Cybertruck Production Begins, Ford Reacts, Tesla Board Settles
发布时间 2023-07-18 01:56:09 来源
摘要
➤ Tesla announces completion of first Cybertruck at Giga Texas
➤ Analysts increase price targets
➤ Ford cuts F-150 Lightning prices
➤ Tesla Semis spotted
➤ Tesla board settles shareholder lawsuit
➤ Senator Warren urges for SEC investigation
➤ Giga Berlin updates
➤ Tesla steps up promotional activities
➤ More V4 Supercharger photos
➤ Hyundai comments on charging plans
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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer
Image(s) and/or footage used under license from Shutterstock.com
Disclosure: Rob Maurer is long TSLA stock & derivatives
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Hey everybody Rob now we're here, welcome back to Tesla Daily. Today we've got a huge milestone for Tesla the first production cyber truck, a number of other stories including updates on Gigabro Lin, advertising, a couple of news items on Tesla's board of directors, and more.
大家好，我是Rob，欢迎回到《特斯拉每日新闻》。今天我们有一个非常重要的里程碑消息，那就是特斯拉首辆量产版Cybertruck，还有其他一些新闻，包括对吉加布罗林的最新动态、广告宣传情况，以及一些关于特斯拉董事会的消息等等。
Nice start to the week for Tesla stock as the overall market strength continues to up 3.2% today to close at $290.38 while the NASDAQ was up 9.10% to start the week.
特斯拉股票在本周开局良好，随着整个市场的强劲继续上涨3.2%，收于290.38美元，而纳斯达克指数在本周开启上涨9.10%。
A big week of course as the predominant calendar item is earnings, Tesla will post their Q2 earnings results after market close on Wednesday. We'll do the normal live coverage for that and a quick preview episode tomorrow.
这将是一个重要的一周，因为主要的日历活动是财报，特斯拉将在周三收盘后公布他们的第二季度财报结果。我们将会对此进行正常的直播报道，并在明天进行一个快速预告片段。
Heading into that report, Tesla did get a couple of updated price targets from analysts both Wells Fargo and Baird increasing their price targets, Colin Langen of Wells Fargo increasing from $170 to $265 per share for his price target and Ben Calo of Baird increasing from $252 to $300.
在该报告发布之前，特斯拉得到了来自分析师的几个更新后的目标价格，其中包括富国银行和贝尔德。富国银行的Colin Langen将其目标价格从每股170美元提高到265美元，而贝尔德的Ben Calo则将其目标价格从252美元提高到300美元。
Alright so of course the biggest news for Tesla right now over the weekend Tesla tweeting a photo of the cyber truck surrounded by employees of Gigatexas saying that they have now produced the first cyber truck at Gigatexas so depending on how you want to define it I think we can now say that the cyber truck is officially in production, a little bit less than 4 years after the unveiling.
好的，目前对于特斯拉来说最重要的消息当然是周末特斯拉在推特上发布了一张Cybertruck被Gigatexas的员工围绕的照片，表示他们现在在Gigatexas生产出了第一辆Cybertruck。所以根据你对此如何定义，我想我们现在可以正式宣布Cybertruck已经开始量产，距离首次发布不到4年的时间。
Now the little bit of debate left would be if this is actually a release candidate if this is truly a vehicle that could be and maybe eventually will be delivered to customers. For now according to this video from Gregor truck that is purportedly the same first production cyber truck exiting the factory, it does still have manufacturer plates on so not a customer vehicle at least as of yet.
现在剩下一点争议的是，这是否真的是一个最终版的候选发布版本，是否真的能够并且可能最终交付给客户。根据格雷戈·特鲁克的这个视频，声称这辆卡车是首批生产的同款Cybertruck离开工厂的，它仍然使用着制造商的车牌，所以目前至少还不是一辆客户用车。
This actually caused a bit of confusion today on Twitter too as this tweet was briefly community noted saying that it wasn't the first production truck because of those manufacturer plates. But Gregor truck clarifying that no this video is the one that was built so ultimately up to your own interpretation we'll see how Tesla defines it in the earnings stack on Wednesday. Remember they break out each factory and product and the status of those product lines and hopefully we'll see the cyber truck saying in production. I'm sure we're gonna get a lot of nice photos from Tesla as well and maybe some hints from Elon on where things go from here.
