Tesla traders remain divided on Q2 2026 deliveries, with market-implied odds tightly clustered around 375k–475k reflecting Q1's 358k shortfall despite 408k production and a 50k inventory buildup. Strong April rebounds—36% YoY China-made EV sales growth and triple-digit registration surges in European markets like France, Sweden, and Denmark—signal demand recovery, bolstered by Cybertruck production ramps at Giga Texas including a $59k AWD variant. However, competitive pressures from BYD's volume dominance, softening U.S. EV adoption amid lost tax credits, and Model S/X production end temper optimism. Key swing factors include weekly China insurance data through June and Cybertruck/FSD uptake; resolution hinges on late-quarter pull-forward ahead of early July reporting.
Экспериментальная сводка, созданная ИИ на основе данных Polymarket. Это не является торговой рекомендацией и не влияет на то, как разрешается этот рынок. · ОбновленоСколько поставок Tesla во втором квартале 2026 года?
Сколько поставок Tesla во втором квартале 2026 года?
475 тыс.+ 34.3%
450–475 тыс. 23.1%
375k–400k 21%
425–450 тыс. 16%
$41,747 Объем
$41,747 Объем
<300 тыс.
8%
300–325 тыс.
1%
325–350 тыс.
14%
350k–375k
14%
375k–400k
27%
400–425 тыс.
15%
425–450 тыс.
19%
450–475 тыс.
23%
475 тыс.+
29%
475 тыс.+ 34.3%
450–475 тыс. 23.1%
375k–400k 21%
425–450 тыс. 16%
$41,747 Объем
$41,747 Объем
<300 тыс.
8%
300–325 тыс.
1%
325–350 тыс.
14%
350k–375k
14%
375k–400k
27%
400–425 тыс.
15%
425–450 тыс.
19%
450–475 тыс.
23%
475 тыс.+
29%
If Tesla does not publish Q2 2026 delivery figures by August 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.
Открытие рынка: Apr 3, 2026, 7:38 PM ET
Resolver
0x69c47De9D...If Tesla does not publish Q2 2026 delivery figures by August 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
0x69c47De9D...Tesla traders remain divided on Q2 2026 deliveries, with market-implied odds tightly clustered around 375k–475k reflecting Q1's 358k shortfall despite 408k production and a 50k inventory buildup. Strong April rebounds—36% YoY China-made EV sales growth and triple-digit registration surges in European markets like France, Sweden, and Denmark—signal demand recovery, bolstered by Cybertruck production ramps at Giga Texas including a $59k AWD variant. However, competitive pressures from BYD's volume dominance, softening U.S. EV adoption amid lost tax credits, and Model S/X production end temper optimism. Key swing factors include weekly China insurance data through June and Cybertruck/FSD uptake; resolution hinges on late-quarter pull-forward ahead of early July reporting.
Экспериментальная сводка, созданная ИИ на основе данных Polymarket. Это не является торговой рекомендацией и не влияет на то, как разрешается этот рынок. · Обновлено
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