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07-02 19:28
说说你对这篇新闻的看法...
特斯拉Q2交付料温和增长，AI叙事升温下汽车业务仍是基本盘
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07:32","market":"us","language":"zh","title":"特斯拉Q2交付料温和增长，AI叙事升温下汽车业务仍是基本盘","url":"https://stock-news.laohu8.com/highlight/detail?id=2648424745","media":"智通财经","summary":"分析师预计，特斯拉第二季度全球汽车交付量同比有望小幅增长，不过仍明显低于近年来高峰水平。根据分析师预测，特斯拉第二季度全球汽车交付量预计约为39.65万辆，同比增长约3%。去年同期，由于首席执行官埃隆·马斯克(Elon Musk)在特朗普政府中的角色引发争议，公司品牌一度受到影响，因此今年交付量实现温和增长。","content":"<html><head></head><body><p style=\"text-align: left;\">尽管市场关注焦点越来越多地转向人工智能(AI)、自动驾驶以及机器人业务，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)汽车业务仍是支撑公司发展的核心。分析师预计，特斯拉第二季度全球汽车交付量同比有望小幅增长，不过仍明显低于近年来高峰水平。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/85747798347597f16f48f872a4340417\" data-align=\"center\" tg-width=\"2224\" tg-height=\"1048\"/><span></span></p><p style=\"text-align: left;\">根据分析师预测，特斯拉第二季度全球汽车交付量预计约为39.65万辆，同比增长约3%。去年同期，由于首席执行官埃隆·马斯克(Elon Musk)在特朗普政府中的角色引发争议，公司品牌一度受到影响，因此今年交付量实现温和增长。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/93fc21589629f888341ff6dad4db0e39\" data-align=\"center\" tg-width=\"200\" tg-height=\"120\"/><span></span></p><p style=\"text-align: left;\">不过，这一成绩仍远低于特斯拉近年来接近50万辆的季度交付高峰。</p><p style=\"text-align: left;\">分析人士认为，在全球电动汽车市场整体增长放缓的背景下，特斯拉汽车销量或已进入“低增长、但更加稳定”的新阶段。</p><p style=\"text-align: left;\">相比汽车销量，不少投资者如今更加关注特斯拉未来在AI、自动驾驶和机器人领域的发展。尤其是在SpaceX今年6月完成大规模首次公开募股(IPO)后，市场关于马斯克未来整合SpaceX、特斯拉及AI业务的猜测持续升温。</p><p style=\"text-align: left;\">尽管如此，汽车业务依然是支撑特斯拉未来扩张的重要现金来源。</p><p style=\"text-align: left;\">马斯克此前预计，公司今年资本支出将超过250亿美元，约为去年的三倍。这笔资金将主要用于扩大工厂产能、推进Optimus人形机器人量产、加强人工智能基础设施建设，并推动无人驾驶Cybercab商业化落地。</p><p style=\"text-align: left;\">不过，分析人士认为，上述业务距离形成大规模收入仍需数年时间。</p><p style=\"text-align: left;\">Deepwater Asset Management管理合伙人Gene Munster表示，只要汽车交付量能够保持温和增长，投资者便会感到满意，因为市场关注重点已经逐渐转向全自动驾驶(FSD)软件订阅业务以及Robotaxi自动驾驶出租车业务的发展。</p><p style=\"text-align: left;\">Munster表示，特斯拉仍需证明其汽车业务这一核心基本盘保持稳定。</p><p style=\"text-align: left;\">他指出，一年前，公司仍受到马斯克参与特朗普政府大规模削减政府开支计划所带来的品牌负面影响，而目前品牌形象正在逐步改善，这也是销量回暖的重要原因之一。</p><p style=\"text-align: left;\">从地区表现来看，欧洲市场成为特斯拉增长最快的地区之一。此前，马斯克支持欧洲部分右翼政党以及与特朗普关系密切，一度拖累当地市场需求。不过，今年前五个月，受德国推出新的零排放汽车补贴政策推动，特斯拉欧洲销量同比增长57%。</p><p style=\"text-align: left;\">与此同时，中国市场表现也有所改善。中国乘用车市场信息联席会初步数据显示，特斯拉上海超级工厂5月出货量同比增长39%。</p><p style=\"text-align: left;\">相比之下，美国市场需求仍面临压力。