今天在Twitter上也引起了一些困惑，因为有人在这条推特中暂时认为这辆卡车不是第一辆量产货车，原因是有制造商的车牌。但格雷戈尔卡车澄清说，不，这个视频就是我们生产的那辆，所以最终取决于你自己的解释，我们将在本周三的财报中看到特斯拉如何定义它。记住，他们会分别列出每个工厂和产品以及这些产品线的状态，希望我们会看到Cybertruck正在生产中。我相信特斯拉也会提供很多漂亮的照片，也许埃隆会透露一些未来的发展方向的暗示。
Right now though definitely cause for celebration it seems like a lot of the leaks that we have been seeing over the last couple of months really have been significant. We do even have a couple more of those today again from Tesla Phoenix on Twitter with a few more photos of the body in white so the big castings and stamped pieces from a couple of new angles. Not anything that I can take much insight away from personally but if you can let us know in the comments.
尽管现在肯定值得庆祝，但似乎我们在过去几个月中见到的很多泄漏事件确实相当重要。今天我们又从Twitter上的特斯拉凤凰号账户得到了几张更多的白车身照片，包括一些新角度的大型铸件和冲压件。对我个人来说，并没有太多深入的了解，但如果你们有任何见解，请在评论中告诉我们。
One other quick note on the cyber truck one of Tesla's new board members Joe Jebia tweeted that he took a test ride in one of the cyber trucks and said wait till you feel the handle of these with four wheel steering. So we've seen this on display a number of times not surprising that this feature would be included but those could have been prototypes. There's no guarantee that that's gonna make it into a production vehicle but this would seem to be much more of a confirmation that that will in fact happen. So good to see that as well.
关于特斯拉的新董事会成员乔·杰比亚在推特上提到，他在一辆Cybertruck上进行了试乘，并说你要等着感受一下这些带有四轮转向的把手。我们已经多次看到这一特点的展示，所以它被包含在内并不令人惊讶，但那些可能只是样车。不能保证这一点会被用于量产车型，但这似乎更加确认了这一点，它确实会发生。所以能看到这一点也是好的。
Perhaps related to all of this news with the cyber truck we do have an update on the Ford F-150 Lightning quickly as well. Ford has lowered the prices by anywhere from $6,000 to $10,000 across various trims of the F-150 Lightning. The biggest cut actually comes to the cheapest version which is the Lightning Pro that used to start at just under $60,000 now has moved to $49,995 with other trims running all the way up to about $100,000. As we have talked about though pricing here has been pretty volatile so Reuters put together a nice graph of the opening price point over time. So there was a series of price increases prior to this cut. I wouldn't necessarily consider that opening price of $39,990 to have really been that much of a legitimate price probably more of a marketing move but I still think good context to have.
或许与塞伯鲁卡车的所有新闻有关，我们迅速得到了有关福特F-150闪电的更新。福特已经在F-150闪电的不同版本上将价格降低了6,000到10,000美元不等。最大的削减其实来自于最便宜的版本——Lightning Pro。该版本过去的起价仅低于60,000美元，现在已经调整到了49,995美元，而其他版本的起价则高达大约100,000美元。我们之前提到过，在这里定价一直相当不稳定，所以路透社制作了一个很好的图表来展示时间上的起始价格点。因此，在此次削减之前，价格经历了一系列的涨价。我不认为39,990美元的起始价格真的是那么合理的价格，更可能是一种营销手段，但我仍然认为这是一个不错的参考背景。
Anyway, as it relates to the cyber truck, obviously the timing here quite interesting first production vehicle, and then immediately price cuts from Ford. And Elon did actually comment on those cuts today saying the Ford Lightning is a good vehicle just somewhat expensive especially given the high interest rates these days for any kind of loan. So an interesting comment especially as we await pricing details for the cyber truck which at unveiling the lineup ran from $40,000 to $70,000.
无论如何，就与Cyber Truck相关而言，目前的时机非常有趣，首批生产的车辆刚推出，福特就立即宣布降价。埃隆今天实际上对这些降价做出了评论，称福特Lightning是一款不错的车，但价格有点高，尤其是考虑到如今任何一种贷款都有较高的利率。这是一条有趣的评论，特别是在我们等待Cyber Truck的定价细节时，根据首次亮相时的汽车价格范围从40,000美元到70,000美元不等。
But since then Elon had hinted that things would probably have to come in a little bit higher than that. Hopefully him suggesting that the F-150 Lightning is a little bit expensive means that in terms of the range we'll consider for the cyber truck it's not too far out of bounds from those initial announcements.
