Wow! Tesla & GM Just Announced Another Major Partnership!

Hey everybody Rob Bauer here and today we've got another big day we just had a Twitter space with Elon Musk and Mary Barra of GM to make another big announcement related to the North American charging standard. So we'll talk about that. We'll also talk a bit about the stock. We've got other news on the Cybertruck possible Tesla factories and more.

大家好，我是Rob Bauer，今天是另一个重要的时刻。我们刚刚与特斯拉的埃隆·马斯克（Elon Musk）和通用汽车的玛丽·巴拉（Mary Barra）进行了Twitter空间直播，宣布了与北美充电标准相关的另一个重大消息。所以我们将会谈论这个。我们还会谈到有关股票、可能的特斯拉工厂以及其他新闻的内容。希望易于阅读。

Alright, getting into the stock. Another nice day today up 4.6%. So I guess we did not go through with the jinx yesterday. So nice to see that Tesla continuing the run for the 10th day in a row finishing in the green. So closing at $234.86 today, which by the way, this is the first time since the Twitter acquisition that Tesla has closed above $230 per share. So really nice to see that on top of the run that we've got. Continued strong performance here and you know, I guess overcoming the drought that we have had for that period of time. And hopefully more to come from here.

好的，进入股市的话题。今天又是个漂亮的日子，上涨了4.6%。所以我猜昨天的厄运不曾实现。真高兴看到特斯拉连续第十天涨幅收于正面。今天收盘价为234.86美元，顺便提一句，自Twitter收购以来，这是特斯拉首次收于每股230美元以上。除了今天表现的好，我们还有持续强劲的表现，克服了我们那段时间的萎靡不振。希望未来还有更多的好消息。

We'll talk about the after hours performance in a second. But just to take a quick look at the the streak here, we can see now 10 days in a row $235 a share, 28% over this period of time. So that now is tied for the second longest streak in Tesla's history. If tomorrow finishes green, Tesla will now be tied for that longest streak.

我们马上会谈论一下盘后表现。但简短地看一下这里的连续走势，现在连续10天每股价值235美元，涨幅达到了28%。因此，这也是特斯拉历史上第二长的连续走势。如果明天收盘时仍然表现良好，特斯拉将创下最长的连续走势记录。

So we're looking at the after hours here right now up 2.8% on this announcement from GM. I see some comments here talking about the shave. Yes, I did shave. It's been a while for that as well. Just trying to get sent out those 2020 vibes, right? Time traveling back there. And that's what it kind of feels like right now.

现在我们正在关注GM的公告，盘后股价上涨了2.8%。我看到一些评论谈论到我刮胡子了。对，我确实刮了胡子，这也有一段时间了。只是想要传达出2020年的感觉，回到了那个时光。现在的感觉就像是时间倒流了。

The other thing for today, William O'Neill has initiated coverage on of Tesla at a buy rating. I didn't see a price target for this, but always nice to see that. It seems like they're they're coming in here at a good time.

今天另一件事是，William O'Neill公司开始对特斯拉的覆盖报告给出了买入评级。我并没有看到他们为此给出的价格目标，但这总是好的消息。看起来，他们选择在一个好时机进入这个市场。

So anyway, after hours up 3%, this is as a result of the announcement from GM. The Mary Bear, as I said, had a Twitter space with Elon Musk. This is very similar to the announcement that we heard from Ford a week or two ago that Ford would be adding North American charging standards to their vehicles. GM now jumping on board as well.

总之，由于GM的公告，股票在经过数小时上涨了3%。正如我所说，Mary Bear和Elon Musk在Twitter上进行了交流。这与一两周前我们从福特那里听到的消息非常相似，即福特将在其车辆中加入北美充电标准。现在，GM也加入了这一行列。

So GM is going to integrate the North American charging standard in new EVs starting in 2025. So same as the Ford timeline and GM customers will be able to access 12,000 Tesla superchargers and growing beginning in early 2024. So on the space, they said that that would be through an adapter, very similar to how Ford had offered it.

通用汽车计划从2025年开始，在新的电动车中整合北美充电标准。这与福特的时间表相同，通用汽车的顾客将能够在2024年初开始接入12,000个特斯拉超级充电站，而这个数量还在不断增长。关于充电适配器，他们表示会与福特提供的适配器非常相似。

So the other thing here, GM will also integrate the Tesla supercharger network into its vehicle and mobile apps. So it looks like GM also getting API access like we had talked about with Ford. So this is a huge step, not just for GM, not just for Tesla, but this puts huge, huge pressure on all other automakers, North American or otherwise now, to have their vehicles in the United States and North America be able to use these chargers, whether that's through an adapter or also adopting it as sort of their native connector, you know, on a similar time frame.

