New Info From Tesla SEC Filing, Highland Deliveries, Cybertruck

Hey everybody Rob Mayward here, welcome back to Tesla Daily. Today we've got some new information on Tesla's quarterly results from their 10Q quarterly filing with the SEC, we'll talk about those. We've also got some updates on the Model 3 Highland Cybertruck and a few other items as well.

大家好，我是罗布·梅沃德，欢迎回到特斯拉每日快报。今天，我们从特斯拉提交给美国证券交易委员会的10-Q季度报告中获得了一些关于特斯拉季度业绩的新信息，我们将讨论这些内容。我们还会提供一些有关Model 3 Highland Cybertruck和其他一些项目的更新。

Alright, looking at the stock, Tesla today finishing in the green, so I guess we'll take that after the couple of red days to close the week after earnings last week. Up just for 100% today closing at $212.08, the NASDAQ outperforming up 3.10% per percent. It was outpacing for a little bit there in the day but couldn't quite last that throughout the day. So hopefully we'll see a stronger week this week. We'll depend a little bit on other earnings results I think. This is a pretty big earnings week so I have to keep an eye on some of those things throughout the rest of this week.

好的，看看股市，特斯拉今天以涨势收盘，经历了一连几天的下跌后，我猜我们会接受这样的结果，结束了上周的盈利。今天上涨了100%，收盘价为212.08美元，纳斯达克指数上涨了3.10%。在一天的交易中，它一度领先一点，但无法一直持续到最后。所以希望这个星期我们能看到更强劲的表现。我想这将在一定程度上取决于其他公司的盈利结果。这是一个非常重要的盈利周，所以我必须在本周剩下的时间里密切关注一些事情。

Alright, looking at the 10Q, in case you haven't accessed these before you can find these on Tesla's IR page, I would recommend everyone kind of reads through these but we will go through some of the high level takeaways and of course some of the things that we like to look at with these each quarter gives us a little bit more insight on the quarterly results which is always good to have.

好的，看看这份10Q报告，以防你之前没有查看过这些，你可以在特斯拉的投资者关系页面上找到这些。我建议每个人都大致阅读一下，但我们将会讨论一些高层次的要点，并且当然也会关注每个季度我们喜欢看到的一些事情，这可以为我们提供更多关于季度业绩的见解，这总是很有用的。

First thing that I wanted to take a look at as I expected some FSD driving revenue, deferred revenue to be recognized this quarter, there was a bit of that, doesn't specify specifically, what I've done it there but doesn't specifically say that it was FSD deferred revenue. However, Tesla does say that revenue recognized from the deferred revenue balance in the automotive sales revenue bucket was $360 million for the period ending September 30th.

作为我预期的一部分全自动驾驶收入，被推迟认定的收入在本季度有一些出现，虽然没有具体说明，我已经查看了其中的内容，但并没有明确说明这是全自动驾驶的被推迟收入。然而，特斯拉表示，截至9月30日的期间，从汽车销售收入中的被推迟收入余额中认定的收入金额为3.6亿美元。

So if we look at the last 10Q, the best way to track that, last quarter through June, it was $256 million that had been recognized so a little bit over $100 million recognized this quarter. Now this can come from other things like supercharging over the IR software updates that Tesla will recognize portions of those things, the portions of that revenue because some of it gets deferred because Tesla has to maintain things through over their software updates through supercharging over periods of time. So as that happens, Tesla will recognize some of that but largely this is from FSD.

所以如果我们看一下最近一季度的10Q报告，追踪最佳方法是通过6月份的上个季度。在那个季度里，已经认定了2.56亿美元的收入，而本季度认定的收入稍微超过1亿美元。现在，这些收入可能来自其他事项，比如特斯拉通过软件更新进行的超级充电，特斯拉会认定其中的一部分收入，因为其中一些收入需要推迟确认，特斯拉必须通过超级充电服务在一段时间内维持这些功能。因此，虽然其中一部分来自全自动驾驶（FSD），但主要还是来自FSD。

They do say that Tesla does say that they have about $3.3 billion of deferred revenue sitting in automotive sales and again majority of that likely related to FSD. For that number that was $3.17 billion last quarter so a little bit of an increase this quarter but more interestingly that deferred revenue recognition.

