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2021-07-20

Bloody

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2021-07-18

Amazing

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2021-07-26

What will happen next

Hong Kong Stock Education Sector Collective Diving, Thinking Music Education Dropped 45%

2021-07-25

Still going strong

2021-08-04

Flat

2021-07-30

What's your opinions.

2021-07-29

Long fall, finally saw hiked.

2021-07-27

Jump

Tesla's Q2 net income exceeded $1 billion for the first time! Hints at upgrading delivery guidance for this year

2021-07-27

Will hit another high?

2021-07-26

Very potential

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hiked.","images":[{"img":"https://static.tigerbbs.com/35e7ba63375e6f342627417d65858d95","width":"1080","height":"3548"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/801517332","isVote":1,"tweetType":1,"viewCount":2291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":809301146,"gmtCreate":1627346442585,"gmtModify":1703487978795,"author":{"id":"4088657832278100","authorId":"4088657832278100","name":"Samsiow","avatar":"https://static.tigerbbs.com/0197c11cd714c01b8413a5045360ead1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088657832278100","idStr":"4088657832278100"},"themes":[],"htmlText":"Jump&nbsp;","listText":"Jump&nbsp;","text":"Jump","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809301146","repostId":"1151266467","repostType":4,"repost":{"id":"1151266467","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627340837,"share":"https://ttm.financial/m/news/1151266467?lang=en_US&edition=fundamental","pubTime":"2021-07-27 07:07","market":"us","language":"zh","title":"Tesla's Q2 net income exceeded $1 billion for the first time! Hints at upgrading delivery guidance for this year","url":"https://stock-news.laohu8.com/highlight/detail?id=1151266467","media":"老虎资讯综合","summary":"美东时间7月26日周一美股盘后，全球市值最大的汽车制造商、电动汽车巨头特斯拉公布了二季报，开启美股二季度财报季最繁忙的一周。\n由于季度营收好于预期，净收入创新高且连续八个季度实现盈利，特斯拉盘后一度涨","content":"<p>After the U.S. stock market closed on Monday, July 26th, Eastern Time, Tesla, the world's largest automaker and electric vehicle giant by market capitalization, announced its second quarter report, opening the busiest week of the second quarter earnings season of U.S. stocks.</p><p>Tesla once rose nearly 3% after hours due to better-than-expected quarterly revenue, record-high net income and eight consecutive quarters of profitability. The stock closed up 2.2% at $657.62 on Monday. Since reporting earnings on April 26, Tesla has tumbled nearly 11%.<img src=\"https://static.tigerbbs.com/0e3405b2d73e47a1871dbe3cc47eb1fc\" tg-width=\"707\" tg-height=\"531\" referrerpolicy=\"no-referrer\"><b>GAAP net income exceeded $1 billion for the first time in the second quarter, profitable for eight consecutive quarters, and revenue exceeded $10 billion for the third consecutive quarter</b></p><p>According to the financial report, Tesla's revenue in the second quarter of 2021 was $11.96 billion, up 98% year-on-year, higher than analysts' expectations of $11.36 billion,<b>It is $1 billion higher than the first quarter's revenue, and it is also the third consecutive quarter that it has exceeded the $10 billion mark.</b>Adjusted EPS of $1.45 per share significantly beat the market estimate of $0.97.<img src=\"https://static.tigerbbs.com/06d1f376d6afedd7259685403dce4ef7\" tg-width=\"1460\" tg-height=\"751\" referrerpolicy=\"no-referrer\"><b>Net income under GAAP for the quarter was $1.14 billion, the first time in the company's history that it exceeded the $1 billion mark, a 10-fold year-over-year increase</b>(up nearly 1000%), which was higher than market expectations of $650 million and broke the record for the highest earnings in history set by $438 million in the first quarter. Non-GAAP net income has exceeded $1 billion for two consecutive quarters, and the first quarter of this year was the first time it broke that round digit.</p><p><b>This not only represents a new quarterly earnings high for Tesla, but also the eighth consecutive quarter of positive earnings.</b>This represents the company largely avoiding the adverse effects of the chip shortage limiting the global automotive industry, the analysis said<b>。</b>Last year, Tesla made its first full-year profit, driven by China, one of the world's largest electric vehicle markets.<img src=\"https://static.tigerbbs.com/62b58120cc5b599f6674d4d3786ad437\" tg-width=\"475\" tg-height=\"584\" referrerpolicy=\"no-referrer\">In the second quarter, Tesla's operating profit exceeded $1.3 billion, up 301% year-on-year, four times the $327 million in the same period last year, and higher than the market expectation of $835 million. Operating margin was 11%, surging 555 basis points (5.55%) year over year.</p><p>The GAAP gross profit margin of the main automotive business rose to 28.4%, up 300 basis points from 25.4% in the same period last year, and higher than the market expectation of 25%. After removing regulatory credit, the gross profit margin of automobiles was 25.8%, up by more than 300 basis points quarter-on-quarter, the highest quarterly since the first quarter of 2017.</p><p><b>Bitcoin-related impairment losses of $23m, warns component supply has a significant impact on delivery growth rate this year</b></p><p>The company said the year-over-year increase in operating profit was driven by higher vehicle sales and lower costs, but was partially offset by higher operating expenses, which included an increase in CEO Musk's stock-based compensation incentive program, negative margins for the division due to the Model S/X premium Model revamp, additional supply chain costs,<b>Reduced income from the sale of regulatory credits, and impairment losses related to Bitcoin of $23 million, among others</b>。 As of the end of the first quarter, Tesla had said it also held $1.3 billion worth of Bitcoin.</p><p>In the second quarter, Tesla recorded $619 million in free cash flow that doubled market expectations, but $1.6 billion in net debt and finance lease repayments reduced its cash and its equivalents holdings at the end of the quarter by $912 million to $16.2 billion. The company said that there is enough liquidity to support the product roadmap, and it expects operating margins to increase to industry-leading levels as capacity expansion and localized production proceed.</p><p><b>Notably, Tesla still expects 50% average annual growth in vehicle deliveries over a few years</b>When the first quarterly report was released in April, it also reiterated this commitment that it had upheld since January.<b>But companies have also warned that growth could be faster in some years, such as this year. Bloomberg Says That Represents Tesla Delivery Guidance This Year Could Be Higher Than Market Expectations</b>：</p><p>\"The pace of growth will depend on our equipment capacity, operational efficiency, and the capability and stability of our supply chain.<b>As global automotive demand reaches record levels, component supply will have a significant impact on our delivery growth rate for the rest of the year</b>。 Supply chain challenges, particularly global semiconductor shortages and port congestion, continued in the second quarter. \"<b>Model Y production in Texas and Germany remained on track this year, with Shanghai becoming a major hub for auto exports and regulatory credit revenue falling back to 30 percent of net revenue</b></p><p>In terms of new product launches, Tesla still believes it is expected to build the first Model Y compact SUV at its Gigafactory in Berlin, Germany and Austin, Texas, USA this year. With this priority in mind, coupled with limited battery supply and global supply chain challenges, the company has delayed the start-up of the semi-trailer Tesla Semi until next year, and the all-electric pickup Cybertruck will be carried out after the Model Y is produced at the Texas factory.</p><p>Tesla also said:</p><p>\"Improved Model S production at U.S. factories in California and Texas is expected to continue to improve throughout the remainder of 2021; most Model 3/Y vehicles are delivered in the North American market. The Shanghai factory in China was slightly disrupted due to supply chain challenges and factory upgrades, but production activity remains very strong and Shanghai is now a major hub for automotive exports. The Berlin plant in Germany continues to install equipment and has already started testing tools with a view to commissioning as soon as possible. \"<b>Analysts also noted that Tesla's revenue from the sale of environmental regulatory credits \"normalized\" in the second quarter of this year, falling to $354 million quarter-over-quarter,</b>Only 30% of GAAP net income. Before the financial report, some analysts said that if the net income can surpass the regulatory credit income, it will be an important milestone for the company.<img src=\"https://static.tigerbbs.com/5fd5fe1ff805784026f2ab4b08cfbdce\" tg-width=\"500\" tg-height=\"332\" referrerpolicy=\"no-referrer\">In the first quarter, Tesla's revenue from selling regulatory credits was as high as $518 million, which was higher than GAAP net income for several consecutive quarters (then a record high of $438 million) and accounted for the vast majority of operating income, a measure of the company's profitability (then $594 million).</p><p>Critics say this represents that the revenue continues to be a key driver of Tesla's profitability, and the company will fall into a loss simply by selling cars. The first quarter of this year was not only the seventh consecutive quarter in which Tesla was profitable, but also the sixth consecutive quarter in which it was unable to make a profit without regulated credit sales.