Tesla Added to “Best Ideas” List, Cybertruck/Highland Updates, Malaysia Comments

Hey everybody Rob Manward here welcome back to Tesla Daily today we've got a really nice day for the stock to talk about best day in a few months actually of course we've got updates on Project Highland and Cybertruck a new adopter of NACS and a few other items as well.

大家好，我是罗布·曼沃德，欢迎回到《特斯拉日报》。今天我们有很多好消息要谈论，实际上，这是几个月来股票的最好一天。当然，我们还会更新《高原计划》和《赛博卡车》的情况，以及《NACS》的新用户和其他一些事项。

So looking at the stock a nice bounce back for Tesla today after challenging past month as we have talked about but actually the best day for Tesla since March 21st so five months to the day with Tesla closing up 7.3% to $231.28 while the NASDAQ with a nice day as well up 1.6% today. So personally I think this is largely just a bounce back but a couple of things that could have contributed to it today one of which is Baird Equity Research adding Tesla to their best ideals list saying that price cuts and impact on margins are going to drive the narrative for the second half of the year but there's a lot of other potential catalysts for the stock including launch of Cybertruck adoption of full self-driving and expansion into new markets.

今天看着特斯拉股票的走势，经历了一个困难的过去月份之后终于有了一个不错的反弹，这是我们已经讨论过的。实际上，这是自3月21日以来特斯拉的最佳一天，也是五个月来的最佳表现，特斯拉收盘上涨7.3%，至231.28美元，而纳斯达克今天也有不错的表现，上涨了1.6%。个人认为，这主要是一次反弹，但今天有几个因素可能有助于这一点，其中之一是贝尔德股票研究公司将特斯拉列入其最佳投资清单，称价格削减和对利润率的影响将推动今年下半年的发展。此外，还有许多其他可能成为股票推动因素的因素，包括Cybertruck的推出、全自动驾驶技术的采用以及对新市场的拓展。

So nothing earth shattering of course in that analysis and I think you can add Project Highland potentially to that as well. Certainly possibility of continued strong Tesla energy results. Plenty of things to still look forward to but I do agree with the first part there that it is going to hinge on pricing and margins and probably more so than anything else just macro conditions and what the market does during this period. Still nice to have somebody put a reminder out that there are things to look forward to.

当然，在这个分析中并没有什么惊天动地的事情，而且我认为你还可以将高地项目(Highland Project)也加入进来。肯定会有持续强劲的特斯拉能源业绩的可能性。仍然有很多令人期待的事情，但我同意前半部分的观点，即定价和利润率将成为决定性因素，而不仅仅是宏观条件和市场在这一时期的表现。有人提醒还是很好的，表示还有一些值得期待的事情。

The other news that came out really late on Friday may be helping a bit today is that Honda and Acura, Acura being the luxury brand of Honda, announced that they are also planning to adopt NAS or the North American charging standard. It's been a bit since we had the flurry of automakers making these announcements so a good reminder that these can still continue although not a particularly surprising one because Honda does work on EVs closely with GM they're going to use the Altium platform. So with GM having been one of the earliest two-announced adoption of NAS no surprise to see Honda and Acura follow suit and although these are obviously significant ice brands not a whole lot of progress yet on EVs for Honda.

上周五晚些时候传出的另一个消息可能会在今天有所帮助，那就是本田汽车和本田旗下的豪华品牌Acura宣布他们也计划采用北美充电标准（NAS）。虽然一段时间以来，我们已经见过一系列汽车制造商宣布采用NAS，但这仍然提醒我们，这种趋势仍在持续发展，虽然并不特别令人惊讶，因为本田与通用汽车密切合作开发电动汽车，他们将使用Altium平台。由于通用汽车是最早采用NAS标准的两家制造商之一，看到本田和Acura紧随其后并不意外。尽管这些都是重要的传统燃油汽车品牌，但本田在电动汽车方面的进展还不是很大。

Alright next up we've got what have become our daily updates on highland and Cybertrox starting off with Project Highland. A new drone video of Giga Shanghai from Jason Yang shows what seems to be a number of covered cars maybe a hundred or so in the Giga Shanghai parking lot and this is during the period of time where sort of initial production or test production is supposed to be starting according to rumors so no way of knowing for sure if those would be Project Highland Model 3's but there are other cars here sitting uncovered so Tesla must have some reason for the difference. We have seen vehicles that have been covered in the Giga Shanghai parking lots before so it's not necessarily indicative of anything but obviously if the production rate for highland gets to be high enough they're going to have to put those cars somewhere hopefully that's the stage that we're seeing right now.

