Tesla's release of its Q1 2026 delivery consensus on March 26—showing analysts' aggregate estimate of 365,645 vehicles—has driven overwhelming trader sentiment toward the 350k–375k outcome at 82% implied probability, aligning closely with this median forecast and reflecting typical Q1 seasonality after Q4 2025's 418,227 deliveries. The 12.6% quarter-over-quarter decline anticipates softer demand amid intensifying EV competition from BYD and legacy automakers, elevated inventory levels, and delayed ramps for Cybertruck and refreshed Model Y Juniper. Lower probabilities for higher bins stem from unmet production-to-delivery conversions, while <350k at 7% accounts for risks like supply chain hiccups. Traders await Tesla's official report, likely April 2, for resolution.
基于Polymarket数据的AI实验性摘要 · 更新于35万–37.5万 82%
37.5万–40万 11.2%
少于35万 7%
40万–42.5万 <1%
$834,861 交易量
$834,861 交易量
少于35万
7%
35万–37.5万
82%
37.5万–40万
11%
40万–42.5万
<1%
425,000–450,000
<1%
45万–47.5万
<1%
47.5万–50万
<1%
50万+
<1%
35万–37.5万 82%
37.5万–40万 11.2%
少于35万 7%
40万–42.5万 <1%
$834,861 交易量
$834,861 交易量
少于35万
7%
35万–37.5万
82%
37.5万–40万
11%
40万–42.5万
<1%
425,000–450,000
<1%
45万–47.5万
<1%
47.5万–50万
<1%
50万+
<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.
市场开放时间: 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 release of its Q1 2026 delivery consensus on March 26—showing analysts' aggregate estimate of 365,645 vehicles—has driven overwhelming trader sentiment toward the 350k–375k outcome at 82% implied probability, aligning closely with this median forecast and reflecting typical Q1 seasonality after Q4 2025's 418,227 deliveries. The 12.6% quarter-over-quarter decline anticipates softer demand amid intensifying EV competition from BYD and legacy automakers, elevated inventory levels, and delayed ramps for Cybertruck and refreshed Model Y Juniper. Lower probabilities for higher bins stem from unmet production-to-delivery conversions, while <350k at 7% accounts for risks like supply chain hiccups. Traders await Tesla's official report, likely April 2, for resolution.
基于Polymarket数据的AI实验性摘要 · 更新于
警惕外部链接哦。
警惕外部链接哦。
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