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Deutsche Bank predicts that Tesla's delivery volume in the fourth quarter of 2025 will be lower than expected due to weak demand in the US, Europe, and China markets. The bank's analyst, Edison Yu, estimates that the delivery volume will be around 405,000 vehicles, a 14% decrease compared to the previous year, with significant declines in the North American and European markets. The delivery volume in the Chinese market is also expected to slightly decrease. The decrease in delivery volume may bring pressure on profit margins. Despite short-term weakness, Deutsche Bank remains optimistic about Tesla's long-term prospects, and has raised Tesla's target stock price to $500.
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