Tesla Employees Speak Out / Toyota's Clown Show / Tesla Energy P&L ⚡️

Welcome to Electrified, it's your host, Dylan Ummis, quick shout out to my newest patron, Raymond H. Thank you for choosing to support the channel. As with all battery developments, we need to be cautious, but we do have Silla, Nanotech and Group 14, both saying they're almost ready to begin high volume commercial shipments of their silicon electrodes this year. For Americans, these would be companies to root for as Silla is based in California and Group 14 is based in Washington. Group 14 is planning to ship silicon anodes to three undisclosed EV and EV battery customers by the end of this year. The claims, these silicon dominant anodes would boost driving range around 50% and recharging to 80% of capacity in less than 15 minutes. Thus far, Mercedes is the only automaker that's publicly said they plan to use these Silla electrodes in an upcoming G-Class SUV by the middle of the decade. Silicon in the anode can theoretically hold 10 times more lithium by weight than graphite and could allow very fast charging because lithium ions move much faster in and out of silicon than they do graphite. Right now, some Model SNX batteries from Panasonic do have some silicon oxide in the anode, but it's only around 5% and these new anodes from Silla and Group 14 would have a majority of silicon. They're saying the ideal amount of graphite to replace is 80-85%.

欢迎来到 Electrified，我是你的主持人，Dylan Ummis。首先，感谢我最新的赞助人，Raymond H。感谢你支持我们的频道。和所有电池新技术一样，我们需要保持谨慎，但我们有 Silla、Nanotech 和 Group 14 都表示，他们几乎已经准备好在今年开始大规模商业出货他们的硅电极。对于美国人来说，这些都是值得支持的公司，因为 Silla 位于加州，而 Group 14 位于华盛顿州。Group 14 计划在今年年底前向三家未透露的电动汽车和电动汽车电池客户出货硅负极。 据称，这些以硅为主的负极可将行驶里程提高约50%，并在不到15分钟内充电至80%的容量。迄今为止，奔驰是唯一公开表示计划在本世纪中期推出的G级SUV中使用这些Silla电极的汽车制造商。硅在负极中可理论上比石墨重量上多储存10倍的锂，并且由于锂离子在硅中的移动速度比在石墨中快得多，允许非常快速的充电。目前，部分由松下生产的 Model S 和 Model X 电池在负极中确实含有一些氧化硅，但比例只有约5%，而 Silla 和 Group 14 的新负极中硅的比例将占大多数。他们表示，理想的石墨替代比例是80-85%。

But one of the trade-offs these silicon anodes will be more expensive, especially to start. The co-founder of Silla said they expect to match or beat the price of graphite anodes for a full battery pack after Silla reaches large scale production in around 4 years. And I would add getting to that point with all of the commercialization and all of the testing that's going to be needed to prove this new technology is not a guarantee. But if Silla or Group 14 can actually figure this out and commercialize it, that would give an American battery company the chance at least for a time to perhaps jump some of the Chinese battery suppliers that have dominated the space for a long time, at least when it comes to some performance and density metrics. Commercializing this technology would not be totally unprecedented as the Lightning LS 218 and Electric Motorcycle is already using in anodes dominated by silicon. Over the past year, the price for LFP battery cells in China has dropped 51% to an average of $53 per kilowatt hour. The average global price of those batteries last year was $95 per kilowatt hour. Part of that is thanks to the cathode share of the total cost for an LFP cell in China has fallen from 50% at the beginning of last year to less than 30% this year. We've heard time and time again this year that battery over capacity is now a problem coming out of China and we're learning capacity utilization of battery plants in China fell from 51% in 2022 to 43% last year and will be lower again this year.

但是，这些硅阳极的一个权衡是它们会更贵，尤其是在初期。Silla公司的联合创始人表示，他们预计在Silla大规模生产后，大约四年内可以达到或超过整个电池组使用石墨阳极的价格。我想补充的是，达到这一目标需要进行全面的商业化和测试，这并不能完全保证。但如果Silla或Group 14能够实现这一目标并成功商业化，这将使一家美国电池公司至少有机会在某些性能和密度指标上赶超长期主导市场的中国电池供应商。商业化这一技术并非完全没有先例，因为Lightning LS 218和电动摩托车已经在使用以硅为主的阳极。过去一年，中国LFP电池单元的价格下降了51%，平均达到每千瓦时53美元。而去年这些电池的全球平均价格是每千瓦时95美元。部分原因是，在中国，一个LFP单元的正极材料成本占总成本的比例从去年初的50%下降到今年的不到30%。我们屡次听到，今年来自中国的电池产能过剩已经成为一个问题，我们了解到中国电池厂的产能利用率从2022年的51%下降到去年的43%，今年将会更低。

