Tesla's Best Month Ever / Tesla Semi to Europe / Chargepoint Announces Omni ⚡️

Welcome to Electrified. It's your host, Dylan Loomis. Quick shout out to my newest patron, Jim K. Thank you for choosing to support the channel. Quick update. YouTube has been having some technical issues this week, at least when it comes to my channel. The last video I uploaded for the first few hours after upload, it was not showing up anywhere on my page, and many of you guys ended up telling me that you were not seeing it either. I went back and forth with YouTube support nearly all day yesterday, and by the end of the day, they were still trying to figure out what caused it, and I wasn't going to upload a video until I knew that they had it solved. Hopefully, with this video, we're back to normal, and if you did miss the most recent one and you want to check it out, I'll have it linked above.

欢迎来到《Electrified》频道。我是你的主持人，Dylan Loomis。首先感谢我的新赞助者Jim K。谢谢你选择支持我的频道。给大家一个简短的更新：本周YouTube平台遇到了技术问题，至少在我的频道是这样的。我上传的上一个视频在上传后的最初几个小时内，没有出现在我的页面上，很多观众也告诉我他们没看到。我昨天几乎整天都在和YouTube支持团队沟通，最后他们还在努力找出原因。在问题解决之前，我不会继续上传视频。希望此次上传我们能恢复正常。如果你错过了上一个视频并想看看，我会把链接放在上方。

There's a new job posting on the Tesla careers page for the head of business development for the semi-truck for EMEA, which is Europe, the Middle East, and Africa. It looks like the location could be in Amsterdam or Berlin. Tesla is looking for a manager in Europe to build and maintain customer relationships and plan for Tesla's future semi-deployments. This person will regularly meet with prospective European semi-customers to understand use cases, needs, and duty cycles. Eventually, they'll work with individual site managers to spec vehicles and associated charging infrastructure. And finally, this person may work with government agencies and customers on projects involving external funding.

在特斯拉的招聘页面上，有一个新职位是EMEA地区（欧洲、中东和非洲）半挂卡车的业务发展负责人。职位地点可能在阿姆斯特丹或柏林。特斯拉正在寻找一名经理来建立和维持客户关系，并为特斯拉未来的半挂卡车部署做计划。这位经理将定期会见潜在的欧洲半挂卡车客户，了解他们的使用情况、需求和工作周期。最终，他们将与各个地点的经理合作，制定车辆和相关充电基础设施的规格。最后，这个职位还可能涉及与政府机构和客户合作，参与一些外部资金支持的项目。

That comes at a great time because the Tesla Semi is set to make its European debut, as the Semi will be one of the most intriguing exhibitions at the IAA transportation show in Hanover, Germany starting September 21st. But we have the CEO of Chinese truck manufacturer Windrose saying that their upcoming electric truck is a direct challenge to the Tesla Semi. Windrose just announced plans to build a new assembly plant in the US to sidestep those Chinese tariffs. There are reports out there saying this truck already has the lowest coefficient of drag of any electric semi, but that's dependent on something at least for the US.

这消息来的正是时候，因为特斯拉Semi即将在欧洲亮相。这个车型将成为9月21日在德国汉诺威举行的IAA运输展上最引人注目的展品之一。然而，中国卡车制造商Windrose的CEO表示，他们即将推出的电动卡车将是对特斯拉Semi的一个直接挑战。Windrose刚宣布计划在美国建立一个新的装配厂，以避开中国的关税。有报道称，这款卡车已经具有所有电动半挂卡车中最低的空气阻力系数，但这要在一定程度上取决于美国市场的情况。

Windrose is hoping to use externally mounted cameras feeding vertically oriented tablets in lieu of traditional side mirrors. So if they get approval, their truck will have a drag coefficient of .2755. For comparison, the Tesla Semi is .36, the lower the better. The Windrose CEO said the US market is friendly towards Chinese heavy electric trucks because of the fact the tariffs on imported trucks are much lower than those on cars. Many of our clients are US firms, for example Nike, and we can serve them in their home market.

