테슬라, 판매 부진 속 1분기 전기차 인도량 또 예상치 하회

Tesla's Q1 delivery numbers have missed market expectations for the second consecutive quarter, signaling a critical inflection point as the company pivots toward AI and robotics while its core EV business deteriorates. The company is prioritizing unsold products like Optimus robots and autonomous taxis while its primary profit driver—vehicle sales—continues to decline, raising questions about the timeline for monetizing this strategic shift. Simultaneous weakness across energy storage and automotive segments suggests Tesla's growth momentum is weakening broadly, not just in one area, potentially intensifying near-term financial pressure.