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The general consensus indicates expectations for a strong quarter, especially given the high inventory levels in China and the recent discounts offered at the end of the quarter, which can boost sales. If these estimates are accurate, Tesla might surpass previous expectations, possibly setting a new record.
Factors Influencing Delivery Numbers
One critical aspect that could affect delivery outcomes is the upcoming Model 3 refresh, which is rumored to be unveiled in September. This potential transition could influence current demand and inventory management strategies. For example, if a new model is imminent, Tesla might limit current inventory to prepare for the upgrade, potentially affecting deliveries in the short term.