Ridiculous Tesla Semi "Reporting" / Tesla's Confusing Update / Latest on Tesla and Hertz ⚡️

Welcome to Electrified, it's your host Dylan Loomis. Quick shout out to my newest patrons, Scott B, Ron K, and Sahil K. Thank you for choosing to support the channel. If there was ever a Tesla feature to get more users into the Tesla service mode, this may be it. We now have a log of your Tesla service history. So now, service text, whether it's Tesla's in-house or a third party, or somebody doing it yourself, can log the repair history of your vehicle. This part of Update 2024.38.2. So again, this is aimed at technicians, but it's going to be accessible by any Tesla owner, which should make buying a used Tesla a lot more transparent as well. The service history is permanent and will stay with the vehicle, so once the entries are added, they cannot be edited or removed. As mentioned, you can add your own service logs as well for things like windshield wiper fluid, wheel alignment, or brake cleaning to make it easier to track. So potentially, over time, you won't have people saying, well, show me the car facts when you're looking to sell your used Tesla, you can just pull it up right in the car.

欢迎来到Electrified频道，我是你的主持人Dylan Loomis。首先感谢我最新的赞助人，Scott B, Ron K, 和 Sahil K，感谢你们选择支持这个频道。如果说有哪项特斯拉功能能吸引更多用户进入特斯拉服务模式，那么这可能就是它了。我们现在可以记录你的特斯拉服务历史。因此，无论是特斯拉内部的服务技师、第三方技师，还是你自己，都可以记录车辆的维修历史。这是更新2024.38.2的一部分。虽然这个功能主要是面向技师的，它也对任何特斯拉车主开放，这也使得购买二手特斯拉变得更加透明。服务历史是永久保存的，会与车辆绑定，因此一旦添加就无法编辑或删除。如前所述，你也可以添加自己的服务记录，比如挡风玻璃清洁液、更正车轮定位或刹车清理等等，这样可以更方便地跟踪。这样一来，未来当你想出售二手特斯拉时，可能就不需要听别人问“给我看看车辆记录”了，你只需直接在车内查询即可。

By the way, there are some headlines out there that Tesla has fixed the efficiency when it comes to century mode and the battery drain, but still so far, it's just for the Cybertruck. However, there is now a source saying that this improvement will come to the rest of the Tesla lineup, and it's not just me assuming. There may be a huge influx of used EVs on the market, this coming from JD power as they're projecting a massive amount of EVs returning off leases in the US. They said in 2026 returning EV leases will surge around 230%, with about 215,000 EVs returning. Of course, we don't know what percentage of these customers will be looking to buy those EVs at the end of the lease, but it's certainly not going to be 100%. This potential 215,000 EV return number is up from about 65,600 by the end of this year, and 18,900 at the end of 2021. There's plenty of uncertainty when it comes to the $7,500 tax credit, especially for EV leases, but just something to consider for EV pricing overall the next two years, because if the used EV prices have that downward pressure, it's likely to drag down the price of new EVs as well.

顺便提一下，有一些新闻标题指出，特斯拉已经解决了"世纪模式"和电池消耗方面的效率问题，但目前这个改进仅限于Cybertruck。然而，现在有消息来源称，这项改进将会应用到特斯拉其他车型上，这并不是我的臆测。据JD Power预计，未来可能会有大量二手电动车涌入市场，因为美国的租赁合同到期的电动车数量将大幅增加。他们表示，到2026年，返回的电动车租赁量将激增约230%，约有21.5万辆电动车回归。当然，我们不知道这些客户中有多少人会选择在租赁结束后购买这些电动车，但肯定不会是100%。这一潜在的21.5万辆电动车回归数量，与今年年底约6.56万辆以及2021年底的1.89万辆相比，增长显著。关于$7,500税收抵免，尤其是对电动车租赁的影响，仍存在很多不确定性，但这是影响接下来两年电动车整体定价的一个需要考虑的因素。因为如果二手电动车价格承受下行压力，新电动车的价格可能也会被拉低。