风玫瑰公司希望使用外置摄像头，将影像传输到垂直放置的平板电脑上，以取代传统的侧视镜。如果他们的方案获得批准，他们的卡车将拥有0.2755的风阻系数。相比之下，特斯拉Semi的风阻系数是0.36，越低越好。风玫瑰公司的CEO表示，美国市场对中国重型电动卡车非常友好，因为进口卡车的关税比汽车低很多。我们的许多客户都是美国公司，比如耐克，我们可以在他们的本土市场为他们提供服务。

Windrose is still a pre-production truck, but they're saying it'll be at the same price as the Tesla Semi around $250,000 with a 700kWh battery which would be good for up to 418 miles of range fully loaded at 49 tons. The Tesla Semi has a 900kWh battery pack and can do around 500 miles on a single charge fully loaded. Windrose says US companies account for the majority of its approximately 6,500 standing orders, orders which will ideally be filled by their planned US assembly plant in Georgia which will piece together chassis and other vehicle parts made in China. And the company plans to expand its manufacturing operations in the EU.

Windrose 仍然是一款准备投产的卡车，据说它的价格与特斯拉Semi相当，都在25万美元左右。Windrose 配备了一块700kWh 的电池，满载49 吨时，续航里程可达418 英里。特斯拉Semi 配备了一块900kWh 的电池，可以在满载的情况下行驶约500 英里。Windrose 表示，其约6,500 个预订单中大部分来自美国公司，这些订单理想情况下将由公司计划在乔治亚州建立的美国组装厂来完成，该工厂将把在中国制造的底盘和其他车辆部件组装起来。该公司还计划扩展其在欧盟的制造业务。

This assembly plant in Georgia is aiming for delivery of this truck there by 2025. The company did say they plan to make and deliver that order book of around 6,500 over the next three years, but they did not say how much they'll invest in the US or give specifics on how many orders came from buyers in the US. But doing some digging, Windrose will start delivering its first batch of electric trucks in China this month and they aim to achieve a global production capacity of more than 10,000 per year by the end of 2027. We don't know how long it's going to take Tesla to ramp up its new semi-factory, but their capacity goal is 50,000 per year.

这家位于乔治亚的组装厂计划在2025年前向那边交付这款卡车。公司表示，在未来三年内他们计划生产并交付大约6,500辆这款卡车的订单，但他们没有透露将会在美国投资多少，也没有具体说明其中有多少订单来自美国客户。不过经过一些调查，我们了解到Windrose公司将在本月开始向中国交付首批电动卡车，并计划在2027年底前实现年产能超过10,000辆的目标。至于特斯拉的新半挂车工厂需要多长时间才能提速达到目标，目前不清楚，但他们的产能目标是每年50,000辆。

In the US, retail class 8 truck sales are about 200,000 to 300,000 per year, so there's plenty of room for more than one company to win in this market. So this is new competition for the Tesla Semi in the United States and maybe earlier than some were expecting, but we still need to see the final production specs and real world performance, a major hurdle that the Tesla Semi has already conquered. Again though, if these electric trucks can be more economical, which all signs are pointing to right now, there's plenty of market share available for a few players to begin earning.

在美国，每年大约有20万到30万辆8级卡车的零售销售，因此这个市场足以容纳多家公司共赢。因此，这对特斯拉Semi卡车而言算是新的竞争者，且推出速度可能比一些人预期的更早，但我们仍需关注这些卡车的最终生产规格和实际性能，而这是特斯拉Semi已经克服的重大障碍。不过，如果这些电动卡车能够更加经济实惠——目前所有迹象都指向这一点——那么市场上会有足够的份额供几家公司开始盈利。

Heads up, there are a few new items available for redemption in the Tesla referral program. Like an air compressor and a tire repair kit, a new cyber soft blanket for a thousand credits, which I did acquire, some new carbon fiber wheel caps for the Model 3, and some others like a Tesla logo branding iron. So if you're interested, have a look.

