Tesla Cybertruck Sales Slump: The True Demand Dilemma Behind Musk's Company's "Internal Digestion"

【Crypto World】Recently, Tesla’s Cybertruck sales have cooled down, and inventory pressure continues to rise. The electric vehicle manufacturer has adopted an interesting strategy—delivering large quantities of this model to Musk’s space company. As of mid-December, the company has received hundreds of units, and orders may continue to increase.

Data shows that this year, Cybertruck sales are approximately 39,000 units. While that sounds like a lot, the growth momentum has clearly slowed, and actual market demand has not been as strong as expected. This kind of “internal coordination” approach can indeed alleviate delivery pressure and market sentiment in the short term.

However, from an investment perspective, there are deeper considerations. Related-party transactions, the authenticity of actual end-user demand, and the sustainability of the company’s valuation—all these issues are on the table. Market analysts generally believe that relying solely on internal digestion cannot solve the fundamental problems. The long-term trend of the stock price will ultimately depend on solid profit performance and genuine growth in core business. Investors are well aware of this.