</p><p>Because Tesla is producing more zero-emission vehicles than its allowances, it could sell the excess credits to automakers, otherwise those rivals would build vehicles that fall short of global regulatory requirements and in turn face huge rebates. For all of 2020, Tesla generated nearly $1.6 billion in revenue from the sale of such credits, three times the $594 million it generated in 2019. Bad mouths argue that as more traditional automakers move into EVs, it will reduce the need for Tesla's excess regulatory credits, which in turn will affect its bottom line.</p><p><b>Tesla has tumbled nearly 7% this year, focusing on the impact of new factory openings, semiconductor shortages and increased competition globally</b></p><p>Tesla's stock price surged more than eightfold last year and was once one of the best-performing U.S. stocks in 2020. As of Monday's close, it has fallen about 7% ($705.67) so far in 2021, far worse than the S&P 500 and the Dow, which have risen nearly 18% and nearly 15%, respectively, in the same period.</p><p>Tesla has still doubled its share price in the past 12 months,<b>But it fell nearly 27% from its all-time high of $900.40 on Jan. 25, and fell into a technical bear market. Analysis says this is due to heightened regulatory scrutiny of vehicle safety and increased competition in the global EV segment</b>。</p><p>Tesla announced at the beginning of July that it delivered 201,500 cars in the second quarter of this year, the first time in the company's history that the single-quarter delivery volume exceeded 200,000, and broke a new high in the first quarter, increasing by 8% month-on-month and 121% year-on-year, making the stock price return to $700 for the first time in two months. 206,400 vehicles were produced in the quarter, including 204,000 \"civilian divine cars\" Model 3 and Model Y compact SUVs.</p><p><img src=\"https://static.tigerbbs.com/6acfbe781e50535f5c9a17e04387f316\" tg-width=\"500\" tg-height=\"297\" referrerpolicy=\"no-referrer\"></p><p>Investors are looking at Tesla's progress in opening new factories in more regions around the world, the specific impact of the pandemic semiconductor shortage on the automotive industry and the company, and how it is adapting to increasing competition in the EV space. When the company released its first quarterly report in April, it reiterated that the average annual growth rate of deliveries in the next few years will be 50%, but also warned that the growth rate depends on equipment capacity, operational efficiency and supply chain stability.</p><p>Tesla said in April that it is still expected to deliver the first batch of cars assembled at the Austin Gigafactory in Texas and the Berlin Gigafactory in Germany before the end of this year. Musk also hopes to deliver the first all-electric pickup truck Cybertruck and the semi-trailer truck with a two-year delay this year.</p><p>Musk expects the Cybertruck all-electric pickup truck to enter mass production in 2022, and the current focus is on completing the construction of the Texas Gigafactory, which is mainly used to produce the model. Recently, it is also reported that the semi-truck Tesla Semi will soon be put into production in Nevada, USA.</p><p>In May, he acknowledged that Tesla was affected by parts shortages and rising prices in the second quarter, and that the company was revising some designs to face these challenges, while electric vehicles raised prices at least six times this year, \"due to supply chain pressures across the automotive industry, especially raw materials.\" RBC analyst Joseph Spak once believed that the impact of supply shortage on Tesla may be reflected in the second quarter report.</p><p><b>Tesla is updating high-end models, opening up charging network to other electric vehicles at the end of the year, and Bitcoin positions are accused of high risk</b></p><p>To maintain its EV leadership, Tesla is planning a new factory in India and moving forward with a plan to produce batteries in-house, as well as working to update more profitable premium models. Deliveries of the luxury sedan-enhanced Model S Plaid began in June this year, and the revamped SUV Model X is also under development, with reservations expected to open next year, both models have been hit by declining sales in recent years.</p><p>Tesla also recently added a subscription service model, where users can access an upgraded version of its advanced driver assistance system for $199 per month instead of paying $10,000 upfront for the upgrade, lowering the entry barrier for customers while earning more stable recurring revenue.</p><p>Meanwhile, Musk revealed on social media last week that Tesla will open its Supercharger network to other EVs later this year. Investors pay close attention to this type of business dynamics as it will be critical to a company's earnings report. Morgan Stanley analyst Adam Jonas pointed to a \"conservative estimate\" of $2.9 billion in Tesla charging revenue through 2023, not yet including charging revenue brought in by non-Tesla vehicles.</p><p>According to Electrek, a pro-Tesla automotive news blog,<b>Investor focus remains on 'growth', meaning Tesla needs to add capacity and secure battery supplies</b>：</p><p>Details such as updates to Tesla's 4680 new battery production, new 420-watt solar panels and sales of more hardware to third-party installers, how the open charging network affects Tesla's ownership experience, and progress on FSD for full self-driving are among the highlights of the earnings report. In addition, Tesla's Bitcoin holdings have also attracted much attention. In February this year, the company disclosed that it spent $1.5 billion to buy Bitcoin, and sold some positions in April, making a net income of $101 million in the first quarter. In May, Musk suddenly announced that he would not accept payment from Bitcoin. Last week, he said that if the green electricity used by mining in Bitcoin accounts for more than half, Tesla may restore Bitcoin as a means of payment.</p><p>Critics say this is further proof that Tesla can't make money by selling cars alone, and the Bitcoin deal has made some investors nervous as Bitcoin fell nearly 41% in the second quarter, the largest percentage drop in the second quarter in history, mainly hit by tough regulation in countries such as China and the United States. Prior to the second quarter, Bitcoin had been higher for four consecutive quarters, during which prices sixfolded to nearly $60,000. The price drop in Bitcoin may also cause Tesla's second quarterly report to record some book investment losses. On Monday, Bitcoin rose above $40,000 for the first time since June.</p>","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>Tesla's Q2 net income exceeded $1 billion for the first time! Hints at upgrading delivery guidance for this year</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{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\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: 12.5px; color: #7E829C; margin: 0;}\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\">\nTesla's Q2 net income exceeded $1 billion for the first time! Hints at upgrading delivery guidance for this year\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-07-27 07:07</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>After the U.S. stock market closed on Monday, July 26th, Eastern Time, Tesla, the world's largest automaker and electric vehicle giant by market capitalization, announced its second quarter report, opening the busiest week of the second quarter earnings season of U.S. stocks.</p><p>Tesla once rose nearly 3% after hours due to better-than-expected quarterly revenue, record-high net income and eight consecutive quarters of profitability. The stock closed up 2.2% at $657.62 on Monday. Since reporting earnings on April 26, Tesla has tumbled nearly 11%.<img src=\"https://static.tigerbbs.com/0e3405b2d73e47a1871dbe3cc47eb1fc\" tg-width=\"707\" tg-height=\"531\" referrerpolicy=\"no-referrer\"><b>GAAP net income exceeded $1 billion for the first time in the second quarter, profitable for eight consecutive quarters, and revenue exceeded $10 billion for the third consecutive quarter</b></p><p>According to the financial report, Tesla's revenue in the second quarter of 2021 was $11.96 billion, up 98% year-on-year, higher than analysts' expectations of $11.36 billion,<b>It is $1 billion higher than the first quarter's revenue, and it is also the third consecutive quarter that it has exceeded the $10 billion mark.</b>Adjusted EPS of $1.45 per share significantly beat the market estimate of $0.97.<img src=\"https://static.tigerbbs.com/06d1f376d6afedd7259685403dce4ef7\" tg-width=\"1460\" tg-height=\"751\" referrerpolicy=\"no-referrer\"><b>Net income under GAAP for the quarter was $1.14 billion, the first time in the company's history that it exceeded the $1 billion mark, a 10-fold year-over-year increase</b>(up nearly 1000%), which was higher than market expectations of $650 million and broke the record for the highest earnings in history set by $438 million in the first quarter. Non-GAAP net income has exceeded $1 billion for two consecutive quarters, and the first quarter of this year was the first time it broke that round digit.</p><p><b>This not only represents a new quarterly earnings high for Tesla, but also the eighth consecutive quarter of positive earnings.</b>This represents the company largely avoiding the adverse effects of the chip shortage limiting the global automotive industry, the analysis said<b>。</b>Last year, Tesla made its first full-year profit, driven by China, one of the world's largest electric vehicle markets.<img src=\"https://static.tigerbbs.com/62b58120cc5b599f6674d4d3786ad437\" tg-width=\"475\" tg-height=\"584\" referrerpolicy=\"no-referrer\">In the second quarter, Tesla's operating profit exceeded $1.3 billion, up 301% year-on-year, four times the $327 million in the same period last year, and higher than the market expectation of $835 million. Operating margin was 11%, surging 555 basis points (5.55%) year over year.</p><p>The GAAP gross profit margin of the main automotive business rose to 28.4%, up 300 basis points from 25.4% in the same period last year, and higher than the market expectation of 25%. After removing regulatory credit, the gross profit margin of automobiles was 25.8%, up by more than 300 basis points quarter-on-quarter, the highest quarterly since the first quarter of 2017.