以下是内容的中文翻译： ElectroFide 的 Dylan Luma 讨论了最近的特斯拉新闻和行业趋势。他首先预测了特斯拉第一季度的交付量，预计市场普遍预期为 377,592 辆，明显高于大约 355,000 辆的“耳语数字”。尽管可能未能达到预期，但他认为如果后续季度有所改善，特斯拉今年仍然可以达到 180 万辆的销量。他还提到了即将推出的更实惠的特斯拉车型，预测会对 Model Y 和 Model 3 的销量产生蚕食效应，但相信扩大的总目标市场 (TAM) 将带来整体销量增长。 Luma 重点介绍了 58 个全球市场的电动汽车普及数据，这些市场占纯电动汽车 (BEV) 销量的 99.7%。其中 16 个市场的电动汽车市场份额超过 20%，挪威、香港和丹麦超过 50%。中国略低于 25%，加州接近 22%。他还提到 2024 年纯电动汽车销量比 2023 年增长了 5%。 谈到特斯拉的生产，Luma 因为目前的工厂变动而淡化了即将发布的生产和交付 (P&D) 报告的重要性。他分享了来自韩国的积极信号，那里的客户正在排队观看新款 Model Y，并指出自 2022 年 3 月以来，柏林 Gigafactory 已累计生产了 50 万辆 Model Y。他计算出目前的工厂利用率约为 53%，尽管该工厂在避免欧盟对中国汽车征收关税和实现供应链本地化方面发挥了作用，但这仍然令人担忧。Luma 认为，尽管 Gigabrelin 取得了成功，但其表现可能低于预期。 Luma 谈到了埃隆·马斯克关于 6 月份在奥斯汀实现无人监督的全自动驾驶 (FSD) 特斯拉搭载乘客，并在年底前扩展到更多城市的预测。他还提到了 CNBC 的 David Faber 的积极 FSD 体验。他缓和了预期，认为最初的机器人出租车计划可能会使用现有的 Model 3 和 Y 车型，然后再整合 Cybertruck，因为预计 Cybertruck 今年仍处于原型阶段。 讨论转向 Bosch 对特斯拉 FSD 的评估，认为其“在技术上领先于中国本土解决方案一代”。埃隆·马斯克回应说，重申了特斯拉的战略重点，即利用摄像头实现可扩展的 AI 驱动的解决方案，而不是高分辨率地图和昂贵的传感器。 Luma 随后提到三星和 LG 生产的 46 系列圆柱形电池，三星首次将其用于微型交通工具，然后用于电动汽车，可能用于 Rivian 的 R2。LG 计划从其亚利桑那工厂向特斯拉供应 4680 电池，而三星也已确认将为特斯拉生产 4680 电池。然而，韩国电池制造商担心特斯拉的干电池电极 (DBE) 工艺，这项技术可能会让特斯拉在供应谈判中占据优势。三星和 LG 预计将在 2028 年之前生产 DBE 电池，这可能会让特斯拉领先数年。 他过渡到广告部分，讨论 AG1 补充剂，以及 Tim Ferriss、Andrew Huberman 和 Peter Attia 等高性能人士的代言。他指出了众多健康益处，以及对产品质量和工艺有深入了解的医生的认可。 Luma 随后讨论了罗马特斯拉地点发生的火灾中被毁的 17 辆特斯拉汽车，当局正在调查可能的纵火事件。他还报道了特斯拉的抗议活动，以及个人对反示威者的袭击，以及其他破坏行为。他谴责了暴力行为，并强调了埃隆·马斯克的回应。有证据表明，Indivisible project 等政治组织和其他抗议公司提供了有组织的资金。许多个人在破坏和损坏财产后被抓获，未来可能会被判刑。 在更令人鼓舞的消息中，一辆 CyberTruck 在一次碰撞中保护了一个家庭，挽救了他们的生命。彭博新能源财经 (Bloomberg NEF) 的另一份报告预测，由于政府的支持、向可再生能源的转变以及电力市场波动，到 2035 年，澳大利亚的储能市场将增长八倍。 最后，Luma 提到特斯拉正在中国全系车型（包括新款 Model Y）上提供三年零利率贷款，并在 Model 3 上提供五年零利率贷款。FSD 也在中国的 Hardware 3 车辆上启用。他以马斯克关于特斯拉将成为世界上最大的公司的愿景结束。

Dylan Luma of ElectroFide discusses recent Tesla news and industry trends. He starts by anticipating Tesla's Q1 delivery numbers, expecting a consensus of 377,592 vehicles, notably higher than the whisper number of around 355,000. Despite the potential shortfall, he argues Tesla can still reach 1.8 million sales this year if subsequent quarters improve. He also touches on the upcoming more affordable Tesla models, predicting cannibalization of Model Y and 3 sales, but believes the expanded total addressable market (TAM) will lead to overall sales growth. Luma highlights data on EV adoption across 58 global markets, which represent 99.7% of full battery electric vehicle (BEV) sales. 16 markets now boast over 20% EV market share, with Norway, Hong Kong, and Denmark exceeding 50%. China is just under 25% and California almost 22%. He also mentions a 5% growth in full BEV sales for 2024 compared to 2023. Shifting to Tesla's production, Luma downplays the importance of the upcoming production and deliveries (P&D) report due to current factory changes. He shares positive signs from Korea, where customers are lining up to see the new Model Y, and notes that Gigafactory Berlin has produced 500,000 Model Y vehicles cumulatively since March 2022. He calculates the current factory