全力押注自动驾驶与人形机器人业务！ModelS和ModelX项目将终止

元力社01-29

当地时间1月28日，特斯拉发布的财报显示，2025年第四季度，特斯拉实现总营收249.01亿美元，同比下降约3%，这主要受全球电动车需求放缓以及持续降价策略的双重影响，不过该营收数据超过了分析师平均预期的247.9亿美元。在利润方面，按照公认会计准则（GAAP）计算，净利润为8.4亿美元，同比下降约61%；非GAAP净利润为17.61亿美元，同比下降约16%；稀释后GAAP每股收益（EPS）为...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260129105550a462b1c9&s=b><strong>元力社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当地时间1月28日，特斯拉发布的财报显示，2025年第四季度，特斯拉实现总营收249.01亿美元，同比下降约3%，这主要受全球电动车需求放缓以及持续降价策略的双重影响，不过该营收数据超过了分析师平均预期的247.9亿美元。在利润方面，按照公认会计准则（GAAP）计算，净利润为8.4亿美元，同比下降约61%；非GAAP净利润为17.61亿美元，同比下降约16%；稀释后GAAP每股收益（EPS）为...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260129105550a462b1c9&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2602419157.SGD","symbol_name":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) 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ModelS and ModelX projects will be terminated","themeId":"df65f9036af269065c934365483facde","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSLA":1.98,"TSLP":0.6,"TSLG":0.6,"TSLR":0.6,"TSLT":0.6,"TSDD":0.6,"TSLI":0.6,"TSLO":0.6,"TESL":0.6,"TSII":0.6,"TSLS":0.6,"TSLY":0.6,"TSLQ":0.6,"07766":0.6,"CRSH":0.6,"TSLW":0.6,"TSYY":0.6,"TSL":0.6,"TSLZ":0.6},"content_text":"当地时间1月28日，特斯拉发布的财报显示，2025年第四季度，特斯拉实现总营收249.01亿美元，同比下降约3%，这主要受全球电动车需求放缓以及持续降价策略的双重影响，不过该营收数据超过了分析师平均预期的247.9亿美元。在利润方面，按照公认会计准则（GAAP）计算，净利润为8.4亿美元，同比下降约61%；非GAAP净利润为17.61亿美元，同比下降约16%；稀释后GAAP每股收益（EPS）为0.24美元，同比下降60%。在产品线调整上，特斯拉正精简其汽车产品线，将永久停产旗舰车型Model S和Model X。数据显示，去年这两款车型在特斯拉159万辆的总交付量中仅占3%。在业务转型规划方面，特斯拉计划今年投入200亿美元，向机器人技术和自动驾驶领域转型。今年特斯拉在提升产能的同时，还将改造部分工厂，构建人工智能基础设施，并扩大Optimus人形机器人及无人驾驶Robotaxi车辆的产量。马斯克透露，Optimus目前尚未在工厂承担实质性工作，仍处于研发阶段，但他预计几个月内将揭晓Optimus 3，并计划在2026年底前启动生产，其供应链已准备就绪。同时，目前Robotaxi车队规模已超500辆，主要分布在奥斯汀和旧金山湾区，预计该数字将每月翻倍。到2026年上半年，特斯拉计划在达拉斯、休斯顿、凤凰城、迈阿密、奥兰多、坦帕和拉斯维加斯等城市推广该服务。马斯克预测，到今年年底，美国数十个主要城市的消费者将能看到特斯拉的无人驾驶汽车。在业务模式上，特斯拉本季度起将全面转向FSD订阅模式。预计2026年的资本支出将超过200亿美元。第四季度全自动驾驶（FSD）的使用率有所提升，全球订阅客户数量达到110万。此外，马斯克发帖称，新一代神经链接脑机接口增强版的性能将提升至原来的三倍，将于今年晚些时候面市。待监管部门批准后，Neuralink准备推出首款盲视增强技术，帮助完全失明的人以低分辨率视觉方式进行感知。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2607640776","isCrawlerRequest":true}