{"id":43548,"date":"2026-07-23T09:30:34","date_gmt":"2026-07-23T00:30:34","guid":{"rendered":"https:\/\/jore2.com\/?p=43548"},"modified":"2026-07-23T09:30:34","modified_gmt":"2026-07-23T00:30:34","slug":"automotive-44256-tesla-tsla-q2-2026-earnings-preview-strong-deliveries-murky-profits","status":"publish","type":"post","link":"https:\/\/jore2.com\/?p=43548","title":{"rendered":"\ud14c\uc2ac\ub77c 2026\ub144 2\ubd84\uae30 \uc2e4\uc801 \ubc1c\ud45c: \uc5ed\ub300 \ucd5c\uace0 \ud310\ub9e4\ub7c9\uacfc profit \uc758 \uad34\ub9ac"},"content":{"rendered":"<div class=\"jore2-editor-byline\">\n<p><strong>\ud55c\uc11c\uc900<\/strong><\/p>\n<\/div>\n<p>\ud14c\uc2ac\ub77c\uc758 2026 \ub144 2 \ubd84\uae30 \uc2e4\uc801 \ubc1c\ud45c\ub294 \uc804\uae30\ucc28 \uc2dc\uc7a5\uc758 \uc0c8\ub85c\uc6b4 \uc804\ud658\uc810\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uc774\ubc88 \ubd84\uae30\uc5d0\ub294 \ucc28\ub7c9 \uc778\ub3c4\ub7c9\uc774 48 \ub9cc 126 \ub300\uc5d0 \ub2ec\ud558\uba70 \uc804\ub144 \ub300\ube44 25% \uc99d\uac00\ud55c \uc5ed\ub300 \ucd5c\uace0\uce58\ub97c \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774\ub294 2 \ub144 \ub9cc\uc5d0 \ub2e4\uc2dc \ub098\ud0c0\ub09c \uc5f0\ub3c4\ubcc4 \uc778\ub3c4\ub7c9 \uc131\uc7a5\uc138\ub85c, \uc2dc\uc7a5\uc774 \uac00\uc7a5 \uc8fc\ubaa9\ud588\ub358 \ubd80\ubd84\uc785\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \ud22c\uc790\uc790\ub4e4\uc758 \uc2dc\uc120\uc740 \uc22b\uc790 \ub4a4\uc5d0 \uc228\uaca8\uc9c4 \uc218\uc775\uc131\uc5d0 \uc9d1\uc911\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ud310\ub9e4\ub7c9\uc740 \uae09\uc99d\ud588\uc9c0\ub9cc \uc2e4\uc81c \uc774\uc775\uc740 \uc608\uc0c1\ubcf4\ub2e4 \ud06c\uac8c \ub0ae\uc544\uc9c0\uba74\uc11c \uc2dc\uc7a5\uc758 \ud63c\ub780\uc774 \uac00\uc911\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n<p>## \ud310\ub9e4\ub7c9\uacfc \uc218\uc775\uc131\uc758 \uc5ed\uc124<\/p>\n<p>\ud14c\uc2ac\ub77c\ub294 \uc774\ubc88 \ubd84\uae30\uc5d0 45 \ub9cc 1758 \ub300\ub97c \uc0dd\uc0b0\ud558\uc5ec 2 \ub9cc 8000 \ub300\uc758 \uc7ac\uace0\ub97c \uc18c\ud654\ud574\ub0c8\uc2b5\ub2c8\ub2e4. \uc774\ub294 1 \ubd84\uae30\uc5d0 5 \ub9cc \ub300\uc758 \uc7ac\uace0\uac00 \uc313\uc600\ub358 \uc0c1\ud669\uacfc \uc815\ubc18\ub300\uc758 \ud750\ub984\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc7ac\uace0 \uac10\uc18c\ub294 \uacf5\uae09\ub9dd \ud6a8\uc728\uc131\uc744 \ub192\uc600\uc74c\uc744 \uc758\ubbf8\ud558\uc9c0\ub9cc, \ub3d9\uc2dc\uc5d0 \uac00\uaca9 \uc778\ud558\ub97c \ud1b5\ud55c \ud310\ub9e4 \ud655\ub300 \uc804\ub7b5\uc774 \uc8fc\ud6a8\ud588\uc74c\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4. \uc2dc\uc7a5 \ucee8\uc13c\uc11c\uc2a4\ub294 \ub9e4\ucd9c\uc774 264 \uc5b5 \ub2ec\ub7ec \uc218\uc900\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ud588\uc9c0\ub9cc, \uc2e4\uc81c \ubc1c\ud45c\ub41c \ub9e4\ucd9c\uc740 282 \uc5b5 4000 \ub9cc \ub2ec\ub7ec\ub85c \uc774\ub97c \uc0c1\ud68c\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774\ub294 1 \ub144 \uc804 \ub300\ube44 26% \uc131\uc7a5\ud55c \uc218\uce58\ub85c, \ub9e4\ucd9c \uce21\uba74\uc5d0\uc11c\ub294 \ub9e4\uc6b0 \uae0d\uc815\uc801\uc778 \uacb0\uacfc\uc785\ub2c8\ub2e4.<\/p>\n<p>\ud558\uc9c0\ub9cc \ube44 GAAP \uae30\uc900 \uc8fc\ub2f9 \uc21c\uc774\uc775\uc740 0.33 \ub2ec\ub7ec\uc5d0 \uadf8\ucce4\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5\uc774 \uc608\uc0c1\ud588\ub358 0.53 \ub2ec\ub7ec\ubcf4\ub2e4 \ud06c\uac8c \ub0ae\uc740 \uc218\uc900\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc5d0\uc2a4\ud2f0\ub9c8\uc774\uc988 \ucee8\uc13c\uc11c\uc2a4\uc870\ucc28 0.52 \ub2ec\ub7ec\ub97c \uc608\uc0c1\ud588\ub358 \uc810\uc744 \uace0\ub824\ud558\uba74 \uc2e4\ub9dd\uc2a4\ub7ec\uc6b4 \uacb0\uacfc\uc600\uc2b5\ub2c8\ub2e4. analysts \ub4e4\uc740 \ud14c\uc2ac\ub77c\uac00 \uc5bc\ub9c8\ub098 \ub9ce\uc740 \ud560\uc778\uc744 \uc801\uc6a9\ud574\uc57c \uc774 \uac19\uc740 \ud310\ub9e4\ub7c9\uc744 \ub2ec\uc131\ud588\ub294\uc9c0 \uc815\ud655\ud788 \uc608\uce21\ud558\uc9c0 \ubabb\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ub113\uc740 \uc608\uce21 \ucc28\uc774\ub294 \uac00\uaca9 \uacbd\uc7c1\ub825\uc774 \uc218\uc775\uc131\uc5d0 \uc5bc\ub9c8\ub098 \ud070 \ud0c0\uaca9\uc744 \uc8fc\uc5c8\ub294\uc9c0\uc5d0 \ub300\ud55c \ubd88\ud655\uc2e4\uc131\uc744 \ubc18\uc601\ud569\ub2c8\ub2e4. \ud310\ub9e4\ub7c9 \uc99d\uac00\uac00 \uace7\ubc14\ub85c \uc774\uc775 \uc99d\uac00\ub85c \uc774\uc5b4\uc9c0\uc9c0 \uc54a\ub294 \uad6c\uc870\uc801 \ubb38\uc81c\uac00 \ub4dc\ub7ec\ub09c \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c \ubd80\ubb38\uc5d0\uc11c\ub294 13.5 GWh \ub97c \ubc30\ud3ec\ud558\uba70 \uc804\ub144 \ub300\ube44 40% \uc774\uc0c1 \uc131\uc7a5\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 