Tesla's trader consensus on Polymarket prices Q1 2026 deliveries in the 350k–375k range at 51.5% implied probability, reflecting modest recovery from the Q1 2025 shortfall of 336,681 vehicles—blamed on Shanghai and Austin factory shutdowns for Model Y Juniper updates—amid seasonally weak Q1 demand patterns. The <350k outcome at 36.5% gains from persistent headwinds like intensifying competition from BYD's affordable EVs, softening U.S. demand despite price cuts, and delayed Cybertruck ramp-up. Higher buckets languish below 12% as investors await H2 2025 growth from Full Self-Driving subscriptions and robotaxi production slated for 2026, with Q3/Q4 2025 reports as key catalysts.
Polymarketデータを参照したAI生成の実験的な要約 · 更新日35万〜37万5,000 52%
35万台未満 36%
37万5千〜40万 11.2%
42万5000〜45万 <1%
$716,641 Vol.
$716,641 Vol.
35万台未満
36%
35万〜37万5,000
52%
37万5千〜40万
11%
40万~42万5千
<1%
42万5000〜45万
<1%
45万~47万5000台
<1%
47万5千〜50万台
<1%
50万台以上
<1%
35万〜37万5,000 52%
35万台未満 36%
37万5千〜40万 11.2%
42万5000〜45万 <1%
$716,641 Vol.
$716,641 Vol.
35万台未満
36%
35万〜37万5,000
52%
37万5千〜40万
11%
40万~42万5千
<1%
42万5000〜45万
<1%
45万~47万5000台
<1%
47万5千〜50万台
<1%
50万台以上
<1%
If Tesla does not publish Q1 2026 delivery figures by May 31, 2026, 11:59 PM ET, this market will resolve to the lowest bracket.
If the reported value falls exactly between two brackets, this market will resolve to the higher range bracket.
The resolution source will be https://ir.tesla.com/press.
マーケット開始日: Jan 2, 2026, 2:09 PM ET
Resolver
0x2F5e3684c...If Tesla does not publish Q1 2026 delivery figures by May 31, 2026, 11:59 PM ET, this market will resolve to the lowest bracket.
If the reported value falls exactly between two brackets, this market will resolve to the higher range bracket.
The resolution source will be https://ir.tesla.com/press.
Resolver
0x2F5e3684c...Tesla's trader consensus on Polymarket prices Q1 2026 deliveries in the 350k–375k range at 51.5% implied probability, reflecting modest recovery from the Q1 2025 shortfall of 336,681 vehicles—blamed on Shanghai and Austin factory shutdowns for Model Y Juniper updates—amid seasonally weak Q1 demand patterns. The <350k outcome at 36.5% gains from persistent headwinds like intensifying competition from BYD's affordable EVs, softening U.S. demand despite price cuts, and delayed Cybertruck ramp-up. Higher buckets languish below 12% as investors await H2 2025 growth from Full Self-Driving subscriptions and robotaxi production slated for 2026, with Q3/Q4 2025 reports as key catalysts.
Polymarketデータを参照したAI生成の実験的な要約 · 更新日
外部リンクに注意してください。
外部リンクに注意してください。
よくある質問