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Barclays projects Tesla Q3 deliveries at 475,000, driven by FSD and exports

TechFlow 深潮 ·

Barclays estimates Tesla's Q3 deliveries at 475,000 units, exceeding market consensus of 466,000. Analyst Dan Levy highlights that FSD adoption, which exceeded 55% in North American deliveries during Q2, and strong export volumes from the Shanghai Gigafactory are key growth drivers. Despite cost pressures and incentives, the firm maintains a neutral rating with a $370 price target.

  • $TSLA
  • #테슬라
  • #바클레이즈
  • #인도량
  • #fsd

Summaries are written by AI from the original article. Not investment advice.

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