但是自那以后，埃隆暗示事情可能会比那更贵一些。希望他暗示F-150闪电车有点昂贵意味着在我们考虑的Cybertruck价格范围上，它不会远离最初的公告。
I don't think we'll get those details during the earnings call but hopefully later this quarter because things are looking on track for sort of that delivery event or unveiling that Elon had alluded to previously.
我不认为我们在财报电话会议中会得到这些细节，但希望在本季度稍后能得到，因为事情正在按计划进行，以满足埃隆之前暗示的交付事件或揭幕式。
We'll move on from the trucks now but just kind of the last thing although things do look really positive here. Just remember this is a long road production is going to take a long time to get to volume. Elon has noted the difficulty of this many many times so just important to remember as we are in the midst of all the excitement about the beginning of production.
我们现在会离开卡车的话题，虽然现在事情看起来非常积极，但这只是最后一点。请记住，生产是一个漫长的过程，需要很长时间才能达到规模。埃隆多次强调了这一困难，因此在我们为生产的开始感到兴奋的时候，要牢记这一点。
Perhaps a good example of that the Tesla Semi we do have a little bit of news here a new image from autopilot on Twitter shows 10 Tesla Semi's at Giga Nevada. And as he has circled there are a couple here that look to be different variants perhaps Tesla doing some testing of different designs for different use cases or maybe the same vehicles with different body panels attached or detached. Either way good to see that testing continue and just to be clear obviously the semi a very different circumstance than the cyber truck with the cyber truck having its actual full scale production line compared to the semi which was more of a test production line situation.
或许一个很好的例子是，我们确实有一点关于特斯拉半挂卡车的新闻，推特上的一张自动驾驶的图片显示了10辆特斯拉半挂卡车在内华达吉加厂。正如他在图片中圈出的，有几辆看起来是不同型号的，也许特斯拉在测试不同设计以适用于不同的使用情况，或者可能是相同车辆附着或分离了不同的车身面板。无论如何，很高兴看到测试仍在继续，并且显然半挂卡车和赛博卡车的情况非常不同，赛博卡车具有实际的全尺寸生产线，而半挂卡车更多是一个测试生产线的情况。
Alright next up a couple of news items on Tesla's board of directors the first is a large legal settlement in a case dating back to 2020 that alleged overpayments for directors beginning back in June of 2017. So the headline here says that this is a $735 million settlement but some of the details suggest that the settlement will be resolved by the return of 3.1 million shares from board members to Tesla itself, which at today's prices would be about $900 million. So this is a big settlement I haven't followed this case closely enough to have a real strong opinion on it.
好的，接下来我们来谈谈特斯拉董事会的几个新闻项，第一个是一起发生在2020年的大型法律和解案件，该案件声称自2017年6月以来，董事们一直存在超额支付的问题。因此，这个标题说的是这个和解案件金额达到了7.35亿美元，但是一些细节表明，这个和解案件可能通过董事会成员将3.1百万股股份退还给特斯拉本身来解决，按照今天的价格估计大约价值9亿美元。因此，这是一个巨大的和解案件，我对这个案件并没有足够的了解，没有一个真正坚定的意见。
I do have an opinion on Elon Musk's compensation plan, which I think was very clearly structured heavily at risk and ultimately extremely rewarding to shareholders, but that is not a part of this settlement. So I don't know enough about these particular compensation plans to have that much of a strong opinion on this one, but if we look at the result to Tesla aside from the public relations impact, this does wind up being beneficial to the company in terms of clawing back those shares, which should reduce the outstanding share count and therefore increase, although very small increase earnings per share. It would obviously then represent additional shares that Tesla could at some point issue for that commensurate amount of cash.