</p><p><b>Bitcoin-related impairment losses of $23m, warns component supply has a significant impact on delivery growth rate this year</b></p><p>The company said the year-over-year increase in operating profit was driven by higher vehicle sales and lower costs, but was partially offset by higher operating expenses, which included an increase in CEO Musk's stock-based compensation incentive program, negative margins for the division due to the Model S/X premium Model revamp, additional supply chain costs,<b>Reduced income from the sale of regulatory credits, and impairment losses related to Bitcoin of $23 million, among others</b>。 As of the end of the first quarter, Tesla had said it also held $1.3 billion worth of Bitcoin.</p><p>In the second quarter, Tesla recorded $619 million in free cash flow that doubled market expectations, but $1.6 billion in net debt and finance lease repayments reduced its cash and its equivalents holdings at the end of the quarter by $912 million to $16.2 billion. The company said that there is enough liquidity to support the product roadmap, and it expects operating margins to increase to industry-leading levels as capacity expansion and localized production proceed.</p><p><b>Notably, Tesla still expects 50% average annual growth in vehicle deliveries over a few years</b>When the first quarterly report was released in April, it also reiterated this commitment that it had upheld since January.<b>But companies have also warned that growth could be faster in some years, such as this year. Bloomberg Says That Represents Tesla Delivery Guidance This Year Could Be Higher Than Market Expectations</b>：</p><p>\"The pace of growth will depend on our equipment capacity, operational efficiency, and the capability and stability of our supply chain.<b>As global automotive demand reaches record levels, component supply will have a significant impact on our delivery growth rate for the rest of the year</b>。 Supply chain challenges, particularly global semiconductor shortages and port congestion, continued in the second quarter. \"<b>Model Y production in Texas and Germany remained on track this year, with Shanghai becoming a major hub for auto exports and regulatory credit revenue falling back to 30 percent of net revenue</b></p><p>In terms of new product launches, Tesla still believes it is expected to build the first Model Y compact SUV at its Gigafactory in Berlin, Germany and Austin, Texas, USA this year. With this priority in mind, coupled with limited battery supply and global supply chain challenges, the company has delayed the start-up of the semi-trailer Tesla Semi until next year, and the all-electric pickup Cybertruck will be carried out after the Model Y is produced at the Texas factory.</p><p>Tesla also said:</p><p>\"Improved Model S production at U.S. factories in California and Texas is expected to continue to improve throughout the remainder of 2021; most Model 3/Y vehicles are delivered in the North American market. The Shanghai factory in China was slightly disrupted due to supply chain challenges and factory upgrades, but production activity remains very strong and Shanghai is now a major hub for automotive exports. The Berlin plant in Germany continues to install equipment and has already started testing tools with a view to commissioning as soon as possible. \"<b>Analysts also noted that Tesla's revenue from the sale of environmental regulatory credits \"normalized\" in the second quarter of this year, falling to $354 million quarter-over-quarter,</b>Only 30% of GAAP net income. Before the financial report, some analysts said that if the net income can surpass the regulatory credit income, it will be an important milestone for the company.<img src=\"https://static.tigerbbs.com/5fd5fe1ff805784026f2ab4b08cfbdce\" tg-width=\"500\" tg-height=\"332\" referrerpolicy=\"no-referrer\">In the first quarter, Tesla's revenue from selling regulatory credits was as high as $518 million, which was higher than GAAP net income for several consecutive quarters (then a record high of $438 million) and accounted for the vast majority of operating income, a measure of the company's profitability (then $594 million).</p><p>Critics say this represents that the revenue continues to be a key driver of Tesla's profitability, and the company will fall into a loss simply by selling cars. The first quarter of this year was not only the seventh consecutive quarter in which Tesla was profitable, but also the sixth consecutive quarter in which it was unable to make a profit without regulated credit sales.</p><p>Because Tesla is producing more zero-emission vehicles than its allowances, it could sell the excess credits to automakers, otherwise those rivals would build vehicles that fall short of global regulatory requirements and in turn face huge rebates. For all of 2020, Tesla generated nearly $1.6 billion in revenue from the sale of such credits, three times the $594 million it generated in 2019. Bad mouths argue that as more traditional automakers move into EVs, it will reduce the need for Tesla's excess regulatory credits, which in turn will affect its bottom line.</p><p><b>Tesla has tumbled nearly 7% this year, focusing on the impact of new factory openings, semiconductor shortages and increased competition globally</b></p><p>Tesla's stock price surged more than eightfold last year and was once one of the best-performing U.S. stocks in 2020. As of Monday's close, it has fallen about 7% ($705.67) so far in 2021, far worse than the S&P 500 and the Dow, which have risen nearly 18% and nearly 15%, respectively, in the same period.</p><p>Tesla has still doubled its share price in the past 12 months,<b>But it fell nearly 27% from its all-time high of $900.40 on Jan. 25, and fell into a technical bear market. Analysis says this is due to heightened regulatory scrutiny of vehicle safety and increased competition in the global EV segment</b>。</p><p>Tesla announced at the beginning of July that it delivered 201,500 cars in the second quarter of this year, the first time in the company's history that the single-quarter delivery volume exceeded 200,000, and broke a new high in the first quarter, increasing by 8% month-on-month and 121% year-on-year, making the stock price return to $700 for the first time in two months. 206,400 vehicles were produced in the quarter, including 204,000 \"civilian divine cars\" Model 3 and Model Y compact SUVs.</p><p><img src=\"https://static.tigerbbs.com/6acfbe781e50535f5c9a17e04387f316\" tg-width=\"500\" tg-height=\"297\" referrerpolicy=\"no-referrer\"></p><p>Investors are looking at Tesla's progress in opening new factories in more regions around the world, the specific impact of the pandemic semiconductor shortage on the automotive industry and the company, and how it is adapting to increasing competition in the EV space. When the company released its first quarterly report in April, it reiterated that the average annual growth rate of deliveries in the next few years will be 50%, but also warned that the growth rate depends on equipment capacity, operational efficiency and supply chain stability.</p><p>Tesla said in April that it is still expected to deliver the first batch of cars assembled at the Austin Gigafactory in Texas and the Berlin Gigafactory in Germany before the end of this year. Musk also hopes to deliver the first all-electric pickup truck Cybertruck and the semi-trailer truck with a two-year delay this year.</p><p>Musk expects the Cybertruck all-electric pickup truck to enter mass production in 2022, and the current focus is on completing the construction of the Texas Gigafactory, which is mainly used to produce the model. Recently, it is also reported that the semi-truck Tesla Semi will soon be put into production in Nevada, USA.</p><p>In May, he acknowledged that Tesla was affected by parts shortages and rising prices in the second quarter, and that the company was revising some designs to face these challenges, while electric vehicles raised prices at least six times this year, \"due to supply chain pressures across the automotive industry, especially raw materials.\" RBC analyst Joseph Spak once believed that the impact of supply shortage on Tesla may be reflected in the second quarter report.</p><p><b>Tesla is updating high-end models, opening up charging network to other electric vehicles at the end of the year, and Bitcoin positions are accused of high risk</b></p><p>To maintain its EV leadership, Tesla is planning a new factory in India and moving forward with a plan to produce batteries in-house, as well as working to update more profitable premium models. Deliveries of the luxury sedan-enhanced Model S Plaid began in June this year, and the revamped SUV Model X is also under development, with reservations expected to open next year, both models have been hit by declining sales in recent years.</p><p>Tesla also recently added a subscription service model, where users can access an upgraded version of its advanced driver assistance system for $199 per month instead of paying $10,000 upfront for the upgrade, lowering the entry barrier for customers while earning more stable recurring revenue.</p><p>Meanwhile, Musk revealed on social media last week that Tesla will open its Supercharger network to other EVs later this year. Investors pay close attention to this type of business dynamics as it will be critical to a company's earnings report. Morgan Stanley analyst Adam Jonas pointed to a \"conservative estimate\" of $2.9 billion in Tesla charging revenue through 2023, not yet including charging revenue brought in by non-Tesla vehicles.