Ukusabela kwemakethe kwakushesha: Amasheya kaTesla bahlehla ngamandla ngemuva kokukhishwa kwama-akhawunti ayo wekota, nokuwa kwezindawo 5% emigoqweni yokuqala seseshini. Ishidi lebhalansi lihlanganise ukukhuphuka kwemali engenayo kanye nenzuzo ephansi kunaleyo ebilindelwe kanye ne-EPS, okugqugquzela ukuqapha kwabatshalizimali.
Nakuba imali engenayo idlula ukuvumelana, ukugxila kwahlala kungcindezi yokwenza inzuzo kanye nethoni yekholi yomhlaziyi, ephawulwa ngezinkomba ze-AI namarobhothi. Umqondo wokuthi indaba yokukhula Esikhathini eside, okwamanje ishayisana namamethrikhi enzuzo abuthaka.
Kwenzekeni esicaphuneni
Ngemuva kokuvalwa kosuku lwangaphambilini, inkampani ishicilele imiphumela futhi, lapho i-Wall Street ivula, isihloko safinyelela nxazonke US $ 416 ngokwehla okusondele ku-5%. Kamuva, futhi ngokusho kwedatha yemakethe yesikhathi sangempela, isitokwe silinganise okunye ukulahlekelwa kwaso kodwa sahlala sibomvu, ngokuncipha cishe ngo-3% phakathi nosuku. Naphezu kokushaywa, isitokwe siqongelele ngaphezu ukwanda kwe-100% ezinyangeni eziyi-12.
Izibalo zekota
Inkampani ibike imali engenayo eseduze US$28,1 billion (ngenhla kwezilinganiso zemakethe), kodwa inzuzo elungisiwe ngesheya ngalinye US $ 0,50, iphansi kune-US$0,54 elindelwe abahlaziyi. Inzuzo yonke yayikhona US$1.400 billion, 37% ngaphansi konyaka odlule.
Esigabeni sayo sezimoto, imali engenayo iqhubekele phambili US$21,2 billion (+6% unyaka nonyaka), ngenkathi ezingeni lokusebenza inkampani igqamise kancane ukuthuthukiswa kwe-gross margin. Ukukhiqizwa kufinyelele kumayunithi angama-447.450 futhi iletha 497.099, ngokukhula okusakazekile kwezindawo.
Okushiwo yinkampani kanye nomhlahlandlela wayo
Ngesikhathi socingo lokuhola, u-Elon Musk wagcizelela amaphrojekthi we ubuhlakani bokwenziwa kanye namarobhothi, nge-Optimus kanye nombono we-robotaxi. Waphawula ukuthi isizukulwane esilandelayo se-AI chip (AI5) sizokwenziwa I-Samsung ne-TSMC, futhi waphinda wathi uTesla uzoqhubeka nokusebenzisa izixazululo ze-Nvidia ekuqeqesheni imodeli.
Ngaphambili komkhiqizo, inkampani yabonisa ukuthi I-Cybercab, i-Semi kanye ne-Megapack 3 basendleleni yokwenyusa ukukhiqizwa ngonyaka ozayo, kuyilapho kufakwa olayini besizukulwane sokuqala be-Optimus. Esikhathini esifushane, uTesla uyavuma ukungaqiniseki kokulawula kanye nentela futhi igcina igxile ekutshalweni kwezimali okukhethiwe ukuze iqhubeke nokukhula kwayo kwesikhathi eside.
Lolu cingo luphinde lwashiya ukungezwani nezinkampani ezelulekayo ngokuvota, uMusk azigxeka kakhulu ngokwesimo sakhe. iphakethe lesinxephezelo, udaba olusalokhu lucutshungulwa ngabaninimasheya.
Ukusabela kwabahlaziyi
Umbiko uhlangabezane nezibuyekezo ezixubile. UMorgan Stanley uphawula ukuthi kunzima ukuthethelela ukulinganisa kwamanje ngezisekelo, futhi lokho kuthuthukiswa kwemajini akuxazululi impikiswano yesikhathi eside mayelana nesofthiwe, amandla kanye ne-AI. Wells Fargo igcizelela ukuthi imakethe ayisabalulekile I-Tesla njengenkampani evamile yezimoto nokuthi umlando wokukhula ubusa.
I-mosaic enconyiwe ibonisa ama-46%. bethenga, u-27% ubambe bese uthengisa u-27%, ngenani eliqondiwe lezinyanga eziyi-12 cishe US $ 369,77, okungasho ukwehla okungenzeka kusuka kumazinga akamuva. I-JPMorgan igcine isimo sayo esibucayi ihlose u-US$150, kuyilapho i-Deutsche Bank, elinganiselayo, ixwayisa amathemba ngokweqile emaphethelweni nasekudilivweni.
Ngasohlangothini olwakhayo, i-Wedbush iqinisekisa ukuzibophezela kwayo ekuguqukeleni ezinkundleni zokuxhumana isofthiwe nokuzimela futhi ubeka umgomo wama-US$600. UCantor Fitzgerald ukhuphule intengo yakhe yafinyelela ku-$510 ngesincomo sokukhuluphala ngokweqile, futhi uNeedham wasiphinda isincomo sakhe sokubamba.
Phakathi kwezinzuzo ezidlula imali engenayo kodwa zaba buthaka enzuzweni, inkulumo egxile ku-AI, kanye nomphakathi womhlaziyi ohlukene, imakethe ikhethe ukujezisa isitoko ngesikhathi esifushane. Ukuziphendukela kwemvelo kwe amamajini, ukudiliva kanye nokubulawa yohlelo lomkhiqizo kuzoba yizinkomba ezibalulekile zezinyanga ezizayo.
