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Tesla achieved surpassing market expectations for deliveries in the third quarter of 2026, delivering 486,532 vehicles compared to the predicted 456,896 vehicles. This comes despite challenges such as the loss of tax incentives in the United States and intense competition in China. The company still heavily relies on car sales, which remain its largest source of revenue, and needs to deliver approximately 311,448 vehicles in the final quarter to avoid a third consecutive year of declining sales. Tesla's performance also reflects investor focus on its future projects in artificial intelligence and autonomous vehicles, despite its market value dropping by nearly 20% since the beginning of the year.
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