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cover of episode Tesla Earnings Ahead After Rough Start to Week

Tesla Earnings Ahead After Rough Start to Week

2025/4/22
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Schwab Market Update Audio

AI Deep Dive AI Chapters Transcript
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K
Kathy Jones
K
Keith Lansford
L
Lizanne Saunders
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Keith Lansford: 本期节目主要关注特斯拉今日发布的财报,以及近期市场受到的贸易担忧和美联储独立性问题的影响。特斯拉股价近期下跌,其第一季度汽车交付量也出现下降。此外,其他一些公司的财报也值得关注,例如Verizon、洛克希德·马丁、3M和诺斯洛普·格鲁曼等国防承包商,他们的业绩可能反映出特朗普贸易战对海外需求的影响。波音、IBM和德州仪器等公司的财报将在明天公布。 市场还在关注美国国债拍卖的情况,近期美国资产需求疲软,这引发了市场担忧。特朗普对美联储主席鲍威尔的批评也加剧了人们对美联储独立性的担忧。 经济数据方面,3月份领先指标下降,消费者预期指数降至12年来最低点,低于通常预示经济衰退的阈值。明天将公布3月份新屋销售数据、美联储褐皮书和最终的4月消费者信心指数。 市场数据方面,道琼斯工业平均指数、标普500指数和纳斯达克综合指数均大幅下跌,10年期国债收益率上升,美元跌至三年低点,黄金达到历史高点,市场对降息的预期有所下降。美联储副主席杰斐逊将于今日发表讲话,预计将涉及美联储的双重目标。 Lizanne Saunders: 由于贸易和美联储的不确定性,市场对经济衰退的担忧加剧,分析师正在下调盈利预期。即使能够避免经济衰退,华尔街对盈利前景也变得更加保守,2025年标普500指数盈利预期持续下调。 Kathy Jones: 试图罢免鲍威尔可能会导致长期收益率上升,这与特朗普的愿望相反,市场波动更多的是关于维护美联储的独立性。

Deep Dive

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Tesla's upcoming earnings announcement is a key focus amidst a broader market downturn fueled by trade concerns and worries about the Federal Reserve's independence. Other key earnings reports include Verizon, Lockheed Martin, 3M, and Northrop Grumman.
  • Tesla's stock experienced a nearly 6% drop on Monday.
  • 71% of S&P 500 companies reporting results have beaten earnings per share estimates.
  • Tesla reported a 13% year-over-year drop in first-quarter vehicle deliveries.
  • Analyst Dave Ives suggested Tesla CEO Elon Musk should prioritize the company over government work.

Shownotes Transcript

Tesla reports following another sharp drop for stocks and Treasuries Monday. Earnings pick up but a Treasury auction also could be key. Any trade-related news might move markets.

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