</p><p>According to Electrek, a pro-Tesla automotive news blog,<b>Investor focus remains on 'growth', meaning Tesla needs to add capacity and secure battery supplies</b>：</p><p>Details such as updates to Tesla's 4680 new battery production, new 420-watt solar panels and sales of more hardware to third-party installers, how the open charging network affects Tesla's ownership experience, and progress on FSD for full self-driving are among the highlights of the earnings report. In addition, Tesla's Bitcoin holdings have also attracted much attention. In February this year, the company disclosed that it spent $1.5 billion to buy Bitcoin, and sold some positions in April, making a net income of $101 million in the first quarter. In May, Musk suddenly announced that he would not accept payment from Bitcoin. Last week, he said that if the green electricity used by mining in Bitcoin accounts for more than half, Tesla may restore Bitcoin as a means of payment.</p><p>Critics say this is further proof that Tesla can't make money by selling cars alone, and the Bitcoin deal has made some investors nervous as Bitcoin fell nearly 41% in the second quarter, the largest percentage drop in the second quarter in history, mainly hit by tough regulation in countries such as China and the United States. Prior to the second quarter, Bitcoin had been higher for four consecutive quarters, during which prices sixfolded to nearly $60,000. The price drop in Bitcoin may also cause Tesla's second quarterly report to record some book investment losses. On Monday, Bitcoin rose above $40,000 for the first time since June.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151266467","content_text":"美东时间7月26日周一美股盘后，全球市值最大的汽车制造商、电动汽车巨头特斯拉公布了二季报，开启美股二季度财报季最繁忙的一周。\n由于季度营收好于预期，净收入创新高且连续八个季度实现盈利，特斯拉盘后一度涨近3%。周一该股收涨2.2%，报657.62美元。自4月26日公布财报以来，特斯拉累跌近11%。二季度GAAP净收入首次突破10亿美元，连续八季盈利，营收连续三季度突破100亿\n财报显示，特斯拉在2021年第二季度营收119.6亿美元，同比增长98%，高于分析师预期的113.6亿美元，比一季度营收高出10亿美元，也是连续三个季度超过100亿美元大关。调整后EPS为每股收益1.45美元，显著高于市场预期的0.97美元。当季GAAP项下净收入为11.4亿美元，是公司史上首次超过10亿美元大关，同比翻了10倍（增长近1000%），高于市场预期的6.5亿美元，并打破一季度4.38亿美元所创的史上最高盈利纪录。非GAAP净收入已连续两个季度超过10亿美元，今年一季度是首次突破这一整数位。\n这不仅代表特斯拉创下季度盈利新高，也是连续第八个季度实现正盈利。分析称，这代表公司很大程度上避免了限制全球汽车产业的芯片短缺不利影响。去年在全球最大电动车市场之一中国的带动下，特斯拉曾实现了公司历史上首个全年盈利。二季度特斯拉运营利润冲破13亿美元，同比增301%，是去年同期3.27亿美元的四倍，高于市场预期的8.35亿美元。运营利润率为11%，同比暴增555个基点（5.55%）。\n主营的汽车业务GAAP毛利率升至28.4%，较去年同期的25.4%上行300个基点，高于市场预期的25%。去除监管信用后的汽车毛利率为25.8%，按季环比升超300个基点，创2017年一季度来季度最高。\n比特币相关减值损失2300万美元，警告零部件供应对今年交付增长率有重大影响\n公司称，运营利润同比增长得益于汽车销量增长和成本下降，但部分被运营费用增长抵消，其中包括CEO马斯克基于股票的薪酬激励计划增加、Model S/X高端车型改造导致该部门负利润、额外的供应链成本、出售监管信用的收入减少，以及与比特币相关的减值损失2300万美元等。截至一季度末，特斯拉曾称还持有价值13亿美元的比特币。\n二季度，特斯拉录得较市场预期翻倍的自由现金流6.19亿美元，但16亿美元的净债务和融资租赁还款令其季末持有的现金及其等价物减少9.12亿美元，至162亿美元。公司称，有足够的流动性来支撑产品路线图，预计随着产能扩张和本地化生产进行，运营利润率将增至行业领先水平。\n值得注意的是，特斯拉仍预期汽车交付量在几年内实现50%的年均增长率，4月发布一季报时也重申了这项1月起就秉持的承诺。但公司也警告称，某些年份可能增长更快，例如今年。彭博社称，这代表今年特斯拉交付指引可能高于市场预期：\n\n “增长速度将取决于我们的设备产能、运营效率，以及供应链的能力和稳定性。 \n 随着全球汽车需求达到创纪录水平，零部件供应将对我们今年剩余时间的交付增长率产生重大影响。供应链挑战，特别是全球半导体短缺和港口拥堵，在第二季度继续存在。”\n\n今年在美国得州和德国生产Model Y仍处正轨，上海成汽车出口主要枢纽，监管信用收入回落至净收入三成\n在新品推介方面，特斯拉仍相信有望今年在德国柏林和美国得州奥斯汀的超级工厂建造第一辆Model Y紧凑型SUV。在这一优先事项的考虑下，外加电池供应有限和全球供应链挑战，公司已将半挂式卡车Tesla Semi的启动时间推迟到明年，全电动皮卡Cybertruck将在得州工厂生产完Model Y后进行。\n特斯拉还表示：\n\n “美国加州和得州工厂Model S产量提高，预计将在2021年剩余时间内继续改善；大多数Model 3/Y车辆在北美市场交付。由于供应链挑战和工厂升级的缘故，中国上海工厂略微受到干扰，但生产活动仍然非常强劲，上海现在是汽车出口的主要枢纽。德国柏林工厂继续安装设备，已经开始测试工具，以期尽快投产。”\n\n分析师还注意到，特斯拉今年二季度通过出售环境监管信用（regulatory credits）的收入“更趋正常化”，季环比降至3.54亿美元，仅占GAAP净收入的30%。财报前曾有分析师称，如果净收入能反超监管信用收入，将是公司的一个重要里程碑。一季度时，特斯拉出售监管信用的收入曾高达5.18亿美元，连续多个季度高于GAAP项下净收入（当时为创新高的4.38亿美元），并占衡量公司盈利能力的指标——运营利润（operating income）的绝大部分（当时为5.94亿美元）。\n批评人士称，这代表该项收入持续成为特斯拉盈利的关键动力，公司单纯卖车将陷入亏损。今年一季度不仅是特斯拉连续第七个季度盈利，也是连续第六个季度没有监管信用销售就无法盈利。\n由于特斯拉的零排放汽车生产量超过其配额，可以将多余的信用额出售给汽车制造商，否则这些竞争对手制造的车辆将低于全球监管机构的要求，进而面临巨额返款。2020全年，特斯拉通过出售此类信用产生了近16亿美元收入，是2019年5.94亿美元收入的三倍。唱衰人士认为，随着越来越多的传统汽车制造商进军电动车，将减少对特斯拉多余监管信用的需求，进而影响其利润。\n今年特斯拉累跌近7%，关注全球开设新厂、半导体短缺和竞争加剧的影响\n特斯拉去年股价飙升了八倍多，曾是2020年表现最好的美股之一。截至周一收盘，2021年至今累跌约7%（705.67美元），远逊于同期标普500指数大盘和道指分别累涨近18%和近15%。\n过去12个月，特斯拉仍股价翻倍，但较1月25日创下900.40美元的历史新高回落近27%，陷入技术熊市。分析称，这是由于对车辆安全的监管审查加剧，以及全球电动汽车领域竞争更激烈。\n特斯拉在7月初宣布，今年二季度交付汽车20.125万辆，是公司史上首次单季交付量超20万，并打破第一季度的交付新高，环比增长8%，同比猛增121%，令股价在两个月里首次重回700美元。当季汽车产量20.64万辆，其中包括20.4万辆“平民神车”Model 3和Model Y紧凑型SUV。\n\n投资者关注特斯拉在全球更多地区开设新工厂的进展、疫情下半导体短缺对汽车行业和该公司的具体影响，以及其如何适应电动汽车领域日益激烈的竞争。公司曾在4月发布一季报时重申，未来几年交付量年均增长率为50%，但也警告称，增长率取决于设备产能、运营效率和供应链稳定。\n特斯拉曾在4月表示，仍有望今年底前交付在美国得州奥斯汀超级工厂以及德国柏林超级工厂组装的第一批汽车，马斯克还希望今年交付第一辆全电动皮卡Cybertruck和延迟两年的半挂卡车。\n马斯克预计Cybertruck全电动皮卡将在2022年进入量产，当前重点是完成建设主要用来生产该车型的美国得州超级工厂。近日还有消息称，半挂卡车Tesla Semi即将在美国内华达州投产。\n5月时他承认特斯拉在第二季度受到零部件短缺和价格上涨的影响，公司正在修改一些设计以面对这些挑战，而电动车今年至少提价六次，是“由于整个汽车行业特别是原材料的供应链压力”。RBC分析师Joseph Spak曾认为，供应短缺对特斯拉的影响可能二季报中具体体现出来。\n特斯拉正更新高端车型，年底开放充电网络给其他电动车，比特币持仓被指高风险\n为了保持电动车领先地位，特斯拉正规划在印度建设新工厂并推进一项内部生产电池的计划，以及努力更新盈利能力更强的高端车型。今年6月开始交付豪华轿车加强版Model S Plaid，改造后的SUV Model X也正在研发中，预计明年开放预定，这两款车型近年来受到销量下滑的冲击。\n特斯拉最近还新增订阅服务模式，用户可以每月199美元的价格访问其高级驾驶辅助系统的升级版本，而不用预付1万美元进行升级，在降低客户入门门槛的同时获得更稳定的经常性收入。\n同时，马斯克上周在社交媒体透露，今年晚些时候特斯拉将向其他电动汽车开放超级充电站网络。投资者密切关注此类业务动态，因为将对公司财报至关重要。摩根士丹利分析师Adam Jonas指出，到2023年“保守估计”特斯拉充电收入为29亿美元，尚未包括非特斯拉汽车带来的充电收入。\n据支持特斯拉的汽车新闻博客Electrek总结，投资者关注重点仍是“增长”，这意味着特斯拉需要增加产能并确保电池供应：\n\n 特斯拉4680新型电池生产的更新、新的420瓦太阳能电池板及向第三方安装商销售更多硬件、开放充电网络如何影响特斯拉的拥有体验、全自动驾驶FSD的进展等细节，都是财报重头戏。\n\n此外，特斯拉的比特币持仓也备受关注。今年2月公司披露花费15亿美元购买比特币，4月出售一部分持仓，令一季度从中获利1.01亿美元净收入。5月马斯克突然宣布不接受比特币付款，上周他又称，如果比特币挖矿使用的绿色电力占比过半，特斯拉可能恢复比特币作为支付手段。\n批评人士认为，这进一步证明特斯拉仅靠卖车不能挣钱，比特币交易也让一些投资者感到紧张，因为比特币在二季度下跌近41%，创史上最大二季度百分比跌幅，主要受中美等国监管从严打击。在二季度之前，比特币曾连续四个季度走高，期间价格翻了六倍至接近6万美元。比特币跌价，也可能令特斯拉二季报因此录得一些账面投资损失。周一，比特币自6月以来首次涨穿4万美元。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809300135,"gmtCreate":1627346322827,"gmtModify":1703487974750,"author":{"id":"4088657832278100","authorId":"4088657832278100","name":"Samsiow","avatar":"https://static.tigerbbs.com/0197c11cd714c01b8413a5045360ead1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088657832278100","idStr":"4088657832278100"},"themes":[],"htmlText":"Will hit another high?&nbsp;","listText":"Will hit 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next","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800090283","repostId":"1126160365","repostType":4,"repost":{"id":"1126160365","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627263197,"share":"https://ttm.financial/m/news/1126160365?lang=en_US&edition=fundamental","pubTime":"2021-07-26 09:33","market":"hk","language":"zh","title":"Hong Kong Stock Education Sector Collective Diving, Thinking Music Education Dropped 45%","url":"https://stock-news.laohu8.com/highlight/detail?id=1126160365","media":"老虎资讯综合","summary":"7月26日讯，港股教育板块集体跳水，思考乐教育跌45%，新东方跌近40%，卓越教育集团、新东方在线跌超25%。7月24日教育双减政策落地，关于严禁学科类培训机构资本化，中信证券认为，已上市的机构或面临","content":"<p>On July 26th, the education sector of Hong Kong stocks dived collectively,<a href=\"https://laohu8.com/S/01769\">Thinking music education</a>Down 45%,<a href=\"https://laohu8.com/S/09901\">New Oriental</a>It fell by nearly 40%,<a href=\"https://laohu8.com/S/03978\">Education Excellence Group</a>、<a href=\"https://laohu8.com/S/01797\">New Oriental Online</a>It fell by more than 25%. On July 24th, the policy of double reduction in education landed, and the capitalization of discipline-based training institutions was strictly prohibited,<a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>It is believed that listed institutions may face the risk of delisting or divesting disciplinary businesses.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Will<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>U.S. stocks downgraded to neutral with a price target of $3.60; Will<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Hong Kong stocks were downgraded to neutral with a target price of HK$28, which will<a href=\"https://laohu8.com/S/TAL\">TAL</a>The rating was downgraded to neutral with a price target of $5.60.<img src=\"https://static.tigerbbs.com/3516a013c9290301c943e9bf6a30abd5\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/9ea63648b8162176bdbaa9d182fe66f3\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/043abfaec464ca3ae645ffc55705ba9b\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>","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>Hong Kong Stock Education Sector Collective Diving, Thinking Music Education Dropped 45%</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{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\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: 12.5px; color: #7E829C; margin: 0;}\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\">\nHong Kong Stock Education Sector Collective Diving, Thinking Music Education Dropped 45%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-07-26 09:33</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On July 26th, the education sector of Hong Kong stocks dived collectively,<a href=\"https://laohu8.com/S/01769\">Thinking music education</a>Down 45%,<a href=\"https://laohu8.com/S/09901\">New Oriental</a>It fell by nearly 40%,<a href=\"https://laohu8.com/S/03978\">Education Excellence Group</a>、<a href=\"https://laohu8.com/S/01797\">New Oriental Online</a>It fell by more than 25%. On July 24th, the policy of double reduction in education landed, and the capitalization of discipline-based training institutions was strictly prohibited,<a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>It is believed that listed institutions may face the risk of delisting or divesting disciplinary businesses.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Will<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>U.S. stocks downgraded to neutral with a price target of $3.60; Will<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Hong Kong stocks were downgraded to neutral with a target price of HK$28, which will<a href=\"https://laohu8.com/S/TAL\">TAL</a>The rating was downgraded to neutral with a price target of $5.60.<img src=\"https://static.tigerbbs.com/3516a013c9290301c943e9bf6a30abd5\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/9ea63648b8162176bdbaa9d182fe66f3\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/043abfaec464ca3ae645ffc55705ba9b\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c318bcd91a109139b7d70c76c30bb154","relate_stocks":{"01769":"思考乐教育","03978":"卓越教育集团","01797":"东方甄选","09901":"新东方-S"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126160365","content_text":"7月26日讯，港股教育板块集体跳水，思考乐教育跌45%，新东方跌近40%，卓越教育集团、新东方在线跌超25%。