One of the future vehicles that could help with growth for Tesla Inc (NASDAQ:TSLA) is the Tesla Semi.
Several companies have placed orders with the electric vehicle giant for the Tesla Semi and one of the largest companies in the world may have just taken its first delivery.
What Happened: Recently, a Tesla Semi featuring Walmart branding and the Walmart Transportation LLC logo on the main cab was spotted at a Walmart Inc (NYSE:WMT) location, with user Accelerating Tech sharing pictures and a video of the vehicle on social media.
Walmart has placed an order with Tesla for hundreds of Tesla Semi units, but it is unknown how many deliveries the company has taken.
Tesla has delivered Tesla Semi units to PepsiCo (NASDAQ:PEP) as one of its key customers. Pepsi said earlier this year the Tesla Semi passed the 1,000 miles in a single day testing point.
Why It's Important: The pictures shared on social media were well received by Tesla influencers on X as Tesla has been relatively quiet about the Tesla Semi segment.
The owned vehicle by Walmart could see the retail giant providing real-life feedback to Tesla to help lead to increased production by this key customer.
Tesla said during its first-quarter earnings call that Semi deliveries are expected to come in late 2025 and into 2026. The expansion of Gigafactory Nevada is also expected to increase Tesla Semi production.
Vice President of Vehicle Engineering Lars Moravy said that engineering of the Tesla Semi is being finalized in a move that will lead to high-volume production.
TSLA Price Action: Tesla shares are up 1.6% to $184.21 on Monday, versus a 52-week trading range of $138.80 to $299.29.
未來可能有助於特斯拉公司(納斯達克股票代碼:TSLA)增長的工具之一是特斯拉半掛車。
幾家公司已經向這家電動汽車巨頭下了Tesla Semi的訂單,而世界上最大的公司之一可能剛剛完成了首次交付。
發生了什麼:最近,在沃爾瑪公司(紐約證券交易所代碼:WMT)所在地發現了一輛帶有沃爾瑪品牌和主出租車上沃爾瑪運輸有限責任公司徽標的特斯拉半掛車,用戶Accelerated Tech在社交媒體上分享了該車輛的照片和視頻。
沃爾瑪已經向特斯拉訂購了數百輛特斯拉半掛車,但目前尚不清楚該公司已經交付了多少輛。
作爲其主要客戶之一,特斯拉已向百事可樂(納斯達克股票代碼:PEP)交付了特斯拉半導體設備。百事可樂在今年早些時候表示,特斯拉半掛車在單日測試點內通過了1,000英里。
爲何重要:由於特斯拉對特斯拉半導體細分市場相對保持沉默,社交媒體上分享的照片在X上受到了特斯拉網紅的好評。
沃爾瑪擁有的汽車可能會讓這家零售巨頭向特斯拉提供真實的反饋,以幫助該關鍵客戶提高產量。
特斯拉在第一季度業績電話會議上表示,預計Semi將在2025年底和2026年交付。內華達超級工廠的擴建預計也將增加特斯拉半導體的產量。
車輛工程副總裁拉斯·莫拉維表示,特斯拉半掛車的工程設計正在最後敲定,此舉將實現大批量生產。
特斯拉價格走勢:週一,特斯拉股價上漲1.6%,至184.21美元,而52周的交易區間爲138.80美元至299.29美元。