utilization rate at about 53%, a concern despite the factory's role in avoiding EU tariffs on cars from China and localizing the supply chain. Luma suggests Gigabrelin might be underperforming relative to expectations, despite the plant’s success. Luma addresses Elon Musk's prediction of unsupervised full self-driving (FSD) Teslas carrying passengers in Austin by June, expanding to more cities by year-end. He also references CNBC's David Faber's positive FSD experience. He tempers expectations, suggesting the initial robotaxi program might utilize existing Model 3 and Y vehicles before integrating the Cybertruck, given the Cybertruck's expected prototype status for the year. The discussion moves to Bosch's assessment of Tesla's FSD as "generationally ahead" of domestic Chinese solutions. Elon Musk responds, reiterating Tesla's strategic focus on scalable AI-driven solutions using cameras, versus high-resolution maps and expensive sensors. Luma then mentions Samsung and LG's production of 46 series cylindrical batteries, with Samsung's first use being in micromobility before EVs, potentially for Rivian's R2. LG is slated to supply Tesla with 4680 batteries from its Arizona factory, while Samsung is also confirmed to be producing 4680s for Tesla. However, the Korean battery manufacturers are worried about Tesla's dry battery electrode (DBE) process, a technology that could give Tesla an advantage in supply negotiations. Samsung and LG expect to produce DBE cells by 2028, giving Tesla a potential multi-year lead. He transitions to the advertisement portion discussing AG1, a supplement, and its endorsement by high-performing individuals like Tim Ferriss, Andrew Huberman, and Peter Attia. He points out the numerous health benefits, and the endorsement from doctors who have insight into the products quality and processes. Luma then discusses 17 Tesla vehicles destroyed in a fire at a Tesla location in Rome, with authorities investigating potential arson. He also covers the Tesla takedown protests, and the assault on counter protesters by an individual, as well as other acts of vandalism. He condemns the violence and highlights Elon Musk's response. Evidence suggests organized funding from political organizations such as Indivisible project, and other protest firms. Many individuals are being caught after acts of vandalism and damage to property, with possible prison sentences in the future. In brighter news, a CyberTruck protected a family in a collision, saving their lives. Another report from Bloomberg NEF predicts Australia's storage market will increase eight fold by 2035 due to government support, shifts to renewable energy, and electricity market volatility. Finally, Luma mentions Tesla is offering a zero interest loan for three years across the entire lineup in China including the new model Y, and a five year offer for the model 3. FSD is also enabled on hardware 3 vehicles in China. He closes with Musk's vision of Tesla becoming the world's biggest company.