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  来源:环球时报、央视新闻

  据英国广播公司(BBC)22日报道,俄罗斯总统普京表示,他对与乌克兰直接会谈持开放态度。报道称,这是自俄乌冲突以来,普京首度暗示愿与乌克兰总统泽连斯基会谈。

  普京于周一接受俄罗斯国家电视台采访时表示,俄方“一直对任何和平倡议持积极态度”,并补充称,“希望基辅政权的代表也能以相同方式看待问题”。

  克里姆林宫发言人佩斯科夫随后表示,普京此番表态意味着俄方愿就“不打击民用目标”的议题与乌方展开直接对话。佩斯科夫在接受俄新社采访时指出:“当总统表示可以讨论不打击民用目标的问题时,包括以双边形式进行,总统的意思是可以与乌方展开谈判和磋商。”

  尽管泽连斯基未直接回应普京言论,但他表示,乌克兰“随时准备进行任何有助于保障平民安全的对话”。

  特朗普称未来三天要公布俄乌“和平计划”

  当地时间21日,美国总统特朗普称,他将在未来3天公布有关俄乌冲突的和平计划。综合多家美国媒体报道,该计划内容可能包括领土问题以及派遣欧洲军队进入乌克兰等。

  美国总统特朗普:我会在接下来的3天向你们披露全部细节,我们已在涉及乌克兰和俄罗斯的问题上进行了很好的会谈。

  美媒:涉及领土及向乌派遣欧洲部队等议题

  美国《纽约邮报》21日报道称,俄罗斯和乌克兰仍在进行内部讨论,美方提出的和平计划的相关条款尚未敲定。不过,一名美国政府高级官员透露,有关内容可能包括在乌克兰部署欧洲部队,而难点在于相关安全部队的构成。此外,报道称,方案还考虑在乌克兰设立一支所谓的独立维和部队,可能涉及建立一个由俄罗斯、乌克兰以及一个非北约国家组成的“联合委员会”来监督前线停火。该官员还透露,美国也可能参与其中,但参与方式不是派驻地面部队,而是提供资金支持,并且会涉及第三方。

  《华尔街日报》20日援引多名西方官员的消息,还披露了美方计划的其他细节,可能包括美国承认克里米亚为俄罗斯领土、确保乌克兰不会加入北约等条款。

  《纽约邮报》则报道称,美国政府的高级官员说,有关领土的条款是乌克兰最关心的问题。报道指出,俄乌双方仍在审查可能的条款,目前尚不清楚它们对相关和平计划方案的立场。

  消息人士称普京提议在前线停火,佩斯科夫回应:应只听第一信源声音

  针对外国媒体发布的普京关于停止冲突的建议,当地时间22日晚,俄罗斯总统新闻秘书佩斯科夫表示,目前很多虚假消息被发布出来。在此情况下,应该只听取第一信息源发出的声音。

  当日稍早前,《金融时报》援引俄方消息人士的话报道称,俄总统普京建议沿目前的接触线停止冲突,并称4月初普京已向美国特使威特科夫提出了该建议。

  来源:环球时报,原文标题:《英媒:普京首度暗示愿与泽连斯基会谈》

  来源:央视新闻,原文标题:《特朗普称未来三天要公布俄乌“和平计划”》、《消息人士称普京提议在前线停火佩斯科夫回应:应只听第一信源声音》

  风险提示及免责条款

  市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资,责任自负。

  来源:财联社

  周二盘后,深陷政治漩涡的特斯拉发布了一份核心业绩完全逊于预期的一季报。由于汽车交付量的骤减,公司营收、利润等核心财务指标全部大幅低于预期。

  上市公司也在财报中多次提及关税政策的冲击,疑似间接对特朗普的贸易政策展开抨击。

  不过在此前4个月近乎腰斩的股价波动之后,特斯拉的投资者似乎对业绩挫折抗性颇强。财报发布后的首个小时里,特斯拉股价在盘后波动平平。合理推断,市场正在观望马斯克在财报说明会上的言论,包括是否会提及退出特朗普政府的事宜。

(特斯拉日线图,来源:TradingView)

  财报数据糟糕

  财报显示,特斯拉今年一季度实现营收只有193.35亿美元,市场预期为213.48亿美元。与过往业绩对比,公司去年一季度的营收为213亿美元,去年四季度则为257亿美元。

  拖累业绩的核心原因是汽车销量骤减。此前的交付数据显示,特斯拉一季度总交付量为336681辆,同比下降13%,创2022年以来最差季度表现。

  受此影响,汽车业务营收只有139.67亿美元,同比下滑20%。纵使能源和储能业务实现67%的营收增速(27.3亿美元),也无法改变财报的整体走向。

  与此同时,由于在AI等研发项目的投入,公司运营费用不减反增,导致营运利润同比骤降66%至3.99亿美元。营业利润率只剩下2.1%,同比下降343个基点。最终调整后的每股盈利仅为0.27美元,同比下降40%,市场预期则为0.43美元。

  换句话来说,如果没有一季度靠出售监管积分(碳排放信用额)获得的5.95亿美元,特斯拉将交出一份亏损的财报。

  前景展望近乎没有

  作为本次美股财报季的重头戏,市场也高度关注特斯拉如何评价“特朗普关税”的冲击。

  公司在财报中表示,快速变化的贸易政策,对全球供应链和特斯拉的成本结构产生不利影响,汽车和能源市场的不确定性不断增加。这种动态,再加上政治情绪的变化,可能会对特斯拉产品的需求产生重要影响,尤其是在短期内。

  特斯拉也披露,当前的关税形势对能源业务的影响,相较于汽车业务更大。

  分析指出,这句话背后的缘由指的是特斯拉的大型储能电池Megapack,使用从中国进口的磷酸铁锂电池。相较而言,特斯拉在美国销售的汽车全都在本地组装,不过也会受到零部件进口关税的影响。

  作为意料之中的展开,特斯拉的最新财报中没有提及汽车业务恢复增长的预期。在上个季度的财报电话会议中,公司曾预期汽车业务将在2025年恢复增长。

  特斯拉表示,目前很难衡量全球贸易政策变化对供应链、成本结构以及需求的影响,公司将在二季度的财报中重新审视2025年的指导预期。

  画饼时间

  在财报中,特斯拉也披露,廉价新车型仍将按计划在2025年上半年开始生产。

  新车型将融合利用下一代平台和当前平台的技术,并共享现有的生产线。这种方式可以在不确定性时期谨慎地扩大产能,并充分利用当前接近300万辆的预期最大产能。在投资新生产线之前,就能实现产量较2024年增长60%以上。

  公司同时预期,无人驾驶出租车Cybercab将在2026年投入大规模生产。

  财报也披露,Robotaxi将在今年6月于美国奥斯汀展开试点,今年也将在弗里蒙特工厂试点制造Optimus机器人,并将在工厂中部署更多执行实际工作的机器人。公司也在财报中附上了Optimus试生产线的照片。

  特斯拉也披露,其位于德克萨斯州的锂精炼厂和阴极材料生产工厂有望在今年投产。

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