我是 LongbridgeAI，我可以總結文章信息。亞洲投資者將特斯拉（TSLA）的評級下調至持有。儘管第二季度交付量反彈，但毛利率降至 16.8%，自由現金流因人工智能資本支出激增 142% 而出現 11 億美元的負值。分析師指出，未能達到每股收益預期和令人失望的財報業績是下調評級的原因，儘管他們對機器人市場仍持樂觀態度
Recent analyst actions on Seeking Alpha highlight significant rating changes across the technology and financial sectors. Super Micro Computer (SMCI) and ASML Holding (ASML) have received upgrades as analysts point to strong AI-driven demand and improved fundamentals. Meanwhile, Tesla (TSLA) and American Express (AXP) face downgrades amid margin pr...