Tesla(US:TSLA) 智通财经网·2026-01-20 06:40Group 1 - Barclays maintains a "neutral" rating on Tesla (TSLA.US), stating that fundamentals are currently a "secondary factor" for the stock [1] - Analysts believe that Tesla's stock performance in 2025 will be narrative-driven, with fundamentals seemingly overlooked [1] - CEO Elon Musk emphasizes that Tesla is fundamentally an AI company, focusing on autonomous driving and robotics as key future developments [1] Group 2 - Tesla is preparing to expand its Texas Gigafactory, planning to build a dedicated facility for the mass production of its humanoid robot, Optimus, aiming for an annual production capacity of 10 million units [1] - The Robotaxi fleet is expected to double in size next month, according to Musk [1] - Tesla's fourth-quarter delivery forecast shows a mean expectation of 422,850 vehicles, reflecting a 15% year-over-year decline, which is more pessimistic than the market consensus of 440,000 vehicles [1] Group 3 - The projected total deliveries for Tesla in 2025 are expected to drop to around 1.64 million units, an 8% year-over-year decline, marking the second consecutive year of sales contraction following 1.789 million units in 2024 [1] - Tesla has publicly stated that it does not endorse any analyst information, advice, or conclusions, presenting only the aggregated consensus data [1] Group 4 - Tesla's unusual decision to publicly share a lower consensus forecast appears aimed at managing market expectations ahead of the official delivery and production report set for early January 2026 [2] - Gary Black, co-founder of Future Fund Advisors, describes this move as "very unusual" and estimates that actual delivery numbers are likely around 420,000 vehicles [2]