IT之家 10 月 23 日消息，周三美股盘后，特斯拉公布 2025 年第三季度财务业绩。 特斯拉第三季度营收 281 亿美元，同比增长 12%，预估 263.6 亿美元；三季度调整后净利润 17.7 亿美元，同比下降 29%，二季度同比下降 23%；第三季度 每股收益 0.39 美元，上年同期 0.62 美元；第三季度调整后每股收益 0.5 美元，上年同期 0.72 美元，预估 0.54 美元；第三季度毛利率 18％，预估 17.2％；第 三季度自由现金流 39.9 亿美元，预估 12.5 亿美元。 特斯拉仍计划在 2026 年启动 Cybercab 自动驾驶出租车、重型电动卡 Semi 以及新型储能系统 Megapack 3 的"量产"。公司还表示，正在建设人形机器人 Optimus 的首代生产线。 特斯拉 CEO 马斯克在财报后的电话会议上表示，Optimus 3 代可能将于明年第一季度发布；预计年底前将在 8-10 个区域运营 Robotaxi 服务，并在奥斯汀实 现全无人化自动驾驶运营。 | been a a not hard book it be box 20 to been and .. | | ...

每经编辑｜陈鹏程 王晓波 1 隔夜市场 美股三大指数收盘涨跌不一，纳指涨0.72%，标普500指数涨0.1%，道指跌0.21%；大型科技股多数上涨，特斯拉、英伟达涨超4%，谷歌涨超3%，奈飞涨逾 1%，微软、Meta小幅上涨；英特尔跌超4%，亚马逊、苹果小幅下跌；其中，英伟达年内转涨。中概股多数上涨，纳斯达克中国金龙指数涨1.17%；腾讯音 乐涨逾15%，理想汽车涨近3%，阿里巴巴、百度、好未来涨近2%。 国际油价走弱，美油主力合约收跌1.23%，报62.89美元/桶；布伦特原油主力合约跌1.23%，报65.81美元/桶。 国际金价下挫，现货黄金跌2.26%，失守3200美元关口，报3176.58美元/盎司；COMEX黄金期货跌2.07%，报3180.70美元/盎司；COMEX白银期货跌 2.15%，报32.39美元/盎司。 欧洲三大股指收盘小幅下跌，德国DAX指数跌0.47%报23527.01点，法国CAC40指数跌0.47%报7836.79点，英国富时100指数跌0.21%报8585.01点。 2 美国调整对华加征关税 记者14日从商务部获悉，根据美国白宫5月12日发布的《修改对等关税税率以反映与中华人民 ...

Market Overview - US stock index futures are all up before the market opens, with Dow futures up 0.05%, S&P 500 futures up 0.20%, and Nasdaq futures up 0.34% [1] - European indices show mixed performance, with Germany's DAX down 0.31%, UK's FTSE 100 up 0.03%, France's CAC40 down 0.43%, and the Euro Stoxx 50 down 0.33% [2][3] - WTI crude oil is down 1.10% at $62.97 per barrel, while Brent crude oil is down 1.04% at $65.94 per barrel [3][4] Economic Insights - April's Consumer Price Index (CPI) unexpectedly cooled to 2.3% year-on-year, down from 2.4% in March, but analysts warn that the impact of tariffs has yet to be reflected in the data [4] - Morgan Stanley's chief economist suggests that the true effects of tariffs will become evident in upcoming months, with inflation pressures expected to rise [4] - Goldman Sachs estimates that the core Personal Consumption Expenditures (PCE) inflation rate could rise from 2.6% in March to 3.6% by the end of the year [4] Stock Market Predictions - Citigroup and JPMorgan predict short-term gains by investing in the worst-performing stocks of the year, particularly small-cap stocks and technology hardware [4] - UBS has downgraded its rating on US stocks from "attractive" to "neutral," citing concerns over rapid market increases and ongoing uncertainties [5] Currency and Trade - A potential long-term "dollar bear market" is anticipated, driven by chaotic trade policies and the impact of tariffs on investor confidence [6] - Analysts suggest that institutional investors are recalibrating their portfolios, which may lead to significant selling pressure on the dollar [6] Company News - Nvidia and AMD have secured significant contracts in the Middle East, with Nvidia exporting 18,000 advanced AI chips to Saudi Arabia and AMD entering a $10 billion partnership [8] - Tesla plans to resume importing components from China for its Cybercab and Semi truck production, indicating a positive impact from easing trade tensions [9] - Sony's Q4 results were mixed, with a sales decline but a net profit increase, and it announced a ¥250 billion stock buyback plan despite warning of a ¥100 billion profit loss due to tariffs [10] - Supermicro has entered a $20 billion partnership with DataVolt to deliver high-density GPU platforms for AI data centers in Saudi Arabia and the US, leading to a significant pre-market stock increase [11]

每经记者｜宋欣悦 每经编辑｜高涵 ①【三大期指齐跌】截至发稿，道指期货跌0.03%、标普500指数期货跌0.09%、纳指期货跌0.12%。金 价延续下跌趋势，截至发稿，现货黄金报3231.662美元/盎司，跌幅0.58%。 ②【热门中概股盘前多数上涨】热门中概股盘前多数上涨，阿里巴巴涨1.39%，拼多多涨1.11%，百度 涨2.15%，理想汽车涨2.61%。 ⑥【瑞银上调迪士尼目标价至120美元】瑞银将迪士尼的目标价从105美元上调至120美元，维持"买 入"评级。 ⑦【特斯拉计划自5月底起，恢复从中国运输零部件至美国】据路透社报道，特斯拉计划自5月底起，恢 复从中国运输零部件至美国，用于Cybercab自动驾驶出租车和Semi电动卡车的生产。截至发稿，特斯拉 涨1.8%。 ⑧【瑞银下调美股评级，看好中国科技股】瑞银下调美股评级，警告"不确定性仍然很高"。瑞银还提 出，在贸易紧张局势缓和之际，中国企业盈利前景有望上行，看好中国互联网和电动汽车等科技成长型 股票。 ⑨【美国鹰牌服饰撤销全年业绩指引】美国超人气牛仔品牌美国鹰牌服饰撤回2025年业绩指引，并宣布 一季度业绩低于预期。截至发稿，美鹰服饰跌13.7%。 ...

Group 1 - Tesla plans to resume shipping components produced in China to the U.S. for the production of Cybercab autonomous taxis and Semi electric trucks starting at the end of this month, following a ceasefire agreement on tariffs between the U.S. and China [1] - The trade ceasefire agreement indicates that both countries have agreed to eliminate most tariffs and other countermeasures, which has had an immediate impact on business activities [1] - Tesla had previously suspended its component shipping plans after the U.S. raised tariffs on Chinese goods to 145%, which could have disrupted the mass production plans for its two anticipated models [1] Group 2 - Tesla aims to expand Semi truck production in 2026 and expedite deliveries of long-standing orders to clients such as PepsiCo [2] - Elon Musk, Tesla's CEO, has publicly opposed the tariff policies initiated by the Trump administration, which were intended to boost U.S. manufacturing but have negatively impacted Tesla [2] - The increase in tariffs has complicated Tesla's capital investment plans, as the company needs to import equipment from abroad, particularly from China, to expand its domestic production lines [2]