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Electrified - The Most Eventful Tesla Weekend in a LONG Time ⚡️

发布时间:2025-03-25 01:14:52   原节目
好的,这是对内容的中文翻译: Electrified节目的迪伦·卢米斯开场首先感谢了新赞助人特里·J和艾伦·J。 他强调即将发布的特斯拉生产和交付(P&D)报告将受到严格审查,并可能被批评者歪曲。 他分享了一个积极的轶事,关于马特·范·斯沃尔的父亲,在购买特斯拉后,成为了全自动驾驶(FSD)的超级粉丝,并质疑为什么还会有人购买其他汽车。 卢米斯讨论了轶事游戏,提到了大量需求和特斯拉销售的报告,这些购买者如果没有最近发生的事件,根本不会考虑特斯拉。 然而,他提醒说,第一季度的供应限制,特别是由于新款Model Y的产量爬坡,将使报告不能准确反映特斯拉的实际需求。 他强调,新款Model Y的70%零件都是新的,这会导致潜在的供应链挑战和生产调整。 他预计,当第一季度报告发布时,媒体会把重点放在政治和品牌受损上。 该环节转到Utopia Homes在休斯顿的“Shady Acres之橡树”社区,这是一个新的环保社区,配备了特斯拉太阳能屋顶和Powerwall。 虽然他称其为“全国首例”,但卢米斯指出,类似的项目已经存在,包括布鲁克菲尔德资产管理公司在2024年夏天于奥斯汀建造的项目。 他表示希望看到更多这样的项目,并认为,除非特斯拉在成本上取得突破,否则新建建筑可能是大规模普及太阳能屋顶的最可行途径。 卢米斯警告特斯拉股票可能出现波动,提到有组织的购买看跌期权的行动,实际上是在押注股票下跌。 他解释说,一篇关于做空特斯拉的讽刺性帖子被埃隆·马斯克放大,马斯克指出,许多批评家从特斯拉股价下跌中获得经济利益。 他在安抚长期投资者的同时,建议短期交易者为市场操纵和夸大的价格波动做好准备。 他注意到盘后交易的积极表现,并评论说特朗普可能会取消部分关税,这也是一个影响因素。 卢米斯驳斥了来自Tesla Ming的谣言,声称美国FSD订阅率达到30%,并指出其来源是微博。 他指出,特斯拉通常不公布这个数字,因此认为该报告不可靠。 他随后过渡到特斯拉在中国FSD的表现,展示了其成功导航复杂中国街道的视频。 他说,如果特斯拉能够掌握中国的交通规则,将对FSD在其他国家产生重大影响。 他报告说,特斯拉在中国免费试用FSD的活动将会暂停,而且特斯拉未来需要获得事先批准才能进行OTA更新。 在谈到关于“最美国制造”的汽车的报告时,卢米斯澄清说,该报告最初发布于去年12月。 报告将特斯拉的Model 3、Model Y和Cybertruck列为前几名。 他强调,特斯拉在美国制造零部件的使用率从2015年的77%提高到2024年的81%,而Stellantis、福特和通用汽车等竞争对手的这一比例却有所下降。 他强调,这种本地化战略可以使特斯拉免受贸易战和关税的影响。 他分享了对Gigaberlin工厂经理安德烈·特雷格的采访,特雷格驳斥了对政治环境的担忧,并重申公司专注于生产出色的汽车。 特雷格提到供应商的本地化程度有所提高,目前92%的零部件来自欧洲。 他报告说,格伦海德工厂的电池生产正在转型为新款Model Y,目标是今年恢复运营。 他快速展示了特斯拉餐厅的进展。 他分享了克里斯·哈里斯体验WeMO自动驾驶汽车的视频。 他分享了一段FSD体验的视频。 他分享了WeMO前首席执行官John Krafcik的一句话,他认为特斯拉无法与他们竞争。 谈话强调了即将停产的Model Y的成功。特斯拉还赢得了电池存储兆瓦包的合同。 卢米斯讨论了特斯拉与电动汽车集团合作在美国以其品牌推出特斯拉超级充电桩。Consumer Reports的一项新调查显示,特斯拉超级充电桩的故障率仅为4%,而壳牌充电、EVGO和Blink的故障率较高。 现代汽车宣布在陆上投资210亿美元,其中包括在钢铁厂投资58亿美元。卢米斯谈到了支持埃隆·马斯克和特斯拉的集会,并谴责了在奥斯汀特斯拉经销店发现的燃烧弹。 他报告说,加州的公共电动汽车充电桩现在比加油站还多。比亚迪第四季度的净利润增长了73%。联邦调查局已经成立了一个专门针对特斯拉相关暴力和破坏行为的工作组。佳能精度公司参观了奥斯汀超级工厂,并赞扬了“开箱即用”的制造策略。 最后,卢米斯在结尾表示,特斯拉股票收盘上涨11.93%。

Dylan Loomis of Electrified kicks off the show by thanking new patrons Terry J and Alan J. He emphasizes the upcoming Tesla production and delivery (P&D) report will be heavily scrutinized and potentially misrepresented by critics. He shares a positive anecdote about Matt Van Swole's dad, who, after buying a Tesla, became a huge fan of full self-driving (FSD) and questioned why anyone would own any other car. Loomis discusses the anecdote game, mentioning reports of overwhelming demand and Tesla purchases from people who wouldn't have considered it without recent events. However, he cautions that Q1's supply limitations, particularly due to the new Model Y's production ramp-up, will make it an inaccurate reflection of Tesla's actual demand. He highlights that 70% of the new Model Y's parts are new, leading to potential supply chain challenges and manufacturing tweaks. He expects publications to focus on politics and brand damage when the Q1 reports release. The segment moves on to Utopia Homes' "Oaks of Shady Acres" community in Houston, a new eco-friendly neighborhood featuring Tesla solar roofs and Powerwalls. While touting it as the "first of its kind in the nation," Loomis notes similar projects exist, including one in Austin built by Brookfield asset management in the summer of 2024. He expresses a desire to see more such projects and suggests new construction might be the most viable path for meaningful solar roof adoption