Tesla(US:TSLA) Feng Huang Wang·2025-08-26 04:40Group 1 - The upcoming expiration of the electric vehicle tax credit on September 30 is driving U.S. consumers to rush their electric vehicle orders, leading to a surge in demand for Tesla vehicles [1] - Tesla's Model Y inventory is rapidly decreasing across multiple regions in the U.S., and analysts predict that the third quarter may become Tesla's best quarter in recent years in terms of delivery volume [1] - Due to the increasing demand for Model Y, Tesla is considering raising the price of this electric vehicle and further increasing production [1] Group 2 - The potential price increase may benefit Tesla's profit margins, but it may not be well-received by prospective buyers, possibly prompting some to place orders early to avoid higher prices [2] - The IRS has relaxed policies, allowing consumers to enjoy tax credits if they sign legally binding contracts and make a small down payment before September 30, even if the vehicle is delivered afterward [3] - This change by the IRS provides manufacturers with more delivery time, but it may also lead to issues similar to Tesla's potential price increase [3] - Overall, a significant rebound in electric vehicle deliveries is expected in the U.S. market for the remainder of the year, which is favorable for Tesla and other electric vehicle manufacturers [3]