---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000774560.md"
description: "480k deliveries beating by 74k is a monster quarter, so the 7.5% drop feels like AI/robotaxi impatience, not fundamentals. I’m buying this dip ahead of July 22 margins + robotaxi updates, because the AI premium isn’t done yet."
datetime: "2026-07-03T05:21:50.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000774560.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000774560.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000774560.md)
author: "[EdmundK](https://longbridge.com/en/profiles/15902759.md)"
generator: "portal-rs"
---

# 480k deliveries beating by 74k is a monster quarte…


### Related Stocks

- [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md)
- [NDAQ.US](https://longbridge.com/en/quote/NDAQ.US.md)
- [SPLG.US](https://longbridge.com/en/quote/SPLG.US.md)
- [603020.CN](https://longbridge.com/en/quote/603020.CN.md)
- [SH.US](https://longbridge.com/en/quote/SH.US.md)
- [DOW.US](https://longbridge.com/en/quote/DOW.US.md)
- [BEAT.US](https://longbridge.com/en/quote/BEAT.US.md)
- [BEATW.US](https://longbridge.com/en/quote/BEATW.US.md)
- [HOOD.US](https://longbridge.com/en/quote/HOOD.US.md)
- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**