Tesla Tweaks Pricing, Cybertruck Event, Cruise Suspends All Autonomous Rides
发布时间 2023-10-27 22:17:49 来源
摘要
Tesla adjust Model Y prices ➤ September PCE ➤ Cybertruck delivery event raffle begins ➤ New color for S/X ➤ Highland FSD ...
GPT-4正在为你翻译摘要中......
中英文字稿
Hey everybody Rob Maurer here, happy Friday, today we've got some pricing updates from Tesla, a little bit of news on the Cyber Truck delivery event, updates on autonomous driving services and a few other items as well. Right, looking at the stock, a little bit stronger close to the week this week for Tesla and for the markets, the markets up, or the NASDAQ up about 4.5% of a percent, Tesla doing a little bit better, up 3.5% to close out the week at $207.30. We did get the PCE or Personal Consumption Expenditures report this morning, largely in line with expectations I would say a little bit higher, we can see from Bloomberg's recap here, headline number came in 1.10th of a percent higher at 4.10th of a percent versus the estimate of 3.10th of a percent core coming in line, but a little bit higher than what we have seen recently if I recall that correctly. However, not much of a change to the expectations for the FOMC meeting next week, so if we just take a quick look at the calendar ahead of time normally we grab up the episode with that, but big thing next week, going to be of course continued earnings and the FOMC meeting on Wednesday. So we're coming up on that already. That'll be midday on Wednesday. And then back to these expectations, actually starting to see a little bit of a percent chance in terms of expectations for a rate cut. I don't think that's pretty likely. So most of what we'd be looking for since the market seems pretty unanimous on no increase this time around would be commentary from the Fed statement and Jerome Powell's commentary afterwards. So we keep an eye on that next week. Definitely will have an impact getting into the news for Tesla.
大家好,这里是罗布·毛瑟尔(Rob Maurer)。祝大家周五愉快!今天我们从特斯拉获得了一些定价更新,还有一些关于赛博卡车交付事件的新闻,自动驾驶服务的更新以及其他一些事项。看一下股票方面,本周特斯拉和市场都表现得稍微强劲一些,纳斯达克指数上涨了约4.5%,而特斯拉的表现稍好一些,上涨了3.5%,收盘价为207.30美元。今天早上我们收到了个人消费支出报告(PCE) ,总体上来说与预期基本一致,我认为稍微高了一点点。从彭博社的报道中可以看出,核心数据与预期相符,但比最近的数据略微高一些。然而,这并没有对下周美联储(FOMC)会议的预期造成太大的变化,所以让我们来快速看一下接下来的日历,通常我们都在节目结束时总结一下,但下周最重要的事情当然是继续发布财报和周三的美联储会议。我们马上就要到那个时候了,会议将在周三中午举行。然后再来说一下这些预期,实际上已经开始出现了一些关于降息的可能性。我认为这种可能性不太大。因为市场似乎一致认为这次不会进行加息,所以我们所关注的大部分内容都将来自美联储声明和杰罗姆·鲍威尔之后的评论。所以我们下周将密切关注这个问题,肯定会对消息有影响。接下来说一下特斯拉的新闻。
Tesla has today shared a Cybertruck delivery event raffle on the investor relations page so you can find this at IR.Tesla.com. And if you are a verified shareholder or if you have pending verification status, you can enter the raffle. Tesla has said that they will confirm active shareholding with those that win the raffle. So we've seen this from Tesla before. Looks like they are going to be having this, the deadline for the raffle run through November 3rd, so next Friday. And then they expect to begin communicating selections during the week of November 6th. Sometimes we see those run a little bit later though. So you know, we'll obviously keep an eye on this. But exciting to see that there will be another opportunity here for some people to get invited to the event. Of course, we did have the referral program process that allowed for that as well, but a little bit of a different path here, which should allow some additional people to attend. So exciting to see that.
特斯拉今天在投资者关系页面上分享了一项Cybertruck交付活动抽奖,您可以在IR.Tesla.com上找到。如果您是已验证的股东或有待验证状态,您可以参加抽奖。特斯拉表示他们将与获奖者确认其活跃股权。我们以前也见过类似的活动。看起来他们将会举办这个抽奖,截止日期是11月3日,即下周五。然后他们预计在11月6日的那周开始公布选中名单。有时候这些活动会推迟一些。所以,我们会密切关注此事。很高兴看到还有另一个机会让一些人受邀参加活动。当然,我们之前也有推荐计划过程,这也允许了一些人参加。但这是一个稍微不同的途径,应该会让更多人有机会参加。所以很令人兴奋。
And then we did get some pricing updates from Tesla seems to be the Thursday cadence that they've been on now for a while. Just small changes here. So a minor $500 increase on the Model Y only to the long range version. So this version now starts at $48,990 from $48,490 previously. But nevertheless, nice to see a little bit of an increase. Hopefully that'll reflect positive, you know, more positive demand. We're not seeing a move in the estimated delivery dates yet. Still October and November for this long range version. So tough to put too much meaning to this relative to order rate. But obviously this will be a little bit better for profitability if this holds. We've seen Tesla do this before. And it actually has stayed at, you know, these higher increases. Sometimes the speculation is that Tesla is just doing that to send a signal that prices are not going to continue to drop. So maybe people need to convert on their orders now. And what we've seen Tesla do before is increase these and then start doing inventory discounting. That was, you know, the big speculation after Tesla removed those inventory discounts with the price cuts early this quarter. We still have not seen those come back. So there are demo vehicles that are discounted, of course, that's normal practice, but still not seeing the inventory discounts return. So we'll see. This could be a prelude to that. But hopefully things will stay pretty stagnant. I don't keep an eye on it.