接下来是关于Highland和Cybertrox的每日更新，首先是Highland项目。Jason Yang拍摄的一段新的无人机视频显示了上海超级工厂中的一些车辆，可能有一百辆左右，而且都被覆盖起来。根据传言，这是在初期生产或试生产阶段，所以无法确定这些是否是Highland Model 3的车辆，但是还有其他未被覆盖的车辆，所以特斯拉一定有一些原因。我们之前也看到过上海超级工厂停车场里被覆盖的车辆，所以这并不一定表示什么，但是显然如果Highland的生产率达到了足够高的水平，他们就必须要找个地方存放这些车辆，希望现在我们看到的就是这个阶段。

As for Cybertrox the sightings have continued both in transport and at Giga Texas but in addition to that we've got a couple of posts of Tesla seemingly doing some filming of the Cybertruck in Iceland, Carlos Ardia on X sharing a post of some of this filming happening and then another Facebook group for Tesla shared an image of the Cybertruck also saying that this was an Iceland and in this image you can see some of the filming equipment a little bit more closely so it seems like Tesla is doing some promo videos oftentimes we see these prior to Tesla updating their website. I wouldn't be surprised if we see the videos that are being shot here on an updated Cybertruck page in the relatively near future and of course when Tesla does have the Cybertruck delivery event they're definitely going to want to have some nice cinematic footage ready to go for that so that's my best guess for what's happening here which is another encouraging sign for the status of the Cybertruck right now and then separately on the Cybertruck we do have a rumor this is from Bill Wright on X who at times in the past has had some information that has come to fruition the track record is not 100% but most recently the one that I recall is I think some magic doc stuff and Tesla opening up the supercharger network so there have been times where this information has been accurate in the past but anyway this weekend on X he is saying that the employee Cybertruck deliveries seem imminent word around the speedboat cafe as the company is soliciting interest of those to take early delivery dual motor or tri-mode so that could suggest that Tesla has shifted back to the tri-motor configuration as the top of the line versus the quad motor that Elon had at one point mentioned and of course the timing component is interesting but at this stage this would be I think relatively easy to speculate on but hopefully this is accurate they also said in a later post that it is quote weeks I'm told end quote something in the second half of September or maybe early October would seem to fit best with that

关于Cybertrox，有关其出现的报道一直在陆续传出，无论是在运输过程中还是在Giga Texas工厂，但除此之外，我们还看到了一些特斯拉在冰岛拍摄Cybertruck的帖子，Carlos Ardia在X上分享了一些拍摄过程的帖子，然后另一个特斯拉的脸书群组也分享了一张Cybertruck的照片，并称这是在冰岛拍摄的，在照片中可以更仔细地看到一些拍摄设备，因此看起来特斯拉正在制作一些宣传视频，往常情况下，我们经常在特斯拉更新其网站之前看到这些视频。如果我们在不久的将来在更新后的Cybertruck页面上看到这些拍摄的视频，我并不会感到惊讶，当然，当特斯拉举办Cybertruck交付活动时，他们肯定希望准备一些漂亮的电影素材，这是我对目前情况的最佳猜测，这也是Cybertruck状态良好的另一个积极信号。另外有一个关于Cybertruck的谣言来自Bill Wright，他在过去有时提供过一些准确的信息，尽管他的准确率不是100%，但最近我记得他提到了一些魔力文档和特斯拉扩建超级充电网络的事情，所以在过去他提供的信息有时是准确的。不管怎样，这个周末他在X上表示员工版Cybertruck交付看起来即将发生，公司正在征询对早期交付双电机或者三电机版本感兴趣的人，这可能暗示特斯拉又将三电机配置作为旗舰型号，而不是马斯克曾经提到的四电机配置。当然时间因素非常有意思，但在这个阶段对此进行推测应该相对容易，希望这个消息是准确的，他们在之后的帖子中还表示交付时间为“几周”，我听说是九月下旬或者十月初，这看起来最符合情况。

all right next we've got some reporting on Tesla and India this has kind of been making the round so wanted to comment on it this stems from a report from car Vercel which says that one of their readers has sent them a few images of a Tesla Model Y in a Mahindra test facility in Pune. Mahindra does make electric vehicles themselves so the conclusion of this article which says that this is a sign that Tesla's launch in India with the Model Y is imminent seems pretty premature they say that quote this Tesla is in Mahindra's Pune testing facility as it offers optimal driving conditions for the Indian terrain and also has a wide range of testing fields to test various capabilities of car which makes it a first choice for car makers to test their cars in India before a full on-road camouflage testing and quote I suppose that's possible I don't know it seems a little bit outside of Tesla's normal style something that seems a little bit more likely to me would be Mahindra just bringing a Model Y there to benchmark test against and looking at these photos I don't know if it's just weird lighting or something but there seems to be some pretty significant dents in this vehicle could definitely happen with a test vehicle but I'm not taking this one random Model Y with a bunch of dents in it as any sign of anything happening imminently in India

