Tesla's Revenue, Profit, and Sales All Decline… Why the AI-Driven Stock Rally Is Unsettling | Ryu Jong-eun, 3PRO TV Reporter

테슬라, 매출·이익·판매 줄하락…"AI로 주가 오르지만 불안한 이유 | 류종은 삼프로TV 기자 [인뎁스60]
Watch on YouTube ↗  |  January 29, 2026 at 00:16  |  24:03  |  3PRO TV (삼프로TV)
Speakers
Ryu Jeong-hoon — Reporter, 3PRO TV

Summary

Ryu Jeong-hoon, a 3PRO TV reporter, analyzes Tesla's latest earnings, which showed declines across deliveries, revenue, operating profit, and net income as US EV subsidies expired and competition intensified. He notes that Tesla's stock is supported by AI, robotaxi, Optimus, and FSD expectations even though the core auto business remains unstable, and highlights BYD's rise as the new global EV volume leader. The segment also covers Kia's record revenue with tariff-hit profit, the global auto market outlook, and growing Chinese EV competition in Korea.

  • Tesla's 2025 deliveries fell about 9% to 1.636 million; revenue, operating profit, and net income also declined.
  • Tesla's auto revenue dropped about 10%, while energy storage and services grew.
  • Tesla's stock is being driven by AI5, Optimus, Cybercab, FSD subscription, and robotaxi expectations.
  • BYD sold 2.256 million BEVs in 2025, overtaking Tesla and widening its lead.
  • BYD's Europe sales surged, and its models are gaining traction in Korea.
  • Kia reported record revenue but lower operating profit due to tariffs, with margin around 8%.
  • Global auto sales are expected to rise slightly in 2026, but EV growth is slowing and competition is intensifying.
  • Chinese EV brands entering Korea are pressuring legacy automakers to cut prices.
Ideas
Ryu Jeong-hoon Reporter, 3PRO TV 0:39
Tesla auto weak, AI hope priced in
Tesla's latest earnings showed broad deterioration: deliveries fell about 9% to 1.636 million, revenue declined 3%, operating profit fell 38%, net income fell 46%, auto revenue dropped about 10%, and Q4 was pressured by the expiration of US EV subsidies. Europe sales fell 26.9% on political backlash and rising competition. The stock is being supported by AI5, Optimus, Cybercab/Semi, FSD subscription, and energy-storage expectations, but the core auto business is unstable and could potentially post an auto-segment or operating loss in 2026. Energy storage (BESS) and services/supercharger remain bright spots.
TSLA HIGH
Ryu Jeong-hoon Reporter, 3PRO TV 12:36
BYD overtakes Tesla, no longer ignorable
BYD is overtaking Tesla in the global EV market: it sold 2.256 million BEVs in 2025, up 27.9%, versus Tesla's 1.66 million, down 8.6%, widening the gap to 620,000 units. Including PHEVs, BYD sold 4.6 million vehicles and is becoming a global top-six/seven brand, beating Honda. In Europe, BYD sales grew 268.6% to about 180,000 units, and in Korea its Sealion 7 sells 500-800 per month with competitive pricing and interior quality. The speaker says BYD is no longer ignorable in the auto industry.
1211.HK HIGH
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This 3PRO TV (삼프로TV) video, published January 29, 2026, features Ryu Jeong-hoon discussing TSLA, 1211.HK. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Ryu Jeong-hoon  · Tickers: TSLA, 1211.HK