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Recent data indicates that the trends for Tesla in the U.S. and Europe were underwhelming last year. However, a strong year in China bolstered the overall performance. Looking into 2025, early signs suggest that the struggles may continue. George Dianus, a noted analyst, highlighted that much of Tesla’s stock performance currently hinges on new vehicle launches, specifically the upcoming Model Y and other potential offerings over the next few years.
Musk has suggested that 2026 and beyond could herald an "epic" transformation for the company, primarily driven by new product introductions and enhanced services. Notably, affordable vehicles are expected to hit production in the first half of 2025, although substantial volume production may not materialize until 2026.