据说特斯拉称其汽车销售中有大约33亿美元的递延收入，其中很可能大部分与全自动驾驶相关。上个季度这个数字是31.7亿美元，所以这个季度有了一点增长，但更有趣的是递延收入的确认。

And then Tesla does say that they expect to recognize $815 million of this balance, this $3.72 billion, sorry $3.27 billion, that balance $815 million over the next 12 months. And that is also pretty similar to what they had said last quarter that was about $750 so increasing what they expect a little bit but not anything too significant there.

然后Tesla表示他们预计在接下来的12个月内，将会认可这3.27亿美元中的8.15亿美元。这个数字跟他们上个季度所说的大致相同，大约是7.5亿美元，他们对预期的增加不太明显，但也不算显著。

Also in the deferred revenue category so that we were talking about automotive sales there, pretty interestingly though in energy and storage this continues to increase in importance. So Tesla says that they have deferred revenue of $1.05 billion here and they recognized over the last, let's see there's a lot of highlighting here so let me get orientated but they recognized from deferred revenue balance of the beginning of the year $511 million so far this year.

另外，延迟收入类别中，我们也在谈论汽车销售，有趣的是在能源和储存方面，这一点持续增加了重要性。所以特斯拉表示他们在这里有10.5亿美元的延迟收入，并且他们今年到目前为止从年初的延迟收入余额中承认了5.11亿美元。

So let's take a look at those two numbers first. This was $1.1 billion last quarter so that balance has decreased a little bit but they recognized had recognized $329 million through Q2. So what they recognized this quarter was actually pretty significant what is that $180 million ish from that balance that was recognized this quarter and the deferred revenue balance shrunk a little bit by I think that'd be like $5 million.

那么让我们首先来看看这两个数字。上个季度的金额是11亿美元，所以余额稍微有所减少，但到第二季度结束时他们已经认可了3.29亿美元。所以这个季度他们认可的金额实际上是相当可观的，大约是这个季度被认可的余额中的1.8亿左右，而递延收入余额则减少了大约500万左右。

So still a pretty significant chunk but a decent portion of revenue recognized this quarter and then also very interestingly they say that as of September 30th total transaction price allocated to performance obligations that were unsatisfied or partially unsatisfied for contracts with an original expected length of more than one year was $1.9 billion. Now this line last quarter was significantly smaller only $800 million here so basically they're saying that for contracts that are going to be recognized for more than one year out from now the balance there grew by $1.1 billion this quarter so pretty significant they say that over the next 12 months they're going to recognize $700 million of that versus last quarter that was just $200 million.

所以仍然是一个相当大的份额，但这个季度认可的收入相当可观，而且非常有趣的是，他们说截至9月30日，分配给未满足或部分未满足原始预期期限超过一年的履约义务的总交易价格为19亿美元。上个季度这个数字要小得多，只有8亿美元，所以他们基本上是说，从现在算起将要超过一年的合同余额在这个季度增长了11亿美元，这是相当可观的。他们表示，在未来的12个月中，他们将认可其中的7亿美元，而上个季度仅为2亿美元。

So with energy storage as Tesla's talked about in the past this is a little bit of a the category fluctuates a little bit based off of this deferred revenue and timing of completion of projects so Tesla may install or deliver a lot of storage once it's actually operational though that's when they recognize the revenue.

关于能源储存，正如特斯拉过去所讨论的，这是一个有点波动的类别，根据递延收入和项目完成的时间而有所变动。所以，特斯拉可能会在实际投入运营时安装或交付大量的储能设备，然后才会认可这部分收入。

So when we look at the gigawatt hours installed each quarter. that's something to keep in mind and that's why I was forecasting for a little bit more volatility than what we ended up seeing quarter over quarter in this line and part of that is because of things like this where we have this deferred revenue balance.

因此，当我们查看每个季度安装的千兆瓦时数时，需要牢记这一点。这也是我预测出现了比我们实际看到的季度波动更大的原因之一，其中一部分原因就是因为我们有了这笔待摊收入余额之类的因素。

So it'll be an interesting one to keep an eye on I think overall the takeaway from this portion is that a significant increase in deferred revenue here.

所以这将是一个有趣的事情值得关注。我认为总体来说，重点是这部分出现了显著增加的递延收入。

So I'm going to keep an eye on and we'll continue to watch that in future quarters. And then always interesting to see what Tesla guides for for capital expenditures we did see that increase to I think in all time high this quarter of about $2.2 or sorry $2.4 billion the total deferred revenue or sorry the total capital expenditures so far this year have been about $6.6 billion.

