BiyaPay analyst: Musk bets on AI and Robotaxi, Tesla's Q2 financial report will be announced tonight

On July 22, according to BiyaPay analysts, Tesla (TSLA) will release its Q2 2025 financial report after the US stock market closes on July 23. Elon Musk is staying in the "office" at the Austin factory, fully supporting the FSD and Robotaxi projects, hoping to redefine Tesla's valuation through AI and autonomous driving businesses. However, the reality is quite severe. Tesla's Q2 delivery data shows a 13.3% year-on-year sales decline, marking the company's largest quarterly delivery drop, despite launching multiple promotional activities. The market generally expects Tesla's earnings per share this quarter to be around $0.39 to $0.40, with total revenue between $22.1 billion and $22.4 billion, showing a year-on-year decline. Despite this, the market's focus is gradually shifting from traditional automobiles to AI and Robotaxi. Investors are particularly interested in the commercialization progress of Robotaxi, FSD updates and subscription developments, and whether they can contribute significant revenue. Tesla's Dojo chips, energy storage, and expansion of the supercharging network are also key points. Additionally, external risks facing Tesla, especially potential policy changes in the United States, might impact sales of entry-level models like Model 3. Whether Musk will address these policy risks during the earnings call has become a focal point for investors. BiyaPay analysts state that in this challenging and opportunity-filled market environment, BiyaPay provides a convenient channel for USDT trading of US and Hong Kong stocks, allowing users to participate in global stock markets in real-time without applying for offshore accounts.