Electrified - Tesla's New 10 Day Cybertruck / Tesla Semi Going Global / Crucial FSD Jury Award ⚡️
发布时间:2026-02-20 23:29:43
原节目
以下是Electrified播客中讨论的新闻摘要:
* **特斯拉Cybertruck新款双电机全轮驱动版本:** 特斯拉发布了一款新的双电机全轮驱动Cybertruck版本,售价为59,990美元,比高端版本节省了20,000美元。这款新版本预计将于六月开始交付。
* **10天限时优惠及策略:** 埃隆·马斯克宣布,59,990美元的价格仅在未来10天内有效。主持人解释说,这是一项战略举措,旨在制造市场热度、紧迫感,测试市场需求,并可能消化过剩的供应链库存(如4680电池或电机)。埃隆后来证实,10天后的价格将取决于在此价格水平下的需求情况。
* **Cybertruck版本差异:** 价格较低的Cybertruck版本将不配备“底舱储物空间”(即副行李箱)。它采用带双阀自适应减震器的螺旋弹簧,这是行业标准配置,能保持乘坐舒适性,但其越野能力可能不如高端版本。
* **Cybertruck生产与未来:** 主持人认为,鉴于特斯拉在此车型上的巨额投资以及其作为自动驾驶货运和货物配送卡车的长期潜力,特斯拉不会停止Cybertruck的生产。新的较低价格部分归因于4680干电池电极技术的进步。
* **特斯拉安全与FSD救生案例:** 主持人重点讲述了一个案例,一辆特斯拉的FSD系统检测到高速公路上的一名司机失去意识,系统随即安全地减速、开启危险警示灯并靠边停车,从而避免了一场事故并挽救了一条生命。
* **特斯拉在欧洲拓展商业充电业务:** 特斯拉正在中欧招聘商业充电销售人员,重点关注超级充电(Supercharging)和兆瓦级充电(Megacharging)。这表明特斯拉计划在欧洲建设兆瓦级充电基础设施,可能早于特斯拉Semi电动卡车今年晚些时候在该地区的推出。
* **特斯拉在印度招聘AI硬件工程师:** 特斯拉正在印度招聘其首位人工智能硬件工程师。这被视为特斯拉对印度长期承诺的早期迹象,可能在该国建立研发工厂和发展生态系统。
* **得州超级工厂发现CyberCab:** 新视频显示,在得州超级工厂(Giga Texas)发现了CyberCab的身影,据报道这些车辆没有方向盘,可能正在为作为量产版本进行碰撞测试做准备。
* **加州排放豁免权诉讼:** 关于加利福尼亚州起诉联邦政府试图撤销该州排放豁免权的最新进展。这项豁免权允许加州设定自己的排放法规。诉讼结果可能迫使美国汽车制造商遵守两套相互对立的监管方案,从而影响电动汽车销量以及特斯拉等公司的监管积分收入,并导致行业出现重大不稳定。
* **Lucid裁员:** Lucid宣布在全球范围内裁员12%(截至2023年底共有6,800名员工),旨在精简运营、提高效率并改善毛利率。
* **特斯拉自动驾驶系统(Autopilot)判决上诉失败:** 特斯拉未能成功推翻一项与2019年佛罗里达州致命车祸相关的2.43亿美元Autopilot判决。陪审团认定特斯拉负有三分之一的责任,原因包括据称Autopilot设计缺陷(允许在非高速公路上使用)、驾驶员注意力监控不足,以及埃隆·马斯克的误导性公开声明。
* **特斯拉计划就Autopilot判决进一步上诉:** 尽管近期裁决不利,特斯拉计划将2.43亿美元的Autopilot判决进一步上诉至美国上诉法院,因为这是特斯拉首次面临此类判决,并可能为未来的责任案件树立重要先例。
* **特斯拉股票表现:** 特斯拉股票当日收盘价为411.82美元,上涨0.03%;而纳斯达克100指数(NDX)上涨0.87%。成交量比平均水平低3%。
Here's a summary of the news discussed in the Electrified podcast:
* **Tesla Cybertruck New Dual-Motor AWD Trim:** Tesla released a new dual-motor all-wheel-drive Cybertruck variant for $59,990, a $20,000 saving compared to the premium trim. Deliveries for this new trim are expected to begin in June.
* **10-Day Limited Offer & Strategy:** Elon Musk announced this $59,990 price is only for the next 10 days. The host explains this is a strategic move to create marketing buzz, urgency, test market demand, and potentially absorb excess supply chain inventory (like 4680 cells or motors). Elon later confirmed the price after 10 days depends on the demand seen at this level.
* **Cybertruck Trim Differences:** The lower-priced Cybertruck variant will not feature the "under vault storage" (sub-trunk). It utilizes coil springs with dual-valve adaptive dampers, which are industry-standard and maintain ride quality, though it might be less capable off-road than higher trims.
* **Cybertruck Production & Future:** The host believes Tesla will not end Cybertruck production due to significant investments and its long-term potential as an autonomous cargo and goods delivery truck. The new lower price point is partly attributed to advancements in 4680 dry battery electrode technology.
* **Tesla Safety & FSD Saves Life Story:** The host highlighted a story where a Tesla's FSD system detected a driver losing consciousness on the freeway, safely slowing down, activating hazards, and pulling over, preventing a crash and saving a life.
* **Tesla Commercial Charging Expansion in Europe:** Tesla is hiring for commercial charging sales in Central Europe, focusing on Supercharging and Megacharging. This indicates plans to build out mega-charger infrastructure in Europe, potentially preceding the introduction of the Tesla Semi to the region later this year.
* **Tesla AI Hardware Hiring in India:** Tesla is hiring its first AI hardware engineer in India. This is seen as an early sign of Tesla's long-term commitment to India, potentially leading to R&D factories and development ecosystems in the country.
* **CyberCab Spottings at Giga Texas:** New videos show CyberCabs spotted at Giga Texas, reportedly without steering wheels, and possibly being prepared for crash testing as production versions.
* **California Emissions Waiver Lawsuit:** An update on California's lawsuit against the federal administration's attempt to revoke the state's waiver, which allows it to set its own emissions regulations. The outcome could force US automakers to comply with two opposing regulatory schemes, impacting EV sales and regulatory credit revenue for companies like Tesla, and causing significant industry instability.
* **Lucid Workforce Reduction:** Lucid announced a 12% global workforce reduction (from 6,800 employees at the end of 2023) to streamline operations, improve efficiency, and enhance gross margins.
* **Tesla Loses Autopilot Verdict Appeal:** Tesla lost its bid to overturn a $243 million Autopilot verdict related to a fatal 2019 Florida crash. The jury found Tesla one-third responsible due to alleged defective Autopilot design (allowing non-highway use), inadequate attention monitoring, and misleading public statements by Elon Musk.
* **Tesla Plans Further Appeal for Autopilot Verdict:** Despite the recent ruling, Tesla plans to appeal the $243 million Autopilot verdict further to the US Court of Appeals, as this is the first such verdict against them and could set a significant precedent for future liability cases.
* **Tesla Stock Performance:** Tesla stock closed the day at $411.82, up 0.03%, while the NDX was up 0.87%. Volume was 3% below the average.