核心观点 - 公司上调了2024财年的有机销售额和利润预期，主要原因是国际市场对高价饮料、能量饮料和果汁的需求增加[1][2] 公司业绩 - 公司第二季度平均售价上涨9%，单位箱量增长2%[1] - 公司第二季度净营收增长2.9%至123.1亿美元，超出LSEG预期的117.6亿美元[2] - 公司第二季度调整后每股收益为84美分，高于预期的81美分[3] 市场表现 - 公司股价在盘前交易中上涨近1%[1] - 北美地区销量下降1%，消费者对支出更加谨慎[2] 战略与产品 - 公司正在亚洲和欧洲开拓新市场，并推出如Coke Spiced和Georgia Coffee等改版饮料，以应对价格敏感的市场[1] - 公司预计2024财年有机销售额将增长9%至10%，调整后利润将增长5%至6%，均高于此前预期[2]

文章核心观点 - 特斯拉Cybertruck在今年上半年在美国市场的销量达到11,558辆,其中第二季度销量达到8,755辆,超过了福特F-150 Lightning同期的7,902辆 [2][3] - 特斯拉Cybertruck作为新车型,受到了较大的市场需求,而特斯拉其他车型由于较为老旧,销量有所下降 [5] - 特斯拉尚未在季度报告中公布Cybertruck的具体产销数据,但公司表示在最近几周内每周生产1,000辆,正在不断提升产能 [6] 公司相关 - 特斯拉股价今年迄今上涨1%,但最近一个月内上涨超过27% [10] - 特斯拉将于周二盘后公布第二季度财报 [10] 行业相关 - 福特F-150 Lightning作为电动皮卡市场的领导者,第二季度销量为7,902辆 [3]

General Motors and Ford may post lower profit when they report quarterly results this week, as the industry's high-stakes bet on EVs fails to pay off, while a cyberattack on a crucial computer network used by dealerships disrupted sales. GM is expected to report a 7.7% drop in second-quarter net income, while Ford is expected to post a 10% drop in profit, according to data from LSEG. GM is scheduled to report its results on Tuesday and Ford the following day.The cyberattack-induced outage at CDK forced the ...

The leader of aerospace giant Boeing's defense division said Sunday that the company is still fighting through issues that have delayed the construction of two new Air Force One presidential aircraft. Boeing received a $3.9 billion contract in 2018 to build two new 747-8 aircraft for use as Air Force One that would be delivered by December 2024, but the aircraft are delayed until at least 2027 and 2028.Ted Colbert, head of Boeing Defense, Space & Security, said the company is dealing with supply chain, infl ...

文章核心观点 - 公司二季度新增超800万订阅用户，超分析师预期，但三季度指引谨慎，广告业务至少到2026年才会成为营收增长主要驱动力 [1] 订阅用户情况 - 二季度新增超800万订阅用户，高于分析师预测的500万 [1] - 计划明年停止定期公布新订阅用户增长数据 [3] - 预计三季度订阅用户增长低于2023年同期 [3] - 广告套餐会员数量较上一季度增长34% [5] 财务表现 - 二季度摊薄后每股收益4.88美元，高于市场预期的4.74美元 [4] - 二季度营收达95.6亿美元，符合预期 [4] - 预计三季度营收同比增长14% [6] 广告业务情况 - 公司副总裁彼得·内勒将离职 [3] - 广告业务尚未从营收角度证明自身实力，需扩大规模 [3] - 广告业务虽增长良好，但至少2024年和2025年不会成为营收增长主要驱动力，2026年及以后有望成为主要贡献力量 [1][5] 股价表现 - 财报公布后盘后交易中股价逆转早盘跌势上涨1%，今年以来已飙升近三分之一 [1] - 因科技股近日普遍回调，部分投资者可能趁利好消息获利了结 [2] 业务发展计划 - 三年游戏计划中，今年将推出基于《鱿鱼游戏》的多人游戏，还计划推出与《艾米丽在巴黎》和《日落豪宅》相关的游戏 [6] - 获得NFL三年协议，将直播圣诞节双赛 [4]

Ford Motor Co. is investing $3 billion to expand production capacity for one of its most popular and profitable vehicles.  The company announced on Thursday that it's adding its third North American assembly plant for its F-Series Super Duty trucks, its heavy-duty line of pickups. The plan will initially add capacity for 100,000 vehicles, Ford said.The plant, located at Oakville Assembly Complex in Ontario, Canada, is an effort by the company to maximize its manufacturing footprint and expand its Ford Pro c ...