And now at the pack level LFP pack prices are around $75 per kilowatt hour. At that price, EVs can be priced at or below combustion cars in most vehicle segments. It will take some time for those prices to be fully reflected outside of China but some of that is already happening. Friendly reminder, just last year Toyota was arguing that there were not enough batteries to go around and that sharing them between hybrids was a better way to reduce emissions. I'd like to read one paragraph from a recent article written by James Dama titled FSD as a service. This right here can serve as a cheat code for you anytime somebody says well if Tesla figures out FSD then everybody else is just gonna do the same thing. James said by contrast Tesla has durable advantages in the robo taxi space. It's the only entity with an existing fleet of millions of robo taxi capable vehicles already deployed. It's uniquely positioned to rapidly ramp up the manufacturing base for a new generation of low-cost self-driving vehicles. No other large volume manufacturer makes electric software-driven internet-connected vehicles with all-around cameras, redundant computer-controlled critical control and sensing systems, and powerful compute.

现在在电池组层面，磷酸铁锂（LFP）电池组的价格大约是每千瓦时75美元。按这个价格，电动汽车在大多数车型类别中可以定价与燃油车持平或更低。这些价格完全反映到中国以外的市场还需要一些时间，但一些变化已经开始发生了。友情提醒，就在去年，丰田还在争论电池数量不足，认为混合动力车共用电池是减少排放的更好办法。我想读一段詹姆斯·达马最近写的一篇题为《自动驾驶服务》的文章。这可以作为应对那些说“如果特斯拉搞定了全自动驾驶（FSD），其他公司也会照做”的人的秘密武器。詹姆斯说，相比之下，特斯拉在机器人出租车方面具有持久的优势。它是唯一拥有已经部署的、数百万辆具备机器人出租车功能的车队的实体，并在快速扩大新一代低成本自驾车的制造基础方面具有独特地位。没有其他大规模制造商生产配备全方位摄像头、冗余电脑控制的关键控制和传感系统以及强大计算能力的电动、软件驱动、联网车辆。

Nobody else has the data center infrastructure the domain expertise the custom hardware design and manufacturing capabilities, and the massive software development resources. Nobody else is vertically integrated and self-sufficient in their ability to bring together all the elements to make widespread robo taxi service a near-term reality. And there are no credible candidates for another company that might gain those in the near future. Tesla is unique. When in doubt read this paragraph. This article from Electric which is basically taken from a business insider report is just going to be a lightning rod of an article.

没有其他公司拥有这样的数据中心基础设施、领域专长、定制硬件设计和制造能力以及庞大的软件开发资源。没有其他公司能够像特斯拉那样垂直整合并自给自足，将所有元素结合起来，使大规模的自动驾驶出租车服务在短期内成为现实。而且在不久的将来也没有任何公司有望获得这些能力。特斯拉是独一无二的。如果有疑问，请阅读这段文字。本文基本上取自一份商业内幕报告，注定会成为一篇引起强烈反响的文章。

BI said based on conversations with current and former Tesla employees say Tesla has been optimizing FSD neural nets specifically for routes taken by Elon and Tesla influencers producing FSD content. A former Tesla employee said it seemed like we were purposely making Elon's car better to make autopilot look different than it was. It felt dishonest. BI also said the company created a system to prioritize data from drivers most likely to share their experience online.

BI表示，根据与特斯拉现任和前任员工的对话，特斯拉一直在专门优化FSD（全自动驾驶）神经网络，特别是针对埃隆·马斯克和那些制作FSD内容的特斯拉网红们常走的路线。一名前特斯拉员工表示，这看起来就像是我们故意让埃隆的车变得更好，以使自动驾驶看起来比实际要好。这让人感觉不诚实。BI还表示，特斯拉公司创建了一个系统，以优先处理那些最有可能在网上分享自己驾驶体验的司机的数据。

These drivers are internally referred to as VIP users and their data is at times put in VIP queues. Some employees claimed that was due to those content creators pushing the system to its limits and therefore it makes sense to train the neural nets to handle those situations. On one hand you can argue well, it's just a wise marketing strategy from Tesla. You have the main FSD content creators getting millions of impressions you want them to show progress over time and given they are good at testing and pushing the limits it would make sense to focus on those.