提醒一下，特斯拉推荐项目新增了一些可兑换的物品。比如空气压缩机和轮胎修理工具包，还有一个新出的赛博风格毯子，需要一千积分，我已经兑换了。还有一些新的碳纤维车轮盖专门为Model 3准备的，以及一批类似特斯拉标志烙印器的新物品。如果你感兴趣，可以去看看。

The light bar for the Cybertruck is about to begin installations, but the word is that service text will not plug it in after they install it. The main reason this is really intended only for off-road use. And Tesla doesn't want owners turning this light on on the way home from the service center. Tesla by-law can't install the light bar electronics and configure the vehicle for light bar control. Tesla requires the tech to install a roll of blackout film on the lens of the light bar. This ensures the truck can't light up the road, even if the owner accidentally engages the light bar from the touchscreen. Add another one to the list of Tesla's famous workarounds.

Cybertruck 的灯条即将开始安装，但有消息称，安装后服务人员不会将其接通。主要原因是这款灯条实际上只适用于越野使用，Tesla 不希望车主在从服务中心回家的途中开启这盏灯。法规规定 Tesla 不能安装灯条的电子设备或配置车辆的灯条控制。Tesla 要求技术人员在灯条的镜头上安装一层遮光膜，以确保即使车主不小心在触摸屏上开启了灯条，卡车也不会照亮道路。这又是 Tesla 著名的变通方法之一。

Chargepoint just announced its new OmniPort, an EV connector solution that ensures any EV can charge in any space regardless of connector type. The easiest way to think of this, it's just like Tesla's Magic Dock. OmniPort is the only publicly available solution to solve North America's connector confusion across both AC and DC charging. It will be incorporated into select, Chargepoint AC and DC charging stations at no additional cost. Drivers just need to enter their vehicles make and model into the app, tap to charge, and allow the charging station to automatically release the correct connector type. For those that don't use the app, a driver simply selects the correct connector on the charging screen. There's no need to download any dedicated app if you prefer credit card payment and the OmniPort enables full support for 800 volt architecture. In addition to availability on new chargers, OmniPort will begin shipping by the end of the year and can be retrofitted onto certain Chargepoint chargers.

Chargepoint 刚刚宣布了新款 OmniPort，这是一种电动汽车充电解决方案，可确保任何电动汽车在任何停车位中都可以充电，无论充电接口的类型如何。最简单的理解方式，这就像特斯拉的“Magic Dock”。OmniPort 是目前唯一一个在北美解决交流和直流充电接口混乱问题的公开可用方案。它将免费集成到部分 Chargepoint 的交流和直流充电站中。车主只需在应用程序中输入车辆的品牌和型号，点击充电，然后允许充电站自动释放正确的接口类型即可。对于不使用应用程序的人来说，司机只需在充电屏幕上选择正确的接口即可。如果你更喜欢用信用卡支付，也不需要下载任何专用应用程序，OmniPort 还完全支持800伏架构。除了可用于新充电桩，OmniPort 将在年底前开始发货，并且可以改装到某些 Chargepoint 充电桩上。

So like always, you can initiate a charge directly from the Chargepoint app or you can come up, tap your device, and now I'm driving an Ford F-150 Lightning. So I select which side and it's automatically going to deploy a CCS connector. Now let's say that I came today with a friend who's driving a Tesla, I can manually select Nax and I get a Nax connector deployed.

