Tesla's Giga Shanghai plant running at full capacity suggests higher demand, potentially leading to increased delivery levels in the second half of 2024.
Barclays analysts believe the increased production capacity indicates stronger demand for Tesla vehicles, hinting at potential growth in deliveries.
Tesla acknowledges a possible decline in growth rate for 2024 due to focusing on next-gen platform, aiming for higher volumes with the launch of next-generation vehicles.
The company signals a transition between growth waves from Model 3/Y to next-gen vehicle platform, foreseeing a slower growth rate in 2024 compared to 2023.
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