「鉴于我们目前所处的宏观经济环境，我们很高兴能够取得这样的成果。」
via 于欣烈的微博
宏观 / 市场Tesla / 特斯拉
特斯拉 Q2 财报里写了一句套话，但这的确也是 Q2 财报的真实反映：
「鉴于我们目前所处的宏观经济环境，我们很高兴能够取得这样的成果。」 via 于欣烈的微博
阅读全文
Telegram 频道
特斯拉最新消息：车型、交付与公司动态
阅读特斯拉交付、车型、公司动态与 Tesla 相关新闻。 Tesla Share 特斯拉中文频道整理，保留消息发布日期、正文与参考来源。
内容来自 @Tesla_share，按发布时间排列。
频道消息
宏观 / 市场Tesla / 特斯拉
#特斯拉# 2023年第二季度财报发布
【盈利】 营业利润率为9.6% GAAP营业利润为24亿美元 GAAP净利润为27亿美元 非GAAP净利润为31亿美元（不包括股份支付费用） 【现金】 营运现金流31亿美元 自由现金流（营运现金流减去资本支出）为10亿美元 本季度我们的现金及投资环比增长7亿美元，至231亿美元 【运营】…
阅读全文
【盈利】
营业利润率为9.6%
GAAP营业利润为24亿美元
GAAP净利润为27亿美元
非GAAP净利润为31亿美元（不包括股份支付费用）
【现金】
营运现金流31亿美元
自由现金流（营运现金流减去资本支出）为10亿美元
本季度我们的现金及投资环比增长7亿美元，至231亿美元
【运营】
Cybertruck工厂设备按计划推进中；正在生产候选版车辆
Model Y成为全球第一季度最畅销车型
2023年第二季度在多个方面创下了纪录，我们实现了有史以来单季度最高生产、交付和营收，单季度营收接近250亿美元。鉴于我们目前所处的宏观经济环境，我们很高兴能够取得这样的成果。
尽管我们在第一季度、第二季度早期进行了价格下调，但我们的营运利润率仍保持在10%左右的健康水平。由此可以看到，我们在降低成本方面作出的持续努力，柏林和得克萨斯超级工厂不断提升的产能，以及我们能源、服务和其他业务的强劲表现。
我们致力于成为人工智能发展的领军者，在Dojo训练计算机的生产开始后，我们将迈入新的篇章。使用我们自己设计的Dojo硬件来满足庞大的神经网络训练需求，对此我们充满希望。神经网络训练能力越强，我们的Autopilot自动辅助驾驶团队就有更大的机会迭代出新的版本方案。
总的来说，我们专注于降低成本、开发可以促进未来增长的新产品、投资研发、提供更好的汽车金融方案、持续产品改进以及自由现金流的产生。这个不确定时期的挑战尚未结束，但我们相信通过各种高潜力的项目，我们拥有实现业务长期增长与成功的正向要素。
via 特斯拉的微博
Telegram 频道
Tesla / 特斯拉
Re https://t.co/wy3SfYfDjs
via Twitter @Tesla
阅读全文
via Twitter @Tesla
Telegram 频道
Tesla / 特斯拉
Q2 Shareholder Update http://ir.tesla.com
— Highlights In Q2, we produced a record number of vehicles, thanks to ongoing ramps of our new factories & strong performance of Shanghai & Frem…
阅读全文
—
Highlights
In Q2, we produced a record number of vehicles, thanks to ongoing ramps of our new factories & strong performance of Shanghai & Fremont.
Cybertruck equipment installation at Giga Texas is in progress, with deliveries… https://twitter.com/i/web/status/1681775699642679308
via Twitter @Tesla
Telegram 频道
宏观 / 市场Tesla / 特斯拉
Thoughts on Tesla’s earnings call?
via Twitter @Sawyer Merritt
阅读全文
via Twitter @Sawyer Merritt
Telegram 频道
宏观 / 市场Tesla / 特斯拉
Re @rb89rb The stock is up 79% in the last 90 days. Post earnings sell offs are pretty normal for $TSLA. I wouldn’t get caught up in the short term.
via Twitter @Sawyer Merritt
阅读全文
via Twitter @Sawyer Merritt
Telegram 频道
FSD / RobotaxiTesla / 特斯拉
Re This means Tesla owners who bought years ago (or recently) will be able to buy a new Tesla and have FSD without having to pay for FSD again.