所以我将继续密切关注，并将在未来几个季度继续观察。同时，看特斯拉在资本支出方面的规划也总是很有趣。我们确实看到本季度的总资本支出达到了2.2或者说抱歉，2.4十亿美元的历史最高水平。迄今为止，今年的总资本支出约为66亿美元。

So previously Tesla's guidance was for $7 to $9 billion in capital expenditures this year and then in the following two years.

之前，特斯拉的预计今年和接下来两年的资本支出为70亿到90亿美元。

Now they've updated that in this 10Q to exceed $9 billion this year but then revert back to $7 to $9 billion in the following two fiscal years in line with the previous guidance.

他们在这份10Q文件中更新说，今年的销售额将超过90亿美元，但在接下来的两个财年内将恢复到70亿至90亿美元，与先前的指导方针相符。

So not too surprising given that if you just repeated what they did here in Q3 and Q4 they would exceed that $9 billion threshold.

所以，并不令人意外，因为如果您只是在第三季度和第四季度重复他们在这里所做的，他们将超过这90亿美元的门槛。

So it looks like that's kind of what they're guiding for. I wouldn't expect it to materially exceed that probably by $100 million or $200 million if we continue to see a little bit of an increase in that quarter over quarter especially as Cybertruck deploys but with this I wouldn't expect anything super major and then as Elon said on the conference call they're not going completely full throttle and still maintaining that guidance for now of $7 to $9 billion for the next two years.

看起来他们的目标大致如此。如果我们继续看到季度之间稍微增长，特别是在Cybertruck部署时，我不会指望其超过这个数额，可能最多只有1亿到2亿美元。但就目前而言，我不指望有任何重大的变化，正如埃隆在电话会议上所说的，他们并没有全力以赴，仍然坚持未来两年7亿到9亿美元的指导预期。

Obviously that could change Elon has talked about how that's somewhat difficult to forecast for but we have seen Tesla pretty consistently meet guidance on that capital expenditures line.

显然这可能会改变，埃隆谈到了这在一定程度上是很难预测的，但我们看到特斯拉在资本支出方面相当一致地实现了预期。

So interesting to see that. The next one here we talked about the capital that Tesla had raised in terms of the cash flow of this quarter.

好有趣啊。接下来我们讨论的是特斯拉在这个季度的现金流方面所筹集的资金。

So that increased in part from financing activities a little bit more information on this not a whole lot but they say that in the third quarter they issued $2.5 billion in aggregate principal amount of automotive asset backnotes.

因此，这部分增加主要来自融资活动。对此的更多信息并不是很多，不过他们表示在第三季度发行了总额为25亿美元的汽车资产支持票据。

So exactly what they said in the deck or I guess the line that they indicated in the deck this was going to be from asset backed note from an asset back note.

所以他们在演示稿中说的是什么，或者我猜他们在演示稿中指示的那行是来自资产支持债券，即基于资产支持的票据。

So that's basically Tesla pulling up leases that they have on their balance sheet essentially and essentially selling that or using that as an asset rather to raise this capital and then that's the assets backing that Tesla will pay off over time.

所以基本上，特斯拉正在解除他们在资产负债表上的租赁合约，然后将其出售或用作资产，以筹集资金。这些资产将作为特斯拉负债偿还的支持。

So obviously that adds to the cash flow now and over time Tesla will then pay that back. So nothing too new on that front.

显然，这增加了特斯拉目前和未来的现金流，并且特斯拉将偿还这部分款项。因此，在这个方面并没有太多新的情况。

One thing that is a little bit new here that got some coverage today or some attention today Tesla has updated a portion of their 10Q that talks about certain investigations and other matters.

今天有一件有点新鲜的事情受到了一些关注，特斯拉更新了他们的10Q文件中关于特定调查和其他事项的部分。

So this is always a good area for the media to look into for headlines. So if we just look again for reference to the second quarter 10Q Tesla had a little bit of an update here I guess not an update here but they've got note in here on the that they've received requests from the DOJ for documents related to autopilot and FSD features in this quarter that has been updated so for the last few quarters we've seen this same sort of a note without any change to the text this time it's a little bit different though they specifically note this time that they have received requests for information including subpoenas from the DOJ.

