4月23日，特斯拉盘中下跌3.67%，报373.25美元/股，成交额约21.10亿美元。消息面上，特斯拉于盘后发布Q1财报，尽管业绩超预期，但公司大幅上调资本开支引发市场分歧。
财报显示，特斯拉Q1营收223.87亿美元，同比增长约16%；调整后每股收益0.41美元，高于市场预期的0.35美元；自由现金流意外转正。然而，能源业务收入同比下滑12%，且公司宣布全年资本开支将超250亿美元，远超此前200亿美元指引，用于AI5芯片、Optimus人形机器人量产及Terafab芯片工厂建设。马斯克将Optimus定义为"特斯拉史上最重要产品"，弗里蒙特工厂7至8月启动量产。市场担忧巨额资本开支将持续压制短期盈利能力，叠加此前一周股价已反弹近15%，获利回吐压力显现。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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