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财报前瞻 | 特斯拉(TSLA.US)告别“卖车叙事”?Robotaxi规模化与Optimus量产迎来关键验证

智通财经07-20

【财报前瞻 | 特斯拉(TSLA.US)告别“卖车叙事”?Robotaxi规模化与Optimus量产迎来关键验证】智通财经APP获悉,全球电动车巨头特斯拉(TSLA.US)将于美国时间7月22日(周三)美股盘后公布2026年第二季度财报。在电动车交付放缓、竞争白热化以及利润率持续承压的背景下,市场目光已从单纯的汽车销量转向自动驾驶出租车、人形机器人Optimus以及人工智能(AI)基础设施等更具想象空间的增长叙事。而投资者正试图从这份财报中,寻找马斯克能否为公司重新注入可持续增长动力的明确信号。

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