Tesla Inc (TSLA US)_Reduce_ 4Q24 deliveries miss poses growth question

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 Tesla Inc (TSLA US) Reduce: 4Q24 deliveries miss poses growth question The numbers: Auto miss, storage beat: 4Q24 deliveries came in at 496k, 3% below VA consensus. At 1,789k, 2024 deliveries were down 1% YoY, missing company guidance of "slight growth in 2024". Moreover, production in 4Q24 looked weak; at 459k units, it was down 7% YoY and 7% below deliveries. Weak production could imply soft sales development into 1Q25, raising questions over TSLA's ambition to grow deliveries ...