Blink charging has announced a strategic passport hub, data sharing and roaming agreement with Charge Hub North America's leading EV roaming hub. This collaboration grants access to an expanding network of chargers while offering a streamlined payment process through a single account of the user's choice. And in case you're not familiar with Charge Hub's EV roaming plan that they call the passport hub, it's really just a platform to make charging more accessible and more convenient for drivers while simplifying the operations for the network operators. So this passport hub is going to make it a lot easier for drivers to charge at many different charging stations without having to sign up for a bunch of different accounts. And that's what they mean by roaming just using a bunch of different charging providers. Tesla owners really don't have to worry about this type of thing, but Charge Hub is already the leading roaming provider in North America, with over 150 active connections that cover more than two thirds of networked CCS and J1772 chargers in the US and Canada. And Blink is the third largest EV charging network in the US. So Blink's public EV chargers will now be a part of Charge Hub's passport hub charging program.

Blink充电公司宣布与北美领先的电动车漫游平台Charge Hub达成战略合作，包括护照中心、数据共享和漫游协议。通过此次合作，用户可以通过一个选择的账户访问不断扩展的充电网络，并享受简化的支付流程。如果你还不熟悉Charge Hub的电动车漫游计划，也就是他们所说的护照中心，其实就是一个平台，使充电变得更加方便易用，同时也简化了网络运营商的操作。这个护照中心将使司机能够在众多不同的充电站充电，而无需注册多个不同的账户。这就是他们所指的漫游，即使用许多不同的充电服务提供商的设备。特斯拉车主其实不用担心这些问题，而Charge Hub已经是北美的领先漫游服务商，拥有超过150个连接，覆盖美国和加拿大超过三分之二的CCS和J1772网络充电桩。Blink是美国第三大电动车充电网络，因此Blink的公共电动车充电桩将成为Charge Hub护照中心充电计划的一部分。

On X, Strength Plan shared a pretty impressive FSD video I wanted to share. Now I was not able to confirm what version of FSD he's running, but I believe he has a 2022 Model 3, so I'm guessing he's on hardware 3. The weekly number for Tesla China came in strong at 17,300 units comparing that to the same week in quarter three that number was 15,500. Thus quarter over quarter Tesla China has closed the gap a bit now down 4.15% comparing to week six in quarter four last year that number was 12,700. And so now year over year Tesla China has flipped positive with this week sitting up 23.84%. The number consisted of 6,530 Model 3's and 10,770 Model Wives. I have this weekly number tied for the third best so far in 2024. And the Model 3 number serves as a reminder to not overreact to any one week. We did have that slow start for the Model 3 this quarter, but this week turned out to be the second highest Model 3 sales of any week all year. Thus a very strong week for Tesla China. Tesla Manufacturing put out a new video celebrating the five year anniversary of Gigabrelin. Just a few of the milestones from the video they made over 400,000 Model Wives during that time. Over 500,000 drive units produced they're recycling over 90% of the processed wastewater. They produced 6.9 gigawatt hours of solar energy enough to power 1,700 households per year. They're delivering the Model Y to 37 different countries. They've planted over 2 million trees. They hired over 12,000 people. And of course they've opened the Gigajim and the rave cave. And it's obviously not linear because you have to account for the Model Y ramp at Gigabrelin. But if you divide that 400,000 Model Wives produced over that five year time period that's only 80,000 per year. Earlier this year we did hear that Gigabrelin had made 6,000 Model Wives in one week. And assuming 50 weeks of production uptime per year that would be 300,000 units per year. The listed capacity of Gigabrelin is over 375,000. So my point is overall I think people were expecting a bit more production of the Model Y out of Gigabrelin. But as we've said the past few months the fact that Tesla is moving ahead with the expansion of Gigabrelin is an encouraging sign for the future.