另外一个重要消息是，通用汽车公司将在其车辆和移动应用程序中整合特斯拉超级充电站网络。看起来通用汽车也将像我们之前和福特谈论过的那样获得API访问权限。这是一个非常重要的步骤，不仅对通用汽车公司和特斯拉公司有影响，而且对其他所有汽车制造商，在美国和北美地区的车辆都将面临巨大的压力，为了让他们的车辆能够使用这些充电站——不管是通过适配器还是采用相似的连接器。

So I think that's the biggest thing. This is sort of the second domino to fall. Once we had the announcement from Ford, it was kind of like, okay, or are other people going to hop on board here? And now within again, about two weeks, we see GM as the other major automaker to get on board. So with that, you start to get a consensus, right? You start to get again, a lot of pressure on these other automakers to adopt this.

我认为这是最大的事情。这是第二个接连倒下的骨牌。一旦福特公司发表声明，我们就会问自己，其他人会不会也加入这个队伍呢？现在，约在两周内，通用汽车成为另一个重要的汽车制造商加入。因此，你开始获得一个共识，对吧？你开始再一次对其他汽车制造商施加压力，以采用这种技术。

I'll keep an eye out for a Twitter space from Stellantis next week. We'll see. I don't know when that'll be if that will happen, but again, a lot of pressure on these other automakers to adopt this now as well. So I think that's why, you know, we talked about the Ford announcement contributing to the increase that we've seen over the last 10 days. And with this now piling on, hopefully we're, you know, set for some of that to continue.

下周我将密切关注Stellantis的Twitter空间。我们会看到的。如果这确实会发生，我不知道那将会在什么时候，但是其他汽车制造商现在也承受着巨大的压力来采取这一策略。因此，我们讨论了福特的公告对近10天来我们所看到的增长做出了贡献。现在又有这个情况加入，希望我们能够继续看到这种趋势。

And we'll see. We'll see if this happens next week is going to be disruptive, of course, because we do have the CPI report, PPI report and FOMC meeting. But nevertheless, huge announcement here from GM. The Twitter space was interesting, definitely a little bit less chill than the Twitter space with Farley and Ford. They didn't take any questions off of live speakers just through chat. So kind of you can be a little bit more selective when you do that. It's a lot shorter, much quicker announcement, but everything was cordial and, you know, seemed to be a positive relationship.

我们拭目以待。我们将看到，如果下周发生这种情况，肯定会产生破坏性，因为我们有CPI报告、PPI报告和FOMC会议。但无论如何，GM在这里发布了重大公告。推特空间很有趣，肯定比与法利和福特的推特空间轻松一些。他们没有从现场演讲者中接受任何问题，只是通过聊天。所以当你这样做的时候，可以稍微更加挑剔一些。虽然宣布时间很短，但所有人都非常友善，关系似乎是积极的。

Unfortunately, although I did request immediately this time, I didn't get a chance to ask a question. My question would again have been if GM is going to invest in continuing to build out the supercharger network because the advantage here for GM is clear. The advantage for, you know, accelerating EV adoption is clear. Obviously this furthers Tesla's North American charging standard as the standard in North America, because that's a huge benefit to Tesla. But there are also other questions of, you know, if they're going to get additional investing support from Ford or GM to continue to build out the supercharger network now that there will be more vehicles on it from these two manufacturers. And Tesla's obviously put so much work into that. If not, at least, you know, there will be these other vehicles that are paying to use Tesla's infrastructure, generating, you know, marginal costs on that. Now one thing that Elon did say during the space, he said that, you know, GM customers are not going to get any sort of disproferential treatments. Tesla customers not need preferential treatment rather than, you know, GM's. So I don't know if he meant that in terms of like pricing or anything that's not been covered. He could have just meant that in terms of like technology wise, not limiting the rate of charge or anything like that. But if he did also mean that from a pricing perspective, then that's, you know, what have an interesting implication there as well. So exciting to see this, you know, we'll see how this carries out over the next few days. Hopefully not the last announcement that we'll have from automaker is joining an ACS.

不幸的是，虽然我这次立即提出了请求，但我没有机会提出问题。我的问题将再次是，通用汽车是否会继续投资于扩展超级充电网络，因为这对于通用汽车的优势是明显的。加速电动汽车的采用显然是有利的。显然，这进一步将特斯拉的北美充电标准作为北美的标准，因为这对特斯拉是一个巨大的好处。但也有其他问题，比如他们是否会得到福特或通用汽车的额外投资支持，以继续建设超级充电网络，现在这两家汽车制造商将有更多的车辆使用它。特斯拉显然已经投入了很多工作。如果没有，至少你知道会有其他车辆支付使用特斯拉的基础设施，为此产生边际成本。现在埃隆在这个空间里说的一件事是，他说通用汽车的顾客不会得到任何不相称的待遇。特斯拉的顾客不需要比通用汽车的顾客更喜欢。所以我不知道他是指定价方面的问题还是其他方面的问题。他可能只是指技术方面，而不是限制充电速率或任何其他方面。但如果他也在定价方面这么说，那就有了有趣的涵义。所以很高兴看到这个消息，我们将看看这将如何在接下来的几天里发展。希望这不会是我们从制造商那里加入ACS的最后一个声明。

