Tesla's freshly published analyst consensus on March 26, projecting 365,645 vehicle deliveries for Q1 2026—primarily from Model 3 and Model Y at around 351,000 units—has solidified trader consensus around the 350k–375k outcome at 72% implied probability, reflecting steady production ramps at Giga Shanghai and Texas amid softer EV demand. This marks an 8% uptick from Q1 2025 but falls short of loftier prior estimates near 418,000, prompting a 22.5% chance for sub-350k on concerns over inventory buildup and competition from BYD and legacy automakers. RBC Capital's 367,000 forecast reinforces the midpoint, though official figures due early April could shift odds based on final-week push and Cybertruck scaling.
基於Polymarket數據的AI實驗性摘要 · 更新於35萬–37.5萬 72%
少於35萬輛 22%
37.5萬–40萬 4.8%
40萬–42.5萬 <1%
$768,706 交易量
$768,706 交易量
少於35萬輛
22%
35萬–37.5萬
72%
37.5萬–40萬
5%
40萬–42.5萬
<1%
425k–450k
<1%
45萬–47.5萬
<1%
47.5萬–50萬
<1%
50萬+
<1%
35萬–37.5萬 72%
少於35萬輛 22%
37.5萬–40萬 4.8%
40萬–42.5萬 <1%
$768,706 交易量
$768,706 交易量
少於35萬輛
22%
35萬–37.5萬
72%
37.5萬–40萬
5%
40萬–42.5萬
<1%
425k–450k
<1%
45萬–47.5萬
<1%
47.5萬–50萬
<1%
50萬+
<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.
市場開放時間: 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 freshly published analyst consensus on March 26, projecting 365,645 vehicle deliveries for Q1 2026—primarily from Model 3 and Model Y at around 351,000 units—has solidified trader consensus around the 350k–375k outcome at 72% implied probability, reflecting steady production ramps at Giga Shanghai and Texas amid softer EV demand. This marks an 8% uptick from Q1 2025 but falls short of loftier prior estimates near 418,000, prompting a 22.5% chance for sub-350k on concerns over inventory buildup and competition from BYD and legacy automakers. RBC Capital's 367,000 forecast reinforces the midpoint, though official figures due early April could shift odds based on final-week push and Cybertruck scaling.
基於Polymarket數據的AI實驗性摘要 · 更新於
警惕外部連結哦。
警惕外部連結哦。
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