好的，接下来我们有一些关于特斯拉和印度的报道，这个消息已经传遍了，所以我想评论一下。这源自于一个叫做car Vercel的报告，报告说他们的一位读者向他们发送了一些马哈拉斯特拉邦普纳的一家马恒达测试设施里特斯拉Model Y的照片。马恒达本身也生产电动车，所以这篇文章的结论认为，特斯拉即将在印度推出Model Y，似乎相当仓促。他们说：“这辆特斯拉在马恒达的普纳测试设施，因为它提供了适合印度地形的最佳驾驶条件，同时也提供了广泛的测试场地，以测试车辆的各种功能，这使得它成为汽车制造商在印度测试车辆的首选，然后进行全面的路外伪装测试。”我觉得这种可能性是存在的，但我不确定，这似乎有点违背特斯拉的正常风格。在我看来，更有可能的情况是马恒达只是带了一辆Model Y进行基准测试。看着这些照片，我不知道是不是奇怪的光线或其他原因，但这辆车上似乎有一些相当严重的凹痕。这种情况在测试车辆上可能发生，但对我来说，我对这辆有许多凹痕的随机Model Y并不认为这是印度即将发生的任何事情的迹象。

Next, then we've got some new comments from Malaysia's Prime Minister on the possibility of Tesla investing further in the country. Obviously, we know Tesla just launched there, but in an interview with CNBC, Malaysia's Prime Minister talked about some of the advantages that Tesla investing in Malaysia could bring, saying, "For example, if Tesla comes in and can benefit three or four local industries, to me it's as good as putting 30% equity. In fact, in terms of real advantage and returns to the economy, that is better." So maybe not the best comments for generating negotiating leverage with Tesla during some of these presumed conversations, but nice to see the recognition of the benefits that a Tesla investment could yield in other areas of industry. My read on the comment is that those benefits outweigh any sort of equity stake that Malaysia itself could have, whether that be from a joint venture ship or some other type of structure. The CNBC host then asked if Tesla would be building cars end to end in Malaysia. He said, "Well, it's a bit too premature for me to commit that they are doing it, but what is important is that we do have the capacity to produce parts of batteries which are required in the car." That comment, in isolation, kind of makes it sound like they wouldn't be building end-to-end vehicles, but other comments from the interview did mention that something like that could make sense for Tesla because they have those materials locally there in Malaysia. So we'll see what happens there, but as we know, at least some conversations about Tesla making further investments in Malaysia. All right, next up, we've got a new Tesla app update for iOS, which adds the capability to integrate apple shortcuts to allow Tesla to work with Siri for a number of different vehicle control functions, like opening the trunk, setting the temperature, preconditioning the vehicle. Pretty extensive list of controls that would normally run through the app can now be connected with Siri. So nice to see that. A couple interesting things outside of Tesla. First, on the UAW. Some new comments from UAW President Sean Fain saying, during negotiations which have now started off with a handshake with union members, rather than the traditional handshake with the automotive companies, that "There's no point in having a big pomp and ceremony where we act like we're all friends and we're working together when we're not. The membership comes first, that's our job." So we've highlighted this before, but obviously when your employees are making comments like that, not really a glowing indicator of cohesiveness within the organization, to say the least. Those comments, I think, are pretty telling regardless of what happens with negotiations, but it's going to get interesting here as those transpire. The deadline for their current contracts is September 14th, so I expect to continue to hear more about this over the next month. And we've also got an interesting update on Cruise. As we had talked about last week or maybe the week prior, Cruise and Waymo had been given permission to expand their operations in San Francisco, operate 24/7, charge for all rides. But shortly after that, a Cruise disruption has caused the city to immediately mandate that Cruise reduce its operations by 50% while the city evaluates some of the incidents and disruptions that have been caused so far. So a bit of a setback for Cruise, obviously, and potentially a setback for autonomy in general if these types of disruptions cause regulation to be more strict. All right, last couple of things then. Just a quick look at the calendar for this week. We talked about it last week, but we will have new comments from Fed Chair Jerome Powell on Friday, worth monitoring. And then also this week, Nvidia is set to report earnings after market close on Wednesday. After last quarter, we know how impactful that was to the overall market. So this is gonna be one to watch. It'll probably again have a pretty big impact on the overall market. And then the last thing for today, just want to quickly note that yesterday, August 20th, was the sixth anniversary of the first episode of Tesla Daily being published. It's been a pretty crazy run here. So I just wanted to say a quick thank you for all the support over the years. Want to say thank you to my editor, Joss, and of course all the supporters on Patreon, on ShareLoft, the other projects I've been working on. It's really been an awesome experience. And again, just want to say thank you for all of the support over the years. It really has meant the world to me. So thank you. And that is where we'll leave it for today. As always, thank you for listening. Make sure you subscribe and sign up for notifications. Also find me on ExaTeslaPodcast and we'll see you tomorrow for the Tuesday, August 22nd episode of Tesla Daily. Thank you.

