汽车行业特斯拉系列点评九:2025Q2经营承压 机器人+ROBOTAXI进展顺利

民生证券股份有...
28 Jul

事件: 特斯拉公布2025Q2 财报:销量:2025Q2 公司全球交付38.4 万辆,同比-13.5%,环比+14.1%;其中Model 3/Y 合计交付37.4 万辆,同比-11.5%,环比+15.4%。收入:2025Q2 公司营业总收入为225.0 亿美元,同比/环比分别为-11.8%/+16.3%,其中汽车业务收入为166.6 亿美元,同比/环比分别为-16.2%/+19.3%。净利:...

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