在X平台上，Strength Plan分享了一段非常令人印象深刻的FSD（全自动驾驶）视频，我很想分享给大家。目前，我无法确认他使用的是哪个版本的FSD，但我相信他驾驶的是2022年的Model 3，所以我猜想他用的是硬件3。特斯拉中国的周销量数据表现强劲，达到17,300辆，而第三季度同期的数字是15,500辆。因此，本季度特斯拉中国的销量差距缩小了一些，与去年第四季度第六周相比下降了4.15%，当时的数字是12,700辆。因此，如今特斯拉中国的年度同比增长达到23.84%。具体来说，其中包括6,530辆Model 3和10,770辆Model Y。我将这个周销量数据列为2024年以来的第三好成绩。对于Model 3来说，这一数字提醒我们不要对某一周的表现反应过度。本季度初Model 3的开局较慢，但这一周是全年Model 3销量第二高的一周。因此，这周对特斯拉中国来说非常强势。 特斯拉制造部门发布了一个新视频，庆祝勃兰登堡超级工厂成立五周年。视频中提到的一些里程碑包括：该工厂生产了超过40万辆Model Y，生产了超过50万个驱动单元，并回收利用了90%以上的处理废水。工厂还生产了6.9吉瓦时的太阳能，足够为每年1,700个家庭供电。他们向37个不同国家交付了Model Y，种植了超过200万棵树，并雇用了超过12,000人。当然，他们也开放了超级健身房和狂欢洞。考虑到勃兰登堡超级工厂的Model Y产能爬坡，这些成就是显著的。但如果将这40万辆Model Y分摊到这五年期间，平均每年仅80,000辆。今年早些时候我们曾听说，勃兰登堡超级工厂在某一周生产了6,000辆Model Y，假设每年有50周的生产时间，这将意味着年产量为30万辆。勃兰登堡超级工厂的理论产能超过375,000辆。因此，我的观点是，总体来说，人们对勃兰登堡超级工厂的Model Y产量期望稍高。然而，如我们过去几个月所说，特斯拉正在推进勃兰登堡超级工厂的扩建，这对于未来是一个积极的信号。

Hertz just reported its earnings and it's still hurting after its failed EV experiment. The company took a $1 billion non-cash impairment charge during the quarter largely due to the lower value of the battery electric and gas powered vehicles in its fleet. They once again said that repair costs were higher than expected for electric vehicles and customers leased them at lower rates compared to conventional vehicles. Hertz plans to sell 30,000 EVs by the end of this year to get to a number that its customers want to rent. But what doesn't get talked about enough is that Hertz is also selling off many ICE vehicles that they effectively just bought at the peak. Hertz was overhauling its fleet at the worst time when we had the semiconductor shortage and then many auto producers were actually limiting their production numbers. Hertz did say it's on pace to finish its broader fleet changeover effort by the end of 2025 and they said that vehicle pricing levels have normalized. And as I've said a few times in the past, the Tesla depreciation from 2022 to now is likely to be a lot higher than it will be from now two years into the future. But if you go to the Hertz website and search for Tesla, I'm only seeing about 20 listings for Tesla vehicles, a number that was down from thousands just a few months back. So it looks like most of the downward pressure for used Tesla pricing that's specifically caused by Hertz should be in the rearview mirror.

赫兹公司刚刚公布了其财报，显示在其电动车实验失败后，公司仍面临困难。由于车队中电池电动车和燃油车的价值下降，公司在这一季度计入了十亿美元的非现金减值费用。他们再次表示，电动车的维修成本高于预期，并且客户租赁电动车的价格低于传统燃油车。赫兹计划在今年年底前出售3万辆电动车，以达到客户的租赁需求。然而，人们不太注意的是，赫兹还在卖掉许多内燃机汽车，这些车是在高峰期购入的。赫兹在汽车芯片短缺和许多汽车生产商实际限制产量的最糟糕时间对其车队进行了大换血。赫兹表示，将在2025年底前完成更大规模的车队改造计划，并称汽车价格已经恢复正常。正如我过去几次提到的，2022年起特斯拉车辆的贬值可能比未来两年的贬值幅度要大。然而，如果你在赫兹网站搜索特斯拉，只能看到大约20辆特斯拉车，相比几个月前的数千辆大幅减少。因此，赫兹对二手特斯拉价格的下行压力似乎已经过去。