这些司机在内部被称为VIP用户，他们的数据有时会被放入VIP队列。一些员工声称这是因为这些内容创作者将系统推到了极限，因此训练神经网络来处理这些情况是合情合理的。一方面，你可以说，这是特斯拉的一种明智的营销策略。你希望那些主要的全自动驾驶（FSD）内容创作者展示出不断的进步，因为他们能够吸引数百万的关注，并且他们在测试和挑战系统极限方面表现出色，专注于他们是有道理的。

But on the other hand you have the more cynical take that it's all just another deception from Elon and he's trying to make the software look better than it actually is. But with that argument it's not like Elon isn't allowing anybody with FSD to post their own experience. Finally several annotators who talked to BI confirmed they were tasked to specifically work on routes around Tesla, SpaceX and Twitter as well as a house previously owned by Elon. But honestly is it really that crazy or nefarious for Elon to actually see and experience some of the bleeding edge technology? I think it's pretty obvious it would be important for Elon to see what type of improvements and what rate of improvement is possible by focusing on his routes.

但另一方面，比较愤世嫉俗的看法认为这只是Elon的又一个骗局，他试图让软件看起来比实际更好。不过，这个论点上，并不是说Elon不允许任何使用FSD（全自动驾驶）的用户分享他们的体验。最终，几位与《商业内幕》对话的标注员确认，他们的任务是专门处理特斯拉、SpaceX和Twitter周围的路线，以及Elon以前居住的房子周边的路线。不过，说实话，Elon实际体验一些前沿科技，真的有那么疯狂或阴险吗？我认为，很明显他需要知道，通过关注他常走的路线，改进的类型和速度到底有多大。

Then you can take some of those learnings about the current architecture and how they're approaching the problem and distribute it to the rest of the fleet. What do you guys think? Much should do about nothing or something more. Tesla did raise the price of all Model 3 trims by about 1600 US dollars but they told us this was going to happen and it's likely in response to the new tariffs from the EU. Model 3 sold in Germany are coming from Shanghai. Joey Klander shared some more pictures of a Tesla Model 3 seemingly doing some RoboTaxi camera placement testing. I wanted to show you the zoomed-in options so you can see how these camera angles are a bit different.

然后你可以将关于当前架构以及他们如何解决问题的一些经验分享给其余的团队。大家觉得怎么样？是小题大做还是确有实质意义？特斯拉确实将所有Model 3车型的价格提高了约1600美元，但他们之前已经告知我们，这可能是为了应对欧盟的新关税。从上海出口到德国的Model 3印证了这一点。Joey Klander 还分享了一些特斯拉Model 3似乎在进行RoboTaxi摄像头位置测试的照片。我想给大家看看放大的图像，这样你们可以看到这些摄像头角度有些不同。

Here's the side view with the cameras a bit further back and here's the third picture of one of the side repeater cameras. The wholesale number for Tesla China in June came in at 71,007 which leaves 11,746 for export. That gives us a new wholesale number year over year for January through June of Tesla Shanghai down 11.7% and when it comes to exports over the same time period they're down 18.7%. Last June, the wholesale number was 93,600 and the export was 19,400.

下面是侧视图，摄像头稍微往后移了一点，还有第三张是其中一个侧视摄像头的照片。今年6月特斯拉中国的批发量是71,007辆，其中11,746辆用于出口。这让我们看到特斯拉上海从1月至6月的年同比批发量下降了11.7%，同一时间段的出口量下降了18.7%。去年6月的批发量是93,600辆，出口量是19,400辆。

But despite Tesla's slowdown in Shanghai the Model Y is still the best selling new energy vehicle in China for the first half of the year. The Model Y currently holds a 40,000 unit lead over the number 2 vehicle, the seagull from BYD. The Model Y was also the best selling imported car in South Korea in the first half of this year. Ensure you can say that's all to be expected given the Model Y was the best selling car in the world last year but let's not forget that was last year this is a new year. It would be awesome for Tesla to go back to back with the Model Y given its quote unquote outdated model lineup.