via Twitter @Sawyer Merritt
阅读全文
via Twitter @Sawyer Merritt
Telegram 频道
Optimus / 机器人Tesla / 特斯拉
Elon on how many Tesla Bots Tesla has working: I think around 10; There are no off the shelf actuators that work well for a humanoid robot; We actually had to design our own actuators.
via Twitter @Sawyer Merritt
阅读全文
via Twitter @Sawyer Merritt
Telegram 频道
FSD / RobotaxiTesla / 特斯拉
BREAKING: Elon Musk says @Tesla will allow FSD to be transferable, but only in Q3.
via Twitter @Sawyer Merritt
阅读全文
via Twitter @Sawyer Merritt
Telegram 频道
Tesla / 特斯拉
Tesla: We have seen a reduction in pricing across the board for all commodities, such as nickel, cobalt and graphite.
via Twitter @Sawyer Merritt
阅读全文
via Twitter @Sawyer Merritt
Telegram 频道
Tesla / 特斯拉
Tesla: We continue to grow autobidder contracts in wholesale markets; In the UK our project performed best in the industry in Q2. Autobidder does have software margins, but is a small contributor to revenue. https://twitter.com/i/web/status/1681783223607607297
via Twitter @Sawyer Merritt
阅读全文
via Twitter @Sawyer Merritt
Telegram 频道
Tesla / 特斯拉
NEWS: Tesla will expand Tesla Electric to all Tesla owners in Texas later this year (it's currently only available to Model 3 owners).
via Twitter @Sawyer Merritt
阅读全文
via Twitter @Sawyer Merritt
Telegram 频道
Tesla / 特斯拉
Tesla on 4680 progress: Giga Texas cell production increased 80% in Q2 over Q1, and the team surpassed 10 million production cells produced. 25% reduction in cell COGS. The "Cybercell" brings energy density and cost improvements.
via Twitter @Sawyer Merritt
阅读全文
via Twitter @Sawyer Merritt
Telegram 频道
Tesla / 特斯拉
BREAKING: Elon Musk says Tesla is in early discussions with a major automaker to license Tesla's Full Self driving technology to them.
via Twitter @Sawyer Merritt
阅读全文
via Twitter @Sawyer Merritt
Telegram 频道
Tesla / 特斯拉
Elon Musk says Tesla will see a slight production output decrease in Q3 vs Q2 due to a lot of factory upgrades, but still targeting 1.8M deliveries this year. https://twitter.com/i/web/status/1681779560226881540
via Twitter @Sawyer Merritt
阅读全文
via Twitter @Sawyer Merritt
Telegram 频道
Tesla / 特斯拉
For those who wonder about Model 3 battery degradation 👇
BestInTESLA: @GranTorinoNY @SawyerMerritt @DillonLoomis22 @theevking @ray4tesla @Teslarati @Tesmanian_com My model 3 from 2019 has gone just over…
阅读全文
BestInTESLA: @GranTorinoNY @SawyerMerritt @DillonLoomis22 @theevking @ray4tesla @Teslarati @Tesmanian_com My model 3 from 2019 has gone just over 100,000 miles or 160,000 km.
Battery still at 95% only 5% degradation 👌 Run as good as when I bought it 💪
Battery health https://t.co/xwlncyJYL8
via Twitter @Ray
Telegram 频道
FSD / RobotaxiTesla / 特斯拉
This is another major demand lever to pull. Great news for existing owners.
Dirty Tesla: WE WON EVERYBODY! 1 TIME FSD TRANSFER! Thank you everyone for never giving up 🔥 🔥 🔥 https://t.co/7ExWYDp2DN via Twitter @Ray
阅读全文
Dirty Tesla: WE WON EVERYBODY! 1 TIME FSD TRANSFER! Thank you everyone for never giving up 🔥 🔥 🔥 https://t.co/7ExWYDp2DN
via Twitter @Ray
Telegram 频道
FSD / RobotaxiTesla / 特斯拉
Re Replies overwhelmingly point to Ford as the FSD candidate. What’s the rationale behind it?
