EXCLUSIVE: Tesla Earnings To Test 'Pricing Power,' AI Ambitions Against Rising Competition
EXCLUSIVE: Tesla Earnings To Test 'Pricing Power,' AI Ambitions Against Rising Competition
"Traders will be focusing on any signs that pricing power has returned or stabilized, along with any update on the timing of lower-priced models," Egilinsky said, highlighting the tension around Tesla's pricing strategy.With Tesla Inc's (NASDAQ:TSLA) earnings report fast approaching, stock traders are gearing up for a wild ride. From concerns over margins to Tesla's AI ambitions, plenty is at stake, and traders are split on what to expect.
特斯拉公司（纳斯达克:TSLA）的财报即将发布，股票交易员们正准备迎接一场波澜壮阔的波动。从对利润率的担忧到特斯拉的人工智能雄心，有很多利益攸关的事情，交易员们对未来的预期意见不一。
In an exclusive interview with Benzinga, Ed Egilinsky, managing director at Direxion, offered insight into what metrics traders are watching and how they're positioning themselves for the next big move.
在接受Benzinga独家采访时，Direxion的董事Ed Egilinsky提供了关于交易员正在关注的指标以及他们如何布局下一次重大动作的见解。
Exclusive Insight: Gross Margins, Pricing Power Under The Microscope
独家洞察：毛利率、定价能力受到严密审视
"There will be a focus on several metrics with auto gross margins being top of mind," said Egilinsky. As Tesla faces pressure from domestic and foreign competitors, traders eagerly await additional data.
“汽车毛利率等多项指标将成为关注焦点，” Egilinsky表示。由于特斯拉面临来自国内外竞争对手的压力，交易员们急切地等待额外的数据。
"Traders will be focusing on any signs that pricing power has returned or stabilized, along with any update on the timing of lower-priced models," Egilinsky said, highlighting the tension around Tesla's pricing strategy.
“交易员们将专注于任何表明定价能力已经恢复或稳定的迹象，以及降价车型推出时间表的更新，”Egilinsky表示，突出了围绕特斯拉定价策略的紧张局势。
Read Also: Tesla Or Google? Who Will Steer The Future Of Self-Driving?
阅读更多：特斯拉还是谷歌？谁将引领自动驾驶的未来？
Competition, Margin Pressure Weigh On Tesla Stock Sentiment
竞争、利润压力影响特斯拉股票情绪
Egilinsky emphasized rising global automotive rivalry as another key issue, noting, "Increasing competition, both with U.S. automakers, most recently with GM's earnings announcement, as well as domestic carmakers in China taking market share away from Tesla might hamper its growth outlook."
Egilinsky强调全球汽车行业不断升级的竞争是另一个关键问题，指出，“不断增长的竞争，不仅来自美国汽车制造商，最近还有通用汽车的财报公告，以及中国国内车企夺走特斯拉市场份额，可能影响其增长前景。”
While the stock has rebounded from earlier lows, margin pressure is leading some bears to position for further declines. "Some feel that the stock's current valuations are stretched and are positioning themselves for the October stock slide to continue post earnings," Egilinsky said.
尽管股票已经从早些时候的低点反弹，但保证金压力导致一些空头持续看多。"一些人认为股票当前的估值被高估了，正在为10月的股票下跌持续发帖做准备，" Egilinsky说。
AI Ambitions Keep Tesla Bulls Holding On
人工智能野心让特斯拉看好者坚守阵地
Despite these challenges, bullish sentiment remains. "We have seen significant inflows into our Direxion Daily TSLA 2X Bull ETF (NASDAQ:TSLL) over the last week," Egilinsky noted. Tesla's AI ambitions, including robotaxis and autonomous driving, are inspiring long-term optimism.
尽管存在这些挑战，看多情绪仍然存在。"在过去一周中，我们看到大量资金流入我们的DirectXion Daily TSLA 2X Bull etf (NASDAQ:TSLL)，"Egilinsky指出。 特斯拉的人工智能野心，包括机器人出租车和自动驾驶，激发了长期的乐观情绪。
However, Egilinsky cautioned, "The likelihood that this will be impactful on a broader scale within the tech and auto sectors over the short term is less likely."
然而，Egilinsky提醒说，"在短期内，这可能对科技和汽车行业的更广泛规模产生影响的可能性较小。"
For traders, the upcoming earnings will be critical to see if Tesla can balance near-term pressures with its longer-term AI bets.
对于交易员来说，即将到来的收益将至关重要，以查看特斯拉是否能在短期压力和长期人工智能策略之间取得平衡。
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Image created using artificial intelligence via Midjourney.
图像由Midjourney通过人工智能创建。
