Will Tesla rise further with its record-high customer deliveries? The market is expecting a record update in the 4th quarter.

In December, the American stock market Santa Claus Rally has begun. On Tuesday, the 24th, $Tesla (TSLA.US)$The stock price surged by 7.4% to close at $462, up $31.68. The market cap has reached $1.48 trillion dollars.representing half of the total market cap of the world's auto manufacturers. Since Mr. Trump's victory in the presidential election, Tesla's stock has been riding a wave of rapid growth, fueling investor enthusiasm. Particularly from election day on November 5th to the present, the stock price has risen by over 90%.

Will Tesla continue to rise?
BarclaysTesla's customer delivery estimate for the fourth quarter is 5,000,000 units, a 6% increase year over year. If the estimate holds true, Tesla's stock price may rise further, although overall interest in Tesla's fundamentals is not very high. According to the company's analysts, while short-term production may decrease slightly, there is a push in Tesla's self-driving cars and Artificial Intelligence (AI) sectors."It probably won't have a significant impact."This is particularly drawing investor interest as the scheduled distribution of 'unsupervised' FSD (fully Self-Driving) in 2025 approaches. Even if the customer deliveries for the fourth quarter slightly exceeded expectations,テスラに強気の見方に大きな変化はないという。バークレイズはテスラの評価を「イコールウェイト」に据え置き、目標株価を270ドルとしている。