尽管特斯拉在上海的生产速度有所放缓，但在今年上半年，Model Y仍然是中国最畅销的新能源汽车。Model Y目前领先排名第二的比亚迪海豚4万辆。此外，Model Y在今年上半年也是韩国最畅销的进口汽车。考虑到Model Y去年是全球最畅销的汽车，这一点倒也在预料之中。但我们不能忘记，那是去年的事，今年是新的一年。如果特斯拉能在Model Y的“过时”车型阵容下连续两年夺得销售冠军，那将是非常出色的成绩。

Some details from the courtroom and Elon's comp plan came out from yesterday. The word is Judge McCormick will make a single ruling later this year when it comes to both the attorney fees and the ratification consequences of the vote. Again showing you the type of person we're dealing with Greg Virallo the lead plaintiff's lawyer said that Elon's efforts to reinstate his pay plan has been a clown show. I say we all vote to take away Greg's compensation for the past six years and see how he responds. Tesla and its directors have collectively hired around 10 top law firms both from Delaware and New York to plead their case. Lawyers representing some Tesla shareholders including CalPERS and ARK Invest also registered appearances with the court. Greg Virallo also said to put it bluntly litigating against Tesla is never easy and he maintained that there was no basis in Delaware case law for a shareholder vote to retroactively upend a court ruling.

昨天的一些法庭细节和Elon的薪酬方案曝光了。据悉，McCormick法官将在今年晚些时候对律师费用和投票后果做出单一裁决。这再次展示了我们正在对付的是怎样的人，首席原告律师Greg Virallo表示，Elon试图恢复其薪酬计划的努力简直是一场闹剧。我建议我们大家投票取消Greg过去六年的薪酬，看看他会有什么反应。特斯拉及其董事们已经联合聘请了来自特拉华州和纽约的约10家顶级律师事务所来陈述他们的立场。代表一些特斯拉股东的律师，包括加州公务员退休基金（CalPERS）和ARK Invest，也向法院登记了出庭记录。Greg Virallo还直言不讳地表示，对特斯拉提起诉讼从来都不是件容易的事，并坚持认为，特拉华州的案例法中没有依据支持股东投票可追溯性地推翻法院裁决。

I'm no lawyer but when that court ruling was predominantly based on a shareholder vote and the specific faults with it well when those faults are taken away seems to me like there should now be a basis to upend a court ruling like that. Just to be clear because I've been getting some messages about this AJ on X was trying to argue that Tesla's reported energy deployment numbers is what Tesla recognizes in the profit and loss statement in that same quarter. I'll be honest his rationale here is a bit confusing but for whatever it's worth he said you can work out the implied average megawatt hour revenue which is remarkably stable. First and foremost on Tesla's 10Q it literally has energy generation in storage sales and deferred revenue and that deferred revenue is recognized as revenue radically over the respective customer contract term.

我不是律师，但那个法院判决主要是基于股东投票以及其中存在的具体问题。现在如果这些问题被解决，我觉得应该有理由推翻这样的法院判决。澄清一下，因为我收到了一些关于这个问题的消息。AJ在X平台上试图争论说，特斯拉报告的能源部署数据就是特斯拉在同一季度的利润和损失声明中所认可的数据。坦白说，他的推理有点令人困惑，但不管怎么说，他认为你可以算出隐含的平均每兆瓦小时收入，这个数据相当稳定。首先且最重要的是，特斯拉的10Q文件中明确显示了能源生成和储存销售以及递延收入，而这些递延收入会在各客户合同期内逐步确认为收入。

For quarter one 2023 the total transaction price allocated to performance obligations that were unsatisfied or partially unsatisfied for contracts with an original expected length of more than one year was $209 million and of that amount they expect to recognize a set amount over the next 12 months and the remaining over a period up to 25 years so if all of Tesla energy's deployment numbers were immediately recognized in the P&L in that same quarter why would they have deferred revenue and second to debunk his average megawatt hour revenue claim quarter four of 2022 Tesla energy deployed to 2,462 megawatt hours then in quarter one 2023 that number jumped to 3,889 megawatt hours doing the math that's a 58% deployment bump quarter over quarter and scrolling down a bit to Tesla's energy generation in storage revenue for quarter four 2022 it was $1.3 billion fast forward to quarter one and it was $1.5 billion doing the math that's only an 8% revenue jump when deployments over the exact same time were up 58% and that quarterly discrepancy was actually pointed out to me by Bradford Ferguson over at rebellion air and I also checked with Matt Smith who's also at rebellion air and both confirmed my take which was that Tesla energy does not immediately recognize all of the revenue and profits from the energy deployments and this is not sponsored or anything like that but if you're into investing in individual stocks and dabbling with options and risk management it may be worth sending a message to the rebellion air team and getting in touch with Bradford or Matt so again just be careful who you listen to online