1 \ubd84\uae30\uc758 8.8 GWh \uc5d0\uc11c \ud06c\uac8c \uac1c\uc120\ub41c \uc218\uce58\uc774\uba70, \ubd84\uc11d\uac00\ub4e4\uc774 \uae30\ub300\ud55c 13.8 GWh \uc5d0 \uadfc\uc811\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc5d0\ub108\uc9c0 \uc0ac\uc5c5\ubd80\ub294 \ud14c\uc2ac\ub77c\uac00 \uac00\uc9c4 \uac00\uc7a5 \uc77c\uad00\ub41c \uc131\uc7a5 \ub3d9\ub825\uc73c\ub85c \ud3c9\uac00\ubc1b\uc2b5\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \uc0ac\uc5c5\ubd80\uc758 \uc218\uc775\uc131 \uc555\ubc15\uc744 \uc0c1\uc1c4\ud560 \uc218 \uc788\ub294 \ud575\uc2ec \ubcc0\uc218\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc9c0\ub9cc, \uc544\uc9c1 \uc804\uccb4 \ub9e4\ucd9c\uc5d0\uc11c \ucc28\uc9c0\ud558\ub294 \ube44\uc911\uc740 \uc790\ub3d9\ucc28\uc5d0 \ube44\ud574 \uc791\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc5d0\ub108\uc9c0 \uc0ac\uc5c5\ubd80\uc758 \uc131\uc7a5\uc774 \uc790\ub3d9\ucc28 \uc0ac\uc5c5\ubd80\uc758 \ubd80\uc9c4\uc744 \uc644\uc804\ud788 \ub36e\uae30\uc5d0\ub294 \uc5ed\ubd80\uc871\uc778 \uc0c1\ud669\uc785\ub2c8\ub2e4.<\/p>\n<p>## \ud5a5\ud6c4 \uc2dc\uc7a5 \ud750\ub984\uacfc \uc8fc\uc758\uc810<\/p>\n<p>\ud14c\uc2ac\ub77c\uc758 \uc774\ubc88 \uc2e4\uc801\uc740 \uc804\uae30\ucc28 \uc0b0\uc5c5 \uc804\uccb4\uc5d0 \uc911\uc694\ud55c \uc2e0\ud638\ub97c \ubcf4\ub0c5\ub2c8\ub2e4. BYD \uc758 \ubc30\ud130\ub9ac \uc804\uae30\ucc28 \ud310\ub9e4\ub7c9\uc774 \uac19\uc740 \ubd84\uae30\uc5d0 8% \uac10\uc18c\ud55c \uac83\uacfc \ub300\uc870\uc801\uc73c\ub85c \ud14c\uc2ac\ub77c\ub294 25% \uc99d\uac00\ud558\uba70 \uaca9\ucc28\ub97c \uc881\ud614\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ub450 \uae30\uc5c5\uc774 \uc815\ubc18\ub300\uc758 \uada4\ub3c4\ub97c \uadf8\ub9ac\uba70 \uacbd\uc7c1 \uad6c\ub3c4\uac00 \ubcc0\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \ud14c\uc2ac\ub77c\uac00 \uc810\uc720\uc728\uc744 \ub192\uc774\uae30 \uc704\ud574 \uac00\uaca9\uc744 \ub0ae\ucd94\ub294 \uc804\ub7b5\uc744 \uc120\ud0dd\ud588\ub2e4\uba74, \ud5a5\ud6c4 \ubd84\uae30\uc5d0\ub3c4 \ube44\uc2b7\ud55c \uc218\uc775\uc131 \uc555\ubc15\uc774 \uc9c0\uc18d\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ud22c\uc790\uc790\ub4e4\uc740 \ub2e8\uc21c\ud55c \ud310\ub9e4\ub7c9 \uc22b\uc790\ubcf4\ub2e4 \ub9c8\uc9c4\uc728 \uac1c\uc120 \uc5ec\ubd80\ub97c \ub354 \uba74\ubc00\ud788 \uc9c0\ucf1c\ubcfc \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5\uc758 \ubc18\uc751\uc740 \uc2e4\uc801 \ubc1c\ud45c \uc9c1\ud6c4\ubd80\ud130 \uc5c7\uac08\ub838\uc2b5\ub2c8\ub2e4. \ub9e4\ucd9c \uc131\uc7a5\uc138\ub294 \uae0d\uc815\uc801\uc73c\ub85c \ud3c9\uac00\ubc1b\uc558\uc9c0\ub9cc, \uc774\uc775\ub960 \ud558\ub77d\uc740 \uc8fc\uac00 \ubcc0\ub3d9\uc131\uc744 \ud0a4\uc6b0\ub294 \uc694\uc778\uc774 \ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ud14c\uc2ac\ub77c\uac00 \ud5a5\ud6c4 \uc5b4\ub5a4 \uac00\uaca9 \uc815\ucc45\uc744 \ud3bc\uce60\uc9c0, \uadf8\ub9ac\uace0 \uc5d0\ub108\uc9c0 \uc0ac\uc5c5\ubd80\uac00 \uc5bc\ub9c8\ub098 \ube60\ub974\uac8c \uc131\uc7a5\ud560\uc9c0\uac00 \uad00\uac74\uc785\ub2c8\ub2e4. \ud2b9\ud788 \uc790\uc728\uc8fc\ud589 \uae30\uc220\uc774\ub098 \ub85c\ubd07 \ud0dd\uc2dc \uac19\uc740 \uc0c8\ub85c\uc6b4 \ubaa8\uba58\ud140\uc774 \uc2e4\uc81c \uc218\uc775\uc73c\ub85c \uc5f0\uacb0\ub418\uae30\uae4c\uc9c0\ub294 \uc2dc\uac04\uc774 \ub354 \ud544\uc694\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ub2e8\uae30\uc801\uc778 \ud310\ub9e4\ub7c9 \ud655\ub300 \uc804\ub7b5\uc774 \uc7a5\uae30\uc801\uc778 \ube0c\ub79c\ub4dc \uac00\uce58\uc640 \uc218\uc775\uc131\uc5d0 \uc5b4\ub5a4 \uc601\ud5a5\uc744 \ubbf8\uce60\uc9c0 \uc9c0\ucf1c\ubd10\uc57c \ud569\ub2c8\ub2e4.<\/p>\n<p>\uc774\ubc88 \uc2e4\uc801 \ubc1c\ud45c\ub294 \uc804\uae30\ucc28 \uc2dc\uc7a5\uc774 \uc131\uc219\uae30\uc5d0 \uc811\uc5b4\ub4e4\uba74\uc11c \uac00\uaca9 \uacbd\uc7c1\uacfc \uc218\uc775\uc131 \ud655\ubcf4 \uc0ac\uc774\uc5d0\uc11c \uade0\ud615\uc744 \ucc3e\uc544\uc57c \ud558\ub294 \uc2dc\uae30\ub97c \uc54c\ub9bd\ub2c8\ub2e4. \ud14c\uc2ac\ub77c\uac00 \uc5b4\ub5bb\uac8c \uc7ac\uace0 \uad00\ub9ac\ub97c \ucd5c\uc801\ud654\ud558\uba74\uc11c\ub3c4 \ub9c8\uc9c4\uc744 \ud68c\ubcf5\ud560 \uc218 \uc788\uc744\uc9c0\uac00 \ud5a5\ud6c4 \ubd84\uae30\uc758 \ud575\uc2ec \uc7c1\uc810\uc774 \ub420 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\ud22c\uc790\uc790\ub4e4\uc740 \ub2e8\uc21c\ud55c \uc131\uc7a5\ub960 \uc22b\uc790\ubcf4\ub2e4\ub294 \ud604\uae08 \ud750\ub984\uacfc \uc774\uc775\ub960\uc758 \uc9c8\uc801\uc778 \uac1c\uc120\uc744 \uc911\uc810\uc801\uc73c\ub85c \ubd84\uc11d\ud574\uc57c \ud569\ub2c8\ub2e4. \uc2dc\uc7a5\uc758 \uae30\ub300\uce58\uac00 \ub192\uc544\uc9c4 \ub9cc\ud07c, \ud14c\uc2ac\ub77c\uc758 \ub2e4\uc74c \ubd84\uae30 \uc804\ub7b5\uc740 \ub354\uc6b1 \uc2e0\uc911\ud558\uac8c \uc811\uadfc\ud574\uc57c \ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\ud14c\uc2ac\ub77c\uac00 2026 \ub144 2 \ubd84\uae30 \uc2e4\uc801\uc5d0\uc11c \uc5ed\ub300 \ucd5c\uace0 \uc218\uc900\uc758 \ucc28\ub7c9 \uc778\ub3c4\ub7c9\uc744 \uae30\ub85d\ud588\uc9c0\ub9cc, \uc2dc\uc7a5\uc774 \uc6b0\ub824\ud55c \ub300\ub85c \uc218\uc775\uc131\uc740 \uc608\uc0c1\ubcf4\ub2e4 \ubd80\uc9c4\ud55c \ubaa8\uc2b5\uc744 \ubcf4\uc600\uc2b5\ub2c8\ub2e4. \ud310\ub9e4\ub7c9 \uc99d\uac00\uc640 \uc218\uc775\uc131 \ud558\ub77d\uc774\ub77c\ub294 \uc0c1\ubc18\ub41c \uacb0\uacfc\uac00 \ub3d9\uc2dc\uc5d0 \ub098\ud0c0\ub09c \ubc30\uacbd\uacfc \ud5a5\ud6c4 \uc0b0\uc5c5\uc5d0 \ubbf8\uce60 \uc601\ud5a5\uc744 \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n","protected":false},"author":3,"featured_media":43547,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2579],"tags":[8316,5699,3580,2794,2580],"class_list":["post-43548","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-2579","tag-8316","tag-5699","tag-3580","tag-2794","tag-2580"],"featured_image_urls":{"full":["https:\/\/jore2.com\/wp-content\/uploads\/2026\/07\/tesla-q2-2026-financial-results-hero.jpeg",1200,628,false],"thumbnail":["https:\/\/jore2.com\/wp-content\/uploads\/2026\/07\/tesla-q2-2026-financial-results-hero-150x150.jpeg",150,150,true],"medium":["https:\/\/jore2.com\/wp-content\/uploads\/2026\/07\/tesla-q2-2026-financial-results-hero-300x157.jpeg",300,157,true],"medium_large":["https:\/\/jore2.com\/wp-content\/uploads\/2026\/07\/tesla-q2-2026-financial-results-hero-768x402.jpeg",640,335,true],"large":["https:\/\/jore2.com\/wp-content\/uploads\/2026\/07\/tesla-q2-2026-financial-results-hero-1024x536.jpeg",640,335,true],"1536x1536":["https:\/\/jore2.com\/wp-content\/uploads\/2026\/07\/tesla-q2-2026-financial-results-hero.jpeg",1200,628,false],"2048x2048":["https:\/\/jore2.com\/wp-content\/uploads\/2026\/07\/tesla-q2-2026-financial-results-hero.jpeg",1200,628,false],"morenews-large":["https:\/\/jore2.com\/wp-content\/uploads\/2026\/07\/tesla-q2-2026-financial-results-hero-825x575.jpeg",825,575,true],"morenews-medium":["https:\/\/jore2.com\/wp-content\/uploads\/2026\/07\/tesla-q2-2026-financial-results-hero-590x410.jpeg",590,410,true]},"author_info":{"info":["\ud55c\uc11c\uc900"]},"category_info":"<a 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