Switching to a Tesla, a smart car has been one of the best purchase decisions of my life. On a more affordable scale, I'm still using this smart extra wallet years later, which has a huge statement about how great it is. Extra is the sponsor of this video, but I've been waiting to say something all year because extra is the perfect gift option with the holidays around the corner and I can almost guarantee you your family will be thankful just as mine has been. I've now had five family members ask about my wallet and we've gifted a few that have been major hits. Extra continually updates its products as they now have the card holder pro, which is even more durable, uses no plastic and can carry seven cards inside the card ejector. Plus now there's even more smart add-ons like cash clips and finder cards. My wallet has a spot for an apple air tag, which has come in handy a few times, but if you want an ultra slim design, the apple finder card works with the apple find my app and you can ring your wallet from anywhere and see where it is on a map. They have plenty of other gifts like book bags that I did use for this trip and cases and other travel accessories. The holiday sale is live right now and you can get up to 55% off just use my code electrified at checkout at partner.extra.com slash Dylan Loomis linked below

购买特斯拉这样的智能汽车是我人生中最好的消费决定之一。在更实惠的层面上，多年来我一直在使用这款智能Extra钱包，这足以说明它的出色。Extra是这段视频的赞助商，但我等了一整年才说出这句话，因为Extra是节日临近时的完美礼物选择，我几乎可以保证你的家人会像我的家人一样感激。我现在已经有五位家人询问过我的钱包，我们送出去的一些钱包也深受欢迎。Extra不断更新其产品，现在他们推出了更耐用的Card Holder Pro，不含塑料，并可以在卡弹器中容纳七张卡。此外，还有更多的智能配件，比如现金夹和定位卡。我的钱包有一个放置苹果AirTag的位置，这在几次需要时派上了用场，但如果你想要一个超薄设计，苹果的Finder Card可与Apple Find My应用程序一起使用，你可以在世界任何地方响铃查找钱包并在地图上看到它的位置。他们还有许多其他礼物，如我旅行时使用的书包、保护套以及其他旅行配件。节日促销活动现已开启，使用我的代码"electrified"在结账时可享受高达55%的折扣，只需访问partner.extra.com/dylanloomis，链接在下面。

Bloomberg NEF is reporting that in Germany their full EV sales are down 61% in August year over year and we've been covering all year the slowdown of full EV sales across Europe. But the reason you have to be so careful with these one month year over year comparisons is you need to know the context for what was happening in that month the prior year. In this case we had a major pull forward of EV demand because the subsidies were set to go away. Don't get me wrong full EV demand in Germany is absolutely struggling. I just think it's important to keep that in mind. BNEF also said that EV demand in Europe right now is complicated due to the fact that automakers are holding off launching more affordable EV models until 2025 when vehicle CO2 targets across the block toughen again. Because these already generally compliant with 2024 targets automakers are under very little pressure to sell additional EVs this year. Which as we know is just a totally different mindset to the one that Tesla operates in. However the analysts are saying that EV sales which do include plug-in hybrids are expected to be 16.7 million units this year up from 13.9 million last year. Which is roughly 21% growth. Elon congratulated the powerwall team at Gig and Nevada for making 1000 powerwalls in a single day. I'll be honest though it's pretty difficult to draw too many conclusions from the production rate of powerwalls as you're about to see. Going back to August 20th earlier this year Tesla Energy said congrats to Tesla Nevada for hitting a new record of more than 500 powerwalls in a single shift. But the problem is we don't have any official word anywhere that I can find about how the powerwall shifts operate. Is there 1, 2 or 3 shifts per day? I could assume but you know what they say about that so let's just stick with the most recent 1000 powerwalls in a single day.

