年营收首降！特斯拉“献祭”Model S/X，豪赌AI与机器人_老虎社区_美港股上老虎

年营收首降！特斯拉“献祭”Model S/X，豪赌AI与机器人

格隆汇01-29

年营收首降、Q4净利暴跌61%，特斯拉交出一份不理想成绩单。由于核心汽车业务承压，特斯拉全年营收同比下滑3%，创下历史首次年度营收降幅。不过，公司四季度营收与调整后每股收益均超出市场预期。受此消息影响，周四美股夜盘，特斯拉股价上涨2.4%，报441.83美元。营收承压但超预期财报显示，2025年第四季度，特斯拉总营收达249.01亿美元，较去年同期的257.07亿美元下滑3%，略超预期的247.9...

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Tesla \"sacrifices\" Model S/X, betting heavily on AI and robots","themeId":"df65f9036af269065c934365483facde","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSDD":0.6,"TSLW":0.6,"TESL":0.6,"TSLZ":0.6,"TSYY":0.6,"TSLO":0.6,"TSLQ":0.6,"07766":0.6,"TSII":0.6,"TSLI":0.6,"TSL":0.6,"TSLA":1.98,"TSLY":0.6,"TSLT":0.6,"TSLS":0.6,"TSLG":0.6,"CRSH":0.6,"TSLP":0.6,"TSLR":0.6},"content_text":"年营收首降、Q4净利暴跌61%，特斯拉交出一份不理想成绩单。由于核心汽车业务承压，特斯拉全年营收同比下滑3%，创下历史首次年度营收降幅。不过，公司四季度营收与调整后每股收益均超出市场预期。受此消息影响，周四美股夜盘，特斯拉股价上涨2.4%，报441.83美元。营收承压但超预期财报显示，2025年第四季度，特斯拉总营收达249.01亿美元，较去年同期的257.07亿美元下滑3%，略超预期的247.9亿美元。盈利端承压明显，四季度营业利润为14.09亿美元，同比下滑11%；净利润8.4亿美元，同比暴跌61%。非GAAP口径下调整后的每股收益（EPS）为0.50美元，同比下降17%，显著高于预期的0.45美元。分业务来看，核心汽车业务成为业绩拖累。四季度，汽车业务营收176.93亿美元，同比大跌10%。与之形成对比的是，能源生产与储能业务表现亮眼，营收同比增长25%至38.37亿美元，储能部署装机量达到创纪录的14.2GWh，同比增长29%，单季度毛利润创下历史新高。服务及其他业务营收同比增长18%，从28.5亿美元增至33.71亿美元，两大业务有效对冲了整车营收下行的部分影响。从全年来看，特斯拉2025年营收从2024年的977亿美元降至948亿美元，同比下滑3%，为公司史上首次年度营收下滑。对此，公司表示营收下滑部分源于汽车交付量减少以及监管积分收入下降。报告显示，特斯拉四季度汽车交付量同比暴跌 16%，全年交付量同比下滑9%。对比比亚迪在汽车领域的高歌猛进，特斯拉的表现稍显逊色。不过，目前市场对于特斯拉的发展前景仍颇为看好。华尔街分析师预计2026年特斯拉汽车交付量将达177万辆，同比增长8.2%。Piper Sandler分析师Alexander Potter强调“交付量指标的重要性已显著下降”，特斯拉在2026年的表现将主要由其在人工智能与机器人领域的实质性进展来驱动。财经资讯平台Investing.com高级分析师Thomas Monteiro表示“从现在起，各项业务的落地推进指标（而非汽车交付量）将成为特斯拉最核心的先行指标。”Model S/X“退位让贤”财报电话会议上，马斯克释放出激进的战略转型信号。他宣布将在下一季度停产Model S和Model X车型，去年这两款车型仅占特斯拉总交付量的3%。“现在是时候让Model S和Model X项目光荣退役了，因为我们正迈向一个真正基于自动驾驶的未来。”目前，特斯拉已经开始在德克萨斯州奥斯丁市提供无安全员的Robotaxi付费服务。公司计划2026年上半年将该服务拓展至达拉斯、休斯顿、菲尼克斯等美国其他城市。马斯克预测，到今年年底，美国四分之一至半数地区将实现全自动驾驶车辆的落地运营。同时，专为无人驾驶打造的双座车型Cybercab已启动生产前期工装筹备，计划4月在得州工厂启动初期生产；备受关注的新一代Roadster跑车预计4月进行演示，上半年正式投产。马斯克还暗示未来将把Cybercab生产线完全转变为自动化生产，并最终推出全自动驾驶版本的皮卡。面对陷入困境的核心汽车业务，马斯克试图将投资者的注意力引向其他领域。公司在财报中披露，计划于本季度发布第三代Optimus，这也是该产品 “首款面向量产设计的版本”，目标在2026年底前启动量产。马斯克同时透露，特斯拉计划将位于加州弗里蒙特工厂的Model S和Model X产线，改造为Optimus人形机器人的生产线，长期目标是每年生产一百万台机器人。他将中国视为人形机器人领域最大的竞争对手。“除中国之外，目前没有其他值得关注的重大竞争对手。”规模空前的资本支出值得注意的是，在人工智能领域，特斯拉也动作频频。特斯拉确认将向马斯克旗下xAI投资约20亿美元购买其系列E优先股，交易预计2026年一季度完成交割。目前，双方已签署框架协议，并将着手 “评估开展人工智能领域合作的可能性”。扎克斯投资研究公司股票策略师Andrew Rocco表示，“在特斯拉传统电动汽车业务增长放缓的背景下，此次投资让特斯拉的投资者得以搭上如火如荼的人工智能快车。”与此同时，马斯克还透露特斯拉自研的AI5芯片设计已相当成熟，而AI6芯片也将在一年内跟进。为保障芯片产能，特斯拉公司将建造并运营“巨型芯片工厂Terafab”来生产半导体。“为消除三四年后可能出现的产能瓶颈，我们必须在美国本土建造一座包含逻辑芯片、存储芯片及封装工艺的超大型特斯拉TeraFab工厂。”宏大的转型规划需要巨额的资金投入，马斯克直言，2026 年特斯拉资本支出将“规模空前”。特斯拉首席财务官瓦伊巴夫·塔内贾披露，2026年公司资本支出预计将突破200亿美元，远高于2025年的85亿美元。目前，公司拥有440亿美元现金储备，未来计划通过 Robotaxi 业务产生的稳定现金流开展再融资，为各项战略布局提供资金支撑。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-2","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}