7月23日,特斯拉盘前下跌4.12%,报356.99美元/股,成交额16.11万美元。
消息面上,特斯拉发布第二季度财报,调整后每股收益0.33美元,同比下降18%,较分析师预期的0.50美元低逾35%;毛利率降至16.8%,远低于市场预期的19.4%;运营利润仅3.98亿美元,同比骤降57%,不到市场预期的三成。自由现金流两年来首次转负至-10.9亿美元,资本支出同比猛增142%至57.9亿美元。营收端表现亮眼,总营收282.4亿美元同比增26%超预期逾7%,但巨额AI及基础设施投入严重拖累盈利。管理层重申全年资本支出将超250亿美元,马斯克称公司正经历"二战以来最快的工业规模扩张",自由现金流预计将持续为负直至2029年。多家机构下调目标价,大摩调至400美元,加通贝祥调至410美元。
特斯拉成立于2003年,总部位于加州帕洛阿尔托,是一家垂直整合的可持续能源公司,业务涵盖电动汽车制造、太阳能电池板及储能系统销售。
(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)
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