テスラ株374→310ドル｜過去最高売上でも売られた週の3論点

This Week's Conclusion: Tesla experienced its biggest sell-off in a week that saw a string of future-oriented deliveries. The stock price fell from $374 before the earnings announcement to the $310 range. What you'll learn from this video: Instead of focusing on stock price fluctuations, you'll understand which numbers to look at next. This week, Tesla delivered the FSD V14 Lite to the HW3, which had been waiting 18 months, expanded its robotaxis to seven US cities, and over 55% of new car buyers received vehicles with FSD. However, while second-quarter sales reached a record $28.2 billion, operating profit fell 57%. The stock price plummeted after the earnings announcement, down 30% year-to-date. This week is summarized in three parts: "The first half: Deliveries / The second half: Price tags attached / The answers yet to be revealed." ▶︎Used Tesla information is regularly distributed via this LINE account! → https://lin.ee/6Ca63j0Y ━━━━━━━━━━━━━━━━ ⚡️ This one device provides internet access while on the go ━━━━━━━━━━━━━━━━ While traveling in my Tesla, or while waiting for charging, I use "Mobility Wi-Fi (MobiFi)". ▼Official website and detailed specifications here https://move.mobility-wifi.com/ 【Why it's rational and recommended】 ・Cloud SIM for all 4 carriers (Docomo/au/SoftBank/Rakuten) ・Automatically selects the strongest signal in your location ・Effectively unlimited data with 33GB per day (approximately 990GB per month) ・Built-in battery (up to 12 hours), so you can take it to cafes, etc. If you want to turn your car into a "mobile office" or "theater", be sure to check it out 🚗💻 ☀️We've started sharing information about solar power and battery storage with SI Solar Co., Ltd.! Please subscribe to our channel! 😆 →    / @si8773   ▼For inquiries regarding the introduction of N-type solar panels and Powerwall, please click here: https://docs.google.com/forms/d/e/1FA... ▶︎100% plant-based cleaning ingredients! NanoTop's official website is here: → https://u.wb.to/ah5124il9/ ▶︎Tesla owners, Tesla stock investors, why not become friends with Ken? Register for Ken's official LINE account here: → https://lin.ee/K11BaNO We are planning various Tesla-related projects. Information about these projects will be delivered via our official LINE account. I also run a Tesla community. There, we exchange information about Tesla cars, Tesla stock, and everything related to Tesla. Participation is free. You can also join via LINE, so I hope we can exchange information together! ▶︎ArcAic, the insurance agency for Tesla, is here: → https://arcaid.co.jp?arc_campaign=ken... ▶︎For Tesla car sharing & peer-to-peer EV sales, leave it to BOXIV! Details here: → https://boxiv.co.jp/ Insulation & Energy Saving: Lower your electricity bill and create a comfortable space using radiant heat devices! A gymnasium transformed into a comfortable evacuation center! Introducing EcoWin by EcoFactory Co., Ltd.! →    • 断熱&節電 輻射熱装置を使い電気代を下げて且つ快適な空間へ！まさかの体育館が快適避難...   For inquiries about EcoWin, please contact us via our official LINE account! ▶︎Today's Theme Thank you for always watching! I'm Ken, a Tesla owner, Powerwall owner, and Tesla supporter! The content of this video is as follows: [Three Key Points] First half = The first four days of delivery: Robotaxis to 7 cities, FSD preference learning, V14 Lite for HW3, summer update, increased production in Berlin Second half = The first two days of price tags: Record sales but a 57% decrease in operating profit. The culprits were not price cuts, but a 47% increase in operating expenses and a 67% decrease in regulatory credits. The market was divided between sellers (short sellers) and buyers (Kathy Wood). The answer yet to be revealed = HW3 upgrade plans. Questions were raised, but neither the timing, method, nor cost was discussed. [Numbers to Look at Next] • Will the gross profit margin (currently 16.8%) improve for the second consecutive quarter? • Will the ratio of non-automotive sales (currently 27%) increase? • The next check will be in the Q3 earnings report in three months. [Primary Information/Source (Reference Date)] • Q2 2026 Earnings Statement (Tesla official website ir.tesla.com, announced July 22, 2026) • Stock Price: TSLA $310.19 (US market, July 24, 2026; chart in article is from the same date) • Earnings Commentary: Electrek / CNBC / Yahoo Finance (July 22-24, 2026) *All numbers in the video are based on the above announcements and reports. Year-on-year and quarter-on-quarter comparisons are clearly indicated in the video. ↓Subscribe to the channel now↓    / @kenteslalab   --------------------------------★ 📺 Other recommended videos: [Tesla Crash] Why Tesla Stock Fell 14% and $140 Billion Disappeared in One Day | Why Did Profits Disappear Despite Record Sales? Analyzing the Q2 Earnings with Numbers    / bmr--w.  .