财务业绩表现 - 公司营收优于预期 达到281亿美元 高于市场预期的2636亿美元 [1] - 每股收益为50美分 低于市场预期的55美分 [1] - 股价在财报公布后下跌约1% [2] 业务构成与估值 - 公司约80%的营收来自汽车业务 [3] - 基于远期收益的市盈率超过250倍 [3] - 储能和电池业务是高增长领域 但仅占营收的10% 且上一季度同比下降7% [3][4] 未来增长驱动力与市场关注点 - 投资者关注机器人出租车和自动驾驶汽车开发等未来计划的具体细节 [2] - 公司被市场视为人工智能概念股 但相关业务尚未产生收入 [3][4] - 市场期待管理层在财报电话会议中提供新款低价车型Model 3和Model Y的销售情况和具体规划 [5] - 营收超预期部分原因可能与被追溯的9月30日到期的电动汽车税收抵免政策有关 [3]

And now let's bring in our next guest. He's former Ford CEO Mark Fields. He's going to discuss what this morning's data means for the industry.Uh Mark, I'd sort of actually like to get you started there on a point that Phil said doesn't get much attention. And I'm wondering if you can add your perspective about the energy deployed, 12.5% gawatt. Uh that's the highest on record for Tesla. What does that mean for the industry and what's your view on that.Well, obviously it's a a a growing part of Tesla's busi ...