我对埃隆·马斯克的薪酬计划确实有意见，我认为它明显地构建在巨大风险上，并且对股东来说最终回报极高，但这不是本次和解的一部分。所以我对这些特定的薪酬计划了解得不太多，对于这个计划我没有太强烈的意见，但如果我们忽略公共关系影响，从特斯拉公司的角度来看，这确实对公司有益，因为这样可以追回那些股份，减少未偿股份数量，进而略微增加每股收益。当然，这也将意味着特斯拉随后可以发行相应数量的股份，以获得相应的现金。
This type of a settlement structure seems to make a lot more sense to me. It's actually helping shareholders versus something like we saw for the SEC funding secured settlement, which really seemed to primarily benefit traders, even short sellers potentially. I'm not sure when or exactly how it will look when this does get recognized, but we'll keep an eye out for that and if I have any more information on that, I'll pass it along.
这种结算结构对我来说更加合理。与我们在证券交易委员会（SEC）确保资金安全结算中看到的情况相比，实际上它有助于股东，而后者似乎主要是为了使交易者受益，甚至可能包括空头卖方。我不确定这种结算何时或者具体会呈现出怎样的形态，但我们将密切关注，如果我有更多信息，我会告诉你。
The other news item involving Tesla's board today was a letter from Senator Elizabeth Warren to the SEC requesting an investigation into Tesla and its board for management of conflicts of interest around Elon's acquisition of Twitter and subsequent actions. I think by now we have talked plenty about these circumstances. I doubt anyone's really looking for more discussion on that at this point. So I think we'll just move on from that. We'll see what happens, but certainly a good day for her to pick to do that with the settlement news from Tesla's board happening at the same time.
今天涉及特斯拉董事会的另一则新闻是参议员伊丽莎白·沃伦写给证券交易委员会的一封信，请求对特斯拉和其董事会进行调查，以了解对于埃隆收购Twitter及其后续行动的利益冲突管理情况。我认为我们已经足够详细地讨论了这些情况。目前我怀疑是否还有人真的希望进一步讨论。因此，我认为我们应该结束这个话题。我们将拭目以待，但可以肯定的是，她选择在特斯拉董事会达成和解消息同时发布这一天进行这样的行动，确实是个不错的时机。
Next, we've got a quick update on Gigabrelin. As we had talked about last week, we should be seeing the publishing of Tesla's expansion plans later this week for public review. The Wall Street Journal published an article today discussing these expansion plans. We already talked about all that, but they did have a couple of quotes from a Tesla spokesperson who said that the expansion would not require additional fresh water from local sources because the plant has facilities to recycle wastewater to provide additional water for increased production.
接下来，我们有关于Gigabrelin的快速更新。正如我们上周所讨论的那样，我们预计特斯拉的扩张计划将于本周晚些时候发布，供公众审查。今天《华尔街日报》刊登了一篇讨论这些扩张计划的文章。关于这些，我们已经谈过了，但他们从特斯拉发言人那里得到了一些引述，他说这次扩张将不需要从当地获取额外的淡水，因为工厂有设施可以回收废水并供应增加产量所需的额外水资源。
So I think we had previously seen some rumors that that was going to be the case, but very good to hear and should make the approval process much simpler.
所以我认为我们之前听到了一些传言，说可能会这样，但很高兴听到这个消息，这应该会使批准流程更加简单。
And then the report also states that the spokesperson said that the expansion would increase Tesla's headcount at Gigabrelin from about 10,000 today up to 22,500 employees.
报道还指出，发言人表示，这一扩张将使得特斯拉在吉加布林的员工数量从目前的大约10,000人增加到22,500人。
So it sounds like the rumors of the expansion being for a million vehicles or so sound about right.
听起来扩展计划涉及一百万辆左右的传闻似乎是正确的。
All right, next we've got an interesting update from Holmar's on Twitter posted a photo of a magazine with apparently an ad for Tesla's Model Y.
好的，接下来我们有一条有趣的更新来自Twitter的Holmar。他发布了一张杂志照片，上面显然有一则特斯拉Model Y的广告。
It's a full page ad with a photo of a Model Y. It says, meet Model Y. The best selling car in the world is on display at Goodwood. Drive it for yourself. Tesla.com slash drive.
这是一则全页面广告，上面有一张Model Y的照片。广告上写着“来见见Model Y吧，全球最畅销的汽车。现在在Goodwood展出，亲自体验吧。”详情请访问Tesla.com/drive。
From the Twitter comments, it sounds like this magazine is the Goodwood Festival of Speed 2023 magazine and show guide. So it definitely looks like an ad.
