Barclays: Tesla Deliveries at 475,000, FSD and Exports Are Core Drivers
Source：
www.techflowpost.com
Barclays identifies FSD adoption and Shanghai exports as the two core factors supporting the delivery beat, noting that automotive business growth has reached a positive inflection point. The bank maintains a Neutral rating on Tesla with a $370 price target versus a current price of $366.20. Investors should monitor whether management continues to see strong demand in Q3 and track the progress of the EU FSD approval vote.