所以媒体总是喜欢关注这个领域的头条新闻。所以如果我们再次查看一下第二季度的10Q文件，特斯拉在这里进行了一些更新，我想不是在这里进行的更新，他们在这里的备注中提到本季度已更新的自动驾驶（autopilot）和完全自动驾驶功能（FSD）相关文件已收到来自司法部（DOJ）的要求。在过去几个季度中，我们看到了相同类型的备注，但文本没有任何变化，但这次有点不同，他们特别指出这一次他们收到了DOJ的信息请求，包括传票。

So previously what this means is that the DOJ could be asking Tesla for information there could be information in there that Tesla doesn't necessarily want to hand over and then they would make the DOJ get a subpoena for that information which would now be potentially what has taken place with Tesla adding this note.

此前的意思是，司法部可能要求特斯拉提供信息，这些信息可能是特斯拉不想交出的。然后，司法部会为获取这些信息而发出传票，而特斯拉添加这个备注可能就是所发生的情况。

So it doesn't necessarily mean anything too bad obviously it could down the road we'll have to wait and see but it basically the update here is that the DOJ is is now more formally or seeking a legal you know forcing legal function for Tesla to hand over certain information versus before it would have just been a request from the DOJ.

所以，这并不一定意味着有什么太糟糕的事情，显然长远来看可能会有一些问题，我们还需要等待并观察。但基本上，最新的情况是，美国司法部现在更正式地寻求通过法律手段迫使特斯拉提供一些信息，而之前只是一份司法部的请求。

So that's the update there's also a little bit of language updates here in terms of talks about FSD and autopilot but then it also talks about requests for information including subpoenas regarding certain matters associated with personal benefits related parties, vehicle range and personnel decisions.

所以这就是最新的情况更新，还有一些有关全自动驾驶和自动驾驶的语言更新。还提到了有关某些与个人利益相关方、车辆续航里程和人事决策相关事项的信息请求，包括传票。

So like they had said previously. to our knowledge no government agency in any ongoing investigation has concluded that any wrongdoing occurred but something that is obviously worth disclosing a year and a ten queue. So hopefully that kind of clarifies if you'd seen any updates on this again this isn't anything necessarily new that the DOJ has been looking at just a little bit new in terms of how they are seeking that information.

翻译成中文： 就像之前所说的那样，据我们所知，任何正在进行的调查中没有政府机构得出任何不当行为发生的结论。但是显然有一件值得在一年之后公开的事情。所以希望这样的交代可以澄清一下，如果你有看到这方面的任何更新，这不是什么新鲜事，司法部一直在关注，只是在他们寻求这种信息的方式上有点新颖。

So obviously some know we can continue to keep an eye on as we have been doing.

显然，我们可以继续像我们一直以来那样密切关注一些人。

And then last couple of things just a quick update on solar obviously we didn't see too much of a we have continued to see a little bit of a decline I guess a pretty significant decline in still decline in solar deployed over the last few quarters. So Tesla obviously has talked about that being related to interest rates if you've been following other solar companies they've been having some pretty significant challenges to but Tesla at least in the ten queue saying that they are continuing to focus on ramping energy storage products improving solar roof installation capability and efficiency and increasing market share of retrofit solar energy systems. So although there wasn't too much of an update in terms of their targets or anything with solar in the earnings deck Tesla at least in the ten queue still saying that this is a focus of theirs though this line does match what the second quarter ten queue side as well.

然后最后几件事就是关于太阳能的一个快速更新，显然我们没有看到太多的，过去几个季度我们仍然看到太阳能部署有一定程度的下降，可以说是相当显著的下降。所以特斯拉显然已经谈到这与利率有关，如果你一直在关注其他太阳能公司，他们也遇到了一些相当大的挑战，但特斯拉至少在十季度报告中表示，他们仍然专注于推广能源储存产品，改进太阳能屋顶安装能力和效率，并增加改装太阳能能源系统的市场份额。因此，虽然在财报中关于他们的太阳能目标或任何其他方面并没有太多更新的信息，但特斯拉至少在十季度报告中仍然表示太阳能是他们的重点，尽管这句话与第二季度十季度报告的内容相符。

And then finally I guess the last two things on the ten queue I always like to take a look at revenue by region obviously in this quarter there's a little bit of an impact from downtime both at significant significantly it seems like at Texas and at China although that became a little bit less significant than maybe we expected with the transition to highland but obviously that impacted deliveries pretty significantly. So with that context in mind revenue down four percent quarter over quarter in the United States down twelve percent in China so that was the biggest decline in terms of revenue quarter over quarter and down five percent in other so United States Europe and other regions probably pretty similar total revenue down six and then China underperforming again probably impacted most significantly by highland you can see the year over year comparisons their US other growing with other outpacing in China declining a little bit. So it'll be more interesting next quarter when we have a little bit more full production capacity presumably but we'll continue to watch that.