unless Tesla achieves a cost breakthrough. Loomis warns of potential Tesla stock volatility, mentioning organized efforts to buy puts, essentially betting against the stock. He explains how a satirical post about shorting Tesla was amplified by Elon Musk, who pointed out that many critics financially benefit from a drop in Tesla's share price. While reassuring long-term investors, he advises short-term traders to prepare for market manipulation and exaggerated price swings. He notes the positive performance in after hours trading and comments on Trump potentially walking back some tariffs as contributing factors. Loomis dismisses a rumor from Tesla Ming, claiming a 30% FSD subscription rate in the US, citing Weibo as the source. He points out that Tesla doesn't typically report this number, deeming the report unreliable. He then transitions to Tesla's FSD performance in China, highlighting footage of its successful navigation of complex Chinese streets. He says if Tesla can master the Chinese traffic laws, there is a lot of implications for FSD in other countries. He reports that Tesla's free trial for FSD in China will be paused and Tesla will need prior approval for future OTA updates. Addressing a report on the most American-made cars, Loomis clarifies that it originated in December. The report ranks Tesla's Model 3, Model Y, and Cybertruck in the top spots. He highlights that Tesla has increased its use of American-made parts from 77% to 81% between 2015 and 2024, while competitors like Stellantis, Ford, and GM have seen declines. He emphasizes that this localization strategy insulates Tesla from trade wars and tariffs. He shares an interview with Andre Teregg, Gigaberlin's plant manager, who dismisses concerns about the political climate and reaffirms the company's focus on manufacturing great vehicles. Teregg mentions the increased localization of suppliers, with 92% of components now sourced from Europe. He reports that battery production in Grunhaida is being converted to the new Model Y, aiming to resume operations this year. He shows a quick look at the progress of Tesla's diner. He shares a video of Chris Harris experiencing the WeMO autonomous vehicle. He shares a video of an FSD experience. He shares the quote of John Krafcik, the former CEO of WeMO and he has not seen Tesla to compete with them. The conversation highlights the success of the outgoing Model Y. Tesla has also won a contract for megapacks for battery storage. Loomis discusses Tesla's partnership with EV group to roll out Tesla superchargers under its brand in the US. A new survey from Consumer Reports shares that Tesla's superchargers only have issues 4% of the time compared to the error rates of Shell recharge, EVGO and Blink. Hyundai has announced a $21 billion investment in on shoring including a $5.8 billion in a steel plant. Loomis addresses rallies supporting Elon Musk and Tesla and condemns the incendiary devices discovered at a Tesla dealership in Austin. He reports that California now has more public EV chargers than gas pumps. BYD's net profit for quarter 4 was up 73%. The FBI has launched a task force specifically for Tesla related violence and vandalism. Canon cord genuity toured Gigah Austin and praised the unboxed manufacturing strategy. Finally, Loomis closes by stating Tesla stock closed up 11.93%.