In the second quarter, net profit increased by 98%, and the market value increased by 509.5 billion overnight. Tesla had spent a low valley period?

With the continuous improvement of delivery data, Tesla's market value has returned to more than $ 800 billion.

On July 21, Tesla announced the second quarter of 2022 financial reports. The financial report showed that Tesla's second quarter revenue was 16.934 billion US dollars, an increase of 42%year -on -year from the second quarter of last year; the net profit attributable to ordinary shareholders It was US $ 2.259 billion, a year -on -year increase of 98%.

After the financial report was released, Tesla's stock price rose by 9.78%, a market value of US $ 75.3 billion (about RMB 509.5 billion) overnight, and the total market value reached 844.78 billion US dollars.

It is worth noting that because of the influence of the epidemic, Musk announced the layoffs of 10%.

For Tesla, on the one hand, on the one hand, it will continue to increase production capacity, and on the other hand, it will strengthen the company's cash flow in order to cope with possible problems in the future.

According to Tesla's financial report, Tesla's delivery volume in the second quarter of this year has significantly declined, this phenomenon is the first time in two years. However, Tesla's productivity reached a new high in the second quarter. It is worth noting that the production capacity of Tesla Shanghai Super Factory reached a new high in June.

Musk said that the company's output in the second half of the year is expected to create records.

In fact, the delivery volume of new energy vehicle companies has become one of the most important indicators to measure enterprises. Since this year, with the continuous increase in BYD's delivery, BYD has been in the number of delivery for several months in a row, and the delivery data for delivery in the first half of this year has surpassed Tesla. Not only that, BYD's stock price has also reached a record high.

However, BYD's dynamic price -earnings ratio is still as high as 292 times compared to BYD, and Tesla has dropped to about 87 times. Time to change space, Tesla is on a virtuous cycle.

In addition, we also found a more interesting phenomenon in Tesla's financial report, that is, Tesla sold $ 936 million in Bitcoin in the second quarter, accounting for 75%of its total positions. It is inferred that in the future, with the further deterioration of the market, Tesla is completely likely to clear the Bitcoin.

In this transaction, we noticed that the price of Tesla's sale of Bitcoin was US $ 29,000/piece, while the trading Tesla lost more than $ 100 million. Earlier, Musk was sued by investors for the statement of dog coins. But at the conference call, Musk said that he did not sell any dog ​​currency.

For Tesla's sale of Bitcoin, Musk said that the sale should not be regarded as a certain judgment on Bitcoin in the future. But according to the current market, if Tesla does not sell Bitcoin in advance, the amount of losses will increase to $ 400 million in this sale.

After the release of the financial report in the second quarter, Cathie Wood commented: "Traditional car analysts believe that Tesla is destined to fail: they do not understand that Tesla is a robot, energy storage and artificial intelligence company, not a car company. In the short term, companies that are controversial and volatility, and innovative companies focusing on problems and subverting traditional industries may be surprised by significant exponential growth trajectory. " In fact, because in the past two years, Tesla, the glory and disgrace of the wooden sister was deeply bound to Tesla.

In the second quarter of 2022, the performances of ETFs and 3 index ETFs under the active managed ETFs and ETFs under the performance of the S & P 500 Index and the MSCI Global Index. And she was also questioned by the market.

In summary, I think that despite the slowdown of Tesla's delivery in the second quarter, Tesla's capacity will continue to climb in the long run. As a leading company in the world, Tesla has successfully used it. Time has digested space. Although Tesla's price -earnings ratio is still high at present, with the increase in the number of delivery and the improvement of financial conditions, Tesla returns to the $ trillion market value.

But this does not mean that Tesla is safe enough. At present, new energy has become a future trend, and the competition of Chinese new energy vehicle companies is very sufficient. As the world's largest new energy vehicle market, who can win the Chinese market in the future, who can win the Chinese market in the future Who can occupy an absolutely active position in the global market, and BYD's delivery has surpassed Tesla, so Tesla's pressure will not be small in the future.

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