智通财经APP获悉，南方两倍做空特斯拉(07366)再涨超6%，截至发稿，涨6.21%，报13.52港元，成交额222.88万港元。
消息面上，特斯拉二季度业绩显示，期内总营收达到282.36亿美元，同比增长26%，超出市场预期。但毛利率为16.8%，不及第一季度的21.1%；公司净利润总额为11.14亿美元，同比下降约5%。若是剔除SpaceX股权账面收益及税务相关调整收益，特斯拉GAAP口径利润仅有0.77亿美元。
值得注意的是，第二季度，特斯拉经营活动现金流为46.97亿美元，环比、同比均有所增长。同期，特斯拉的资本开支却高达57.89亿美元，同比增长142%，投资增速远大于经营现金流增速。受此影响，特斯拉自由现金流由去年同期的1.46亿美元转为负10.92亿美元，这是公司两年多来首次出现季度自由现金流为负。
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