然后我们确实从特斯拉那里得到了一些价格更新,似乎这已经是他们持续一段时间的星期四常规。这里只有一些小变动。对Model Y的长续航版本进行了轻微的500美元增加。所以现在这个版本的起价是48,990美元,之前是48,490美元。但无论如何,看到有一点增加还是不错的。希望这能反映出更积极的需求。我们还没有看到交付日期的变动。对于这个长续航版本仍然是十月和十一月。所以很难把这个与订购速度联系起来。但显然,如果保持下去,这对盈利能力会有所改善。我们之前已经看到特斯拉这样做过。事实上,它们一直停留在这个高价上。有时的猜测是特斯拉只是为了传达一个信号,即价格不会继续下降。所以也许人们现在需要转变订单。我们之前看到特斯拉做的是增加价格,然后开始进行库存折扣。在本季度初特斯拉降价后,人们普遍猜测的就是这个。我们仍然没有看到折扣的回归。当然,展示车辆有优惠,这是正常的做法,但仍然没有看到库存折扣的回归。所以我们拭目以待。这可能是一个预兆。但希望情况保持相对稳定。我会继续关注。
And then Tesla has also increased the performance Model Y version pricing in China. By 14,000 RMB, so roughly 1900 US dollars. So a pretty significant increase, but again, just on the performance version there in China. Also in the design studio, Tesla has now updated the Model S and the Model X to change the gray color from midnight silver metallic up to stealth gray. So stealth gray as well as ultra red. These were the new colors for the Highland Model 3 update. These have now made their way, of course, the ultra red previously to the Model S. I think that was actually first before the highland, but now we're seeing stealth gray introduced on these two vehicles as well as the gray paint color. Still seeing midnight silver metallic on the Model Y. So you can kind of see the comparison here. Stealth gray looks a little bit darker. We'll have to wait and see these in person, but notably very different than the quick silver that we see on the Model Y from Giga Rulin. And then alongside the render updates on these new colors for the Model X, some people have noticed that there is something a little bit different about the front of the Model X for the stealth gray render. It seems to maybe have that front camera hidden away there, sort of beneath the hood. If we look at one of the other colors, we'll notice that that goes away. So with the updated render, maybe Tesla, including what will eventually be that location for that hardware for camera, we've seen Tesla show these in renders and seem to have included this for hardware for but not actually shift the cameras yet. So we'll keep an eye on that, but definitely a difference in terms of what these are showing and something that does look a little bit abnormal in that area of the vehicle. So somebody keep an eye on there.
然后特斯拉还提高了在中国的性能版Model Y的价格。约为14,000元人民币,大约1900美元。所以涨幅相当大,但这只是针对中国市场的性能版车型。此外,在设计工作室中,特斯拉已经将Model S和Model X的灰色从午夜银金属版更换为隐形灰。所以现在有了隐形灰和超级红两种新颜色,这是高地版Model 3更新的新颜色。当然,这两种新颜色现在也适用于Model S,超级红在高地版之前就有了,而隐形灰则是新增的。不过,在Model Y上还是看到了午夜银金属版。所以你可以看到这里的对比。隐形灰看起来稍微暗一些。我们还得等到亲眼看到才能判断,但很明显与来自Giga Rulin的快银色Model Y有很大不同。除此之外,就这些新颜色的渲染更新,一些人注意到了隐形灰渲染的Model X前面有点不同。似乎前置摄像头被隐藏在车头下方。如果我们看同一款车的其它颜色,就会发现这个细节消失了。所以在更新的渲染图中,特斯拉可能将最终安装这个摄像头硬件的位置包含了进去,虽然他们一直在渲染中展示它,但实际上并没有安装摄像头。所以我们将继续关注这个细节,但这绝对是显示出了这些车型存在着一些不寻常的问题。所以我们需要继续关注。
And then also relating to hardware for Tesla scope has said that they are pleased to share that the all new redesign Tesla Model 3 has been detected on their platform and they can confirm that they do have autopilot for hardware on board. So no surprise on that. And again, we'll have to see there's no front cameras on these vehicles yet, at least to my knowledge, we'll have to see exactly what this hardware for suite looks like as this can, you know, there seems to be a little bit of staggering happening, but at least good to have that sort of confirmation from Tesla scope.
