Rivian 三季度业绩超预期，软件收入与 R2 交付增长
Rivian third-quarter earnings beat estimates as software revenue, R2 deliveries rise
Rivian melaporkan keputusan suku ketiga 2026, dengan kerugian larasan sebanyak 48 sen sesaham, tiada anggaran konsensus sebanyak 62 sen, pada hasil $2.16 bilion, yang mengatasi anggaran $1.99 bilion. Rekod 19,248 kenderaan telah dihantar pada suku tersebut, dan R2 menjadi model terlaris; perniagaan perisian dan perkhidmatan memperoleh hasil sebanyak AS$605 juta dan margin keuntungan kasar sebanyak 42%. Perniagaan kenderaan mempunyai pendapatan hampir AS$1.55 bilion tetapi kerugian kasar AS$80 juta.
Rivian's losses narrowed in the third quarter and revenue exceeded expectations. The software and services business became the profit fulcrum with a gross profit margin of 42%, while the vehicle business is still at a gross loss. The differentiation of the business structure is worthy of continued tracking. For gold and foreign exchange traders, this is a micro signal on the risk asset side. It does not constitute a macro pricing driver in itself, but it can be used as an auxiliary reference to observe the sentiment and risk appetite of U.S. growth stocks, focusing on whether the subsequent vehicle gross profit can improve with the increase in R2 volume.
Rivian 三季度亏损收窄、软件服务毛利率达 42%，可对照其整车业务毛亏看业务结构变化。
来源：CNBC Top News · cnbc.com