然后最后，我想在十个队列中看的最后两个事情是按地区查看收入。显然在这个季度，受到了来自德克萨斯和中国的停机时间的一些影响，尽管这个影响似乎比我们预期的要小了一些，因为转向高地的过渡。但显然这对交付产生了相当大的影响。因此，考虑到这种背景，美国的收入环比下降了4％，中国下降了12％，这是收入在环比上最大的下降，其他地区下降了5％，所以美国，欧洲和其他地区的总收入可能相当相似，总收入下降了6％，而中国的表现不佳，可能受到高地的最大影响。你可以看到与去年同期的对比，我们在美国和其他地区有增长，而中国则有所下降。所以下一个季度将会更有趣，因为我们预计将有更多的生产能力，但我们将继续关注这个问题。

And then the last thing from the ten queue Tesla also included an exhibit that showed their sort of letter of agreement with Zachary Kirkhorn stepping down as CFO so I just wanted to point out that there's really not anything at least in my opinion too interesting in this but as it was a new edition in terms of the an exhibit probably worth at least kind of showing it and saying that there's really not too much information again that I found in here that was of note.

然后，特斯拉在十项队列中还包括了一个展示与扎卡里·柯克霍恩辞去首席财务官职务的协议的展示品。我只是想指出，至少在我看来，这并没有太多有趣的东西。但由于这是一项新的陈列，可能值得展示，并表示这里并没有太多有价值的信息。

All right let's move on from the ten queue hopefully not too bad there but again I definitely recommend people go through and read those once you do a few of them they become not so bad.

好的，让我们继续往下走，希望在这十个队列里不太糟糕，但我还是强烈推荐大家逐个阅读，因为一旦你完成几个，它们就不会太难了。

All right so from Berliner G on X here we've got an update that Tesla has delivered you know some of the first highland model threes so we're finally seeing that milestone and there's been maybe some some reports of this over the last couple of days but now we're definitely seeing them in full force in Europe so we've got a report here from Germany we've got another report here from Germany on a different highland model three got a report from the Netherlands so it looks like Tesla has kind of started to unleash these vehicles they've obviously arrived from the ports so definitely an exciting milestone and I'm sure we'll continue to hear more about this more about the highland as it gets into customers hands we'll start to see initial reviews here pretty soon so exciting to keep it out for those.

好的，所以从X公司的柏林记者这里，我们得到了一个更新消息，特斯拉已经交付了一些首批高地版Model 3，所以最终我们终于见到了这个里程碑，可能在过去几天中出现了一些报道，但现在我们确实在欧洲全面看到了这些车辆。我们在这里有一份来自德国的报告，还有另一份来自德国的高地版Model 3的报告，还有一份来自荷兰的报告，所以看起来特斯拉已经开始释放这些车辆，它们显然是从港口运抵的，所以这绝对是一个令人兴奋的里程碑，我相信我们将继续听到更多关于高地版的消息，一旦它们交到顾客手中，我们很快就会看到初步的评测。所以让我们继续密切关注吧，这是令人兴奋的。

I've also got an update on Giganovata from Zangler who's been following there with drone flyovers looks like Tesla's doing a little bit of construction work in the parking lot where the expansion at least the render of the expansion has indicated that they would be expanding too so we don't know for sure if this is anything significant yet but hopefully some signs of early expansion and construction beginning with this expansion plan we had heard from Zangler that Tesla had sort of finalized this a couple of weeks back that we talked about so hopefully that finalization now leading to this step with construction but again no necessary indications that that's what this is yet but we'll hopefully Zangler will continue to keep an eye on that and we'll do the same.

