{"id":2299,"date":"2025-10-13T13:17:35","date_gmt":"2025-10-13T13:17:35","guid":{"rendered":"https:\/\/www.iforbes.cz\/?p=2299"},"modified":"2025-10-13T13:17:35","modified_gmt":"2025-10-13T13:17:35","slug":"tesla-prekonala-ocekavani-v-ramci-dodavek-co-za-tim-stalo","status":"publish","type":"post","link":"https:\/\/www.iforbes.cz\/index.php\/2025\/10\/13\/tesla-prekonala-ocekavani-v-ramci-dodavek-co-za-tim-stalo\/","title":{"rendered":"Tesla p\u0159ekonala o\u010dek\u00e1v\u00e1n\u00ed v r\u00e1mci dod\u00e1vek. Co za t\u00edm st\u00e1lo?"},"content":{"rendered":"\n<p><strong>Tesla minul\u00fd t\u00fdden zve\u0159ejnila v\u00fdsledky dod\u00e1vek elektromobil\u016f za t\u0159et\u00ed \u010dtvrtlet\u00ed 2025, p\u0159i\u010dem\u017e v\u00fdsledn\u00e1 \u010d\u00edsla investory p\u0159ekvapila. V\u00fdrobci se poda\u0159ilo meziro\u010dn\u011b zv\u00fd\u0161it dod\u00e1vky o 7 % na 497 099 vozidel, \u010d\u00edm\u017e z\u00e1rove\u0148 p\u0159ekonal i o\u010dek\u00e1v\u00e1n\u00ed Wall Street o v\u00edce ne\u017e 49 000 kus\u016f. P\u0159esto v\u0161ak cena akci\u00ed Tesly po ozn\u00e1men\u00ed klesla o 5,11 %*, co\u017e v kone\u010dn\u00e9m d\u016fsledku nazna\u010duje, \u017ee trh hled\u00ed d\u00e1le ne\u017e jen na samotn\u00e9 \u010d\u00edslo.<\/strong><\/p>\n\n\n\n<p><strong>Siln\u00e9 dod\u00e1vky, slab\u0161\u00ed v\u00fdroba<\/strong><\/p>\n\n\n\n<p>Sou\u010d\u00e1st\u00ed tiskov\u00e9 zpr\u00e1vy byly tradi\u010dn\u011b i \u00fadaje o celkov\u00e9 v\u00fdrob\u011b Tesly. Ta dos\u00e1hla 447 450 vozidel, co\u017e oproti hodnot\u011b z t\u0159et\u00edho \u010dtvrtlet\u00ed minul\u00e9ho roku (469 796) p\u0159edstavuje m\u00edrn\u00fd pokles. P\u0159esto v\u0161ak spole\u010dnost zaznamenala r\u016fst, konkr\u00e9tn\u011b o 7 %, d\u00edky \u010demu\u017e jde o jedno z nejlep\u0161\u00edch \u010dtvrtlet\u00ed za posledn\u00ed obdob\u00ed. V neposledn\u00ed \u0159ad\u011b je d\u016fle\u017eit\u00e9 zm\u00ednit i rozd\u011blen\u00ed nap\u0159\u00ed\u010d modely \u2013 nejv\u00edce se prod\u00e1valy modely 3 a Y, kter\u00e9 tvo\u0159ily drtivou v\u011bt\u0161inu produkce \u2013 a\u017e 435 826 kus\u016f.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" width=\"604\" height=\"419\" src=\"https:\/\/www.iforbes.cz\/wp-content\/uploads\/2025\/10\/image.png\" alt=\"Obsah obr\u00e1zku text, rukopis, \u0159ada\/pruh, P\u00edsmo\n\nObsah generovan\u00fd pomoc\u00ed AI m\u016f\u017ee b\u00fdt nespr\u00e1vn\u00fd.\" class=\"wp-image-2300\" srcset=\"https:\/\/www.iforbes.cz\/wp-content\/uploads\/2025\/10\/image.png 604w, https:\/\/www.iforbes.cz\/wp-content\/uploads\/2025\/10\/image-300x208.png 300w, https:\/\/www.iforbes.cz\/wp-content\/uploads\/2025\/10\/image-392x272.png 392w, https:\/\/www.iforbes.cz\/wp-content\/uploads\/2025\/10\/image-130x90.png 130w, https:\/\/www.iforbes.cz\/wp-content\/uploads\/2025\/10\/image-600x417.png 600w\" sizes=\"(max-width: 604px) 100vw, 604px\" \/><figcaption>V\u00fdkonnost akci\u00ed Tesla za posledn\u00edch p\u011bt let. * Zdroj: Trading Economics<\/figcaption><\/figure><\/div>\n\n\n\n<p><strong>Region\u00e1ln\u00ed rozd\u00edly<\/strong><\/p>\n\n\n\n<p>Na druhou stranu Tesla v Evrop\u011b nad\u00e1le z\u00e1pas\u00ed s poklesem prodej\u016f \u2013 jednak kv\u016fli rostouc\u00ed konkurenci ze strany v\u00fdrobc\u016f, jako jsou Volkswagen \u010di BYD, ale tak\u00e9 kv\u016fli negativn\u00edmu vn\u00edm\u00e1n\u00ed Elona Muska, jeho\u017e politick\u00e9 v\u00fdroky \u010d\u00edm d\u00e1l v\u00edce vyvol\u00e1vaj\u00ed rozporupln\u00e9 reakce. Z\u00e1rove\u0148 je kl\u00ed\u010dov\u00e9 poznamenat, \u017ee mo\u017en\u00fdm d\u016fvodem pro r\u016fst dod\u00e1vek v USA je kon\u010d\u00edc\u00ed feder\u00e1ln\u00ed da\u0148ov\u00e1 \u00faleva, kter\u00e1 pravd\u011bpodobn\u011b motivovala z\u00e1kazn\u00edky k n\u00e1kupu elektromobilu je\u0161t\u011b p\u0159ed 30. z\u00e1\u0159\u00edm 2025. Tento program n\u00e1sledn\u011b skon\u010dil v d\u016fsledku rozpo\u010dtov\u00e9ho z\u00e1kona p\u0159ijat\u00e9ho administrativou Donalda Trumpa.