像往常一样，你可以直接从Chargepoint应用程序启动充电，或者你也可以拿起设备轻触一下。现在我开的是福特F-150 Lightning，所以我选择汽车的充电端口，它会自动为我提供一个CCS连接器。假设今天我和开特斯拉的朋友一起来，我可以手动选择Nax，这样就会提供一个Nax连接器。

Reading articles like this, on one hand I'm encouraged because it'll help the public charging situation, but on the other hand I can't help but think how much easier things would have been if the whole industry would have just picked one standard in the early days and everybody stuck to that. There's a video going around of a Cybertruck hauling a pallet full of quick crete and they're saying that it's hauling 5,400 pounds. A quick search tells me that a pallet of quick crete is 80 pound bags and there's 42 per pallet, which is 3,360 pounds. The Cybertruck payload capacity is listed at 2,500 pounds. Apparently these gentlemen did not have any problems but I just felt like I needed to say just because you maybe can does not mean that you should.

阅读这样的文章，一方面我感到鼓舞，因为它会改善公共充电的情况，但另一方面，我忍不住想，如果整个行业在早期就选择一个统一的标准并坚持下来，事情会容易得多。有一个视频在流传，显示一辆Cybertruck拉着一托盘的快速混凝土，他们说总重量有5400磅。我简单搜索了一下，发现一托盘的快速混凝土是80磅一袋，每托盘有42袋，总重量是3360磅。而Cybertruck的核载能力是2500磅。显然他们没有遇到任何问题，但我觉得有必要说一句：你可能能做到，但并不意味着你应该这样做。

We got the breakdown for Tesla China's wholesale figure for the month of July. Exports came in at 27,890 leaving 46,227 domestically. Thus year to date, January through July, the domestic number is still down 0.3% year over year. And the export number is down 18.1%. It is true that this domestic figure is the best first month of a quarter ever for Tesla China as many are saying. But we have to keep in mind at least a portion of that is thanks to Tesla continually unwinding this delivery wave in which they have that heavy emphasis on exports in the first month. That's been the case historically but over the past year that's also what they've been unwinding. So not to be a downer but no matter how you slice all of these zoomed in comparisons, taking a look at the bigger picture, Gigasang High is still scrapping just to get back to the numbers it did in 2023. All of the main metrics are still down year over year.

我们拿到了7月份特斯拉中国批发数据的详细情况。出口量为27,890辆，剩下46,227辆在国内销售。因此，从今年1月到7月，国内销售数字同比下降了0.3%，而出口数字下降了18.1%。虽然很多人都在说这个国内销售数字是特斯拉中国在一个季度的第一个月里最好的成绩，但我们必须记住，这其中至少有一部分要归功于特斯拉不断调整交付节奏，先注重出口，再转向国内销售的策略。这种情况在过去也是这样，但在过去一年中，特斯拉一直在调整这种策略。所以，虽然我们不想泼冷水，但无论你如何仔细分析这些数据，放眼更大的图景，上海超级工厂其实依然在努力争取恢复到2023年的水平。所有主要指标同比仍然在下降。

Part of that is thanks to the Chinese competition continuing to do things like this, their 2025 version of the seal EV, a direct competitor to Tesla's Model 3 was just released. And it has some pretty impressive specs while being $8,000 to $10,000 more affordable than the Model 3. The 2025 seal base model is going to be $24,500 USD. Obviously not for sale in the US that's just the equivalent. Tesla's base Model 3 in the Chinese market starts at $32,300. Somehow the 2025 seal is using silicon carbide technology which if you remember, Tesla's actually looking to remove most of that on its next gen powertrain. The reason they gave, while the technology is very performant, it's also quite expensive.