7月24日教育双减政策落地，关于严禁学科类培训机构资本化，中信证券认为，已上市的机构或面临退市或者剥离学科类业务的风险。\n高盛将新东方美股评级下调至中性，目标价3.60美元；将新东方港股评级下调至中性，目标价28港元，将好未来评级下调至中性，目标价5.60美元。","news_type":1,"symbols_score_info":{"01769":0.9,"01797":0.9,"03978":0.9,"09901":0.9}},"isVote":1,"tweetType":1,"viewCount":2668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177801525,"gmtCreate":1627191872367,"gmtModify":1703485383814,"author":{"id":"4088657832278100","authorId":"4088657832278100","name":"Samsiow","avatar":"https://static.tigerbbs.com/0197c11cd714c01b8413a5045360ead1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088657832278100","idStr":"4088657832278100"},"themes":[],"htmlText":"Still going strong","listText":"Still going strong","text":"Still going 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On July 24th, the policy of double reduction in education landed, and the capitalization of discipline-based training institutions was strictly prohibited,<a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>It is believed that listed institutions may face the risk of delisting or divesting disciplinary businesses.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Will<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>U.S. stocks downgraded to neutral with a price target of $3.60; Will<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Hong Kong stocks were downgraded to neutral with a target price of HK$28, which will<a href=\"https://laohu8.com/S/TAL\">TAL</a>The rating was downgraded to neutral with a price target of $5.60.<img src=\"https://static.tigerbbs.com/3516a013c9290301c943e9bf6a30abd5\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/9ea63648b8162176bdbaa9d182fe66f3\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/043abfaec464ca3ae645ffc55705ba9b\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>","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>Hong Kong Stock Education Sector Collective Diving, Thinking Music Education Dropped 45%</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{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\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: 12.5px; color: #7E829C; margin: 0;}\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\">\nHong Kong Stock Education Sector Collective Diving, Thinking Music Education Dropped 45%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-07-26 09:33</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On July 26th, the education sector of Hong Kong stocks dived collectively,<a href=\"https://laohu8.com/S/01769\">Thinking music education</a>Down 45%,<a href=\"https://laohu8.com/S/09901\">New Oriental</a>It fell by nearly 40%,<a href=\"https://laohu8.com/S/03978\">Education Excellence Group</a>、<a href=\"https://laohu8.com/S/01797\">New Oriental Online</a>It fell by more than 25%. On July 24th, the policy of double reduction in education landed, and the capitalization of discipline-based training institutions was strictly prohibited,<a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>It is believed that listed institutions may face the risk of delisting or divesting disciplinary businesses.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Will<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>U.S. stocks downgraded to neutral with a price target of $3.60; Will<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Hong Kong stocks were downgraded to neutral with a target price of HK$28, which will<a href=\"https://laohu8.com/S/TAL\">TAL</a>The rating was downgraded to neutral with a price target of $5.60.<img src=\"https://static.tigerbbs.com/3516a013c9290301c943e9bf6a30abd5\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/9ea63648b8162176bdbaa9d182fe66f3\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/043abfaec464ca3ae645ffc55705ba9b\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c318bcd91a109139b7d70c76c30bb154","relate_stocks":{"01769":"思考乐教育","03978":"卓越教育集团","01797":"东方甄选","09901":"新东方-S"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126160365","content_text":"7月26日讯，港股教育板块集体跳水，思考乐教育跌45%，新东方跌近40%，卓越教育集团、新东方在线跌超25%。7月24日教育双减政策落地，关于严禁学科类培训机构资本化，中信证券认为，已上市的机构或面临退市或者剥离学科类业务的风险。\n高盛将新东方美股评级下调至中性，目标价3.60美元；将新东方港股评级下调至中性，目标价28港元，将好未来评级下调至中性，目标价5.60美元。","news_type":1,"symbols_score_info":{"01769":0.9,"01797":0.9,"03978":0.9,"09901":0.9}},"isVote":1,"tweetType":1,"viewCount":2668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177801525,"gmtCreate":1627191872367,"gmtModify":1703485383814,"author":{"id":"4088657832278100","authorId":"4088657832278100","name":"Samsiow","avatar":"https://static.tigerbbs.com/0197c11cd714c01b8413a5045360ead1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088657832278100","authorIdStr":"4088657832278100"},"themes":[],"htmlText":"Still 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hiked.","images":[{"img":"https://static.tigerbbs.com/35e7ba63375e6f342627417d65858d95","width":"1080","height":"3548"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/801517332","isVote":1,"tweetType":1,"viewCount":2291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":809301146,"gmtCreate":1627346442585,"gmtModify":1703487978795,"author":{"id":"4088657832278100","authorId":"4088657832278100","name":"Samsiow","avatar":"https://static.tigerbbs.com/0197c11cd714c01b8413a5045360ead1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088657832278100","authorIdStr":"4088657832278100"},"themes":[],"htmlText":"Jump&nbsp;","listText":"Jump&nbsp;","text":"Jump","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809301146","repostId":"1151266467","repostType":4,"repost":{"id":"1151266467","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627340837,"share":"https://ttm.financial/m/news/1151266467?lang=en_US&edition=fundamental","pubTime":"2021-07-27 07:07","market":"us","language":"zh","title":"Tesla's Q2 net income exceeded $1 billion for the first time! Hints at upgrading delivery guidance for this year","url":"https://stock-news.laohu8.com/highlight/detail?id=1151266467","media":"老虎资讯综合","summary":"美东时间7月26日周一美股盘后，全球市值最大的汽车制造商、电动汽车巨头特斯拉公布了二季报，开启美股二季度财报季最繁忙的一周。\n由于季度营收好于预期，净收入创新高且连续八个季度实现盈利，特斯拉盘后一度涨","content":"<p>After the U.S. stock market closed on Monday, July 26th, Eastern Time, Tesla, the world's largest automaker and electric vehicle giant by market capitalization, announced its second quarter report, opening the busiest week of the second quarter earnings season of U.S. stocks.</p><p>Tesla once rose nearly 3% after hours due to better-than-expected quarterly revenue, record-high net income and eight consecutive quarters of profitability. The stock closed up 2.2% at $657.62 on Monday. Since reporting earnings on April 26, Tesla has tumbled nearly 11%.<img src=\"https://static.tigerbbs.com/0e3405b2d73e47a1871dbe3cc47eb1fc\" tg-width=\"707\" tg-height=\"531\" referrerpolicy=\"no-referrer\"><b>GAAP net income exceeded $1 billion for the first time in the second quarter, profitable for eight consecutive quarters, and revenue exceeded $10 billion for the third consecutive quarter</b></p><p>According to the financial report, Tesla's revenue in the second quarter of 2021 was $11.96 billion, up 98% year-on-year, higher than analysts' expectations of $11.36 billion,<b>It is $1 billion higher than the first quarter's revenue, and it is also the third consecutive quarter that it has exceeded the $10 billion mark.</b>Adjusted EPS of $1.45 per share significantly beat the market estimate of $0.97.<img src=\"https://static.tigerbbs.com/06d1f376d6afedd7259685403dce4ef7\" tg-width=\"1460\" tg-height=\"751\" referrerpolicy=\"no-referrer\"><b>Net income under GAAP for the quarter was $1.14 billion, the first time in the company's history that it exceeded the $1 billion mark, a 10-fold year-over-year increase</b>(up nearly 1000%), which was higher than market expectations of $650 million and broke the record for the highest earnings in history set by $438 million in the first quarter. Non-GAAP net income has exceeded $1 billion for two consecutive quarters, and the first quarter of this year was the first time it broke that round digit.</p><p><b>This not only represents a new quarterly earnings high for Tesla, but also the eighth consecutive quarter of positive earnings.</b>This represents the company largely avoiding the adverse effects of the chip shortage limiting the global automotive industry, the analysis said<b>。</b>Last year, Tesla made its first full-year profit, driven by China, one of the world's largest electric vehicle markets.<img src=\"https://static.tigerbbs.com/62b58120cc5b599f6674d4d3786ad437\" tg-width=\"475\" tg-height=\"584\" referrerpolicy=\"no-referrer\">In the second quarter, Tesla's operating profit exceeded $1.3 billion, up 301% year-on-year, four times the $327 million in the same period last year, and higher than the market expectation of $835 million. Operating margin was 11%, surging 555 basis points (5.55%) year over year.</p><p>The GAAP gross profit margin of the main automotive business rose to 28.4%, up 300 basis points from 25.4% in the same period last year, and higher than the market expectation of 25%. After removing regulatory credit, the gross profit margin of automobiles was 25.8%, up by more than 300 basis points quarter-on-quarter, the highest quarterly since the first quarter of 2017.</p><p><b>Bitcoin-related impairment losses of $23m, warns component supply has a significant impact on delivery growth rate this year</b></p><p>The company said the year-over-year increase in operating profit was driven by higher vehicle sales and lower costs, but was partially offset by higher operating expenses, which included an increase in CEO Musk's stock-based compensation incentive program, negative margins for the division due to the Model S/X premium Model revamp, additional supply chain costs,<b>Reduced income from the sale of regulatory credits, and impairment losses related to Bitcoin of $23 million, among others</b>。 