彭博新能源财经（BNEF）报道称，德国8月份的纯电动车销售同比下降了61%。我们一直在报道今年欧洲范围内纯电动车销售的放缓。但是，需要小心对待这些同比数据的原因是，我们必须了解去年同期发生的背景。在这种情况下，当时由于补贴即将取消，电动车需求急剧增加。请不要误会，我并不是说德国的纯电动车需求不存在问题，我只是觉得需要注意这一点。 BNEF还表示，目前欧洲的电动车需求情况较为复杂，因为汽车制造商推迟推出更为经济实惠的电动车型，计划等到2025年车辆二氧化碳排放目标再次收紧时再推出。由于他们已经普遍符合2024年的目标，制造商今年面临的压力并不大，不需要额外的电动车销量。相对来说，特斯拉的运营思路完全不同。然而，分析人士预测，今年包括插电式混合动力车在内的电动车销售预计将达到1670万辆，高于去年的1390万辆，大约增长了21%。 埃隆·马斯克为内华达州超级工厂的电池储能团队庆祝，他们在一天内生产了1000个电墙。不过，说实话，很难从电墙的生产速度中得出太多结论。今年8月20日，特斯拉能源曾表示祝贺特斯拉内华达州团队在单个班次内创下了超过500个电墙的新纪录。但问题是，我找不到任何官方信息说明这些班次是如何运作的。一天有1个、2个还是3个班次？我可以猜测，但显然只是猜测，也许我们还是应该以最近一天生产1000个电墙的数据为准。

But there was a report in September of 2022 where a site lead at Gig and Nevada said that they have exceeded 6,500 units of the powerwall per week. And if we assume they produce these 7 days per week that would have been a rate of about 928 per week. Over 2 years ago the site lead also said Gig and Nevada produced 37,600 powerwalls in quarter 2 of 2022. And that number divided by 13 weeks in a quarter would give us about 2,900 powerwalls per week. And again assuming production is 7 days a week that would be roughly 415 powerwalls per day. Back in Q2 2022. And 3 months ago in a video from Tesla we learned that with the powerwall 3 Tesla can build 1 every 25 seconds which is over 700,000 units per year or about 9.45 gigawatt hours of capacity at 13.5 kilowatt each. And if you divide that 700,000 per year number by 365 days for symmetry that's about 1,917 per week. So comparing that to this recent update of 1000 per day if we assume that same daily production that would be 365,000 powerwalls per year which is about 4.9 gigawatt hours or about half of the stated capacity according to the video from Tesla. And one more fact for context between 2015 and 2023 the first 8 years of powerwall production Tesla produced 500,000 powerwalls in total.

在2022年9月，有报告称，位于内华达州的Gigafactory的负责人表示，他们的Powerwall周产量超过6,500台。如果我们假设他们每天都在生产，这相当于每周约928台。而在两年多前，该负责人还提到内华达州的工厂在2022年第二季度生产了37,600个Powerwall。这个数字除以一个季度的13周，约为每周2,900个。如果再次假设每天都在生产，那么在2022年第二季度他们每天约生产415个。三个月前特斯拉在一段视频中提到，Powerwall 3的生产速度为每25秒一台，相当于每年生产超过70万台，或约9.45吉瓦时的容量（每个13.5千瓦时）。如果将每年70万的数量除以365天，平均每周生产约1,917个。相比最近的每日产量1,000个，如果同样每天生产，这相当于每年365,000个Powerwall，约4.9吉瓦时，相当于视频中提到产能的一半。作为背景信息，从2015年至2023年的前八年中，特斯拉总共生产了500,000个Powerwall。