部分原因是中国的竞争对手一直在做类似的事情。他们刚刚发布了2025年版的"海豹"电动车，这款车直接与特斯拉的Model 3竞争，而且规格相当出色，同时价格比Model 3便宜8000到10000美元。2025年款"海豹"的基础型号售价为24500美元，不过显然这不是在美国销售的价格，而是折算后的等价价格。而特斯拉在中国市场的基础版Model 3起售价为32300美元。不知怎么的，2025年款"海豹"使用了碳化硅技术，而如果你还记得的话，特斯拉正计划在下一代动力系统中移除大部分这种技术。特斯拉给出的理由是，虽然这种技术性能非常出色，但成本也很高。

The seal also has an 800 volt platform and a new LIDAR mounted to the roof, a first for BYD sedans. It'll do 0 to 62 miles per hour in 3.8 seconds. It has a heat pump and will be available in 61 or 80 kilowatt hour battery packs. The range for the small pack is 510 km which is 316 miles so if you convert that WLTP to the EPA cycle, it's roughly 246 miles of range. Then on the high end this vehicle should be around 315 miles on the EPA cycle. The center screen does rotate vertically and this vehicle has a heads up display. We know that to date BYD's 8-ass features have been pretty limited, especially relative to Tesla but we'll see what type of new improvements they've made in that category with this new LIDAR.

这款车还拥有一个800伏的平台，以及安装在车顶上的全新激光雷达，这在比亚迪轿车中是首次。它可以在3.8秒内从0加速到62英里每小时。该车还配备了热泵，并且提供61或80千瓦时的电池组。小电池组的续航里程为510公里，约合316英里，如果将这个WLTP续航里程转换为EPA续航里程，大约是246英里。高电池容量版本在EPA循环下大约有315英里的续航里程。中控屏幕可以垂直旋转，这辆车还配备了抬头显示功能。截至目前，我们知道比亚迪的8项辅助驾驶功能相对有限，尤其是与特斯拉相比。不过，我们将拭目以待，看看这款新激光雷达会带来什么样的新改进。

There's no way around it if you draw a trend line on this chart of Tesla's share in China's NEV market. You can see that from January of 2021 to July of this year, Tesla's gone from between 10 to 15% market share down to between 5 and 10%. Look, it would be great for Tesla to maintain a 10% plus market share in China but with only selling really two models there and all of this new competition continually flooding the market at lower prices. It just doesn't feel realistic for Tesla until the next gen platform. And don't forget those EV market share metrics really are just math as more competition floods the market, Tesla's market share is naturally going to come down even if Tesla's sales in China stayed steady which we're on track to do this year.

如果你在这张特斯拉在中国新能源车市场的图表上画一条趋势线，就无法回避这个事实。从2021年1月到今年7月，特斯拉的市场份额从10%到15%下降到了5%到10%。希望特斯拉能在中国保持10%以上的市场份额当然是好的，但因为他们在中国实际上只卖两种车型，而且不断有价格较低的新竞争对手涌入市场，这显得不太现实，至少要等到下一代平台推出后才可能改变。另外，不要忘记，电动车市场份额的数据其实就是数学问题，随着更多竞争对手进入市场，即使特斯拉在中国的销量保持稳定——我们今年的确是这样做的——特斯拉的市场份额也会自然下降。

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The main Tesla account shared some data from Consumer Reports showing how Tesla vehicles cost the lease to maintain. This then started circulating as if this was new, but we covered this back in April. A quick refresher though, in the chart the blue is the cumulative 1-5 year cost, then the light blue is the cumulative 6-10 year cost, and the gray is the total 10 year cost. Focusing on the latter, Tesla comes in first at $4,035 followed by Buick in second at $4,900, Toyota in third, $4,900, Lincoln in fourth, $5,040, and then Ford rounds out the top 5 at $5,400.

特斯拉的主要账号分享了一些来自《消费者报告》的数据，显示特斯拉车辆的维护成本最低。这条消息开始流传，仿佛是新的信息，但我们早在四月份就报道过了。为了温习一下，在图表中，蓝色代表1-5年的累计成本，浅蓝色代表6-10年的累计成本，灰色代表10年的总成本。关注后者，特斯拉排在第一位，为$4,035，随后是别克，$4,900，丰田排第三，同样是$4,900，林肯排第四，$5,040，最后是福特，排名第五，$5,400。

There was a report Tesla paused all Model Y deliveries in Canada that's because they started importing again from China and the government needed to approve the rebate situation. As of today, that approval for the rebates has been updated so deliveries should be able to resume. Tesla Electric has a new partner in Sunrun, and this partnership will allow residents to receive compensation for sharing energy from their Powerwall to help the Texas grid. Customers will be compensated $400 per year per Powerwall for participation. Customers retain a portion of the energy in their batteries to provide backup power to their homes, and Sunrun will earn incremental recurring revenue for the program. This is Sunrun's first program like this in Texas, and right now it has more than 150 customers.

