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Tom Narayan, an analyst at RBC Capital Markets, stated: "Given the growth in car sales, this is a strong performance."

Tom Narayan, an analyst at RBC Capital Markets, stated: "Given the growth in car sales, this is a strong performance."

华尔街见闻华尔街见闻2026/07/02 17:11
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Furthermore, driven by the structural benefits of AI-fueled growth in electricity demand, Tesla's energy storage business is also expected to continue to benefit. With Model S and Model X scheduled to be discontinued by the end of the first quarter of 2026, we believe Tesla is shifting its strategic focus toward the Robotaxi and humanoid robot sectors, further reducing the emphasis on traditional automobile manufacturing.
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