根据Twitter上的评论，听起来这本杂志是2023年古德伍德速度节（Goodwood Festival of Speed）杂志和展览指南。所以它肯定是一则广告。
I don't know how much Tesla would have paid for this. Maybe they didn't pay for it. I'm not familiar with the publication, so it's not very clear to me.
我不知道特斯拉会为此支付多少。也许他们没有付费。我对这份出版物不熟悉，所以对此并不清楚。
But if nothing else, it gives us some insight into what Tesla might do with an ad, what they might focus on, and best selling car in the world, that is certainly a nice accolade to highlight.
但是不管怎样，这至少让我们对特斯拉可能如何制作广告，他们可能会专注于什么以及全球最畅销汽车提供了一些见解，而这无疑是一个值得强调的美好荣耀。
So we've seen the Google AdWords campaign now. We've seen maybe a magazine ad here. And Tesla I think has been a little bit more active with email marketing. Obviously the referral program, promotion seemingly getting a lot more attention recently.
所以我们现在已经看到了Google AdWords的广告活动。或许我们还看到了一些杂志广告。而且我认为特斯拉在电子邮件营销方面做得更多一些。显然，推荐计划和促销活动最近似乎受到了更多的关注。
On a similar note, Tesla seems to have launched a promotional campaign this summer in Europe called Electric Summer, which will be a series of different events, which seem to be intended to allow opportunities for people to come and interact with Tesla's products, with maybe a few little fun events planned alongside those opportunities.
同样，特斯拉似乎在今年夏季在欧洲展开了一个名为“电动夏季”的促销活动，这将是一系列不同的事件，旨在让人们有机会来与特斯拉的产品互动，并可能会计划一些有趣的小活动。
All right, last couple of things. One, a follow up to a topic we discussed last week, which was the version for Supercharger Pedestal that was posted by Tesla Owners UK.
好的，最后几件事。首先，这是上周我们讨论过的一个话题的跟进，也是由英国特斯拉车主发布的超级充电桩版本。
That seemed to have a screen and potentially a card reader. It was a little bit difficult to see, but the account has shared a few more photos. So definitely something going on there, still a little bit tricky to see and unfortunate watermark placement adding to that difficulty, but something to continue to keep an eye out for.
那个东西看起来好像有一个屏幕和可能是一个卡片读取器。虽然有点难以辨认，但账号已经分享了更多的照片。所以肯定发生了些事情，但仍然有点难以看清，不幸的是水印的位置加重了这种困难，但值得继续留意。
And then lastly, we do have a new comment from Hyundai on their possible adoption of NACS.
然后最后，我们确实得到了现代汽车对他们可能采用NACS的新评论。
Their president said that they are still considering it and said, quote, we will decide soon on whether to join the charging alliance, taking a new account that benefits to our customers, such as how to apply the charging fees discount that Tesla customers get if our customers go to Tesla for charging and it takes longer end quote.
他们的总裁表示他们仍在考虑，并且说过，我们将很快决定是否加入充电联盟，考虑到对我们的客户有益的因素，例如如何给予我们的客户在前往特斯拉充电时的充电费用折扣，即使充电时间更长的情况下。
So I'm not entirely clear on what he's referring to there if he's saying that Tesla owners should get a discount if there's a Hyundai slowing their charging down, or if he's saying that it's going to cost a Hyundai more because they're going to be charging for a longer period of time and some Superchargers have to charge per minute. I'm not really sure, but probably most importantly, the update that they will decide something soon.
所以我不完全清楚他在那里指的是什么，如果他说特斯拉车主应该得到一些折扣，因为有现代汽车在延缓他们的充电速度，还是他说现代汽车将会付出更多的费用，因为他们将要充电更长时间，而一些超级充电站是按分钟计费。我不太确定，但可能最重要的是，他们将很快决定些什么更新。
Alright, that is it for today then. As always, thank you for listening.
好的，今天就到这里吧。一如既往，感谢大家的聆听。
Make sure you're subscribed and signed up for notifications.
确保你已经订阅并注册了通知。
You can also find me on Twitter at Tesla podcast, and we'll see you tomorrow for the Tuesday, July 18th episode of Tesla Daily.
你还可以在Twitter上找到我，我的名字是Tesla podcast，我们明天再见，届时会发布7月18日星期二的Tesla Daily节目。
Thank you.
谢谢你。