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PRODID:-//Catalyst Calendar//CN-US Event Research//ZH
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X-WR-CALNAME:Catalyst Calendar
X-WR-CALDESC:Market-moving event research, reminders and post-event review.
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UID:evt-tesla-q2-2026-deliveries-energy-earnings-window@catalyst-calendar.local
DTSTAMP:20260720T200641Z
DTSTART:20260702T123000Z
DTEND:20260702T130000Z
SUMMARY:Tesla Q2 2026交付、储能部署与财报指引窗口
DESCRIPTION:Tesla已发布Q2 2026交付和储能部署的公司汇总一致预期，市场将随后关注正式交付数据和7月下旬可能的Q2财报电话会。作为全球电动车、储能和自动驾驶定价锚，Q2数据可能影响整车、动力电池、储能和锂电材料链预期。\\nImpact score: 88\\nExpected: 重点验证交付是否接近40.6万辆一致预期、储能部署是否接近13.8GWh，以及财报中对价格、毛利率、Megapack 3、Semi、Cybercab和电池材料产能的更新。\\nAffected: TSLA(subject\, mixed\, score 92)\; LIT(etf\, mixed\, score 76)\; 300750.SZ(supplier\, mixed\, score 72)\; RIVN(peer\, mixed\, score 69)\; ALB(supplier\, mixed\, score 66)\; PCRFY(supplier\, mixed\, score 65)\\nSources: Tesla Q1 2026 Production\, Deliveries & Deployments: https://ir.tesla.com/press-release/tesla-first-quarter-2026-production-deliveries-and-deployments\\nTesla Q2 2025 Production\, Deliveries & Deployments: https://ir.tesla.com/press-release/tesla-second-quarter-2025-production-deliveries-deployments\\nTrendlyne Tesla board meeting calendar: https://trendlyne.com/us/equity/board-meeting/TSLA/1555583/tesla-inc-board_meeting/\\nTesla Investor Relations: https://ir.tesla.com/\\nTesla Q1 2026 Update PDF: https://assets-ir.tesla.com/tesla-contents/IR/TSLA-Q1-2026-Update.pdf\\nTesla Q2 2026 Delivery Consensus: https://ir.tesla.com/press-release/delivery-consensus-second-quarter-2026\\nTesla IR press releases: https://ir.tesla.com/press\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-tesla-q2-2026-deliveries-energy-earnings-window
CATEGORIES:earnings\,US\,Tesla\,交付\,储能\,财报\,EV\,energy storage\,deliveries\,earnings
SEQUENCE:0
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DESCRIPTION:Review catalyst preview: Tesla Q2 2026交付、储能部署与财报指引窗口
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DESCRIPTION:Complete post-event review: Tesla Q2 2026交付、储能部署与财报指引窗口
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