分析人士预计，由于特朗普政府去年取消电动汽车税收抵免政策，美国第二季度销量甚至可能低于去年同期相对疲弱的水平。</p><p style=\"text-align: left;\">TD Cowen分析师表示，如果特斯拉6月交付表现强劲，公司第二季度交付量有望超出市场预期，从而提振近期持续承压的股价。截至周二收盘，特斯拉股价今年以来累计下跌约6.5%。</p><p style=\"text-align: left;\">不过，在自动驾驶、AI及机器人业务短期缺乏重大进展的背景下，市场关注点正逐渐转向另一项潜在催化剂，特斯拉与SpaceX(SPCX.US)未来是否可能进行合并。</p><p style=\"text-align: left;\">部分分析师认为，这一潜在交易正在影响投资者对特斯拉的估值逻辑。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/JEF\">杰富瑞</a>分析师Philippe Houchois表示，随着市场对于两家公司未来整合的预期不断升温，投资者未来可能更加关注双方的换股比例，以减少股权稀释带来的影响。他认为，未来特斯拉股票甚至可能逐渐演变为追踪SpaceX价值的重要投资标的。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉Q2交付料温和增长，AI叙事升温下汽车业务仍是基本盘</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉Q2交付料温和增长，AI叙事升温下汽车业务仍是基本盘\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-02 07:32 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1462025.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>尽管市场关注焦点越来越多地转向人工智能(AI)、自动驾驶以及机器人业务，特斯拉(TSLA.US)汽车业务仍是支撑公司发展的核心。分析师预计，特斯拉第二季度全球汽车交付量同比有望小幅增长，不过仍明显低于近年来高峰水平。根据分析师预测，特斯拉第二季度全球汽车交付量预计约为39.65万辆，同比增长约3%。去年同期，由于首席执行官埃隆·马斯克(Elon Musk)在特朗普政府中的角色引发争议，公司品牌一度...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1462025.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8541380317eba7ef07da7c529e879c07","relate_stocks":{"LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","TSLA":"特斯拉","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0719512351.SGD":"JPMorgan 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USD"},"source_url":"http://www.zhitongcaijing.com/content/detail/1462025.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2648424745","content_text":"尽管市场关注焦点越来越多地转向人工智能(AI)、自动驾驶以及机器人业务，特斯拉(TSLA.US)汽车业务仍是支撑公司发展的核心。分析师预计，特斯拉第二季度全球汽车交付量同比有望小幅增长，不过仍明显低于近年来高峰水平。根据分析师预测，特斯拉第二季度全球汽车交付量预计约为39.65万辆，同比增长约3%。去年同期，由于首席执行官埃隆·马斯克(Elon Musk)在特朗普政府中的角色引发争议，公司品牌一度受到影响，因此今年交付量实现温和增长。不过，这一成绩仍远低于特斯拉近年来接近50万辆的季度交付高峰。分析人士认为，在全球电动汽车市场整体增长放缓的背景下，特斯拉汽车销量或已进入“低增长、但更加稳定”的新阶段。相比汽车销量，不少投资者如今更加关注特斯拉未来在AI、自动驾驶和机器人领域的发展。尤其是在SpaceX今年6月完成大规模首次公开募股(IPO)后，市场关于马斯克未来整合SpaceX、特斯拉及AI业务的猜测持续升温。尽管如此，汽车业务依然是支撑特斯拉未来扩张的重要现金来源。马斯克此前预计，公司今年资本支出将超过250亿美元，约为去年的三倍。这笔资金将主要用于扩大工厂产能、推进Optimus人形机器人量产、加强人工智能基础设施建设，并推动无人驾驶Cybercab商业化落地。不过，分析人士认为，上述业务距离形成大规模收入仍需数年时间。Deepwater Asset Management管理合伙人Gene Munster表示，只要汽车交付量能够保持温和增长，投资者便会感到满意，因为市场关注重点已经逐渐转向全自动驾驶(FSD)软件订阅业务以及Robotaxi自动驾驶出租车业务的发展。Munster表示，特斯拉仍需证明其汽车业务这一核心基本盘保持稳定。