As of the end of the first quarter, Tesla had said it also held $1.3 billion worth of Bitcoin.</p><p>In the second quarter, Tesla recorded $619 million in free cash flow that doubled market expectations, but $1.6 billion in net debt and finance lease repayments reduced its cash and its equivalents holdings at the end of the quarter by $912 million to $16.2 billion. The company said that there is enough liquidity to support the product roadmap, and it expects operating margins to increase to industry-leading levels as capacity expansion and localized production proceed.</p><p><b>Notably, Tesla still expects 50% average annual growth in vehicle deliveries over a few years</b>When the first quarterly report was released in April, it also reiterated this commitment that it had upheld since January.<b>But companies have also warned that growth could be faster in some years, such as this year. Bloomberg Says That Represents Tesla Delivery Guidance This Year Could Be Higher Than Market Expectations</b>：</p><p>\"The pace of growth will depend on our equipment capacity, operational efficiency, and the capability and stability of our supply chain.<b>As global automotive demand reaches record levels, component supply will have a significant impact on our delivery growth rate for the rest of the year</b>。 Supply chain challenges, particularly global semiconductor shortages and port congestion, continued in the second quarter. \"<b>Model Y production in Texas and Germany remained on track this year, with Shanghai becoming a major hub for auto exports and regulatory credit revenue falling back to 30 percent of net revenue</b></p><p>In terms of new product launches, Tesla still believes it is expected to build the first Model Y compact SUV at its Gigafactory in Berlin, Germany and Austin, Texas, USA this year. With this priority in mind, coupled with limited battery supply and global supply chain challenges, the company has delayed the start-up of the semi-trailer Tesla Semi until next year, and the all-electric pickup Cybertruck will be carried out after the Model Y is produced at the Texas factory.</p><p>Tesla also said:</p><p>\"Improved Model S production at U.S. factories in California and Texas is expected to continue to improve throughout the remainder of 2021; most Model 3/Y vehicles are delivered in the North American market. The Shanghai factory in China was slightly disrupted due to supply chain challenges and factory upgrades, but production activity remains very strong and Shanghai is now a major hub for automotive exports. The Berlin plant in Germany continues to install equipment and has already started testing tools with a view to commissioning as soon as possible. \"<b>Analysts also noted that Tesla's revenue from the sale of environmental regulatory credits \"normalized\" in the second quarter of this year, falling to $354 million quarter-over-quarter,</b>Only 30% of GAAP net income. Before the financial report, some analysts said that if the net income can surpass the regulatory credit income, it will be an important milestone for the company.<img src=\"https://static.tigerbbs.com/5fd5fe1ff805784026f2ab4b08cfbdce\" tg-width=\"500\" tg-height=\"332\" referrerpolicy=\"no-referrer\">In the first quarter, Tesla's revenue from selling regulatory credits was as high as $518 million, which was higher than GAAP net income for several consecutive quarters (then a record high of $438 million) and accounted for the vast majority of operating income, a measure of the company's profitability (then $594 million).</p><p>Critics say this represents that the revenue continues to be a key driver of Tesla's profitability, and the company will fall into a loss simply by selling cars. The first quarter of this year was not only the seventh consecutive quarter in which Tesla was profitable, but also the sixth consecutive quarter in which it was unable to make a profit without regulated credit sales.</p><p>Because Tesla is producing more zero-emission vehicles than its allowances, it could sell the excess credits to automakers, otherwise those rivals would build vehicles that fall short of global regulatory requirements and in turn face huge rebates. For all of 2020, Tesla generated nearly $1.6 billion in revenue from the sale of such credits, three times the $594 million it generated in 2019. Bad mouths argue that as more traditional automakers move into EVs, it will reduce the need for Tesla's excess regulatory credits, which in turn will affect its bottom line.</p><p><b>Tesla has tumbled nearly 7% this year, focusing on the impact of new factory openings, semiconductor shortages and increased competition globally</b></p><p>Tesla's stock price surged more than eightfold last year and was once one of the best-performing U.S. stocks in 2020. As of Monday's close, it has fallen about 7% ($705.67) so far in 2021, far worse than the S&P 500 and the Dow, which have risen nearly 18% and nearly 15%, respectively, in the same period.</p><p>Tesla has still doubled its share price in the past 12 months,<b>But it fell nearly 27% from its all-time high of $900.40 on Jan. 25, and fell into a technical bear market. Analysis says this is due to heightened regulatory scrutiny of vehicle safety and increased competition in the global EV segment</b>。</p><p>Tesla announced at the beginning of July that it delivered 201,500 cars in the second quarter of this year, the first time in the company's history that the single-quarter delivery volume exceeded 200,000, and broke a new high in the first quarter, increasing by 8% month-on-month and 121% year-on-year, making the stock price return to $700 for the first time in two months. 206,400 vehicles were produced in the quarter, including 204,000 \"civilian divine cars\" Model 3 and Model Y compact SUVs.</p><p><img src=\"https://static.tigerbbs.com/6acfbe781e50535f5c9a17e04387f316\" tg-width=\"500\" tg-height=\"297\" referrerpolicy=\"no-referrer\"></p><p>Investors are looking at Tesla's progress in opening new factories in more regions around the world, the specific impact of the pandemic semiconductor shortage on the automotive industry and the company, and how it is adapting to increasing competition in the EV space. When the company released its first quarterly report in April, it reiterated that the average annual growth rate of deliveries in the next few years will be 50%, but also warned that the growth rate depends on equipment capacity, operational efficiency and supply chain stability.</p><p>Tesla said in April that it is still expected to deliver the first batch of cars assembled at the Austin Gigafactory in Texas and the Berlin Gigafactory in Germany before the end of this year. Musk also hopes to deliver the first all-electric pickup truck Cybertruck and the semi-trailer truck with a two-year delay this year.</p><p>Musk expects the Cybertruck all-electric pickup truck to enter mass production in 2022, and the current focus is on completing the construction of the Texas Gigafactory, which is mainly used to produce the model. Recently, it is also reported that the semi-truck Tesla Semi will soon be put into production in Nevada, USA.</p><p>In May, he acknowledged that Tesla was affected by parts shortages and rising prices in the second quarter, and that the company was revising some designs to face these challenges, while electric vehicles raised prices at least six times this year, \"due to supply chain pressures across the automotive industry, especially raw materials.\" RBC analyst Joseph Spak once believed that the impact of supply shortage on Tesla may be reflected in the second quarter report.</p><p><b>Tesla is updating high-end models, opening up charging network to other electric vehicles at the end of the year, and Bitcoin positions are accused of high risk</b></p><p>To maintain its EV leadership, Tesla is planning a new factory in India and moving forward with a plan to produce batteries in-house, as well as working to update more profitable premium models. Deliveries of the luxury sedan-enhanced Model S Plaid began in June this year, and the revamped SUV Model X is also under development, with reservations expected to open next year, both models have been hit by declining sales in recent years.</p><p>Tesla also recently added a subscription service model, where users can access an upgraded version of its advanced driver assistance system for $199 per month instead of paying $10,000 upfront for the upgrade, lowering the entry barrier for customers while earning more stable recurring revenue.</p><p>Meanwhile, Musk revealed on social media last week that Tesla will open its Supercharger network to other EVs later this year. Investors pay close attention to this type of business dynamics as it will be critical to a company's earnings report. Morgan Stanley analyst Adam Jonas pointed to a \"conservative estimate\" of $2.9 billion in Tesla charging revenue through 2023, not yet including charging revenue brought in by non-Tesla vehicles.</p><p>According to Electrek, a pro-Tesla automotive news blog,<b>Investor focus remains on 'growth', meaning Tesla needs to add capacity and secure battery supplies</b>：</p><p>Details such as updates to Tesla's 4680 new battery production, new 420-watt solar panels and sales of more hardware to third-party installers, how the open charging network affects Tesla's ownership experience, and progress on FSD for full self-driving are among the highlights of the earnings report. In addition, Tesla's Bitcoin holdings have also attracted much attention. In February this year, the company disclosed that it spent $1.5 billion to buy Bitcoin, and sold some positions in April, making a net income of $101 million in the first quarter. In May, Musk suddenly announced that he would not accept payment from Bitcoin. Last week, he said that if the green electricity used by mining in Bitcoin accounts for more than half, Tesla may restore Bitcoin as a means of payment.