「鑑於我們目前所處的宏觀經濟環境，我們很高興能夠取得這樣的成果。」
via 於欣烈的微博
宏觀 / 市場Tesla / 特斯拉
特斯拉 Q2 財報裏寫了一句套話，但這的確也是 Q2 財報的真實反映：
「鑑於我們目前所處的宏觀經濟環境，我們很高興能夠取得這樣的成果。」 via 於欣烈的微博
閲讀全文
Telegram 頻道
特斯拉最新消息：車型、交付與公司動態
閲讀特斯拉交付、車型、公司動態與 Tesla 相關新聞。 Tesla Share 特斯拉中文頻道整理，保留消息發佈日期、正文與參考來源。
內容來自 @Tesla_share，按發佈時間排列。
頻道消息
宏觀 / 市場Tesla / 特斯拉
#特斯拉# 2023年第二季度財報發佈
【盈利】 營業利潤率為9.6% GAAP營業利潤為24億美元 GAAP淨利潤為27億美元 非GAAP淨利潤為31億美元（不包括股份支付費用） 【現金】 營運現金流31億美元 自由現金流（營運現金流減去資本支出）為10億美元 本季度我們的現金及投資環比增長7億美元，至231億美元 【運營】…
閲讀全文
【盈利】
營業利潤率為9.6%
GAAP營業利潤為24億美元
GAAP淨利潤為27億美元
非GAAP淨利潤為31億美元（不包括股份支付費用）
【現金】
營運現金流31億美元
自由現金流（營運現金流減去資本支出）為10億美元
本季度我們的現金及投資環比增長7億美元，至231億美元
【運營】
Cybertruck工廠設備按計劃推進中；正在生產候選版車輛
Model Y成為全球第一季度最暢銷車型
2023年第二季度在多個方面創下了紀錄，我們實現了有史以來單季度最高生產、交付和營收，單季度營收接近250億美元。鑑於我們目前所處的宏觀經濟環境，我們很高興能夠取得這樣的成果。
儘管我們在第一季度、第二季度早期進行了價格下調，但我們的營運利潤率仍保持在10%左右的健康水平。由此可以看到，我們在降低成本方面作出的持續努力，柏林和得克薩斯超級工廠不斷提升的產能，以及我們能源、服務和其他業務的強勁表現。
我們致力於成為人工智能發展的領軍者，在Dojo訓練計算機的生產開始後，我們將邁入新的篇章。使用我們自己設計的Dojo硬件來滿足龐大的神經網絡訓練需求，對此我們充滿希望。神經網絡訓練能力越強，我們的Autopilot自動輔助駕駛團隊就有更大的機會迭代出新的版本方案。
總的來説，我們專注於降低成本、開發可以促進未來增長的新產品、投資研發、提供更好的汽車金融方案、持續產品改進以及自由現金流的產生。這個不確定時期的挑戰尚未結束，但我們相信通過各種高潛力的項目，我們擁有實現業務長期增長與成功的正向要素。
via 特斯拉的微博
Telegram 頻道
Tesla / 特斯拉
Re https://t.co/wy3SfYfDjs
via Twitter @Tesla
閲讀全文
via Twitter @Tesla
Telegram 頻道
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…
閲讀全文
—
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 頻道
宏觀 / 市場Tesla / 特斯拉
Thoughts on Tesla’s earnings call?
via Twitter @Sawyer Merritt
閲讀全文
via Twitter @Sawyer Merritt
Telegram 頻道
宏觀 / 市場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
閲讀全文
via Twitter @Sawyer Merritt
Telegram 頻道
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
閲讀全文
via Twitter @Sawyer Merritt
Telegram 頻道
Optimus / 機器人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
閲讀全文
via Twitter @Sawyer Merritt
Telegram 頻道
FSD / RobotaxiTesla / 特斯拉
BREAKING: Elon Musk says @Tesla will allow FSD to be transferable, but only in Q3.
via Twitter @Sawyer Merritt
閲讀全文
via Twitter @Sawyer Merritt
Telegram 頻道
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
閲讀全文
via Twitter @Sawyer Merritt
Telegram 頻道
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
閲讀全文
via Twitter @Sawyer Merritt
Telegram 頻道
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
閲讀全文
via Twitter @Sawyer Merritt
Telegram 頻道
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
閲讀全文
via Twitter @Sawyer Merritt
Telegram 頻道
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
閲讀全文
via Twitter @Sawyer Merritt
Telegram 頻道
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
閲讀全文
via Twitter @Sawyer Merritt
Telegram 頻道
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…
閲讀全文
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 頻道
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
閲讀全文
Dirty Tesla: WE WON EVERYBODY! 1 TIME FSD TRANSFER! Thank you everyone for never giving up 🔥 🔥 🔥 https://t.co/7ExWYDp2DN
via Twitter @Ray
Telegram 頻道
FSD / RobotaxiTesla / 特斯拉
Re Replies overwhelmingly point to Ford as the FSD candidate. What’s the rationale behind it?
via Twitter @Ray
閲讀全文
via Twitter @Ray
Telegram 頻道
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
閲讀全文
via Twitter @Ray
Telegram 頻道
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)
閲讀全文
submitted by /u/RealPokePOP
[link][comments]
via r/TeslaMotors - The original and largest Tesla community! (author: /u/RealPokePOP)
Telegram 頻道
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)
閲讀全文
submitted by /u/highguy604
[link][comments]
via r/TeslaMotors - The original and largest Tesla community! (author: /u/highguy604)
Telegram 頻道
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…
閲讀全文
—
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 頻道
能源 / 電池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
閲讀全文
via Twitter @Sawyer Merritt
Telegram 頻道
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
閲讀全文
@teslaenergy is still being slept on. https://t.co/81PX6admm8
via Twitter @Sawyer Merritt
Telegram 頻道
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
閲讀全文
via Twitter @Sawyer Merritt
Telegram 頻道
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
閲讀全文
Tesla: Q2 2023 Earnings Call https://twitter.com/i/broadcasts/1DXxyvvagknKM
via Twitter @Sawyer Merritt
Telegram 頻道
宏觀 / 市場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
閲讀全文
via Twitter @Sawyer Merritt
Telegram 頻道
Tesla / 特斯拉
Tesla now has a record $23.1 billion of cash on hand.
via Twitter @Sawyer Merritt
閲讀全文
via Twitter @Sawyer Merritt
Telegram 頻道
Tesla / 特斯拉
Tesla profits climb despite price cuts - CNN Business https://stocks.apple.com/AhwhFIVc6S5qNjgS4LAAjIw
via Twitter @Ray
閲讀全文
via Twitter @Ray
Telegram 頻道
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
閲讀全文
via Twitter @Ray
Telegram 頻道