特斯拉（Tesla）周五盘中股价大幅下跌5.03%，这主要是由于公司最新公布的第二季度财报不及市场预期。财报显示，特斯拉第二季度营收为224.96亿美元，同比下降12%；净利润为11.72亿美元，同比下降16%。汽车业务方面，营收为166.7亿美元，同比下滑16%。
特斯拉CEO马斯克在财报电话会议上表示，公司正处于一个"不寻常的转型期"，未来几个季度可能会面临挑战。他提到，美国电动车补贴政策即将到期以及关税成本上升等因素将给公司带来压力。不过，马斯克同时强调了特斯拉在自动驾驶和机器人领域的长期发展潜力，表示公司正在扩大Robotaxi服务，目标是年底前覆盖美国一半人口。
尽管短期内面临挑战，但特斯拉的储能业务表现亮眼。第二季度储能业务装机规模达到9.6GWh，毛利创单季新高达8.46亿美元。马斯克预计，随着Robotaxi和人形机器人Optimus等新业务的发展，特斯拉有望成为"全球最有价值的公司"。
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