Core Insights - Tesla reported Q2 2025 revenue of $22.496 billion, a 12% decrease from $25.500 billion year-over-year, and net profit of $1.190 billion, down from $1.416 billion, with net profit attributable to common shareholders at $1.172 billion, a 16% decline from $1.400 billion year-over-year [1] Group 1: Financial Performance - Tesla's Q2 2025 revenue decreased by 12% compared to the same quarter last year [1] - Net profit for Q2 2025 was $1.190 billion, down from $1.416 billion year-over-year [1] - Net profit attributable to common shareholders was $1.172 billion, a 16% decrease from $1.400 billion year-over-year [1] Group 2: Robotaxi Development - Tesla's Robotaxi has shown excellent performance and user satisfaction, with plans to expand operations in Austin significantly [2] - The company is testing Robotaxi services in various cities, including the San Francisco Bay Area, and is working closely with local governments for regulatory approval [2] Group 3: Full Self-Driving (FSD) Plans - Tesla aims to launch fully autonomous FSD services for personal users by the end of this year in select areas, emphasizing safety and caution [3] - The AI software used in Robotaxi is the same as that in Tesla's factory products, achieving full automation from factory to delivery [3] Group 4: Optimus Robot Production - Tesla plans to begin mass production of the Optimus robot in 2026, with expectations of producing around 100,000 units per month within five years [5] - The company acknowledges challenges in predicting early production ramp-up due to supply chain and internal factors [5] Group 5: New Affordable Model - Tesla's new affordable model has officially started production in June, with plans to maximize output in North America [6] - The launch of this model is aimed at providing a more economical option for consumers rather than focusing solely on revenue or profit margins [6]

以下文章来源于华尔街见闻 ，作者张雅琦 华尔街见闻 . 华尔街见闻App是中国领先的金融信息和商业资讯提供商，为用户甄选国内和全球重要资讯，7*24小时全年不间断。 来源｜华尔街见闻 作者｜张雅琦 自马斯克加入特朗普政府担任高级顾问以来，特斯拉正面临前所未有的舆论危机。 从充电站被纵火，到展厅遭枪击，再到车主因马斯克的政治立场而感到羞辱……一系列事件将这家电动汽车巨头推向风口浪尖。 资本市场的质疑声浪同步升级： 摩根大通将特斯拉目标股价大幅下调至135美元，对应估值缩水至4000亿美元水平；瑞银的分析师也表示，特斯拉 的估值"继续让我们感到困惑"，该公司在自动驾驶汽车或人形机器人方面面临着巨大的风险。 尽管特斯拉在1月30日的财报电话会上描绘了宏伟蓝图——计划2025年上半年推出定价低于Model 3/Y的"平价车型"，并承诺6月在奥斯汀启动完全 无人监管的自动驾驶商业化运营，但这些承诺的兑现能力遭受越来越多的质疑。 Ludicrous一书的作者Edward Niedermeyer认为，特斯拉的业务已经达到顶峰，而机器人出租车和机器人等新业务的前景仍然遥远。 特斯拉投资者 担心的是，马斯克是否已经将这个顶峰变 ...

自马斯克加入特朗普政府担任高级顾问以来，特斯拉正面临前所未有的舆论危机。 从充电站被纵火，到展厅遭枪击，再到车主因马斯克的政治立场而感到羞辱……一系列事件将这家电动汽车巨头推向风口浪尖。 资本市场的质疑声浪同步升级： 摩根大通将特斯拉目标股价大幅下调至135美元，对应估值缩水至4000亿美元水平；瑞银的分析师也表示，特斯拉的估值"继 续让我们感到困惑"，该公司在自动驾驶汽车或人形机器人方面面临着巨大的风险。 尽管特斯拉在 1月30日的财报电话会 上描绘了宏伟蓝图——计划2025年上半年推出定价低于Model 3/Y的"平价车型"，并承诺6月在奥斯汀启动完全无人监管的 自动驾驶商业化运营，但这些承诺的兑现能力遭受越来越多的质疑。 Ludicrous一书的作者Edward Niedermeyer认为，特斯拉的业务已经达到顶峰，而机器人出租车和机器人等新业务的前景仍然遥远。 特斯拉投资者担心的是， 马斯克是否已经将这个顶峰变成了悬崖。 今年迄今，特斯拉股价已跌超30%。自特朗普上台以来，特斯拉的股价已下跌近三分之一。 暴力事件频发：特斯拉成"泄愤"目标 自特朗普上任以来，针对特斯拉设施的暴力和破坏行为显著增加。特斯 ...