<\/p>\n\n\n\n<p><strong>Energetick\u00e1 divize<\/strong><\/p>\n\n\n\n<p>Zat\u00edmco automobilov\u00e1 divize Tesly \u0159e\u0161\u00ed probl\u00e9my s v\u00fdkyvy popt\u00e1vky, Tesla Energy pokra\u010duje v rychl\u00e9m r\u016fstu. Spole\u010dnost nasadila ve t\u0159et\u00edm \u010dtvrtlet\u00ed 12,5 GWh bateriov\u00fdch \u00falo\u017ei\u0161\u0165 energie, co\u017e p\u0159edstavuje n\u00e1r\u016fst o 81 % oproti stejn\u00e9mu obdob\u00ed minul\u00e9ho roku. Zaj\u00edmavost\u00ed je, \u017ee mezi hlavn\u00edmi odb\u011brateli bateriov\u00fdch syst\u00e9m\u016f Megapack a Megablock je i xAI, dal\u0161\u00ed spole\u010dnost Elona Muska zam\u011b\u0159en\u00e1 na v\u00fdvoj um\u011bl\u00e9 inteligence.<\/p>\n\n\n\n<p><strong>Reakce ceny akci\u00ed a budoucnost<\/strong><\/p>\n\n\n\n<p>Investo\u0159i se po zve\u0159ejn\u011bn\u00ed t\u011bchto fundament\u00e1ln\u00edch \u00fadaj\u016f tradi\u010dn\u011b zam\u011b\u0159ili tak\u00e9 na reakci ceny akci\u00ed Tesly. B\u011bhem dan\u00e9ho obchodn\u00edho dne do\u0161lo k poklesu o 5,11 %, ale je d\u016fle\u017eit\u00e9 vn\u00edmat situaci komplexn\u011bji. Za t\u0159et\u00ed \u010dtvrtlet\u00ed 2025 do\u0161lo k r\u016fstu o 40 %, p\u0159i\u010dem\u017e od za\u010d\u00e1tku roku se hodnota Tesly zv\u00fd\u0161ila o 14 %. V\u00fdrobce tak po slab\u00e9m za\u010d\u00e1tku roku znovu z\u00edsk\u00e1v\u00e1 d\u016fv\u011bru investor\u016f, ale platn\u011bj\u0161\u00ed potvrzen\u00ed dlouhodob\u011bj\u0161\u00edho b\u00fd\u010d\u00edho sentimentu by mohlo p\u0159ij\u00edt po \u010dtvrtletn\u00edch v\u00fdsledc\u00edch \u2013 ji\u017e 22. \u0159\u00edjna 2025. Investo\u0159i budou pozorn\u011b sledovat, jak si vede ziskovost \u2013 zejm\u00e9na v kontextu rostouc\u00edch v\u00fdrobn\u00edch n\u00e1klad\u016f a ukon\u010den\u00fdch da\u0148ov\u00fdch pob\u00eddek v USA.<\/p>\n\n\n\n<p><strong>David Matulay, analytik <\/strong><a rel=\"noreferrer noopener\" href=\"https:\/\/investingfox.com\/cs\" target=\"_blank\"><strong>InvestingFox<\/strong><\/a><\/p>\n\n\n\n<p><em>Foto: AdobeStock<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Tesla minul\u00fd t\u00fdden zve\u0159ejnila v\u00fdsledky dod\u00e1vek elektromobil\u016f za t\u0159et\u00ed \u010dtvrtlet\u00ed 2025, p\u0159i\u010dem\u017e v\u00fdsledn\u00e1 \u010d\u00edsla investory p\u0159ekvapila. V\u00fdrobci se poda\u0159ilo meziro\u010dn\u011b<\/p>\n","protected":false},"author":1,"featured_media":2301,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"colormag_page_container_layout":"default_layout","colormag_page_sidebar_layout":"default_layout"},"categories":[58],"tags":[350,470,190,268,275],"_links":{"self":[{"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/posts\/2299"}],"collection":[{"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/comments?post=2299"}],"version-history":[{"count":1,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/posts\/2299\/revisions"}],"predecessor-version":[{"id":2302,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/posts\/2299\/revisions\/2302"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/media\/2301"}],"wp:attachment":[{"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/media?parent=2299"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/categories?post=2299"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/tags?post=2299"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}