我从Zangler那里也得到了有关Giganovata的最新情况，他一直在那里使用无人机进行监测。看起来，特斯拉在停车场进行了一些施工工作，而扩建计划的渲染图指出他们也会进行扩建。我们还不确定这是否有什么重要意义，但希望这是早期扩建和施工开始的迹象。我们之前听过Zangler说特斯拉在几周前基本敲定了这个计划，希望这个最终方案现在正在进行施工。但目前还没有确凿证据表明这就是他们的扩建工程，但我们希望Zangler会继续关注，并且我们也会保持关注。

And then you may have seen some discussion this weekend on X about EV surveys and people indicating that they didn't have much awareness on EV tax credits EV prices and price changes specifically lately we'd actually talked about. this already I'm not sure why it resurfaced again so much this weekend but Elon did end up commenting on a thread that had kind of spawned from this from James Stevenson on X kind of just talking about affordability and desirability and you can see the Venn diagram here that there's maybe not full overlap in terms of awareness with those things right now so Elon did reply to this saying I said that we would advertise we were doing so at a small scale and we'll do so at a larger scale as we figure out what works best so we've talked plenty about this I don't want to spend a ton of time on it today but as we had mentioned previously it kind of makes sense for Tesla to start small expand that over time as they you know figure out what works best as you want to saying here so I'm not surprised to see that I kind of assumed that that was the case but I think it's good for him to clarify that for people that maybe thought that you know what Tesla is doing right now is is all that they're ever going to do now we still have to see them eventually expand this so we'll wait for that but it does make sense as a plan to just kind of smart start small this is not a core competency of Tesla of course because they have not done this historically very much so they're gonna have to build some skills there over time

然后你可能在X上看到了一些关于电动汽车调查的讨论，人们表明他们对电动汽车税收抵免、电动汽车价格和价格变动方面的了解并不多，尤其是最近我们已经谈论过的情况。我不确定为什么这个话题在这个周末又重新浮现，但埃隆最终回应了这个讨论的一个帖子，该帖子是由詹姆斯·史蒂文森在X上发布的，他只是谈到了可负担性和吸引力，你可以在这里看到这个韦恩图，目前在这些方面的认知可能并不完全重叠，所以埃隆回答说，我说过我们会进行广告宣传，我们正在小规模地这样做，并且随着我们找出最佳方法，我们将扩大规模。我们之前已经谈论过这个问题，我今天不想在这上面花太多时间，但正如我们之前提到的，对特斯拉来说，从小规模开始，随着时间推移逐步扩大是有道理的，因为他们需要找出最佳方法，正如你在这里所说的。所以我对此并不感到惊讶，我认为他为那些可能认为特斯拉目前所做的就是他们所能做的一切的人澄清了这一点，现在我们仍然需要看到他们最终的扩大规模，所以我们等待这一点，但作为一个计划，从小规模开始确实是有道理的，因为这不是特斯拉的核心竞争力，因为他们在历史上并没有做过很多这方面的工作，所以他们将需要随着时间的推移建立一些技能。

all right next up this one's also actually kind of a little bit old but Tesla Roddy today pointing out I think this was from April actually the IIHS which does safety testing among among other things has published reports on vehicle theft claims so what's interesting here is that and perhaps unsurprisingly Tesla is performing really well in terms of low vehicle theft rates in fact of the top 20 models Tesla has the top two with the model 3 in the model y and they have five in the top 20 in terms of relative claim frequency of theft claims so I calculated the percentage rate here if these you know you can see the total number of vehicles that they're looking at for 2020 to 2022 model years see the number of claims Tesla is two one thousandth of a percent looks like frequency rate in terms of claims obviously whole vehicle theft not super common but among the most stolen vehicles there are interestingly the dodger or the Dodge Charger Hellcat is sitting at I think it was a I'd have to calculate the rate again but I think it was a two and a half percent rate here someone can double check that so pretty high that one was a little bit of an outlier some of these other ones we're sitting I think around eight one hundredths of a percent so a significantly higher multiple versus Tesla obviously Tesla's tech features century mode GPS tracking capability should be pretty significant deterrence for things like this and glad to see that coming through the data that should significantly maybe not significantly but it should have an impact on things like insurance rates and obviously just it's a nice car ownership experience when you don't have your car stolen so good to see some of that data