他指出，一年前，公司仍受到马斯克参与特朗普政府大规模削减政府开支计划所带来的品牌负面影响，而目前品牌形象正在逐步改善，这也是销量回暖的重要原因之一。从地区表现来看，欧洲市场成为特斯拉增长最快的地区之一。此前，马斯克支持欧洲部分右翼政党以及与特朗普关系密切，一度拖累当地市场需求。不过，今年前五个月，受德国推出新的零排放汽车补贴政策推动，特斯拉欧洲销量同比增长57%。与此同时，中国市场表现也有所改善。中国乘用车市场信息联席会初步数据显示，特斯拉上海超级工厂5月出货量同比增长39%。相比之下，美国市场需求仍面临压力。分析人士预计，由于特朗普政府去年取消电动汽车税收抵免政策，美国第二季度销量甚至可能低于去年同期相对疲弱的水平。TD Cowen分析师表示，如果特斯拉6月交付表现强劲，公司第二季度交付量有望超出市场预期，从而提振近期持续承压的股价。截至周二收盘，特斯拉股价今年以来累计下跌约6.5%。不过，在自动驾驶、AI及机器人业务短期缺乏重大进展的背景下，市场关注点正逐渐转向另一项潜在催化剂，特斯拉与SpaceX(SPCX.US)未来是否可能进行合并。部分分析师认为，这一潜在交易正在影响投资者对特斯拉的估值逻辑。杰富瑞分析师Philippe Houchois表示，随着市场对于两家公司未来整合的预期不断升温，投资者未来可能更加关注双方的换股比例，以减少股权稀释带来的影响。他认为，未来特斯拉股票甚至可能逐渐演变为追踪SpaceX价值的重要投资标的。","news_type":1,"symbols_score_info":{"TSLP":0.6,"TSLA":2.1,"TSDD":0.6,"TEST":0.6,"09766":0.6,"TSL":0.6,"07366":0.6,"09366":0.6,"TSLS":0.6,"07766":0.6,"TSII":0.6,"CRSH":0.6,"TESL":0.6,"TSLW":0.6,"TSYY":0.6,"TSLO":0.6,"TLA":0.6,"TSLQ":0.6,"TSLT":0.6,"TSLY":0.6,"TSLZ":0.6,"TSLI":0.6,"TSLG":0.6,"TSLR":0.6}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":581469186818824,"gmtCreate":1782991682415,"gmtModify":1782992129096,"author":{"id":"4129123172688310","authorId":"4129123172688310","name":"华亮_2909","avatar":"https://static.tigerbbs.com/03f3648a5d15bb8708560d13c989467a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4129123172688310","authorIdStr":"4129123172688310"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/581469186818824","repostId":"2648424745","repostType":2,"repost":{"id":"2648424745","kind":"news","pubTimestamp":1782948723,"share":"https://www.laohu8.com/m/news/2648424745?lang=zh_CN&edition=full","pubTime":"2026-07-02 07:32","market":"us","language":"zh","title":"特斯拉Q2交付料温和增长，AI叙事升温下汽车业务仍是基本盘","url":"https://stock-news.laohu8.com/highlight/detail?id=2648424745","media":"智通财经","summary":"分析师预计，特斯拉第二季度全球汽车交付量同比有望小幅增长，不过仍明显低于近年来高峰水平。根据分析师预测，特斯拉第二季度全球汽车交付量预计约为39.65万辆，同比增长约3%。去年同期，由于首席执行官埃隆·马斯克(Elon Musk)在特朗普政府中的角色引发争议，公司品牌一度受到影响，因此今年交付量实现温和增长。","content":"<html><head></head><body><p style=\"text-align: left;\">尽管市场关注焦点越来越多地转向人工智能(AI)、自动驾驶以及机器人业务，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)汽车业务仍是支撑公司发展的核心。分析师预计，特斯拉第二季度全球汽车交付量同比有望小幅增长，不过仍明显低于近年来高峰水平。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/85747798347597f16f48f872a4340417\" data-align=\"center\" tg-width=\"2224\" tg-height=\"1048\"/><span></span></p><p style=\"text-align: left;\">根据分析师预测，特斯拉第二季度全球汽车交付量预计约为39.65万辆，同比增长约3%。