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Tesla Stock Drops 10% on Q2 Earnings Miss as It Confirms $25B Full-Year Capex for Robotaxi, Optimus特斯拉二季度业绩不及预期股价重挫10%，同时确认250亿美元全年资本支出投向Robotaxi与Optimus

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  1. Tesla shares tumbled 10% early Thursday, July 23, 2026, after the EV maker's Q2 results, reported after Wednesday's market close, missed overall Wall Street expectations even though revenue beat forecasts.
  2. Q2 revenue came in at $28.24 billion, above the $26.32 billion Bloomberg consensus and up 26% year-over-year, while cash burn was lower than expected.
  3. Tesla confirmed full-year capital expenditure of $25 billion, as investors sought more clarity on the Robotaxi and Optimus humanoid-robot bets that require heavier cash investment.
  1. 特斯拉股价于2026年7月23日周四早盘重挫10%，原因是公司周三收盘后公布的二季度财报营收虽超预期，但整体业绩未达华尔街预期。
  2. 二季度营收为282.4亿美元，高于彭博一致预期的263.2亿美元，同比增长26%，同时现金消耗速度低于预期。
  3. 特斯拉确认全年资本支出为250亿美元，投资者希望获得更多关于Robotaxi和Optimus人形机器人业务（需更多现金投入）的进展信息。

SOURCES溯 源

T3 Tesla stock tumbles 10% after profit miss; full-year capex spend of $25 billion confirmed - Yahoo Finance 2026-07-23
gnews-earnings
T3 Tesla stock slides after mixed Q2 earnings, with $25 billion in capex spending lined up - Yahoo Finance 2026-07-23
gnews-earnings
T3 Tesla stock slides after profit miss; full-year capex spend of $25 billion confirmed - Yahoo Finance 2026-07-23
gnews-earnings