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马斯克释放大量信息:回购100亿美元股票 赶超苹果、推特……_我的网站

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一 |     回购股票在特斯拉完成多次拆股、今年市值损失超过三分之一后,一些特斯拉投资者一直在鼓动特斯拉股票回购。马斯克在财报电话会议上表示,特斯拉董事会已经讨论了50亿美元至100亿美元的回购计划。“我们在董事会层面就回购想法进行了广泛辩论。    

Residents in Shanghai braved strong winds and rain with umbrellas and raincoats on August 9, 2026, as Typhoon Dolphin, the year’s 13th typhoon, affected the city. Photo: IC
Residents in Shanghai braved strong winds and rain with umbrellas and raincoats on August 9, 2026, as Typhoon Dolphin, the year’s 13th typhoon, affected the city. Photo: IC
Typhoon Peilou, the 16th typhoon of the year, formed in the western North Pacific on Sunday afternoon, creating a rare situation in which three typhoons – Dolphin, Chan-hom and Peilou – were active simultaneously, weather.com.cn reported on Sunday. 
Typhoon Peilou formed at a tropical storm level. At 2 pm, the typhoon’s center was located over the western North Pacific, about 740 kilometers north-northwest of Saipan, Guam, packing winds of up to 65 kilometers per hour near its center, China Central Television (CCTV) reported on Sunday. 
Typhoon Peilou is expected to move eastward at 25 to 30 kilometers per hour and gradually strengthen, according to CCTV. 
The name “Peilou” comes from China’s Macao, and refers to a common migratory bird found in the region.
As Typhoon Kujira dissipated after being absorbed by Typhoon Dolphin, now there still remain three typhoons simultaneously. 
According to Ma Jun, director of the Institute of Public and Environmental Affairs, early August is a peak period for typhoon activity, which typically sees the most typhoon formations of the year. Therefore, the occurrence of multiple typhoons, including severe typhoons, during this period is normal. 
By this time, the ocean has absorbed and accumulated energy for more than six months, while atmospheric circulation is also favorable for the formation and development of typhoons, Ma told the Global Times on Sunday. 
Typhoon Dolphin made landfall in Taizhou, East China's Zhejiang Province, on Sunday afternoon, bringing strong winds up to 42 meters per second and heavy torrential rain to the coastal regions amid a red alert – the highest level in the country's typhoon warning system – issued for it earlier that day. 
。董事会普遍认为进行股票回购是有意义的,我们希望通过正确的程序进行回购,但考虑到明年的形势非常艰难,我们有可能在经济下行的情况下进行规模在50亿美元到100亿美元的回购。”他补充说,“这显然还有待董事会的评估和批准。因此,我们很可能会进行一些有意义的回购。”马斯克还打消了外界对于市场需求因为经济低迷下滑的担忧。“在我们能够看到的最远未来,公司预计能够售出我们生产的每一辆车”。

二 | 无法实现交付量目标马斯克对于股票回购上的表态并未起到立即提振股价的作用,因为随后特斯拉CFO扎卡里·柯克霍恩(Zachary Kirkhorn)下调了今年的汽车交付量预期。“由于年底在运输途中(未交付)的汽车订单数量增加,我们确实预计交付量的增长会略低于50%。”他表示。柯克霍恩将下调交付量增长目标归因于公司生产和销售汽车的方式发生了变化。特斯拉在2021年交付了大约93.6万辆汽车,今年需要交付140多万辆才能增长50%。柯克霍恩表示,公司将把汽车产量提高50%,“尽管我们正在追踪超出我们控制范围的供应链风险”。

三 | 市值超苹果马斯克为特斯拉制定了一个新目标,那就是市值超越苹果公司和沙特石油巨头沙特阿美的总和。“现在,我的观点是,我们可以远远超过苹果目前的市值。我认为特斯拉的价值有可能超过苹果和沙特阿美的总和。”他表示。苹果目前的市值为2.3万亿美元,沙特阿美为2万亿美元,而特斯拉的市值只有7000亿美元。

四 | Twitter收购当被问及收购Twitter的问题时,马斯克表示“我对Twitter的情况很兴奋……我认为这是一项长期失去活力的资产,但它具有惊人的潜力。Twitter的长期潜力比它目前的价值要大一个数量级。”他表示。

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Published on:10:34:52


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