有报道称，特斯拉暂停了在加拿大的所有Model Y交付，这是因为他们又开始从中国进口车辆，政府需要审核补贴情况。截至目前，关于补贴的批准已经更新，所以交付应该能恢复了。特斯拉电力公司与Sunrun建立了新的合作伙伴关系，该合作将允许居民分享他们的Powerwall电池中的能源，以帮助德克萨斯州的电网。参与的客户每个Powerwall每年将获得400美元的补偿。客户还可以保留一部分电池中的能量，以备用电力供家中使用，而Sunrun将从这个项目中获得持续的经常性收入。这是Sunrun在德克萨斯州的第一个这样的项目，目前它已有超过150个客户。

With Tesla's VPP program, that is in response to specific events where Powerwall energy would go to the home or to the grid. One difference with Tesla Electric is that in an ongoing basis, Tesla is basically buying and selling energy from these Powerwalls. So Tesla Electric really is an energy retailer. This partnership makes a ton of sense. Sunrun is one of the largest solar installers in the country, and they're already partnered with Tesla to install their Powerwalls, along with their solar installations. More provinces in China are now eligible to buy Tesla vehicles for their fleets. This move by government agencies in different provinces reflects China's commitment to developing the EV industry through an open-up policy. They expect provinces and regions across the country to allow more foreign brands into the procurement process.

特斯拉的虚拟电厂（VPP）计划是在特定事件发生时，将Powerwall的能量送到家庭或电网。与特斯拉电网（Tesla Electric）的一个不同之处在于，特斯拉电网在持续的基础上，实际上是在买卖这些Powerwall的能量。所以，特斯拉电网实际上是一个能源零售商。这个合作非常有意义。Sunrun是美国最大的太阳能安装公司之一，他们已经与特斯拉合作，安装Powerwall及其太阳能设备。中国现在有更多省份允许购买特斯拉汽车用于公务车队。这些省份政府的举措反映了中国通过开放政策，推动电动车行业发展的承诺。他们预计，全国各地的省份和地区将允许更多外国品牌参与到采购过程中。

Tesla's entry into the government procurement process shows a clear attitude of the Chinese government to encourage the development of intelligent connected vehicles, irrespective of whether the manufacturer is Chinese or foreign. A stark contrast from some other countries around the world. A researcher said Tesla and other foreign automakers are likely to land more government orders in the future. Now we have multiple different provinces where local governments, government agencies and organizations will be able to buy a range of EVs for the first time, including the Tesla Model Y. As we've been saying, this is in part thanks to the fact that Teslas have been found to comply with China's data security requirements.

特斯拉参与政府采购流程，表明了中国政府鼓励智能网联汽车发展的明确态度，无论制造商是中国企业还是外国企业。这与世界上一些其他国家形成了鲜明对比。一位研究人员表示，特斯拉和其他外国汽车制造商未来可能会获得更多的政府订单。现在我们有多个不同的省份，地方政府、政府机构和组织将首次能够购买各种电动汽车，包括特斯拉Model Y。正如我们一直所说，这部分归功于特斯拉符合中国的数据安全要求。

I'm guessing many of you have already seen this, but Tesla did release some new accident data for quarter two of this year. I just wanted to clarify, I saw many people making the mistake saying that wait a second, Tesla's autopilot safety data was actually worse in quarter two than quarter one, so things are going the wrong direction. But with accident safety data, you really should be looking at the same quarter because this is going to be heavily weather dependent. Thus comparing quarter two of 2023 to quarter two of this year, we do see a slight improvement. I like this chart that James Dauma shared, you can see that Tesla on autopilot when it comes to miles between accidents, so the higher the better is continually getting better over time.

