Tesla's company-compiled analyst consensus, released March 26, positions Q1 2026 deliveries at 365,645 vehicles—firmly within the leading 350k–375k market-implied outcome at 71.5% probability—reflecting trader alignment with 23 sell-side estimates showing an 8% year-over-year increase from Q1 2025's 337k but a seasonal 13% drop from Q4 2025's 418k. This sentiment stems from steady Model 3 and Model Y production ramps at Giga Shanghai and Berlin, despite a brief Model Y line changeover, alongside end-of-quarter delivery surges observed in recent inventory data. The <350k outcome at 22% hedges against potential demand softness amid EV competition, with official numbers due early April amid Full Self-Driving software incentives boosting transfers.
基于Polymarket数据的AI实验性摘要 · 更新于35万–37.5万 72%
少于35万 22%
37.5万–40万 4.8%
40万–42.5万 <1%
$768,751 交易量
$768,751 交易量
少于35万
22%
35万–37.5万
72%
37.5万–40万
5%
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 72%
少于35万 22%
37.5万–40万 4.8%
40万–42.5万 <1%
$768,751 交易量
$768,751 交易量
少于35万
22%
35万–37.5万
72%
37.5万–40万
5%
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 company-compiled analyst consensus, released March 26, positions Q1 2026 deliveries at 365,645 vehicles—firmly within the leading 350k–375k market-implied outcome at 71.5% probability—reflecting trader alignment with 23 sell-side estimates showing an 8% year-over-year increase from Q1 2025's 337k but a seasonal 13% drop from Q4 2025's 418k. This sentiment stems from steady Model 3 and Model Y production ramps at Giga Shanghai and Berlin, despite a brief Model Y line changeover, alongside end-of-quarter delivery surges observed in recent inventory data. The <350k outcome at 22% hedges against potential demand softness amid EV competition, with official numbers due early April amid Full Self-Driving software incentives boosting transfers.
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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