终于被控制。在以伊"全面停火"达成一致后,暂停"摇摆",局面没有进一步升级(但不排除生变的可能性)。 受这一利好消息刺激,避险情绪得以缓解,紧随而来的便是国际油价大幅回调,暴涨的金价调头下跌,而饱受其害的全球股市,亦迎来久违的集体上涨。 与此同时,乱象丛生的汽车行业扬眉吐气,摆脱了连续5周的下跌,收获上涨。 | 汽车K线 | | | 2025年第 24 期 中国三大股指表现 | | | | --- | --- | --- | --- | --- | --- | | 排名 | 股票名称 | 股票代码 | 2025.6.20 (收盘价) | 2025.6.27 (收盘价) | 股价涨跌幅 | | 1 | 上证指数 | SH.000001 | 3359.90 | 3424.23 | 1.91% | | 2 | 深证成指 | SZ.399001 | 10005.03 | 10378.55 | 3.73% | | 3 | 恒生指数 | HK HSI | 23530.48 | 24284.15 | 3.2E96層に | ...
Tesla Is Jumping Today -- Is the Stock a Buy?
The Motley Fool· 2025-07-02 18:32
After sell-offs in yesterday's trading, Tesla (TSLA 4.88%) stock is rising Wednesday. The company's share price was up 4.6% as of 2 p.m. ET amid the backdrop of a 0.3% gain for the S&P 500 and a 0.7% gain for the Nasdaq Composite. The stock had been up as much as 5.4% earlier in the session.Tesla published its second-quarter vehicle delivery figures yesterday, and the company's valuation is climbing despite a big performance drop-off. News that the U.S. has reached a trade agreement with Vietnam is supporti ...
Tesla vehicle deliveries drop sharply as Musk backlash affects demand
The Guardian· 2025-07-02 16:17
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 ...
Why Shares of Tesla Are Surging Today
The Motley Fool· 2025-07-02 15:41
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 deliveries plunge 14% in latest quarter, and Elon Musk faces 2nd straight annual sales drop
New York Post· 2025-07-02 14:55
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 ...
美股盘初涨约3% 特斯拉第二季度交付38.4万辆 高于市场悲观预期35万辆
Hua Er Jie Jian Wen· 2025-07-02 13:59
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 ...