我猜很多人已经看到这个消息了，但特斯拉确实发布了今年第二季度的新事故数据。我只是想澄清一下，我看到很多人犯了错误，说等等，特斯拉的自动驾驶安全数据在第二季度实际上比第一季度更差，所以情况在恶化。但是谈到事故安全数据，你真的应该比较同一季度的数据，因为这将受到天气的严重影响。因此，将2023年第二季度与今年的第二季度进行比较，我们确实看到了一些改善。我喜欢詹姆斯·道马分享的这张图表，可以看到特斯拉在自动驾驶模式下的每英里事故次数，数值越高越好，整体上一直在不断改善。

Compare that to the red line, which is Teslas driven by humans not on autopilot and the yellow line, which is the US average from NHTSA. The main takeaway here is that humans are not getting any better and you can argue are actually getting worse. I also saw too many people saying that this data includes FSD data, but as far as I know, it does not. This is strictly autopilot. In the methodology, Tesla says to ensure our statistics are conservative, we count any crash in which autopilot was deactivated within five seconds before impact. And we count all crashes in which the incident alert indicated an airbag or other active restraint deployed. Perhaps most interesting as a refresher, they don't differentiate based on the type of crash or fault. For example, more than 35% of all autopilot crashes occur when the Tesla vehicle is rear ended by another vehicle. In this way, we're confident the stats we share unquestionably show the benefits of autopilot.

与红线（表示人类驾驶员驾驶的特斯拉，不使用自动驾驶）和黄线（美国国家公路交通安全管理局（NHTSA）的美国平均值）相比，这里的主要结论是，人类驾驶的表现并没有变得更好，实际上可以说是在变得更糟。我还看到有很多人说这些数据包括了全自动驾驶（FSD）数据，但据我所知并不是这样。这严格来说是关于自动驾驶的数据。在方法论中，特斯拉表示，为了确保统计数据保守，我们会计算在撞击前五秒内自动驾驶功能被停用的任何碰撞事故。同时，我们还会计算所有事故警报显示安全气囊或其他主动约束装置启动的碰撞事故。或许最有趣的是，作为提示，他们并不区分碰撞类型或责任。例如，超过35%的自动驾驶碰撞事故发生在特斯拉车辆被其他车辆追尾的情况下。因此，我们对我们分享的数据表示有信心，它们明确显示了自动驾驶的好处。

Unfortunately, in South Korea at a terrible time, a Mercedes electric vehicle that was not plugged in caught on fire and because of it, 700 residents were evacuated and the fire damaged about 140 cars. 23 people were also hospitalized. Many of the chargers in South Korea are in basement-like structures of apartment buildings. Several office buildings have now banned EVs from entering and parking. We don't know how the fire started, but I found the battery in the car was made by China's Pharisees energy. As you may expect, after this, many social media users are now questioning the viability of EVs. I say it's bad timing because in June of this year, there was a lithium battery factory that caught fire and killed over 20 people.

很不幸，在韩国发生了一起严重的事故，一辆没有充电的奔驰电动车自燃，导致700名居民被紧急疏散，并且大约140辆车被烧毁，23人住院受伤。很多韩国的充电桩都设置在公寓楼的地下结构里。现在，一些办公楼已经禁止电动车进入和停放。我们还不知道火灾的确切原因，但我发现车里的电池是由中国的Pharisee能源公司制造的。正如你可能预料的那样，许多社交媒体用户现在对此事对电动车的可靠性产生了质疑。我之所以说这样的事情时机非常糟糕，是因为今年六月，一家锂电池工厂也发生了火灾，导致20多人死亡。

