Key Takeaways TSLA deployed 9.6 GWh of energy storage in Q2, up from 9.4 GWh in the prior-year quarter. Powerwall deployment hit a record 1 GWh in Q1, despite ongoing supply constraints. Gross profit from Services and Other rose 25% in Q1, driven by maintenance and collision services.Tesla (TSLA) is slated to release second-quarter 2025 results on July 23, after the closing bell. We will focus on the company’s Energy & Service and Other Businesses, which are currently experiencing an improvement in their ...

Key Takeaways Q2 sales are expected to rise 2.3% YoY to $3.68B, led by 4.7% growth in the Service segment. New Equipment sales may fall 5.2% YoY, pressured by softness in China and parts of EMEA. Margins face headwinds from labor and material costs, though pricing and productivity offer partial offsets.Otis Worldwide Corporation (OTIS) is scheduled to report second-quarter 2025 results on July 23, before the opening bell.In the last reported quarter, the company’s adjusted earnings topped the Zacks Consen ...

Key Takeaways STNE's MSMB TPV rose 17% YoY in Q1 2025 to R$119.5B, with active clients also up 17% to 4.3 million. Heavy users grew to 38% of STNE's client base as bundled services boosted cross-sell traction. STNE projects 14% CAGR in MSMB TPV through 2027, shifting focus from volume to profitability.StoneCo Ltd. (STNE) is strategically capitalizing on Brazil’s fast-evolving digital payments landscape by intensifying its focus on the micro, small and medium business (MSMB) segment. In the first quarter o ...

Key Takeaways Stride lost a major K-12 partnership, adding near-term pressure despite 20% enrollment growth in FY25. The stock trades at 16.98x forward P/E, a premium to peers, with FY25 EPS expected to rise 51.2%. LRN's $528.5M cash position and growing career-learning demand support long-term resilience.Stride, Inc.’s (LRN) share price performance has trended downward in the past month to 9.4%, underperforming the Zacks Schools industry, the broader Zacks Consumer Discretionary sector and the S&P 500. T ...

Key Takeaways ServiceNow expects Q2 subscription revenues of $3.031B, indicating 20% year-over-year growth. NOW's AI-driven offerings and major partnerships continue to expand its enterprise customer base. New product launches and acquisitions are boosting NOW's automation and CRM capabilities.ServiceNow (NOW) is scheduled to release its second-quarter 2025 results on July 23.The Zacks Consensus Estimate for second-quarter revenues is currently pegged at $3.12 billion, indicating 18.79% growth from the fi ...

Key Takeaways CVNA aims to sell 3 million cars annually with 13.5% adjusted EBITDA margins in 5 to 10 years. Carvana plans to expand from 23 to around 60 locations to boost vehicle reconditioning capacity. ADESA acquisition enables CVNA to scale efficiently by utilizing existing auction and inspection facilities.Carvana Co. (CVNA) is striving to improve in every aspect of its business. It is vigilant about where it earns money and where it spends it. It has an ambitious goal of selling 3 million cars a ye ...

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or a ...

京东战略投资具身智能领域 - 公司近期完成对3家具身智能头部企业的投资，包括千寻智能、众擎机器人和逐际动力 [1][2] - 投资金额方面，千寻智能完成6亿元PreA+轮融资，众擎机器人完成两轮融资，逐际动力获得新一轮战略投资 [2] - 公司表示高度重视具身智能和大模型技术，聚焦供应链场景推动创新应用 [1] 具身智能行业发展趋势 - 2024年中国具身智能市场规模已达8634亿元，预计2025年将增长至9731亿元 [4] - 行业受资本青睐源于技术迭代、市场需求与资本推动的共同作用 [3] - 技术进步正降低应用门槛、加速商业化进程，资本通过投资抢占未来市场红利 [3] 公司战略布局 - 采用"投资+自研+生态共建"的三维布局模式，已成立相关业务部门 [4] - 去年7月战略投资生活服务机器人研发商橡鹿科技2亿元，今年5月参与投资智元机器人 [4] - 内部设立JoyInside品牌，将对话智能体植入机器人等硬件载体 [4] 业务协同与市场表现 - 已与十余家头部机器人品牌达成合作，包括MagicDog Pro四足机器人等 [5] - 618期间智能机器人自营销售额同比增长3倍，具身智能机器人品类实现17倍增长 [6] - 供应链产业大模型积累的海量数据为具身智能提供关键支撑 [6] 竞争优势分析 - 具备AI、自动化领域长期技术积累，拥有算法和感知交互等核心技术 [6] - 用户行为数据与家庭场景深度洞察有助于产品体验精准匹配 [6] - 家电、家居业务协同效应可依托成熟渠道快速触达目标用户 [6] - 投资头部企业+内部研发的双向驱动模式加速技术迭代和生态构建 [6]

计税规则更趋严谨 根据现行政策，汽车增值税属于流转税，在销售环节由经销商缴纳。而车辆购置税属于财产税，在办理 车辆登记时由车主缴纳。由于国内车辆指导价普遍包含增值税(税率13%)，而90万元的消费税起征点不 含增值税，这意味着真正需要缴纳消费税的，是售价(开票价)达到101.7万元以上的车型。 数据显示，2025年上半年，零售价格在101.7万元以上的超豪华车累计销售3.7万辆，同比下滑49%。其 中传统燃油车是绝对主力，销售3.3万辆，占比近90%。市场份额方面，奔驰以48%的占比居首，上半年 销售1.6万辆；路虎紧随其后，占23%份额，销量达8500辆；保时捷、雷克萨斯、宾利分别占18%、8% 和3%，销量为6800辆、3000辆和1100辆。由此可见，超豪华小汽车市场仍高度依赖传统燃油车型，头 部品牌将直接承受政策调整带来的压力。 7月17日，财政部、税务总局联合发布《关于调整超豪华小汽车消费税政策的公告》，将超豪华小汽车 消费税起征点从130万元(不含增值税)降至90万元(不含增值税)，该政策于7月20日正式执行。这一调整 使得更多超豪华车型被纳入征税范围。 记者日前多方走访了解到，在上述政策落地前， ...

金十数据7月22日讯，数十家企业承诺未来三年将在德国投资至少6310亿欧元（合7330亿美元）。在德 国新政府试图为这个欧洲最大经济体注入新的活力之际，这发出了对德国充满信心的信号。德国经济在 过去两年中一直在萎缩，预计今年将停滞不前。德国总理默茨的政府自5月6日上台以来，一直把振兴经 济作为首要任务。周一，默茨欢迎一项名为"为德国制造"（Made for Germany）倡议的代表来到总理 府，与私人投资者表达信心。这批代表目前包括61家来自广泛经济领域的公司，其中包括工业集团西门 子和金融巨头德意志银行。 德国数十家企业共作出逾7000亿美元投资承诺 ...