</p><p>Critics say this is further proof that Tesla can't make money by selling cars alone, and the Bitcoin deal has made some investors nervous as Bitcoin fell nearly 41% in the second quarter, the largest percentage drop in the second quarter in history, mainly hit by tough regulation in countries such as China and the United States. Prior to the second quarter, Bitcoin had been higher for four consecutive quarters, during which prices sixfolded to nearly $60,000. The price drop in Bitcoin may also cause Tesla's second quarterly report to record some book investment losses. On Monday, Bitcoin rose above $40,000 for the first time since June.</p>","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>Tesla's Q2 net income exceeded $1 billion for the first time! Hints at upgrading delivery guidance for this year</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{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\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: 12.5px; color: #7E829C; margin: 0;}\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\">\nTesla's Q2 net income exceeded $1 billion for the first time! Hints at upgrading delivery guidance for this year\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-07-27 07:07</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>After the U.S. stock market closed on Monday, July 26th, Eastern Time, Tesla, the world's largest automaker and electric vehicle giant by market capitalization, announced its second quarter report, opening the busiest week of the second quarter earnings season of U.S. stocks.</p><p>Tesla once rose nearly 3% after hours due to better-than-expected quarterly revenue, record-high net income and eight consecutive quarters of profitability. The stock closed up 2.2% at $657.62 on Monday. Since reporting earnings on April 26, Tesla has tumbled nearly 11%.<img src=\"https://static.tigerbbs.com/0e3405b2d73e47a1871dbe3cc47eb1fc\" tg-width=\"707\" tg-height=\"531\" referrerpolicy=\"no-referrer\"><b>GAAP net income exceeded $1 billion for the first time in the second quarter, profitable for eight consecutive quarters, and revenue exceeded $10 billion for the third consecutive quarter</b></p><p>According to the financial report, Tesla's revenue in the second quarter of 2021 was $11.96 billion, up 98% year-on-year, higher than analysts' expectations of $11.36 billion,<b>It is $1 billion higher than the first quarter's revenue, and it is also the third consecutive quarter that it has exceeded the $10 billion mark.</b>Adjusted EPS of $1.45 per share significantly beat the market estimate of $0.97.<img src=\"https://static.tigerbbs.com/06d1f376d6afedd7259685403dce4ef7\" tg-width=\"1460\" tg-height=\"751\" referrerpolicy=\"no-referrer\"><b>Net income under GAAP for the quarter was $1.14 billion, the first time in the company's history that it exceeded the $1 billion mark, a 10-fold year-over-year increase</b>(up nearly 1000%), which was higher than market expectations of $650 million and broke the record for the highest earnings in history set by $438 million in the first quarter. Non-GAAP net income has exceeded $1 billion for two consecutive quarters, and the first quarter of this year was the first time it broke that round digit.</p><p><b>This not only represents a new quarterly earnings high for Tesla, but also the eighth consecutive quarter of positive earnings.</b>This represents the company largely avoiding the adverse effects of the chip shortage limiting the global automotive industry, the analysis said<b>。</b>Last year, Tesla made its first full-year profit, driven by China, one of the world's largest electric vehicle markets.<img src=\"https://static.tigerbbs.com/62b58120cc5b599f6674d4d3786ad437\" tg-width=\"475\" tg-height=\"584\" referrerpolicy=\"no-referrer\">In the second quarter, Tesla's operating profit exceeded $1.3 billion, up 301% year-on-year, four times the $327 million in the same period last year, and higher than the market expectation of $835 million. Operating margin was 11%, surging 555 basis points (5.55%) year over year.</p><p>The GAAP gross profit margin of the main automotive business rose to 28.4%, up 300 basis points from 25.4% in the same period last year, and higher than the market expectation of 25%. After removing regulatory credit, the gross profit margin of automobiles was 25.8%, up by more than 300 basis points quarter-on-quarter, the highest quarterly since the first quarter of 2017.</p><p><b>Bitcoin-related impairment losses of $23m, warns component supply has a significant impact on delivery growth rate this year</b></p><p>The company said the year-over-year increase in operating profit was driven by higher vehicle sales and lower costs, but was partially offset by higher operating expenses, which included an increase in CEO Musk's stock-based compensation incentive program, negative margins for the division due to the Model S/X premium Model revamp, additional supply chain costs,<b>Reduced income from the sale of regulatory credits, and impairment losses related to Bitcoin of $23 million, among others</b>。 As of the end of the first quarter, Tesla had said it also held $1.3 billion worth of Bitcoin.</p><p>In the second quarter, Tesla recorded $619 million in free cash flow that doubled market expectations, but $1.6 billion in net debt and finance lease repayments reduced its cash and its equivalents holdings at the end of the quarter by $912 million to $16.2 billion. The company said that there is enough liquidity to support the product roadmap, and it expects operating margins to increase to industry-leading levels as capacity expansion and localized production proceed.</p><p><b>Notably, Tesla still expects 50% average annual growth in vehicle deliveries over a few years</b>When the first quarterly report was released in April, it also reiterated this commitment that it had upheld since January.<b>But companies have also warned that growth could be faster in some years, such as this year. Bloomberg Says That Represents Tesla Delivery Guidance This Year Could Be Higher Than Market Expectations</b>：</p><p>\"The pace of growth will depend on our equipment capacity, operational efficiency, and the capability and stability of our supply chain.<b>As global automotive demand reaches record levels, component supply will have a significant impact on our delivery growth rate for the rest of the year</b>。 Supply chain challenges, particularly global semiconductor shortages and port congestion, continued in the second quarter. \"<b>Model Y production in Texas and Germany remained on track this year, with Shanghai becoming a major hub for auto exports and regulatory credit revenue falling back to 30 percent of net revenue</b></p><p>In terms of new product launches, Tesla still believes it is expected to build the first Model Y compact SUV at its Gigafactory in Berlin, Germany and Austin, Texas, USA this year. With this priority in mind, coupled with limited battery supply and global supply chain challenges, the company has delayed the start-up of the semi-trailer Tesla Semi until next year, and the all-electric pickup Cybertruck will be carried out after the Model Y is produced at the Texas factory.</p><p>Tesla also said:</p><p>\"Improved Model S production at U.S. factories in California and Texas is expected to continue to improve throughout the remainder of 2021; most Model 3/Y vehicles are delivered in the North American market. The Shanghai factory in China was slightly disrupted due to supply chain challenges and factory upgrades, but production activity remains very strong and Shanghai is now a major hub for automotive exports. The Berlin plant in Germany continues to install equipment and has already started testing tools with a view to commissioning as soon as possible. \"<b>Analysts also noted that Tesla's revenue from the sale of environmental regulatory credits \"normalized\" in the second quarter of this year, falling to $354 million quarter-over-quarter,</b>Only 30% of GAAP net income. Before the financial report, some analysts said that if the net income can surpass the regulatory credit income, it will be an important milestone for the company.<img src=\"https://static.tigerbbs.com/5fd5fe1ff805784026f2ab4b08cfbdce\" tg-width=\"500\" tg-height=\"332\" referrerpolicy=\"no-referrer\">In the first quarter, Tesla's revenue from selling regulatory credits was as high as $518 million, which was higher than GAAP net income for several consecutive quarters (then a record high of $438 million) and accounted for the vast majority of operating income, a measure of the company's profitability (then $594 million).</p><p>Critics say this represents that the revenue continues to be a key driver of Tesla's profitability, and the company will fall into a loss simply by selling cars. The first quarter of this year was not only the seventh consecutive quarter in which Tesla was profitable, but also the sixth consecutive quarter in which it was unable to make a profit without regulated credit sales.</p><p>Because Tesla is producing more zero-emission vehicles than its allowances, it could sell the excess credits to automakers, otherwise those rivals would build vehicles that fall short of global regulatory requirements and in turn face huge rebates. For all of 2020, Tesla generated nearly $1.6 billion in revenue from the sale of such credits, three times the $594 million it generated in 2019. Bad mouths argue that as more traditional automakers move into EVs, it will reduce the need for Tesla's excess regulatory credits, which in turn will affect its bottom line.</p><p><b>Tesla has tumbled nearly 7% this year, focusing on the impact of new factory openings, semiconductor shortages and increased competition globally</b></p><p>Tesla's stock price surged more than eightfold last year and was once one of the best-performing U.S. stocks in 2020. As of Monday's close, it has fallen about 7% ($705.67) so far in 2021, far worse than the S&P 500 and the Dow, which have risen nearly 18% and nearly 15%, respectively, in the same period.