Here's a picture of the aftermath of that Mercedes EQE. As expected, Tesla's continuing the build-out of its private 5G network across all factories now including Shanghai. An analyst from S&S, a company working with Tesla on this project said Tesla continues to remain very tight-lipped about the scale of its private 5G rollout. With private 5G, we enable mobile machines to communicate ultra reliably and just keep running all the time. On the Cybertruck, Kyle Conner said Tesla asked for the Cybertruck back for some engineering research. In return, they're upgrading his motor to one of the latest pedigree that promises more reliability and efficiency. You know how Elon says it usually takes three generations for a product to be truly great? Well, I can't wait to see what the third generation of the Cybertruck looks like.

这是那辆奔驰EQE事故后的照片。不出所料，特斯拉正在继续在所有工厂（现在包括上海）建设其私有5G网络。与特斯拉合作开展该项目的S&S公司的一位分析师表示，特斯拉对其私有5G网络的规模仍然守口如瓶。有了私有5G网络，我们可以使移动机器进行超可靠的通信，并始终保持运行状态。关于Cybertruck，Kyle Conner表示，特斯拉为了进行一些工程研究要求归还Cybertruck。作为回报，他们将他的电机升级到最新的型号，承诺具有更高的可靠性和效率。你知道Elon Musk说过一个产品通常需要三代才能真正出色吗？嗯，我迫不及待地想看看第三代Cybertruck会是什么样子。

Just one more anecdote that these legacy OEMs are not going away as fast as many were rooting for. We have Honda's quarterly operating profit setting a new all-time high. The week Yen did of course play a role in this new all-time high, but so did sales of hybrid vehicles. More and more, it's looking that hybrid sales for legacy OEMs are going to serve as the profit bridge for them to go from ICE to EV. GM has finally begun shipping the Sierra EV Denali Edition 1 to dealers. For this edition 1, GM on their website has an estimated range of 440 miles, 0 to 60 in less than 4.5 seconds max trailering up to 10,000 pounds. And how could you forget the crab walk? This edition will start right around $99,000.

只是另一件佐证，那些传统汽车制造商不会像许多人所期望的那样迅速消失。我们看到，现代的季度营业利润创下了历史新高。日元的疲软当然助力了这一新高，但混合动力汽车的销售也同样起了作用。越来越多的迹象表明，传统汽车制造商将利用混合动力汽车的销售作为从燃油车向电动车过渡的盈利桥梁。 另外，通用汽车终于开始向经销商运送Sierra EV Denali首发版。在其官网上，通用汽车对这款首发版的预计续航里程为440英里，0到60英里加速时间少于4.5秒，最大拖曳能力为10,000磅。还有怎么能忘记它的蟹行模式？这款车型售价将开始在99,000美元左右。

Tesla stock closed the day at $198.84, up 3.69%. While the NASDAQ was up 2.87%. Some of you have asked about the volume numbers I share in these videos. It's always on the screen right down here in the bottom right hand corner. You can see the day's volume and then the average volume the past 30 days right here. Today was a very low volume day for Tesla trading about 55 million shares below the average volume the past 30 days. Don't forget check out AG1 linked below if you're interested in trying it out for yourself. And if you do as always, thank you for supporting the channel. 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.

特斯拉股票今天收盘价为198.84美元，上涨了3.69%。而纳斯达克指数上涨了2.87%。有些观众询问我在视频中分享的成交量信息。它总是显示在屏幕的右下角，您可以看到当天的成交量和过去30天的平均成交量。今天特斯拉的成交量非常低，约5500万股，比过去30天的平均成交量要少。不要忘记查看下方链接的AG1，如果你有兴趣可以试一试。如果你这样做了，像往常一样，非常感谢你对频道的支持。祝大家有美好的一天。如果你喜欢这个视频，请点赞。你可以在下面的X上找到我，同时非常感谢我的Patreon支持者。