好的，接下来这个也实际上有点老了，但特斯拉罗迪今天指出，我认为这是实际上IIHS在四月份发布的报告，他们负责进行车辆安全测试等工作。报告主要涉及车辆被盗的索赔情况。有趣的是，也许并不意外，特斯拉在低车辆被盗率方面表现得非常好。事实上，在排名前20的车型中，特斯拉的Model 3和Model Y名列前两位，而在被盗索赔频率方面，特斯拉有5款车型进入了前20名。所以我计算了这里的百分比率。你可以看到，他们考虑的2020到2022年型号的总车辆数以及特斯拉的索赔数目，特斯拉的索赔率仅为千分之二，看起来是索赔频率百分比，很明显，整车被盗并不常见，但在被盗最多的车辆中，有趣的是道奇充电器凯美瑞坐标在有点高。我想是一个2.5%的比率，但我要重新计算一次，一些其他车型的索赔率大约在百分之零点八左右，所以与特斯拉相比要高得多。显然，特斯拉的技术特点（如世纪模式和GPS追踪能力）对此类事情应该有相当大的威慑力，很高兴看到这些数据得到证实。这应该对保险费率等方面产生有影响，而且当你的汽车没有被盗时，这也是一种愉快的车主体验，所以很高兴看到这些数据。

and then we do have a couple new sightings of the cyber truck as we tend to see on most days now this one was at the Hollister Hills recreational vehicle area park so this was spotted by stretch CJ2L on Instagram you can go check out there's a couple more images here but just Tesla doing some testing of hill climbing and things like that which we have seen before but looks like that is continuing to happen and then Elon did bring the cyber truck to the F1 race in Austin over the weekend so we can actually see a little bit of a video here from the inside of the cyber truck that was shared on Instagram by Ty Haney it's pretty short but gets us a little bit of a glimpse at the interior looks like you can see a little bit on the screen there too try to pause that in the right spot but Elon's got the cameras up here this is the the rear cameras and not the front camera like we have potentially seen before so maybe not quite as interesting you can see some of the apps on the side which we had noticed before as well but always nice to get a little bit more insight on the cyber truck and thankfully we don't have to wait too much longer until that delivery event

然后我们确实有几个新的Cybertruck目击事件，就像我们大多数日子都能看到的一样。这个是在Hollister Hills休闲车区公园被Instagram上的stretch CJ2L发现的，你可以去那里看看。这里还有几张更多的照片，但只是特斯拉在进行一些爬坡等测试，这些我们以前也看到过，但看起来似乎还在继续进行。然后埃隆在奥斯汀的F1比赛中带来了Cybertruck，在周末我们实际上可以从Cybertruck内部看到一小段视频，这个视频是由Ty Haney在Instagram上分享的，时长不长，但让我们能够稍微一窥内部，可以看到屏幕上有一些内容，试图在正确的位置暂停，但埃隆在这里提到了摄像头，这是后置摄像头，不是我们以前可能看到的前置摄像头，所以可能不那么有趣，你还可以看到侧边的一些应用程序，我们之前也注意到过，但总是很高兴能够更多地了解Cybertruck，而幸好我们不用等太久就能参加交付活动了。

All right and then the last few things here on Warbeck on X noticing that Texas has now started their $2,500 rebate program for electric vehicles unfortunately so you can see the program opening date here up today unfortunately unfortunately this is going to be limited to 2000 hydrogen fuel cell vehicles or a lot of other electric drive vehicles plug in or plug in hybrid under this grant program so it's only a $5 million grant in total pretty insignificant though potentially some of our listeners here may be able to get in on that I'm not sure why they would do $2,500. and then limited to 2,000 seems like that would go further if they would do like something like a $1,000 credit and give that to 5,000 cars but nevertheless I would expect that to be you know drained pretty quickly so hopefully they'll increase that but for now that is the the limit so just 2000

好的，接下来关于Warbeck on X的最后几件事，他注意到德克萨斯州现在已经启动了他们的电动汽车2500美元的退款计划，不幸的是您可以看到这个计划的开放日期是今天，不幸的是，不幸的是，这将仅限于2000辆氢燃料电池车或其他插电式或插电混合动力电动车在这个补贴计划下，总计仅为500万美元的补贴，相当微不足道，尽管我们的一些听众可能有机会参与其中，我不确定为什么他们会给予2500美元的补贴，而且还限制在2000辆车，如果他们给予类似于1000美元的信用并将其提供给5000辆车，似乎会更有帮助，但无论如何，我预计该计划将很快消耗殆尽，希望他们能提高限额，但目前只有2000辆。

and then we do have some interesting looks at the V4 supercharging internals from Kristoff 2206 on X spotted one of these that didn't have the cover on got some nice photos doesn't mean a whole lot to me but for the electrical engineers out there probably very interesting to look at these yeah quite a few of them pretty up close so again if you are curious about that you can find that on X