去年同期，由于首席执行官埃隆·马斯克(Elon Musk)在特朗普政府中的角色引发争议，公司品牌一度受到影响，因此今年交付量实现温和增长。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/93fc21589629f888341ff6dad4db0e39\" data-align=\"center\" tg-width=\"200\" tg-height=\"120\"/><span></span></p><p style=\"text-align: left;\">不过，这一成绩仍远低于特斯拉近年来接近50万辆的季度交付高峰。</p><p style=\"text-align: left;\">分析人士认为，在全球电动汽车市场整体增长放缓的背景下，特斯拉汽车销量或已进入“低增长、但更加稳定”的新阶段。</p><p style=\"text-align: left;\">相比汽车销量，不少投资者如今更加关注特斯拉未来在AI、自动驾驶和机器人领域的发展。尤其是在SpaceX今年6月完成大规模首次公开募股(IPO)后，市场关于马斯克未来整合SpaceX、特斯拉及AI业务的猜测持续升温。</p><p style=\"text-align: left;\">尽管如此，汽车业务依然是支撑特斯拉未来扩张的重要现金来源。</p><p style=\"text-align: left;\">马斯克此前预计，公司今年资本支出将超过250亿美元，约为去年的三倍。这笔资金将主要用于扩大工厂产能、推进Optimus人形机器人量产、加强人工智能基础设施建设，并推动无人驾驶Cybercab商业化落地。</p><p style=\"text-align: left;\">不过，分析人士认为，上述业务距离形成大规模收入仍需数年时间。</p><p style=\"text-align: left;\">Deepwater Asset Management管理合伙人Gene Munster表示，只要汽车交付量能够保持温和增长，投资者便会感到满意，因为市场关注重点已经逐渐转向全自动驾驶(FSD)软件订阅业务以及Robotaxi自动驾驶出租车业务的发展。</p><p style=\"text-align: left;\">Munster表示，特斯拉仍需证明其汽车业务这一核心基本盘保持稳定。</p><p style=\"text-align: left;\">他指出，一年前，公司仍受到马斯克参与特朗普政府大规模削减政府开支计划所带来的品牌负面影响，而目前品牌形象正在逐步改善，这也是销量回暖的重要原因之一。</p><p style=\"text-align: left;\">从地区表现来看，欧洲市场成为特斯拉增长最快的地区之一。此前，马斯克支持欧洲部分右翼政党以及与特朗普关系密切，一度拖累当地市场需求。不过，今年前五个月，受德国推出新的零排放汽车补贴政策推动，特斯拉欧洲销量同比增长57%。</p><p style=\"text-align: left;\">与此同时，中国市场表现也有所改善。中国乘用车市场信息联席会初步数据显示，特斯拉上海超级工厂5月出货量同比增长39%。</p><p style=\"text-align: left;\">相比之下，美国市场需求仍面临压力。分析人士预计，由于特朗普政府去年取消电动汽车税收抵免政策，美国第二季度销量甚至可能低于去年同期相对疲弱的水平。</p><p style=\"text-align: left;\">TD Cowen分析师表示，如果特斯拉6月交付表现强劲，公司第二季度交付量有望超出市场预期，从而提振近期持续承压的股价。截至周二收盘，特斯拉股价今年以来累计下跌约6.5%。</p><p style=\"text-align: left;\">不过，在自动驾驶、AI及机器人业务短期缺乏重大进展的背景下，市场关注点正逐渐转向另一项潜在催化剂，特斯拉与SpaceX(SPCX.US)未来是否可能进行合并。</p><p style=\"text-align: left;\">部分分析师认为，这一潜在交易正在影响投资者对特斯拉的估值逻辑。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/JEF\">杰富瑞</a>分析师Philippe Houchois表示，随着市场对于两家公司未来整合的预期不断升温，投资者未来可能更加关注双方的换股比例，以减少股权稀释带来的影响。他认为，未来特斯拉股票甚至可能逐渐演变为追踪SpaceX价值的重要投资标的。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉Q2交付料温和增长，AI叙事升温下汽车业务仍是基本盘</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉Q2交付料温和增长，AI叙事升温下汽车业务仍是基本盘\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-02 07:32 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1462025.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>尽管市场关注焦点越来越多地转向人工智能(AI)、自动驾驶以及机器人业务，特斯拉(TSLA.US)汽车业务仍是支撑公司发展的核心。