JPMorgan Chase's latest investment report highlights a potential continuation of sluggish vehicle deliveries by Tesla in the second quarter, estimating approximately 360,000 units—a year-over-year decrease of 19%. This forecast not only undershoots the market consensus of 392,000 units but also falls beneath the bank's previous estimate of 395,000 units. The downward revision is predicated on sales trends observed in Europe, coupled with forecast data from the United States and insurance registration statistics from China.