Dollar General agreed to pay $12 million to settle claims that there were unsafe working conditions across its stores, such as blocked fire exits and fire extinguishers and unsafe storage, according to the Department of Labor.  Aside from paying the hefty penalty, the settlement between the Labor Department's Occupational Safety and Health Administration (OSHA) and Dollar General will ensure that the chain and its retail subsidiaries "make significant workplace safety improvements in stores nationwide."The ...

文章核心观点 银行二季度利润下降，净利息收入减少且信贷损失拨备增加，但净利息收入预测好于预期使股价盘前上涨，投资银行业务因资本市场复苏收入增加 [1][2][4] 银行经营情况 - 二季度净利润69亿美元，合每股83美分，去年同期为74亿美元，合每股88美分 [2] - 净利息收入二季度降至137亿美元，下降3%，信贷损失拨备从去年同期11亿美元升至15亿美元 [1] - 预计四季度净利息收入145亿美元，高于LSEG估计的144亿美元 [2] 股价表现 - 股价攀升2.2%至42.80美元，今年迄今上涨24.4%，跑赢摩根大通和富国银行 [2] - 摩根大通股价210.05美元，上涨5.11美元，涨幅2.49% [3] - 富国银行股价57.73美元，上涨1.19美元，涨幅2.10% [3] - 花旗集团股价65.14美元，上涨0.62美元，涨幅0.96% [5] 投资银行业务 - 投资银行因资本市场复苏带来更多承销费，并购业务也推动咨询费增长，美银投资银行费用跃升29%至16亿美元 [4] - 二季度承销收入跃升32%，银团贷款费用飙升77% [5] - 2023年二季度美银投资银行费用增长7%，而摩根大通和花旗集团报告下降 [4] 财富和投资管理业务 - 财富和投资管理部门收入增长6%，客户余额增长10%至超4万亿美元 [6]

Data from Disney's internal Slack workplace collaboration system have been leaked online, including discussions about ad campaigns, studio technology and interview candidates, according to files viewed by The Wall Street Journal.  An anonymous hacking group that calls itself Nullbulge said in a blog post that it published data from thousands of Slack channels at the entertainment company, including computer code and details about unreleased projects. Slack is widely used within large companies for group com ...

文章核心观点 - 汽车零售商AutoNation预计第二季度每股收益受CDK Global软件故障负面影响约1.50美元，预计每股收益为3.15 - 3.30美元 [1] 事件影响 - 故障影响约一半为6月19 - 30日损失收入，一半为一次性成本，主要是为留住按佣金计酬员工支付的补偿，公司预计在计算第二季度非公认会计准则每股收益时调整这些一次性成本 [2] - 公司预计辅助系统现状和CDK故障不会对“整体财务状况”产生“重大影响” [3] 故障情况 - 上月末CDK Global因网络事件临时关闭系统，导致AutoNation等汽车行业企业遭遇广泛软件故障 [2] - AutoNation经销商管理系统和其他核心功能受干扰，截至文件提交日，DMS和核心功能已恢复，但部分辅助系统和集成仍不可用或受限，预计7月底前完成所有系统和集成恢复 [1][3] 应对措施 - CDK软件故障高峰时，AutoNation使用“手动和替代手段及流程”提供服务，全国许多其他汽车经销商也采取了此类措施 [3] 公司信息 - AutoNation预计两周多后公布第二季度业绩，公司在全国运营超300个门店 [1][4]