分析师预计，特斯拉第二季度全球汽车交付量同比有望小幅增长，不过仍明显低于近年来高峰水平。根据分析师预测，特斯拉第二季度全球汽车交付量预计约为39.65万辆，同比增长约3%。去年同期，由于首席执行官埃隆·马斯克(Elon Musk)在特朗普政府中的角色引发争议，公司品牌一度...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1462025.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8541380317eba7ef07da7c529e879c07","relate_stocks":{"LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","TSLA":"特斯拉","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0719512351.SGD":"JPMorgan 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USD"},"source_url":"http://www.zhitongcaijing.com/content/detail/1462025.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2648424745","content_text":"尽管市场关注焦点越来越多地转向人工智能(AI)、自动驾驶以及机器人业务，特斯拉(TSLA.US)汽车业务仍是支撑公司发展的核心。分析师预计，特斯拉第二季度全球汽车交付量同比有望小幅增长，不过仍明显低于近年来高峰水平。根据分析师预测，特斯拉第二季度全球汽车交付量预计约为39.65万辆，同比增长约3%。去年同期，由于首席执行官埃隆·马斯克(Elon Musk)在特朗普政府中的角色引发争议，公司品牌一度受到影响，因此今年交付量实现温和增长。不过，这一成绩仍远低于特斯拉近年来接近50万辆的季度交付高峰。分析人士认为，在全球电动汽车市场整体增长放缓的背景下，特斯拉汽车销量或已进入“低增长、但更加稳定”的新阶段。相比汽车销量，不少投资者如今更加关注特斯拉未来在AI、自动驾驶和机器人领域的发展。尤其是在SpaceX今年6月完成大规模首次公开募股(IPO)后，市场关于马斯克未来整合SpaceX、特斯拉及AI业务的猜测持续升温。尽管如此，汽车业务依然是支撑特斯拉未来扩张的重要现金来源。马斯克此前预计，公司今年资本支出将超过250亿美元，约为去年的三倍。这笔资金将主要用于扩大工厂产能、推进Optimus人形机器人量产、加强人工智能基础设施建设，并推动无人驾驶Cybercab商业化落地。不过，分析人士认为，上述业务距离形成大规模收入仍需数年时间。Deepwater Asset Management管理合伙人Gene Munster表示，只要汽车交付量能够保持温和增长，投资者便会感到满意，因为市场关注重点已经逐渐转向全自动驾驶(FSD)软件订阅业务以及Robotaxi自动驾驶出租车业务的发展。Munster表示，特斯拉仍需证明其汽车业务这一核心基本盘保持稳定。他指出，一年前，公司仍受到马斯克参与特朗普政府大规模削减政府开支计划所带来的品牌负面影响，而目前品牌形象正在逐步改善，这也是销量回暖的重要原因之一。从地区表现来看，欧洲市场成为特斯拉增长最快的地区之一。此前，马斯克支持欧洲部分右翼政党以及与特朗普关系密切，一度拖累当地市场需求。不过，今年前五个月，受德国推出新的零排放汽车补贴政策推动，特斯拉欧洲销量同比增长57%。与此同时，中国市场表现也有所改善。中国乘用车市场信息联席会初步数据显示，特斯拉上海超级工厂5月出货量同比增长39%。相比之下，美国市场需求仍面临压力。分析人士预计，由于特朗普政府去年取消电动汽车税收抵免政策，美国第二季度销量甚至可能低于去年同期相对疲弱的水平。TD Cowen分析师表示，如果特斯拉6月交付表现强劲，公司第二季度交付量有望超出市场预期，从而提振近期持续承压的股价。截至周二收盘，特斯拉股价今年以来累计下跌约6.5%。不过，在自动驾驶、AI及机器人业务短期缺乏重大进展的背景下，市场关注点正逐渐转向另一项潜在催化剂，特斯拉与SpaceX(SPCX.US)未来是否可能进行合并。部分分析师认为，这一潜在交易正在影响投资者对特斯拉的估值逻辑。杰富瑞分析师Philippe Houchois表示，随着市场对于两家公司未来整合的预期不断升温，投资者未来可能更加关注双方的换股比例，以减少股权稀释带来的影响。他认为，未来特斯拉股票甚至可能逐渐演变为追踪SpaceX价值的重要投资标的。","news_type":1,"symbols_score_info":{"TSLP":0.6,"TSLA":2.1,"TSDD":0.6,"TEST":0.6,"09766":0.6,"TSL":0.6,"07366":0.6,"09366":0.6,"TSLS":0.6,"07766":0.6,"TSII":0.6,"CRSH":0.6,"TESL":0.6,"TSLW":0.6,"TSYY":0.6,"TSLO":0.6,"TLA":0.6,"TSLQ":0.6,"TSLT":0.6,"TSLY":0.6,"TSLZ":0.6,"TSLI":0.6,"TSLG":0.6,"TSLR":0.6}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
