[US stock index]
On Tuesday, July 23rd, EDT, the three major US stock indexes collectively closed down, with the S&P 500 index falling 0.16% to 5555.74 points. Dow Jones index fell 0.14% to 40358.09 points; The Nasdaq index fell 0.06% to 17,997.35.
American debt
On July 23, the benchmark 10-year US bond yield was 4.25%, and the 2-year US bond yield, which is most sensitive to the Fed’s policy interest rate, was 4.40%.
[Hot American stocks]
Among popular US stocks, Apple rose 0.47%, Microsoft 0.43%, NVIDIA 0.77%, Google C 0.14%, Google A 0.07%, Amazon 2.12%, Meta 0.27%, TSMC 0.31%, Tesla 2.04%, AMD 1.20% and Intel 1.26.
[global index]
[China index]
On July 23rd, overnight Hang Seng Technology Index futures fell by 1.88%, Nasdaq China Jinlong Index fell by 1.84%, and FTSE China A50 Index fell by 1.55%.
[China Stock Exchange]
In terms of popular Chinese stocks, Tencent Holdings (Hong Kong stocks) fell by 1.88%, Pinduoduo by 0.86%, Alibaba by 0.72%, Netease by 0.14%, Baidu by 2.06%, Ctrip by 2.20%, LI by 3.47%, Weilai by 4.37% and Xpeng Motors by 6.72%.
[foreign exchange commodities]
[Global News]
Musk: It is expected that FSD will be approved in China before the end of the year.
Elon musk, CEO of Tesla, said in the earnings conference call that he would apply for regulatory approval in Europe and China to implement the supervised FSD, and it is expected to be approved before the end of this year. (CBN)
Musk: The construction of Tesla’s super factory in Mexico is currently in a "suspended state"
Musk said that the super factory in Mexico is currently in a suspension stage. But the company will see the situation clearly after the November election in the United States. Everything depends on the political situation. Tesla will wait until the November election before deciding on Mexico’s investment.
Musk: postpone the Robotaxi conference from August to October.
Elon musk, CEO of Tesla, said that the Robotaxi conference would be postponed from August to October. Tesla will deliver cheap models in the first half of next year; It is expected that the production of Roadster sports cars will start next year. The demand for NVIDIA is so high that it is difficult for Tesla to obtain the required GPUs. We need to make more efforts in Dojo to ensure that we have the required (large model) training ability. Tesla will "double the bet" Dojo. We really need to make Dojo work.
Google will invest another $5 billion in its self-driving car business.
Porat, chief financial officer of Alphabet, said that Alphabet plans to make a multi-year $5 billion investment in Waymo’s driverless car division.
Tesla did not give a timetable for the launch of Robotaxi in the financial report.
Tesla announced its second-quarter financial report today, and the financial report did not give the specific launch time of the self-driving taxi Robotaxi. Tesla said in the financial report: "The deployment time of Robotaxi depends on technological progress and the approval of the regulatory authorities. In view of its huge potential value, we are actively grasping this opportunity. At the same time, we are managing our product portfolio with a long-term orientation, focusing on sales growth, maximizing the use of installed infrastructure, and generating enough cash flow to invest in future growth. " Earlier this month, people familiar with the matter revealed that Tesla postponed the release time of Robotaxi from August this year to October.
Google CEO Pichai: Waymo pays 50,000 trips per week.
Alphabet CEO Pichai said that Waymo paid 50,000 trips per week. More than 1.5 million developers use the big model Gemini tool. AI Overview Improve search satisfaction.
Tesla: The new car plan is still on schedule.
Tesla said that the focus of the whole company is still to reduce costs. The new car plan is still on schedule. Cybertruck production is expected to be profitable by the end of the year.
Google executives: Cloud revenue is boosted by the demand for artificial intelligence (AI)
Google executive Ruth Porat said that search contributed the most to the company’s revenue growth. The growth of the search is particularly prominent in the retail industry. Declined to comment on the company’s abandonment of Wiz acquisition. The company has been exploring the "diversity" of its portfolio by acquiring (other companies). This will be my last conference call with analysts from Google. Cloud revenue is boosted by the demand for artificial intelligence (AI).
Alphabet’s cloud revenue of $10.35 billion in the second fiscal quarter was higher than market expectations.
Alphabet’s revenue in the second fiscal quarter was 84.74 billion US dollars, and analysts expected 84.37 billion US dollars; In the second fiscal quarter, Google Cloud revenue was $10.35 billion, and analysts expected $10.09 billion; In the second fiscal quarter, Google’s advertising revenue was 64.62 billion US dollars, and analysts expected 64.53 billion US dollars; In the second fiscal quarter, other business revenue was $365 million, and analysts expected $389.6 million; In the second fiscal quarter, the revenue excluding the cost of traffic acquisition was 71.36 billion US dollars; The operating profit in the second fiscal quarter was $27.43 billion, with an estimated $26.37 billion.
Tesla’s revenue in the second quarter exceeded expectations
Tesla’s revenue in the second quarter was $25.50 billion, and analysts expected $24.63 billion; The adjusted earnings per share in the second fiscal quarter was $0.52, and analysts expected $0.60; The operating profit in the second fiscal quarter was $1.61 billion, and analysts expected $1.81 billion; The gross profit margin in the second quarter was 18%, and analysts expected 17.4%; Free cash flow in the second fiscal quarter was $1.34 billion, and analysts expected $1.92 billion; It is still expected that the sales growth rate will be significantly reduced in 2024; It is expected that the output will increase in the third quarter.
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