Landmark Tesla Partnership / "We Have Never Seen This" / FSD's Continued Expansion ⚡️

好的，以下是这段 Electrified 视频文字稿的中文总结，重点关注讨论的关键话题： **特斯拉与中国电动汽车市场：** 视频强调了特斯拉和其他电动汽车制造商在中国面临的不断变化的监管环境，特别是与自动驾驶相关的空中下载（OTA）更新。中国正在加强控制，要求对改变车辆核心性能、功能或安全特性的重大OTA更新进行监管审批。在许多情况下，这些更新现在被视为产品召回。这可能会减缓特斯拉在中国的全自动驾驶（FSD）迭代速度，因为对制动、转向或其他关键系统的更新需要事先获得批准。 视频随后引用了一位知名中国博主关于特斯拉FSD的经验和评论。根据 Ray Furtesla 的说法，特斯拉在刺激中国新能源汽车（NEV）行业方面发挥了关键作用，充当了推动竞争的“鲶鱼”。 既然中国本土汽车制造商在自动驾驶创新方面已经很强大，该博主认为特斯拉的本地化FSD批准将进一步迫使落后公司发展。他对早期版本的中国FSD印象深刻，甚至在乡村道路上进行了测试，并预测后续迭代将取得重大进展。他强调需要尊重特斯拉作为行业领导者，而不是仅仅批评其技术的早期版本。 **FSD全球推广与澳大利亚：** 视频转向了 FSD 在其他市场的潜在推广，特别是澳大利亚。FSD 的更新页面已微妙地更改为“全自动驾驶监督版”，这引发了人们对近期发布的猜测。虽然特斯拉尚未获得澳大利亚 FSD 的监管批准，但主持人指出，FSD 最近在中国发布，没有任何初步报告。他还声称，据他所知，没有澳大利亚的设计规则会限制他们获得 FSD 监督版。 **特斯拉需求与政治格局：** Stiefel 投资公司提供的专有数据显示，特斯拉的净好感度正在下降，其中民主党人的负面转变最为明显，而共和党人购买特斯拉的意愿正在上升。主持人强调，这种政治分歧证实了正在发生抵消效应，最重要的是跟踪销售数据。主持人承认目前的反特斯拉情绪，部分原因是与埃隆·马斯克相关的争议话题，并向听众保证，这种情况会随着时间的推移而消退。他意识到，在新款 Model Y 完成换代之前，特斯拉的销售数据在整个第一季度以及可能延续到第二季度都会显得不佳。 **特斯拉股票与业务更新：** 摩根士丹利的 Adam Jonas 恢复了特斯拉作为其在美国汽车领域首选股的地位，即使他认为特斯拉 2025 年的交付量可能会同比下降。他将特斯拉视为一家转型中的公司，正在从单纯的汽车公司转变为多元化的人工智能和机器人公司。视频还指出，挪威 Model X Plaid 的交付预计时间已推迟，可能表明正在为即将到来的改款进行重新调整。 更新包括一个新的超级充电站即将在佛罗里达州建成，加油泵将被特斯拉超级充电站取代，以及在印度开设展厅的计划。特斯拉很有可能会从更实惠的车型开始在印度销售。中国的等待时间方面，后轮驱动版本为 2-4 周，长续航全轮驱动版本为 6-10 周。 埃隆·马斯克回应了约翰·埃利希曼关于未来五年预期利润增长的帖子，称特斯拉在五年内实现 1000% 的增长是有可能的。新款 Model Y 在美国的交付已正式开始，Sawyer 已受邀参加 3 月 8 日在 Gigataxis 举行的特斯拉新款 Model Y 活动。 **特斯拉能源：** 德克萨斯州的 GVEC 正在与特斯拉合作，创建一个公用事业规模的虚拟电厂资源。试点项目已经注册了来自特斯拉 Powerwall 客户的大约 17 兆瓦的发电量，并具有上升到 100 兆瓦的能力，增长了一个数量级。 这将带来更多的特斯拉 Powerwall 销售，提高特斯拉能源的盈利能力，并稳定德克萨斯州的电网。 **关税：** 美国恢复对来自加拿大和墨西哥的商品征收的关税预计将对汽车行业产生负面影响，铝等材料的成本预计将增加，并损害消费者购买汽车的负担能力。值得注意的是，来自加拿大的芬太尼和边境非法越境行为远少于墨西哥。 加拿大也新增了对钢铁和铝征收 25% 的关税。 **特斯拉 Semi：** 视频指出，在阿拉斯加发现一辆正在测试的特斯拉 Semi，其车顶较短，专为较低高度的拖车设计。 **AG1 赞助：** 该片段简要宣传了 AG1，这是一种含有螺旋藻、小球藻和甜菜根粉的每日补充剂，并引用研究表明其具有潜在的健康益处。

Here's a summary of the Electrified video transcript, focusing on the key topics discussed: **Tesla & EV Landscape in China:** The video highlights the evolving regulatory landscape for Tesla and other EV makers in China, particularly regarding Over-the-Air (OTA) updates related to autonomous driving. China is tightening control, requiring regulatory approval for significant OTA updates that alter core vehicle performance, functionality, or safety characteristics. These updates are now considered product recalls in many cases. This could potentially slow down Tesla's Full Self-Driving (FSD) iteration in China, as updates to braking, steering, or other critical systems would require prior approval. The video then references the experience and commentary of a well-known Chinese blogger regarding Tesla's FSD. According to Ray Furtesla, he stated that Tesla played a crucial role in stimulating China's New Energy Vehicle (NEV) sector, acting as a "catfish" to drive competition. Now that local Chinese automakers have strong self-driving innovation, the blogger believes Tesla's localized FSD approval will further pressure lagging companies to evolve. He was impressed with the early version of Chinese FSD, even testing it on rural roads, and predicts significant advancements in subsequent iterations. He emphasizes the need to respect Tesla as an industry leader rather than simply criticizing early versions of its technology. **FSD Global Rollout & Australia:** The video shifts to the potential rollout of FSD in other markets, specifically Australia. The update page for FSD has been subtly changed to "Full Self-Driving Supervised," which is leading to speculation about a near-term launch. While Tesla is not known to have regulatory approval for FSD in Australia yet, the host notes that FSD was recently launched in China without any initial reporting. He also claims that as far as he can tell, there are no Australian design rules that would limit them from getting FSD supervised. **Tesla Demand & Political Landscape:** Stiefel investment firm's proprietary data shows a decline in Tesla's net favorability, with a significant negative shift among Democrats, while Republicans' willingness to buy a Tesla is rising. The host emphasizes that this political division confirms there is an offsetting effect taking place and that the most important factor is to track sales data. The host acknowledges the current anti-Tesla sentiment, partly fueled by controversial Elon Musk-related topics, and reassures listeners that it should subside over time. He is aware that Tesla's sales data is going to look poor throughout Q1 and likely into quarter two until the changeover to the new Model Y is complete. **Tesla Stock & Business Updates:** Morgan Stanley's Adam Jonas has reinstated Tesla as its top pick in US autos, even as he thinks that Tesla’s deliveries in 2025 could decline year over year. He views Tesla as a transitioning company that is shifting away from just a pure automotive play to a diversified AI and robotics play. The video also notes that delivery estimates for the Model X Plaid in Norway have been pushed back, potentially indicating retooling for an upcoming refresh. Updates include a new supercharger coming to Florida, with gas pumps being replaced with Tesla superchargers, and plans for showrooms in India. There is also a chance that Tesla will start with more affordable vehicles for their start of sales in India. The wait time in China is 2-4 weeks for the rear wheel drive variant and 6-10 weeks for the long range all-wheel drive variant. Elon Musk responded to John Erlichman's post about expected profit growth over the next five years by saying that 1,000% growth for Tesla in five years is possible. Deliveries of the new Model Y in the US have officially begun, and Sawyer has been invited to the Tesla event for the new Model Y on March 8th at Gigataxis. **Tesla Energy:** GVEC in Texas is partnering with Tesla to create a utility-scale virtual power plant resource. The pilot program has already registered about 17 megawatts of generation from Tesla Powerwall customers, with the ability to go up to 100 megawatts growing by an order of magnitude. This will result in more Tesla Powerwall sales, boost Tesla energy’s profitability, and stabilize the grid in Texas. **Tariffs:** The return of tariffs imposed by the U.S. on goods from Canada and Mexico are expected to negatively impact the auto industry, with costs for materials such as aluminum predicted to increase and hurt the affordability of vehicles for consumers. It's worth noting that there is far less fentanyl and fewer border crossings coming from Canada than from Mexico. There is also a new 25% tariff on steel and aluminum in Canada. **Tesla Semi:** The video notes sightings of a Tesla Semi being tested in Alaska with a shorter roof, designed for lower profile trailers. **AG1 Sponsorship:** The segment briefly promotes AG1, a daily supplement containing spirulina, chlorella, and beetroot powder, citing studies indicating potential health benefits.