在2023年第一季度，对于预计持续时间超过一年的合同中尚未完成或部分完成的履行义务，分配的总交易价格为2.09亿美元，其中一部分将在接下来的12个月内确认，其余部分将在长达25年的时间段内确认。因此，如果特斯拉能源的所有部署数据都在同一季度内立即在损益表中确认，为什么他们还会有递延收入？第二，为了反驳他的平均兆瓦时收入主张，2022年第四季度，特斯拉能源部署了2462兆瓦时，而在2023年第一季度，这个数量跃升至3889兆瓦时，计算下来季度环比增长了58%。再看一下特斯拉能源的储能和发电收入，2022年第四季度是13亿美元，快速前进到第一季度，收入是15亿美元，计算下来收入仅增长了8%，而同一时间段内部署量增长了58%。这个季度差异实际上是由Rebellion Air的Bradford Ferguson指出的，我也与Rebellion Air的Matt Smith核实过，他们都确认了我的看法，即特斯拉能源不会立即确认所有的能源部署的收入和利润。尽管这不是广告或其他任何形式的推荐，但如果你对投资个股和涉足期权及风险管理感兴趣，可能值得发消息给Rebellion Air团队，与Bradford或Matt取得联系。所以，再次提醒大家，要小心在网上听取信息的来源。

The Paris Olympics are being used by Toyota to promote hydrogen cars buses and other vehicles as a solution to climate change but we have a letter signed by more than 120 academics scientists and engineers from around the world saying that hydrogen powered vehicles require three times more electricity than battery electric cars for equivalent duty the letter is arguing that Toyota promoting hydrogen vehicles at the Olympics is going to mislead billions of people by exposing them to false information it's now internationally accepted in industry and academia that electrification of vehicles is the most effective intervention to decarbonizing the transport sector. I think it's funny that about 30 days ago Toyota put out a press release arguing that this hydrogen fuel cell technology has proved its quality over a decade of commercial production they said Toyota has continued to refine the tech since 1992 and in 2015 the Mariah became the world's first mass produced hydrogen fuel cell sedan so Toyota's big argument here is Mariah sales it turns out the most Mariah's Toyota has ever sold in a year dating back nearly a decade was 2,700 and that was last year replying to this Elon said hydrogen is silly for cars and only barely sensible for rockets where payload is around a thousand times more valuable.

巴黎奥运会正在被丰田用来推广氢燃料汽车、公交车和其他车辆，作为应对气候变化的解决方案。但是我们收到了来自全球120多位学者、科学家和工程师联署的信，他们表示氢燃料汽车相比电池电动汽车需要三倍的电力才能完成同样的任务。这封信认为，丰田在奥运会上推广氢燃料汽车会误导数十亿人，让他们接触到错误的信息。现在，行业和学术界国际上已经公认，电气化车辆是实现交通部门脱碳最有效的干预措施。 有趣的是，大约30天前，丰田发布了一份新闻稿，声称这种氢燃料电池技术在十多年的商业生产中已经证明了其品质。他们表示，自1992年以来，丰田一直在改进这一技术，2015年，Mirai成为世界上首款量产的氢燃料电池轿车。所以丰田的主要论点是依靠Mirai的销量。然而，事实是，自近十年以来，丰田卖得最多的Mirai是在去年，总共售出2700辆。 对此，埃隆·马斯克回应说，氢燃料汽车是愚蠢的选择，只在火箭中才勉强合理，因为那里的有效载荷价值大约高出一千倍。

Steve Jurbitsen added Toyota has been mistaken about hydrogen for 10 years after our dinner with Elon in 2014 Toyota CEO returned to Japan to abruptly cancel their EVs in favor of hydrogen fuel cells residents in the UK are getting the message from Tesla that they're now offering 0% interest rates in the UK specifically for the Model 3 and the Model Y the house weighs and means committee voted in favor of a bill that would undo the federal EV tax credits arguing the rules would result in US taxpayer dollars flowing to Chinese companies I think that's rather ironic when the entire point of these EV tax credits is to wean us off of the Chinese supply chain but these Republicans are arguing the Biden admin is sacrificing our economic independence in order to force more Americans to drive an electric vehicle let's community note that one because incentives don't force anybody to do anything the house already passed two similar bills earlier this year but neither of them have been taken up by the senate

