新湖畔网 （随信APP) | 特斯拉股票因利润增加且费用下降而大涨

积极的结果打破了特斯拉最近连续数次遭遇利润下滑的局面，这家高飞的公司报告称，利润在增加汽车销售和降低支出的影响下有所增长 - 版权 AFP Patrick T. Fallon

约翰 · 比尔斯

特斯拉股价周三飙升，因为这家电动汽车制造商报告显示利润飙升，汽车销售增加和费用降低抵消了车辆价格下跌的拖累。

由埃隆·马斯克领导的公司报告称，第三季度利润为22亿美元，比去年同期增长17％，收入增长8％至252亿美元。

这一结果打破了特斯拉最近一连串的利润下滑的局面，随着汽车制造商之间的竞争加剧，这家高飞的公司年复一年地报告利润下降。

直言不讳的马斯克对特斯拉前景表示乐观，并指出强劲的业绩表明公司的雄心壮志正在实现。

“特斯拉正在专注于构建能源、交通、机器人和人工智能的未来，而此时其他人只着眼于应对短期趋势，”马斯克在盈利电话会议上表示。

特斯拉此前宣布汽车销量增长了6％。

周三面临的一个重要问题是，在过去一年左右降低车辆价格后，公司是否能够管理盈利能力，以应对电动汽车行业其他公司的增加供应。

特斯拉表示，由于材料成本和运输费用降低，每辆汽车的成本降低，这些都有益于特斯拉的业绩。

特斯拉表示，尽管宏观经济条件仍在持续，但预计到2024年交付量将“略微增长”。

今年7月，公司曾表示，交付量的增长“可能会明显低于” 2023年，当时交付量激增了38％。

马斯克预计到2025年汽车销量将增长20％至30％，届时该公司还预计在德克萨斯州和或许加利福尼亚州推出自动驾驶网约车服务。

加利福尼亚的计划“取决于监管批准”，马斯克表示，称德克萨斯的监管环境更为直截了当。

特斯拉股价在盘后交易中飙升了近12％。

然而，截至周三，公司的股价今年已下跌约14％。除了今年早些时候的利润表现不佳外，马斯克还面临着要展示新的特斯拉产品来吸引消费者的压力。

本月早些时候在洛杉矶大肆宣传其自主出租车车辆的推出活动受到了大多数平淡的评价。

在周三的业绩发布后，CFRA研究公司提高了特斯拉的股票价格目标，指出“在发布之前对预期不高，因为此前连续四次未达预期，以及‘自动驾驶出租车日’让投资者留下更多疑问而非答案。”

– 助力特朗普 –

马斯克还在2024年总统选举中积极参与，支持共和党候选人唐纳德·特朗普。马斯克的努力远不止于为偏爱的候选人提供资金。

这位亿万富翁与特朗普一起出现在集会上，包括本月早些时候在宾夕法尼亚州巴特勒的一次集会上，在那里穿着黑色的“让美国再次伟大”帽子的马斯克被拍到高兴地支持这位前总统。

最近，马斯克宣布了一个彩票，每天向摇摆州的注册选民提供100万美元，一些专家怀疑这个举动违反了美国的竞选法。

考虑到美国选民形势的极化，马斯克对特朗普的支持也引发了对特斯拉品牌影响的问题。

周三的电话会议上，特斯拉官员们筛选了投资者的问题，并从华尔街分析师那里接受了两个问题，但没有透露有关可问问题的规则。

民主党副总统候选人蒂姆·沃尔兹在威斯康辛州的一场竞选集会上于周二晚上抨击了马斯克，指出特朗普可以任命马斯克担任影响亿万富翁业务监管的职位。

沃尔兹表示，马斯克可能“花费数十亿美元，在后端可以赚取超过100亿美元，”。

“换句话说，唐纳德·特朗普在全美公众眼前承诺贪污，”沃尔兹补充说。“我不认为（特朗普）会信守很多承诺，但他会信守这个。”

马斯克在其X平台上回击沃尔兹，在前Twitter上发布了一张迷茫的沃尔兹的照片，标题为“我是谁……我为什么在这里”？

The positive results broke a string of recent Tesla earnings that have seen the high-flying company report lower profits - Copyright AFP Patrick T. Fallon

John BIERS

Tesla shares surged Wednesday after the electric car maker reported a jump in profits, as increased auto sales and lower expenses offset the drag from a drop in vehicle prices.