All right, would you actually have a fair amount of other news today as well? So a report from Reuters that's according to a local newspaper in Spain, Tesla has been in talks with leaders of the regional government of Valencia to possibly build a car factory in Spain. So I didn't actually know this, but I think Spain is actually the second largest car producer in the European Union, which is interesting. And if Tesla were to go forward with this, apparently the discussions are around a possible four and a half billion euro factory, so almost five billion dollars, which would be similar to the sort of investment that we've heard talked about for Giga Mexico.

好的，你今天真的还有很多其他的新闻吗？ 据西班牙一家当地报纸援引路透社的报道，特斯拉已与瓦伦西亚自治区政府领导人进行谈判，可能在西班牙建造一家汽车工厂。 我实际上不知道这一点，但据说西班牙实际上是欧盟第二大汽车生产国，这很有趣。如果特斯拉要继续前进，显然讨论的是一个可能会投资约45亿欧元（近50亿美元）的工厂，这与我们听到的Giga Mexico的投资类似。

So you can think about it maybe approaching that type of scale if it did go forward. A spokesperson for Valencia, regional government told Reuters it had held meetings and conversations with an unidentified company about a large automobile investment, but no other details outside of that in this report. So we'll see.

如果它继续前进，你可以考虑它可能接近那种规模。瓦伦西亚地区政府的一位发言人告诉路透社，他们已经与一家不愿透露的公司举行了会议和谈话，探讨一项大型汽车投资，但在这份报告中除此之外没有其他细节。所以我们拭目以待。

Obviously, we've had a few reports about this, you know, India, Indonesia, probably some other countries coming to mind that I'm rather not coming to mind right now. But I think Tesla probably having a lot of these types of conversations, figuring out, you know, where where's best to go. And also nice to leverage across possible, you know, multiple different possible suitors to get the best terms on where Tesla ends up deciding to build. So as Elon said, probably no major announcements on that until maybe the end of this year, probably early next would be my guess. But we'll keep an eye out for more more news on factory plants.

显然，我们已经收到了一些报告，你知道的，印度、印度尼西亚，可能想到其他一些国家，但我想特斯拉可能正在进行这些类型的对话，并找出最佳前往何处。此外，跨可能的多个不同的求婚者加以利用，以获得特斯拉最终决定建造的最佳条款，也是很好的选择。因此，正如埃隆所说，到今年年底可能不会有重大的公告，明年初可能会是我的猜测，但我们将关注更多有关工厂的新闻。

We've also got a report on Cybertruck plans. This is coming from electric. They are saying that according to information that they have heard from Tesla suppliers, Tesla's initial plan for the Cybertruck is to produce 375,000 per year. So previously we've heard Elon mentioned somewhere in the ballpark of 250,000, maybe up to 500,000. This kind of falls in the midpoint between those two. So you know, whether that's information or kind of just a guess remains to be seen. But apparently it is what Tesla is telling suppliers right now as sort of that base plan at apparently 85% efficiency for the line.

我们还得到了有关Cybertruck计划的报告。这是来自电气公司的消息。他们称根据从特斯拉供应商那里听到的消息，特斯拉Cybertruck最初的计划是每年生产37.5万辆。之前我们听到过伊隆在某个范围内提到了25万辆，可能最高可达50万辆。这种产量在这两个数字之间。因此，无论这是信息还是只是猜测，都还有待观察。但显然，特斯拉正在告诉供应商这是基本计划，线路效率达到了85％。

Probably a little bit higher than I would have guessed right off the bat for sort of the first volume targets for the Cybertruck. I probably would have guessed more close to 250,000, although obviously there is a lot of demand that exists. Tesla's going to need to ramp that up and it's going to take time to get there. So you know, we'll see how that comes to fruition. In terms of that timeline, apparently according to this information as well, Tesla's planning to have the first release candidates at the end of August.

对于Cybertruck的首个销售目标，它可能比我最初猜测的稍微高一点点。我猜测可能会接近25万辆，但很显然有很大的需求存在。Tesla需要加速增产，这需要时间。所以我们需要等待看看这将如何实现。根据这份信息，据报道Tesla计划在8月底发布首批候选车型。

Actually, Elon had previously said that they were targeting sometime towards the end of Q3 for a delivery event. So that would put that pretty tight. But we've seen Tesla do those delivery events before where, you know, they sort of really are release candidate vehicles that are getting handed over to employees, maybe a little bit of further testing than before real true customer vehicles. So maybe the employees really support us, things like that. So electric says based on the current timeline, the official startup production is planned for early October. Again, presumably coming from this information from suppliers. So hopefully that kind of lines up with expectations, at least within a couple of months and, you know, obviously subject to change, but we're getting pretty close at this point.