Steve Jurbitsen 提到，自从2014年我们和Elon共进晚餐后，丰田错误地认为氢能源已经有10年的历史。当时丰田的CEO回到日本，突然取消了他们的电动车计划，转而支持氢燃料电池。与此同时，英国的居民已经收到了来自特斯拉的信息，他们现在在英国针对Model 3和Model Y提供0%利率的贷款。 美国众议院筹款委员会投票支持一项法案，该法案将取消联邦电动车税收抵免。支持者认为这些规则会导致美国纳税人的钱流向中国公司。讽刺的是，电动车税收抵免的初衷是让我们摆脱对中国供应链的依赖，但这些共和党人却认为拜登政府为了让更多美国人开电动车，正在牺牲我们的经济独立性。 需要注意的是，激励措施不会强迫任何人做任何事。今年早些时候，众议院已经通过了两项类似的法案，但参议院尚未审议这些法案。

Next era energy is in the final stages of a new massive battery storage project in Fresno County California this would be a three gigawatt system and if the average is a four-hour duration this could be a 12 gigawatt hour project when it's done this would be a standalone best across 260 acres we don't yet know who's going to supply the batteries because the developer is considering two different technology approaches using solely lithium ion or a mix of lithium ion and iron flow battery tech either way the first phase of construction is expected to commence this year and the entire facility is expected to be online no later than 2032 Ford has now lost out on roughly 600 million dollars in incentives for its EV battery plant in Marshall Ford has scaled back the scope of the project and now the state is scaling back the incentives the state is also rescinding a 100 million dollar grant because the output of F-150 lightnings is a fraction of previously anticipated volumes

接下来是一段翻译成中文的内容，易读的表达意思： Next Era Energy公司在加州弗雷斯诺县正在最后阶段建设一个大规模的电池储能项目。这个项目的规模为三吉瓦，如果平均储能时间为四小时，那么这个项目完成后将拥有12吉瓦时的储能能力。这个独立的最佳储能系统将占地260英亩。目前我们还不知道由谁来提供电池，因为开发商正在考虑单独使用锂离子电池技术或将锂离子电池和铁流电池技术混合使用。不论采用哪种技术，预计今年将开始第一阶段的建设，整个设施预计最晚在2032年上线。 而福特公司在马歇尔的电动汽车电池工厂项目则损失了约6亿美元的激励资金。由于福特缩减了项目的规模，州政府也相应缩减了激励措施。除此之外，州政府还取消了一笔1亿美元的拨款，因为F-150 Lightning电动卡车的产量远低于之前预期。

BYD is investing one billion dollars in turkey to set up an EV and a plug-in hybrid vehicle factory with an annual capacity of 150,000 units it's slated to begin production before the end of 2026 and they're attempting to reach customers in Europe and this is in response again to those tariffs lucid is recalling around 5,000 vehicles thanks to intermittent hardware connection faults which can lead to vehicles losing propulsion without warning but lucid has already issued a software update for this issue the 2025 Cadillac Escalade IQ the fully electric version is going to start at 130,000 dollars production is set to begin in October of this year and it's to be made in Michigan GM Mexico is partnering with Tesla to build 1000 charging points in Mexico GM said the charging network in Mexico will be ready by August or September 2025

比亚迪正在土耳其投资十亿美元，建立一个年产15万辆的电动车和插电混合动力车工厂，计划在2026年底前开始生产，并尝试进入欧洲市场。这是为了应对关税问题。Lucid由于偶尔发生的硬件连接故障，正在召回约5000辆汽车，这种故障会导致车辆在没有警告的情况下失去动力。但Lucid已经发布了针对该问题的软件更新。 2025款凯迪拉克Escalade IQ，这是完全电动版，起价13万美元，计划在今年10月份开始生产，地点在密歇根州。通用汽车墨西哥分公司正在与特斯拉合作，在墨西哥建设1000个充电点，通用汽车表示，墨西哥的充电网络将在2025年8月或9月准备就绪。

Tesla stock closed the day at 262 dollars and 33 cents up 3.71% while the NASDAQ was up 0.14% this is now 10 consecutive days in the green for Tesla stock the last time Tesla stock did something like this was summer of last year when it was green for 13 days in a row it was yet another big volume day for Tesla trading about 70 million shares above the average volume the past 30 days hope you guys have a wonderful day please like the video if you did you can find me on X linked below and a huge thank you to all of my patreon supporters you

特斯拉的股票以262.33美元收盘，上涨了3.71%。与此同时，纳斯达克指数上涨了0.14%。这已经是特斯拉连续第10天股价上涨了。上一次特斯拉股票有类似表现是在去年的夏天，当时它连续13天上涨。今天特斯拉的交易量也很大，大约有7000万股，超过了过去30天的平均交易量。希望大家有美好的一天。如果你喜欢这个视频，请点赞。你可以在下面找到我的X平台链接，非常感谢所有支持我的Patreon会员。