The company, led by Elon Musk, reported third-quarter profits of $2.2 billion, up 17 percent from the year-ago period on an eight-percent increase in revenues to $25.2 billion.

The results broke a string of recent Tesla earnings that have seen the high-flying company report lower profits year-over-year as competition intensifies among automakers.

The outspoken Musk offered a bullish outlook on Tesla’s prospects, pointing to the strong results as evidence the company’s ambitious vision is being realized.

“Tesla is focused on building the future of energy, transport, robotics and AI, and this is a time when others are just focused on managing around near term trends,” Musk said on an earnings call.

Tesla had previously announced a six-percent rise in vehicle sales.

A major question coming into Wednesday was the company’s ability to manage profitability after slashing vehicle prices over the last year or so in response to increased offerings from other companies in the electric vehicle industry.

Tesla’s results benefited from lower cost-per-vehicle, stemming from a dip in material costs and freight expenses, the company said.

Tesla said it expects “slight growth” in 2024 deliveries “despite ongoing macroeconomic conditions.”

In July, the company had said volume growth “may be notably lower” than in 2023, when deliveries surged 38 percent.

Musk expects a 20 to 30 percent rise in auto sales in 2025, when the company also expects to unveil autonomous ride-hailing in Texas and perhaps California.

The California venture is “contingent on regulatory approval,” Musk said, describing Texas’ regulatory climate as more straightforward.

Shares of Tesla jumped nearly 12 percent in after-hours trading.

Heading into Wednesday, the company’s shares were down about 14 percent for 2024, however. Besides earnings disappointments earlier in 2024, Musk has been under pressure to demonstrate new Tesla products to wow consumers.

A heavily-touted launch event earlier this month in Los Angeles showing off its autonomous robotaxi vehicles received mostly lackluster reviews.

Following Wednesday’s results, CFRA Research lifted its equity price target for Tesla, noting that “expectations were low heading into the release after four consecutive bottom-line misses and a ‘Robotaxi Day’ that left investors with more questions than answers.”

– Boosting Trump –

Musk has also stood out among major corporate figures with his activism in the 2024 presidential election on behalf of Republican candidate Donald Trump. Musk’s efforts have gone well beyond the practice of contributing funds to preferred candidates.

The billionaire has appeared on the stump with Trump, including at a rally in Butler, Pennsylvania earlier this month in which Musk — donning a black “Make America Great Again” hat — was photographed literally jumping for joy in support of the ex-president.

More recently, Musk has unveiled a lottery to give $1 million a day to registered voters in swing states, in a gambit that some experts suspect breaches US campaign laws.

Musk’s support of Trump also poses questions as to its effect on the Tesla brand, given the polarized state of the US electorate.

On Wednesday’s call Tesla officials read questions from investors they screened. They also took two questions from Wall Street analysts without disclosing if there were ground rules on what could be asked.

Democratic vice presidential candidate Tim Walz took a shot at Musk on Tuesday night during a campaign rally in Wisconsin, noting that Trump could appoint Musk to a post that influences the regulation of the billionaire’s business.

Musk could “spend billions to make more than $10 billion on the back-end,” Walz said.

“So in other words, Donald Trump, in front of the eyes of the American public, is promising corruption,” Walz added. “I don’t believe (Trump) keeps many promises but he’ll keep that one.”

Musk shot back at Walz on his X platform, posting to the former Twitter a picture of a lost-looking Walz captioned, “Who Am I… Why am I here”?