via Twitter @Ray
阅读全文
via Twitter @Ray
Telegram 频道
FSD / RobotaxiTesla / 特斯拉
Which major automaker do you think it is that Elon referred to in discussion with Tesla regarding to licensing FSD?
via Twitter @Ray
阅读全文
via Twitter @Ray
Telegram 频道
FSD / RobotaxiTesla / 特斯拉
Elon - We will allow one time only FSD transfer for orders placed in Q3
submitted by /u/RealPokePOP [link][comments] via r/TeslaMotors - The original and largest Tesla community! (author: /u/RealPokePOP)
阅读全文
submitted by /u/RealPokePOP
[link][comments]
via r/TeslaMotors - The original and largest Tesla community! (author: /u/RealPokePOP)
Telegram 频道
FSD / RobotaxiTesla / 特斯拉
FSD TRANSFER one time only this quarter! Q3
submitted by /u/highguy604 [link][comments] via r/TeslaMotors - The original and largest Tesla community! (author: /u/highguy604)
阅读全文
submitted by /u/highguy604
[link][comments]
via r/TeslaMotors - The original and largest Tesla community! (author: /u/highguy604)
Telegram 频道
Tesla / 特斯拉
Q2 Shareholder Update → http://ir.tesla.com
— Highlights In Q2, we produced a record number of vehicles, thanks to ongoing ramps of our new factories & strong performance of Shanghai & Frem…
阅读全文
—
Highlights
In Q2, we produced a record number of vehicles, thanks to ongoing ramps of our new factories & strong performance of Shanghai & Fremont!
Cybertruck equipment installation at Giga Texas is in progress, with… https://twitter.com/i/web/status/1681761075753017345 https://t.co/AueMBjxHDj
via Twitter @Tesla
Telegram 频道
能源 / 电池Tesla / 特斯拉
Tesla opened an average of 3.5 new Supercharger sites globally per day in Q2. https://t.co/DZjSWybSlr
via Twitter @Sawyer Merritt
阅读全文
via Twitter @Sawyer Merritt
Telegram 频道
Tesla / 特斯拉
Tesla Energy gross margin was 18.4% in Q2, up 67% vs Q1 2023.
@teslaenergy is still being slept on. https://t.co/81PX6admm8 via Twitter @Sawyer Merritt
阅读全文
@teslaenergy is still being slept on. https://t.co/81PX6admm8
via Twitter @Sawyer Merritt
Telegram 频道
Tesla / 特斯拉
Tesla opened 68 new stores/service centers globally in Q2, up 29% YoY. https://t.co/4slq9JJpNy
via Twitter @Sawyer Merritt
阅读全文
via Twitter @Sawyer Merritt
Telegram 频道
Tesla / 特斯拉
Re Twitter version: https://twitter.com/Tesla/status/1681684690980290560?s=20
Tesla: Q2 2023 Earnings Call https://twitter.com/i/broadcasts/1DXxyvvagknKM via Twitter @Sawyer Merritt
阅读全文
Tesla: Q2 2023 Earnings Call https://twitter.com/i/broadcasts/1DXxyvvagknKM
via Twitter @Sawyer Merritt
Telegram 频道
宏观 / 市场Tesla / 特斯拉
Tesla's Q2 earnings call starts in 30 minutes. Link: https://www.youtube.com/watch?v=eUEojntzzAk
via Twitter @Sawyer Merritt
阅读全文
via Twitter @Sawyer Merritt
Telegram 频道
Tesla / 特斯拉
Tesla now has a record $23.1 billion of cash on hand.
via Twitter @Sawyer Merritt
阅读全文
via Twitter @Sawyer Merritt
Telegram 频道
Tesla / 特斯拉
Tesla profits climb despite price cuts - CNN Business https://stocks.apple.com/AhwhFIVc6S5qNjgS4LAAjIw
via Twitter @Ray
阅读全文
via Twitter @Ray
Telegram 频道
Tesla / 特斯拉
Re Revenue from Tesla's core automotive business rose 46% year-over-year to $21.27 billion, about a 6.5% increase sequentially. Its energy generation and storage revenue -- from solar installations, and backup batteries — rose 74% year-over-year to $1.51 billion. With more vehicles… https://twitter.com/i/web/status/1681763411015901184
via Twitter @Ray
阅读全文
via Twitter @Ray
Telegram 频道