接下来，我们从马来西亚总理的新评论中得知特斯拉进一步在该国投资的可能性。显然，我们知道特斯拉刚刚在那里推出了产品，但在接受CNBC采访时，马来西亚总理谈到了特斯拉投资马来西亚可能带来的一些优势，他说：“例如，如果特斯拉进来可以使三四个本地产业受益，对我而言就和拿到了30%的股权一样好。实际上，就经济效益和回报而言，这样更好。”因此，在这些推测性对话中，也许不是与特斯拉获取谈判杠杆的最佳评论，但看到对特斯拉投资可能在其他行业中带来的好处得到认可，这是件好事。我觉得他的评论是认为这些好处大于马来西亚本身可能获得的任何股权，无论是来自合资企业还是其他类型的结构。接着，CNBC的主持人问特斯拉是否会在马来西亚全程制造汽车。他说：“嗯，对我来说，承诺他们会这么做还为时过早，但重要的是我们确实有能力生产汽车所需的电池部件。”这个评论看起来似乎暗示他们不会全程制造汽车，但采访中的其他评论提到，对特斯拉来说这样做是有意义的，因为他们在马来西亚本地就有这些材料。所以我们会看看那里会发生什么，但至少我们知道有一些关于特斯拉在马来西亚进一步投资的谈话。好的，接下来，我们将看到iOS的新特斯拉应用更新，它增加了与苹果捷径集成的功能，以允许特斯拉与Siri配合进行多种不同的车辆控制功能，如打开后备箱、设置温度、预调车辆等。现在可以通过Siri连接到通常在应用中运行的广泛控制列表，这是一个好消息。还有一些关于特斯拉之外的有趣事情。首先是关于UAW的一些新评论。UAW主席肖恩·菲恩在谈判过程中表示：“没有必要进行一场大型的充其量也只是些敷衍的庆典，让我们表现得好像我们是朋友，一起工作，而实际上我们并不是”。"会员至上，这是我们的工作。"所以我们之前已经强调过这一点，但是显然当你的员工发表这样的评论时，这对组织的凝聚力来说，至少可以说不是一个光明的指标。不论发生谈判的结果如何，我认为这些评论都非常具有启示性，但是随着谈判进行，情况将变得越来越有趣。他们目前的合同截止日期是9月14日，所以我预计在接下来的一个月里，我们将会继续听到更多关于这方面的新闻。我们还有有关Cruise的一些有趣的更新。正如我们上周或上上周所讲，Cruise和Waymo已经获得了在旧金山扩大业务、全天候运营并收费的许可。但就在不久之后，Cruise的一次中断造成该市立即要求Cruise减少50%的运营能力，同时该市评估迄今为止引发的一些事件和中断。对于Cruise来说，这是一次挫折，显然，如果这类中断导致监管更严格，对于自动驾驶技术来说也是一次挫折。好的，再说一下本周的日程安排。我们上周已经提到过，但是我们将在周五听到美联储主席鲍威尔的新评论，这是值得关注的。而且本周Nvidia将在周三的收盘后公布财报。根据上季度的情况，我们知道这对整个市场的影响是有多大的。所以这是一个值得关注的事件，它可能再次对整个市场产生很大的影响。最后，关于今天的最后一件事，只是想快速提一下，昨天8月20日是特斯拉日报发布的第六个周年纪念日。这一路走来非常不易，所以我想快速地对这些年来的所有支持者表示感谢。我想感谢我的编辑乔斯，当然也感谢所有在Patreon上、在ShareLoft上以及我一直在进行的其他项目上的支持者。这真是一段美妙的经历，再次对这些年来所有的支持表示感谢。它对我来说意义非凡。谢谢大家。就到这里，谢谢收听，记得订阅并开启通知。还可以在ExaTeslaPodcast找到我，我们明天见，周二8月22日的特斯拉日报。谢谢大家。