然后我们确实看到了一些有趣的关于V4超级充电器内部结构的信息，来自X上的Kristoff 2206发现其中一个没有盖子上面的照片，拍摄了一些很漂亮的照片 对我来说并没有太多意义，但对于电气工程师来说可能非常有趣，可以从中了解更多信息 对这些照片我离得很近，所以如果你对此感到好奇，你可以在X上找到。

and then one thing I didn't cover on Friday that I meant to cover and it kind of dropped off my note list on accident sorry about that but Tesla had announced that until the end of the year the SX and Y will be eligible to transfer free unlimited supercharging to so very similar to what we saw with Tesla's transfer of FSD allowance this is now sort of a nice incentive here for the end of the year for buyers in that situation where maybe having unlimited free unlimited supercharging on their vehicle was one big item keeping them from upgrading now that gate is a little bit removed so you know we'll see if Tesla extends this beyond the end of the year but so far we haven't heard anything about that sort of one-time FSD transfer so probably a good thing to take advantage of while it is an option

然后有一件我上周没有提到但是我本来打算提到的事情，意外地从我的笔记清单上掉了下来，对此很抱歉。但是特斯拉宣布，直到今年年底，SX和Y型车可以免费无限超级充电转让，这与特斯拉的FSD转让类似，对于那些可能因为车辆上的免费无限超级充电而不愿升级的买家来说，这是一个很好的激励措施。现在这扇大门打开了一点，所以我们要看一下特斯拉是否会在年底之后延长这个政策，但目前为止我们还没有听到关于这种一次性的FSD转让的任何消息，所以在这个选项还存在时利用它可能是一个好主意。

and then outside of Tesla specific news same old Garcia of Nuevo Leone as we have talked about many times he has announced that he is going to be seeking a temporary leave of absence for his governor position to run for president of Mexico so obviously that'd be pretty interesting he is he's quite young at 35 years old and has been pretty seemingly heavily involved in Tesla's factory plans with gigamexico he was actually at the investor day when Tesla announced this so interesting to see I don't know how that really affects Tesla but presumably they've got a pretty strong relationship so could be beneficial long-term if he were to be successful in that campaign not something that I follow so I'm not sure what his odds would be

然后在特斯拉特定新闻之外，我们如同我们之前讨论过的那样，Garcia of Nuevo Leone宣布他将寻求临时请假离开州长职位来竞选墨西哥总统，显然这将非常有趣。他只有35岁，与特斯拉的工厂计划以及Gigamexico似乎有很深的参与。他实际上在特斯拉公布这个计划的投资者日上出席了会议，所以很有意思。我不知道这对特斯拉有什么实际影响，但可以推测，他们之间的关系肯定很密切，所以如果他在竞选中获得成功，从长远来看可能会有益处。这不是我关注的领域，所以不确定他获胜的机会如何。

and then lastly the UAW has expanded their strike on Stellantis today 6800 new members at their sterling heights assembly plant where they make the RAM 1500 so just like the Kentucky truck plant they are now hitting one of Stellantis's Stellantis's presumably most profitable factories as well they I think they kind of had this planned out beforehand they seem to be very methodical in terms of how this is unfolding strategically so I'm not too surprised at this and I wouldn't also be surprised if we see something you know similar escalation for GM in you know the next couple of weeks but keep an eye on that obviously significant impact for Stellantis at this time

然后最后，美国汽车工人联合会（UAW）今天扩大了对斯泰拉迪斯（Stellantis）的罢工行动，将6800名新成员加入他们位于Sterling Heights的组装厂，该厂生产RAM 1500。就像肯塔基卡车工厂一样，他们现在正在打击斯泰拉迪斯可能是最有利可图的工厂之一。他们似乎在计划之前就已经有了这个计划，对于这个战略性的发展他们似乎非常有条理，所以我对此并不感到太惊讶。我也不会感到惊讶，如果我们在接下来的几周内看到类似的升级行动，对于通用汽车来说，我们需要密切关注。显然，这对斯泰拉迪斯目前造成了重大影响。

all right that I wrap it up for today so as always thank you for listening make sure you're subscribed and signed up for notifications you can also find me on X at Tesla podcast and we'll see you tomorrow for the Tuesday October 24th episode of Tesla daily thank you

好的，今天就到这里，感谢大家一如既往地收听。请确保您已订阅并开启了通知，您还可以在X平台上找到我发布的特斯拉播客节目。明天我们将在10月24日星期二的特斯拉日报节目中再见。谢谢！