Tesla (TSLA) delivered 254,695 vehicles in the second quarter, below estimates for 264,000. Covid lockdowns and restrictions significantly reduced Shanghai plant production for much of the quarter. CEO Elon Musk has also cited supply-chain woes for limiting output elsewhere. Tesla stock rose Friday. X Wall Street had revised down estimates throughout the quarter. Analysts polled by FactSet on average expect Tesla to deliver 264,000 vehicles in Q2, with forecasts ranging from Deutsche Bank’s 245,000 and Wedbush’s 250,000 to a high of 272,000. Tesla delivered 242,169 Model 3/Y vehicles and 16,411 Model S/X vehicles. It also said it produced 258,580 vehicles….