July 20, 2026 · Monday2026 年 7 月 20 日 · No. 16 · updated更新于 23:37 () SIGNALS信号EVENTS日历ARCHIVE归档ACCESS接入ABOUT关于

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Industry Moves行业动向

Tesla Q2 2026 Earnings Preview: Robotaxi Missed H1 Target, $27.6B Revenue Expected特斯拉Q2财报前瞻:机器人出租车未达H1目标,预期营收276亿美元

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  1. Tesla will report Q2 2026 earnings on July 22, with Wall Street consensus projecting about $27.6B in revenue and roughly $0.55 adjusted EPS, both marking year-over-year growth.
  2. Tesla missed its original nine-city robotaxi rollout target for H1: the AI-trained autonomous ride-hailing service is currently live in five markets, with four more in preparation.
  3. Investors will also watch Optimus humanoid robot progress and the Semi program, alongside disclosed financials showing Tesla's $2B SpaceX stake (under 1%) bought in March and about $87M in Q1 revenue from SpaceX Megapack energy-storage sales.
  1. 特斯拉将于7月22日公布2026年Q2财报,市场共识预期营收约276亿美元,调整后每股收益约0.55美元,均实现同比增长。
  2. 特斯拉未达成H1机器人出租车九城市原定目标:目前AI训练的自动驾驶叫车服务已在五个市场上线,另有四个市场正在筹备中。
  3. 投资者还将关注Optimus人形机器人进展及Semi电动卡车项目,此外特斯拉今年3月斥资20亿美元购入不到1%的SpaceX股份,Q1还录得约8700万美元的SpaceX Megapack储能销售收入。