实际上，埃隆之前曾表示他们计划在第三季度末之前举行交付活动。这会将时间压得相当紧。但我们之前已经看到特斯拉对这种交付活动的处理方式，他们通常会将交付候选车辆交给员工，进行一些比真正的客户车辆更进一步的测试以及员工支持等工作。因此，Electric声称根据当前的时间表，官方的生产计划于十月初启动。这些信息可能来自供应商。希望这样的时间表能够符合预期，至少在几个月内。当然，这也可能会改变，但我们已经接近了交付的时间点。

All right, moving on. We've got just kind of a three pack of news here from CNEV Post. So first is that Tesla has apparently asked Chinese suppliers to build plants in Mexico. No surprise. Obviously they've had huge success with their supply base at Giga Shanghai as that is ramped extremely quickly over the years.

好的，接着说。我们从CNEV邮报那里得到了三条新闻。首先，特斯拉显然要求中国供应商在墨西哥建厂。这一点并不意外。显然，他们在吉林上海的供应基地取得了巨大的成功，这几年发展快速。

So if they can replicate that and bring some of the suppliers that have helped with that on board to Mexico, that would be a huge win, I think for Tesla and obviously for those companies as well. So apparently the report here from 36 KR is that this is very urgent and if suppliers don't do this, they could stand out to lose out on hundreds of millions of RMB. So I don't think too surprising, but I think a lot of these suppliers of probably already have made steps to do this even prior to this report. But hopefully they all do that and can help Tesla ramp up very quickly.

如果他们能复制这个模式，并将一些为此提供帮助的供应商加入到在墨西哥的计划中，这对于特斯拉和那些公司来说将是一个巨大的胜利。据36KR报告显示，这非常紧急，如果供应商不这样做，他们可能会失去数亿人民币的业务。我认为这并不令人惊讶，但我觉得很多供应商可能已经在此报告之前采取了行动。希望他们能够都加入进来，并帮助特斯拉迅速扩大规模。

Now, also out of China, apparently China is proposing nationwide promotion of new energy vehicles. It looks like this is going to be focused primarily on rural areas. I read some stuff about maybe some credit assistance for new energy vehicles as well. We just heard reports about the purchase tax exemption being extended. It looks like China continuing to do things to support new energy vehicles. Although that support has dwindled a little bit over time, seems to be coming back a little bit more in the current environment. So that will be most likely helpful for Tesla in those rural areas, probably specifically significantly helpful for BYD, which probably makes sense for China.

最近中国似乎计划全国推广新能源汽车，主要集中在农村地区。我看到了一些关于为新能源汽车提供信贷援助的消息。我们刚刚听到了车购税优惠被延长的报道，看来中国在继续支持新能源汽车方面做出了努力。尽管这种支持逐渐减少了一些，但在当前环境下似乎又开始回升了。因此，这对特斯拉在农村地区可能会非常有帮助，对比亚迪来说可能尤为明显，这对中国来说也是有道理的。

And then lastly, some news on Ford, apparently they are scaling back their Mustang Mach E plans in China as a result of sales in the country. Apparently they've recently undergone an organizational restructuring that will see the Mustang Mach E team integrated into Ford China rather than being a separate entity. So I'm not too familiar with how things are structured there or Mustang Mach E sales in China, but I don't think it's too surprising that it's pretty tough sledding there with not only the Model Y running at a lower price than it is here in the United States, but also having a compete with BYD as well.

最后，有关福特的一些消息，据说由于中国市场的销售情况，他们正在缩减“野马Mach E”在中国的计划。显然，他们最近进行了组织重组，野马Mach E团队将整合到福特中国内部，而不再是一个独立的实体。所以我对那里的结构以及野马Mach E在中国的销售情况并不太熟悉，但我认为这并不太令人惊讶，在中国，不仅特斯拉Model Y的价格比美国要低，而且还要与比亚迪竞争。

So you know, we'll see. Hopefully Ford can kind of figure that out. All right, that worked out for today. So as always, thank you for listening. Make sure you're subscribed and signed up for notifications. Also find me on Twitter at Tesla podcast and we'll see you tomorrow for the Friday, June 9th episode of Tesla Daily. Thank you.

所以你知道了，我们会看看的。希望福特能够解决这个问题。好的，今天的节目进行得很顺利。再次感谢您的收听。请确保您已订阅并开启了通知。此外，您还可以在Twitter上找到我，用户名是Tesla podcast。明天见，感谢。