So to land this plane my 2 main points are that 1 over time powerwall production will certainly fluctuate so be careful with making any extrapolations. And 2 while this is a nice milestone for powerwall production it sounds like they're still at roughly 50% of their powerwall production capacity. And for me the explanation that makes the most sense is that Tesla is slowly moving from powerwall 2 production over to powerwall 3. I think it would be safe to say Tesla's at a run rate of about 350,000 powerwalls per year and at $10,000 each that's about $3.5 billion in revenue from the powerwall every year. Another hat tip to Waymo they are quietly expanding this time in LA removing the waitlist altogether opening it up for anyone in the city. Starting today anybody in LA can use the Waymo 1 app to hail a self-driving robot taxi throughout the nearly 80 square miles of Los Angeles County. That includes the 300,000 residents that were on Waymo's waitlist. LA marks the third and biggest city where the company's robot taxi service is now fully available. Joining San Francisco and Phoenix. We know Waymo is partnered with Uber to launch its robot taxi service in Austin, Texas next year. And I can almost guarantee you that internally Tesla's team is working to be the first driverless robot taxi provider in its home city of Austin. So at this point the race is definitely on.

为了通俗地表达，我的两个主要观点是：首先，Powerwall 的生产在一段时间内肯定会波动，因此在进行任何推测时需要谨慎。其次，虽然这是Powerwall生产的一个不错的里程碑，但看起来他们的生产能力大概只达到了50%。就我而言，最合理的解释是，特斯拉正逐步从生产Powerwall 2转向生产Powerwall 3。我认为可以安全地说，特斯拉每年的生产速度约为35万台，每台售价为1万美元，这意味着每年大约35亿美元的营收。另一个值得赞赏的是Waymo，他们正在安静地扩展业务，这次是在洛杉矶，不再需要等候名单，直接对该城市的所有人开放。从今天起，任何在洛杉矶的人都可以使用Waymo 1应用程序，在洛杉矶县接近80平方英里的范围内叫到无人驾驶出租车。这包括原来在Waymo等待名单上的30万居民。洛杉矶是继旧金山和凤凰城之后，该公司完全开放其无人驾驶出租车服务的第三个也是最大的城市。我们知道Waymo已与Uber合作，计划明年在德克萨斯州奥斯汀推出其无人驾驶出租车服务。我几乎可以肯定，特斯拉的内部团队正在努力成为其家乡奥斯汀第一个提供无人驾驶出租车服务的公司。因此，目前的竞争无疑已经开始。

GM has just unveiled another EV, the 2026 Cadillac Vistik. I don't really want to go into these numbers because by the sounds of things they're not official, they're just estimates. But for what it's worth they are saying deliveries are expected to start early in 2025 in the US. This is a three row SUV for Cadillac and they're calling it the baby Escalade. They're saying the SUV will start at just under $80,000. And the nickname is because it'll be closer to a smaller Escalade rather than a larger version of the Lyric. They're touting an estimated range of 300 miles. So now from a full EV perspective Cadillac has the optic, the Lyric, the Vistik, the Escalade IQ, and the Celestic. Just to highlight some questionable reporting from auto news specifically Molly Boyan. She said that Tesla itself has acknowledged that it would have to drum up demand for the Tesla semi. And her proof for that was when Lars said semi growth will largely depend on our customers adoption of the product. Well, I don't think we're going to be divided limited on this.

通用汽车刚刚发布了另一款电动车，2026款凯迪拉克Vistik。我不想深入探讨这些数字，因为听起来它们不是官方数据，只是估计而已。不过，他们表示预计将在2025年初在美国开始交付。这是凯迪拉克的一款三排座SUV，被称为“小版Escalade”。售价大约在8万美元以下。之所以叫这个昵称是因为它更接近于小型Escalade，而不是Lyric的加大版。他们声称续航里程大约为300英里。从全电动车的角度来看，凯迪拉克目前有Optic、Lyric、Vistik、Escalade IQ和Celestic。顺便提一下汽车新闻中一些值得质疑的报道，特别是Molly Boyan。她说特斯拉自己承认需要提高特斯拉Semi卡车的需求，但她的证据是Lars说Semi的增长主要取决于客户对该产品的接受程度。我不认为我们会因此限制发展。