</p><p>Tesla has still doubled its share price in the past 12 months,<b>But it fell nearly 27% from its all-time high of $900.40 on Jan. 25, and fell into a technical bear market. Analysis says this is due to heightened regulatory scrutiny of vehicle safety and increased competition in the global EV segment</b>。</p><p>Tesla announced at the beginning of July that it delivered 201,500 cars in the second quarter of this year, the first time in the company's history that the single-quarter delivery volume exceeded 200,000, and broke a new high in the first quarter, increasing by 8% month-on-month and 121% year-on-year, making the stock price return to $700 for the first time in two months. 206,400 vehicles were produced in the quarter, including 204,000 \"civilian divine cars\" Model 3 and Model Y compact SUVs.</p><p><img src=\"https://static.tigerbbs.com/6acfbe781e50535f5c9a17e04387f316\" tg-width=\"500\" tg-height=\"297\" referrerpolicy=\"no-referrer\"></p><p>Investors are looking at Tesla's progress in opening new factories in more regions around the world, the specific impact of the pandemic semiconductor shortage on the automotive industry and the company, and how it is adapting to increasing competition in the EV space. When the company released its first quarterly report in April, it reiterated that the average annual growth rate of deliveries in the next few years will be 50%, but also warned that the growth rate depends on equipment capacity, operational efficiency and supply chain stability.</p><p>Tesla said in April that it is still expected to deliver the first batch of cars assembled at the Austin Gigafactory in Texas and the Berlin Gigafactory in Germany before the end of this year. Musk also hopes to deliver the first all-electric pickup truck Cybertruck and the semi-trailer truck with a two-year delay this year.</p><p>Musk expects the Cybertruck all-electric pickup truck to enter mass production in 2022, and the current focus is on completing the construction of the Texas Gigafactory, which is mainly used to produce the model. Recently, it is also reported that the semi-truck Tesla Semi will soon be put into production in Nevada, USA.</p><p>In May, he acknowledged that Tesla was affected by parts shortages and rising prices in the second quarter, and that the company was revising some designs to face these challenges, while electric vehicles raised prices at least six times this year, \"due to supply chain pressures across the automotive industry, especially raw materials.\" RBC analyst Joseph Spak once believed that the impact of supply shortage on Tesla may be reflected in the second quarter report.</p><p><b>Tesla is updating high-end models, opening up charging network to other electric vehicles at the end of the year, and Bitcoin positions are accused of high risk</b></p><p>To maintain its EV leadership, Tesla is planning a new factory in India and moving forward with a plan to produce batteries in-house, as well as working to update more profitable premium models. Deliveries of the luxury sedan-enhanced Model S Plaid began in June this year, and the revamped SUV Model X is also under development, with reservations expected to open next year, both models have been hit by declining sales in recent years.</p><p>Tesla also recently added a subscription service model, where users can access an upgraded version of its advanced driver assistance system for $199 per month instead of paying $10,000 upfront for the upgrade, lowering the entry barrier for customers while earning more stable recurring revenue.</p><p>Meanwhile, Musk revealed on social media last week that Tesla will open its Supercharger network to other EVs later this year. Investors pay close attention to this type of business dynamics as it will be critical to a company's earnings report. Morgan Stanley analyst Adam Jonas pointed to a \"conservative estimate\" of $2.9 billion in Tesla charging revenue through 2023, not yet including charging revenue brought in by non-Tesla vehicles.</p><p>According to Electrek, a pro-Tesla automotive news blog,<b>Investor focus remains on 'growth', meaning Tesla needs to add capacity and secure battery supplies</b>：</p><p>Details such as updates to Tesla's 4680 new battery production, new 420-watt solar panels and sales of more hardware to third-party installers, how the open charging network affects Tesla's ownership experience, and progress on FSD for full self-driving are among the highlights of the earnings report. In addition, Tesla's Bitcoin holdings have also attracted much attention. In February this year, the company disclosed that it spent $1.5 billion to buy Bitcoin, and sold some positions in April, making a net income of $101 million in the first quarter. In May, Musk suddenly announced that he would not accept payment from Bitcoin. Last week, he said that if the green electricity used by mining in Bitcoin accounts for more than half, Tesla may restore Bitcoin as a means of payment.</p><p>Critics say this is further proof that Tesla can't make money by selling cars alone, and the Bitcoin deal has made some investors nervous as Bitcoin fell nearly 41% in the second quarter, the largest percentage drop in the second quarter in history, mainly hit by tough regulation in countries such as China and the United States. Prior to the second quarter, Bitcoin had been higher for four consecutive quarters, during which prices sixfolded to nearly $60,000. The price drop in Bitcoin may also cause Tesla's second quarterly report to record some book investment losses. On Monday, Bitcoin rose above $40,000 for the first time since June.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151266467","content_text":"美东时间7月26日周一美股盘后，全球市值最大的汽车制造商、电动汽车巨头特斯拉公布了二季报，开启美股二季度财报季最繁忙的一周。\n由于季度营收好于预期，净收入创新高且连续八个季度实现盈利，特斯拉盘后一度涨近3%。周一该股收涨2.2%，报657.62美元。自4月26日公布财报以来，特斯拉累跌近11%。二季度GAAP净收入首次突破10亿美元，连续八季盈利，营收连续三季度突破100亿\n财报显示，特斯拉在2021年第二季度营收119.6亿美元，同比增长98%，高于分析师预期的113.6亿美元，比一季度营收高出10亿美元，也是连续三个季度超过100亿美元大关。调整后EPS为每股收益1.45美元，显著高于市场预期的0.97美元。当季GAAP项下净收入为11.4亿美元，是公司史上首次超过10亿美元大关，同比翻了10倍（增长近1000%），高于市场预期的6.5亿美元，并打破一季度4.38亿美元所创的史上最高盈利纪录。非GAAP净收入已连续两个季度超过10亿美元，今年一季度是首次突破这一整数位。\n这不仅代表特斯拉创下季度盈利新高，也是连续第八个季度实现正盈利。分析称，这代表公司很大程度上避免了限制全球汽车产业的芯片短缺不利影响。去年在全球最大电动车市场之一中国的带动下，特斯拉曾实现了公司历史上首个全年盈利。二季度特斯拉运营利润冲破13亿美元，同比增301%，是去年同期3.27亿美元的四倍，高于市场预期的8.35亿美元。运营利润率为11%，同比暴增555个基点（5.55%）。\n主营的汽车业务GAAP毛利率升至28.4%，较去年同期的25.4%上行300个基点，高于市场预期的25%。去除监管信用后的汽车毛利率为25.8%，按季环比升超300个基点，创2017年一季度来季度最高。\n比特币相关减值损失2300万美元，警告零部件供应对今年交付增长率有重大影响\n公司称，运营利润同比增长得益于汽车销量增长和成本下降，但部分被运营费用增长抵消，其中包括CEO马斯克基于股票的薪酬激励计划增加、Model S/X高端车型改造导致该部门负利润、额外的供应链成本、出售监管信用的收入减少，以及与比特币相关的减值损失2300万美元等。截至一季度末，特斯拉曾称还持有价值13亿美元的比特币。\n二季度，特斯拉录得较市场预期翻倍的自由现金流6.19亿美元，但16亿美元的净债务和融资租赁还款令其季末持有的现金及其等价物减少9.12亿美元，至162亿美元。公司称，有足够的流动性来支撑产品路线图，预计随着产能扩张和本地化生产进行，运营利润率将增至行业领先水平。\n值得注意的是，特斯拉仍预期汽车交付量在几年内实现50%的年均增长率，4月发布一季报时也重申了这项1月起就秉持的承诺。但公司也警告称，某些年份可能增长更快，例如今年。彭博社称，这代表今年特斯拉交付指引可能高于市场预期：\n\n “增长速度将取决于我们的设备产能、运营效率，以及供应链的能力和稳定性。 \n 随着全球汽车需求达到创纪录水平，零部件供应将对我们今年剩余时间的交付增长率产生重大影响。供应链挑战，特别是全球半导体短缺和港口拥堵，在第二季度继续存在。”\n\n今年在美国得州和德国生产Model Y仍处正轨，上海成汽车出口主要枢纽，监管信用收入回落至净收入三成\n在新品推介方面，特斯拉仍相信有望今年在德国柏林和美国得州奥斯汀的超级工厂建造第一辆Model Y紧凑型SUV。在这一优先事项的考虑下，外加电池供应有限和全球供应链挑战，公司已将半挂式卡车Tesla Semi的启动时间推迟到明年，全电动皮卡Cybertruck将在得州工厂生产完Model Y后进行。\n特斯拉还表示：\n\n “美国加州和得州工厂Model S产量提高，预计将在2021年剩余时间内继续改善；大多数Model 3/Y车辆在北美市场交付。由于供应链挑战和工厂升级的缘故，中国上海工厂略微受到干扰，但生产活动仍然非常强劲，上海现在是汽车出口的主要枢纽。德国柏林工厂继续安装设备，已经开始测试工具，以期尽快投产。”\n\n分析师还注意到，特斯拉今年二季度通过出售环境监管信用（regulatory credits）的收入“更趋正常化”，季环比降至3.54亿美元，仅占GAAP净收入的30%。财报前曾有分析师称，如果净收入能反超监管信用收入，将是公司的一个重要里程碑。一季度时，特斯拉出售监管信用的收入曾高达5.18亿美元，连续多个季度高于GAAP项下净收入（当时为创新高的4.38亿美元），并占衡量公司盈利能力的指标——运营利润（operating income）的绝大部分（当时为5.94亿美元）。\n批评人士称，这代表该项收入持续成为特斯拉盈利的关键动力，公司单纯卖车将陷入亏损。今年一季度不仅是特斯拉连续第七个季度盈利，也是连续第六个季度没有监管信用销售就无法盈利。\n由于特斯拉的零排放汽车生产量超过其配额，可以将多余的信用额出售给汽车制造商，否则这些竞争对手制造的车辆将低于全球监管机构的要求，进而面临巨额返款。2020全年，特斯拉通过出售此类信用产生了近16亿美元收入，是2019年5.94亿美元收入的三倍。唱衰人士认为，随着越来越多的传统汽车制造商进军电动车，将减少对特斯拉多余监管信用的需求，进而影响其利润。\n今年特斯拉累跌近7%，关注全球开设新厂、半导体短缺和竞争加剧的影响\n特斯拉去年股价飙升了八倍多，曾是2020年表现最好的美股之一。截至周一收盘，2021年至今累跌约7%（705.67美元），远逊于同期标普500指数大盘和道指分别累涨近18%和近15%。\n过去12个月，特斯拉仍股价翻倍，但较1月25日创下900.40美元的历史新高回落近27%，陷入技术熊市。分析称，这是由于对车辆安全的监管审查加剧，以及全球电动汽车领域竞争更激烈。\n特斯拉在7月初宣布，今年二季度交付汽车20.125万辆，是公司史上首次单季交付量超20万，并打破第一季度的交付新高，环比增长8%，同比猛增121%，令股价在两个月里首次重回700美元。当季汽车产量20.64万辆，其中包括20.4万辆“平民神车”Model 3和Model Y紧凑型SUV。\n\n投资者关注特斯拉在全球更多地区开设新工厂的进展、疫情下半导体短缺对汽车行业和该公司的具体影响，以及其如何适应电动汽车领域日益激烈的竞争。公司曾在4月发布一季报时重申，未来几年交付量年均增长率为50%，但也警告称，增长率取决于设备产能、运营效率和供应链稳定。\n特斯拉曾在4月表示，仍有望今年底前交付在美国得州奥斯汀超级工厂以及德国柏林超级工厂组装的第一批汽车，马斯克还希望今年交付第一辆全电动皮卡Cybertruck和延迟两年的半挂卡车。\n马斯克预计Cybertruck全电动皮卡将在2022年进入量产，当前重点是完成建设主要用来生产该车型的美国得州超级工厂。近日还有消息称，半挂卡车Tesla Semi即将在美国内华达州投产。\n5月时他承认特斯拉在第二季度受到零部件短缺和价格上涨的影响，公司正在修改一些设计以面对这些挑战，而电动车今年至少提价六次，是“由于整个汽车行业特别是原材料的供应链压力”。RBC分析师Joseph Spak曾认为，供应短缺对特斯拉的影响可能二季报中具体体现出来。\n特斯拉正更新高端车型，年底开放充电网络给其他电动车，比特币持仓被指高风险\n为了保持电动车领先地位，特斯拉正规划在印度建设新工厂并推进一项内部生产电池的计划，以及努力更新盈利能力更强的高端车型。今年6月开始交付豪华轿车加强版Model S Plaid，改造后的SUV Model X也正在研发中，预计明年开放预定，这两款车型近年来受到销量下滑的冲击。\n特斯拉最近还新增订阅服务模式，用户可以每月199美元的价格访问其高级驾驶辅助系统的升级版本，而不用预付1万美元进行升级，在降低客户入门门槛的同时获得更稳定的经常性收入。\n同时，马斯克上周在社交媒体透露，今年晚些时候特斯拉将向其他电动汽车开放超级充电站网络。投资者密切关注此类业务动态，因为将对公司财报至关重要。摩根士丹利分析师Adam Jonas指出，到2023年“保守估计”特斯拉充电收入为29亿美元，尚未包括非特斯拉汽车带来的充电收入。\n据支持特斯拉的汽车新闻博客Electrek总结，投资者关注重点仍是“增长”，这意味着特斯拉需要增加产能并确保电池供应：\n\n 特斯拉4680新型电池生产的更新、新的420瓦太阳能电池板及向第三方安装商销售更多硬件、开放充电网络如何影响特斯拉的拥有体验、全自动驾驶FSD的进展等细节，都是财报重头戏。\n\n此外，特斯拉的比特币持仓也备受关注。今年2月公司披露花费15亿美元购买比特币，4月出售一部分持仓，令一季度从中获利1.01亿美元净收入。5月马斯克突然宣布不接受比特币付款，上周他又称，如果比特币挖矿使用的绿色电力占比过半，特斯拉可能恢复比特币作为支付手段。\n批评人士认为，这进一步证明特斯拉仅靠卖车不能挣钱，比特币交易也让一些投资者感到紧张，因为比特币在二季度下跌近41%，创史上最大二季度百分比跌幅，主要受中美等国监管从严打击。在二季度之前，比特币曾连续四个季度走高，期间价格翻了六倍至接近6万美元。比特币跌价，也可能令特斯拉二季报因此录得一些账面投资损失。周一，比特币自6月以来首次涨穿4万美元。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809300135,"gmtCreate":1627346322827,"gmtModify":1703487974750,"author":{"id":"4088657832278100","authorId":"4088657832278100","name":"Samsiow","avatar":"https://static.tigerbbs.com/0197c11cd714c01b8413a5045360ead1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088657832278100","authorIdStr":"4088657832278100"},"themes":[],"htmlText":"Will hit another high?&nbsp;","listText":"Will hit 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