Core Viewpoint - Tesla has disclosed significant capital expenditures and plans for further investments, particularly in AI and production capacity, while facing potential cash flow challenges and regulatory hurdles [1][5]. Group 1: Capital Expenditures - As of early this year, Tesla's cumulative capital expenditures reached approximately $44 billion, with $10 billion spent in the last fiscal year [1]. - For the current fiscal year, Tesla plans to invest an additional $8 billion, focusing on AI development, construction of the Mexico factory, and upgrades to the Cybertruck production line [1][3]. Group 2: AI Investments - AI is a central focus of Tesla's investment strategy, with $10 billion allocated for AI in 2024, nearly half of which is dedicated to self-developed AI inference computers, onboard sensors, and the Dojo supercomputer [3]. - The Cortex computing center, used for smart driving training, has deployed over 50,000 GPUs, with expectations to exceed 100,000 by year-end, positioning it among the top five supercomputing centers globally [3]. - The upcoming Dojo 2 supercomputer is set to enhance computing power by tenfold compared to its predecessor, accelerating the iteration of the Full Self-Driving (FSD) system [3]. Group 3: Production Capacity and Robotaxi Challenges - Tesla's capital expenditures also include the construction of the Mexico factory, which is crucial for expanding production capacity for the Model Y and future models [4]. - The launch of the Robotaxi pilot program in Texas has been delayed due to regulatory requirements, with a request to postpone until September to meet public safety standards [4]. - Despite regulatory challenges, the commercial rollout of Robotaxi is seen as a critical phase, with expectations for the FSD V14 version to focus on pedestrian path prediction and audio data processing capabilities by the second half of 2025 [4]. Group 4: Cash Flow Concerns and Market Ratings - Tesla's aggressive investment strategy has raised concerns about cash flow, with warnings from analysts that maintaining a capital expenditure of $11 billion could lead to negative free cash flow by 2025, the first occurrence since 2018 [5][6]. - Wells Fargo has reiterated a "sell" rating on Tesla's stock, setting a target price of $120, and predicts a second-quarter vehicle delivery of only 343,000 units, 17% below market expectations [6]. - The reduction in zero-emission vehicle credit revenue and declining delivery volumes may further impact Tesla's profitability [6].

Economic Data Impact - US retail sales in May recorded the largest decline since the beginning of the year, indicating a slowdown in consumer spending, particularly in the automotive sector. Retail sales fell by 0.9% month-over-month, while core retail sales decreased by 0.3% [5] - The Federal Reserve is expected to maintain interest rates in its upcoming meeting, with market predictions indicating two potential rate cuts of 25 basis points each starting as early as September [5] Energy Sector Response - International oil prices surged due to escalating tensions in the Middle East and the EU's proposal to ban imports of Russian oil and gas by the end of 2027. WTI crude oil rose by $3.07 (4.28%) to $74.84 per barrel, while Brent crude increased by $3.22 (4.4%) to $76.45 per barrel [10][9] - Energy stocks experienced a broad increase, with Occidental Petroleum, ExxonMobil, Chevron, ConocoPhillips, and Schlumberger all showing gains [10][11] Airline Industry Developments - Indian Airlines canceled at least five international flights due to technical issues, affecting Boeing aircraft. This led to a decline in airline stocks, with American Airlines dropping over 3% and United Airlines falling more than 6% [7][8] Technology Sector Trends - Major technology stocks experienced declines, with Tesla dropping nearly 4%, Apple down over 1%, and Amazon falling by 0.59%. The overall trend indicates a challenging environment for large tech companies [12] - Amazon's CEO indicated that the adoption of generative AI tools will lead to a reduction in the workforce over the next few years, as fewer employees will be needed for certain tasks [13]

【导读】美股全线收跌，国际油价暴涨，能源股全线上涨 美东时间6月17日周二，美国5月零售销售录得今年年初以来最大降幅，美国三大股指全线收跌。 中东局势恶化， 欧盟委员会计划全面禁止进口俄石油天然气，国际油价暴涨，能源股全线上涨。 亚马逊CEO 表示， AI将致企业员工规模缩减，未来几年岗位结构迎重大调整。 零售数据拖累美股 截至收盘，道指跌0.7%，报42215.8点 ； 标普500指数跌0.84%，报5982.72点 ； 纳指跌0.91%，报19521.09点。 | 美股指数 △ | | | | --- | --- | --- | | 道琼斯 | 纳斯达克 | 标普500 | | 42215.80 | 19521.09 | 5982.72 | | -299.29 -0.70% | -180.12 -0.91% | -50.39 -0.84% | 从经济数据来看，美国5月份的零售销售出现了自年初以来的最大降幅，这表明新的关税政策抑制了消费者的支出，尤其是在汽车领域。 美国5月零售销售环比降0.9%，预期降0.7%，前值从升0.1%修正为降0.1%。核心零售销售环比降0.3%，预期升0.1%，前值从升0.1% ...

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点击蓝字，关注我们 马斯克在社交媒体X(前身为Twitter)分享了一段视频，显示特斯拉正在得克萨斯州奥斯汀的 道路上测试无人驾驶汽车。 自上周特朗普与马斯克之间愈发激烈的口水战令特斯拉(TSLA.US)市值单日蒸发14%以来的三个 交易日里，该股几乎收复全部股价与市值失地。 截至周二美股收盘，特斯拉股价大涨 5.7% ，收 于 326.09 美元，仅比上周三"特朗普-马斯克之间的争端与互相人身攻击闹剧"爆发之前的价位低约 6美元。 特斯拉Robotaxi上路测试的一段视频在互联网疯传，金融市场上关于该公司Robotaxi前景的积极评 价已经超过"特马闹剧"给特斯拉基本面预期带来的负面影响，很大程度上推动特斯拉股价在截至 周二美股收盘时实现三连涨。 特斯拉股价连续三个交易日上涨，使其逼近上周首席执行官马斯克与美国总统特朗普爆发争执前 的交易水平。马斯克在社交媒体X(前身为Twitter)分享了一段视频，显示特斯拉正在得克萨斯州奥 斯汀的道路上测试完全无人驾驶的电动汽车。 最新一波涨势主要源于多重迹象显示特朗普与马斯克之间的争端大幅缓和且双方均出现退让态 度，涨势的逻辑支撑还在于马斯克最新晒出的在全球引发热议的 ...