Yeah, which I would say, which is like a brainer for the semi because it's really a commodity of total cost of ownership. Yes, exactly. It's a kind of ridiculous demand for the semi. In that world where it's about how much do I spend to make a good exact same as per mile? It's a no brainer. Yeah, fundamentally, if you've got a semi where the fully considered cost per mile or for a ton of transport is better than say diesel truck, any company that doesn't adopt an electric semi will lose. It's not a subjective thing. It's like of whether do you like this? I mean, we want the style and we want we want to have a good old semi truck. But frankly, if you read an ugly semi truck, what a matter. Then further, she said the real hurdle is finding customers for 50,000 electric class eight trucks every year. And her argument is the market is limited because just 0.4% of new class eight registrations were electric last year. Okay, great. Well, when you consider that the Tesla semi isn't in production yet, and there aren't that many class eight electric trucks available in the region, what are you really expecting? As we've said many times in the past, the adoption for the Tesla semi may be a lot faster than on the consumer side because it's really all about the numbers. Here's one of the only forecasts I could find for the class eight truck market in the US and Canada for 2024. The numbers expected to be between 250 and 270,000 trucks. And if that number stays somewhat steady, that would mean Tesla only needs about 25% of that market alone to sell 50,000 semis per year. Max from the supercharger team at Tesla shared a nice graphic where the left we have the traditional build out with excavations compared to the pre assembled superchargers on the right. And most importantly, he said with the pre assembled method, the cost savings are being passed on to drivers.

好的，我来试着翻译并简化一下这段话： 是的，我会说，对于半挂卡车来说，这是显而易见的，因为总拥有成本就是一个商品。确实，现在对半挂卡车的需求很荒谬。在这种情况下，谁更划算每英里花费，答案是显而易见的。如果你有一辆半挂车，它的每英里或者每吨运输的全成本比柴油卡车更好，那么不采用电动半挂的公司会失败。这不是一个主观的问题，比如你是否喜欢它。说真的，半挂车的外观丑又有什么关系呢？ 接着，她说，真正的挑战是每年为5万辆电动8级卡车找到客户。她认为市场有限，因为去年仅有0.4%的新8级注册卡车是电动的。好吧，当你考虑到特斯拉半挂车还未进入生产阶段，并且在该地区的8级电动卡车数量不多时，你到底在期待什么呢？正如我们过去多次说过的，特斯拉半挂车的普及速度可能比消费市场更快，因为最终这关乎数字。 这是我能找到的预测关于2024年美国和加拿大的8级卡车市场，预计数量在25万到27万之间。如果这个数字保持稳定，那么特斯拉只需要占那个市场的约25%就可以每年卖出5万辆半挂车。 特斯拉超级充电站团队的Max分享了一张图，左边是传统的施工，右边是预组装的超级充电站。最重要的是他说这种预组装的方法节省的成本最终会惠及司机。

Just to highlight the absurdity of some of these Tesla analysts on Wall Street, we have Deutsche Bank with a new Tesla price target. The firm reiterated a buy rating and a $295 price target. Right now, Tesla stock is at $328. So Deutsche Bank is telling you to buy it, but in the next 12 months, they're expecting it to go down over $30 per share. And yet these guys wonder why they get mocked by retail.

为了突出华尔街某些特斯拉分析师的荒谬性，这里有德意志银行对特斯拉的新目标股价。该银行重申了特斯拉的买入评级，并将目标股价定为295美元。而目前，特斯拉的股价是328美元。所以，德意志银行建议你买入，但是在接下来的12个月里，他们预计股价会下跌超过每股30美元。这也难怪这些人会被普通投资者嘲笑。

As Sawyer shared, the cybercab is now on display at Tesla's legacy West store in Plano, Texas, if you're in the area. The Tesla stock rally took a breather today ending the day at $328.49 down 6.15% while the NASDAQ was down 0.09%. The Tesla volume was 62% higher than the average.

正如索耶所分享的，网络出租车现在正在德克萨斯州普莱诺的特斯拉Legacy West店展出，如果你在附近可以去看看。特斯拉的股票在今天稍作休整，以每股328.49美元收盘，下跌了6.15%，而纳斯达克指数下跌了0.09%。今天特斯拉股票的交易量比平均水平高出62%。

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