Europe makes sense for EVs. They have much higher fossil fuel costs than North America. They typically have much shorter driving distances, and a "cross country trip" might only represent several hours of travel, not several days like in North America. As for China, though they are a very large land mass, they also don't drive long distances typically. So for these markets, EVs make some sense. They did have to give big price concessions to get those sales, too. Is that sustainable? Can't say for sure.
I do also wonder if they experience the same quality issues and part supply issues in their Tesla world as has been reported here in NA? I'm not sure where they get off touting "Tesla's reputation as a reliable ... manufacturer"? That's not at all in line with what I've heard; I know firsthand some Tesla owners who'd beg to differ, as they have had mediocre quality experiences and horrible service experiences.
Being the number 1 car in sales volume, the Model Y still gets dwarfed by US truck sales. Kinda like being the best player in the minor league; you're at the top of the "also ran" category.