Tesla Q1 Deliveries Expected to Fall Far Short of Peak as EV Demand Cools
Wall Street anticipates Tesla's Q1 deliveries to be approximately 372,160 vehicles, marking an 11% year-over-year increase but still significantly below its peak performance. This slowdown is attributed to cooling EV demand, the absence of U.S. federal tax credits, and a shrinking product lineup. Investor focus is shifting towards Tesla's long-term AI and robotics projects, including robotaxis and Optimus, as the core car business faces mounting pressure and increased spending concerns.
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