特斯拉-电动汽车业务之困与机器人业务之得-Tesla Inc-EV Pain vs. Robo Gain

July 24, 2025 01:32 AM GMT Tesla Inc | North America EV Pain vs. Robo Gain Reaction to earnings Weakens our thesis Modest shortfall Modest revision lower Impact to our thesis Financial results versus consensus Direction of next 12-month consensus EPS Source: Company data, Morgan Stanley Research Key Takeaways from 2Q Results: M Update Morgan Stanley & Co. LLC Adam Jonas, CFA Equity Analyst Adam.Jonas@morganstanley.com +1 212 761-1726 Daniela M Haigian Equity Analyst Daniela.Haigian@morganstanley.com +1 212 ...