同时,关于特斯拉的硬件方面,Teslascope表示他们很高兴地分享全新设计的特斯拉Model 3已经在他们的平台上被检测到,并确认他们的车辆上装备了自动驾驶硬件。这并不令人惊讶。另外,我们还需要等待这些车辆上是否有前置摄像头,至少在我所知道的情况下是没有的,我们将需要看一下这个套件的硬件实际上是什么样子,因为目前似乎存在一些不太一致的情况,但至少从Teslascope那里得到了这样的确认信息是好事。
And then we've also got an update on Tesla and Indonesia. We haven't talked about this for a while, but news today from Bloomberg, excuse me, news today from Bloomberg that says that Tesla is still in discussions with Indonesia about investing in Indonesia, according to the president. So alongside this, they actually linked to an article here that I think we had missed back in early September. And this had given an update, as we can see here, on Tesla status in Indonesia said that Indonesia does not expect Tesla to invest in the country anytime soon after their coordinating minister met with Elon Musk in August. According, apparently the minister said, you know, I said, fine, we're doing okay. If you cannot invest in Indonesia for the moment, no problem. They also said that speaking at a Bloomberg forum, they said that Musk was concerned about the global economic outlook and oversupply in the electric vehicle industry. So somewhat similar to what we heard, more of the former part of this, to what we heard on the earnings call and apologies again, I don't recall maybe we did cover this, but I don't recall covering it. So apologies if we didn't miss this. But kind of interesting to have these similar, excuse me, these similar Friday, these similar thoughts shared back in September. Nevertheless, though, the update here, Tesla still in discussions with Indonesia. I would imagine that they're trying to do something a little bit smaller scale, maybe not something like a full vehicle factory, which I think is Indonesia's preference. I think Tesla is more interested in certainly the nickel that would be available there and probably more of the battery materials supply chain rather than something quite as significant as a full giga factory.
然后我们还有有关特斯拉和印尼的最新消息。我们已经有一段时间没有讨论这个问题了,但来自彭博社的最新消息称,特斯拉仍在与印尼进行关于在印尼投资的讨论,根据印尼总统的说法。所以除此之外,他们实际上在这里链接到了一篇我们可能在九月初错过的文章。根据我们在这里看到的,这篇文章已经更新了特斯拉在印尼的状况,称印尼不指望特斯拉在近期投资该国,之前他们的协调部长在八月份与埃隆·马斯克会面之后。据说,部长说,如果你暂时不能在印尼投资,没问题。他们还表示,在彭博论坛发言时,马斯克对全球经济前景和电动汽车行业的供应过剩表示关注。所以与我们之前听到的更多是这方面的内容相似。如果我们确实没报道过这个,那很抱歉。但是有趣的是,在九月份他们曾分享过类似的想法。尽管如此,最新消息是,特斯拉仍在与印尼进行讨论。我想他们可能在尝试做一些规模比较小的事情,也许不是像印尼希望的那样建立一个完整的汽车工厂。我认为特斯拉更感兴趣的是那里可以提供的镍和更多的电池材料供应链,而不是像一个完整的超级工厂那样重要的事情。
And then we've also got an update in Sweden. So apparently today began a small strike for Tesla mechanics in Sweden with mechanics walking off the job today, relating to the company or Tesla's refusal to sign a collective wage agreement policy for Tesla is that they don't do that anywhere. So although 90% of Sweden workers, I believe are unionized, Tesla's still not wanting to go down that path. Although interestingly here, there's also been a report that not all workers walked off. So it's not, you know, not quite as coordinated as maybe what we have seen from from the UAW recently. So several car mechanics, you know, still going into the workplace. One of them actually spoke to the press here saying that the strike is unnecessary. And that quote, I don't think we get better wages with a collective agreement. We are above the minimum wages in the agreement, but if Tesla were to sign an agreement, I think we will receive the minimum wage end quote. So I'm not sure of the percentages, which, you know, what percent of workers are striking and what percent are actually going into work. But it'll be interesting to see this play out. It does sound like this strike is set to expand next week, next Friday, to cover all workshops that repair Tesla cars, which seems like a really aggressive amount of coordination, but potentially the path this is heading down. So we'll keep an eye on that for next week. They're in Sweden.
然后我们还有瑞典的最新消息。显然,今天瑞典的特斯拉机械师开始了一场小规模的罢工,他们因特斯拉公司或特斯拉公司拒绝签署集体工资协议而停止工作,因为特斯拉在任何地方都没有这样做。尽管我相信瑞典90%的工人都是加入工会的,但特斯拉仍然不想走这条路。有趣的是,这里还有报道称并非所有工人都罢工。所以它并不像我们最近从美国汽车工人联合会看到的那样协调。因此,一些汽车机械师仍然进入工作场所。其中一人实际上对媒体表示,罢工是没有必要的,并表示:“我认为通过集体协议我们不会得到更好的工资。我们在该协议中的工资已经超过最低工资,但如果特斯拉签署协议,我认为我们会得到最低工资。”所以我不确定罢工工人和实际上正常上班的工人的比例是多少。但很有意思的是,这次罢工计划在下周扩大,将涵盖所有修理特斯拉汽车的维修厂,这似乎是非常大规模的协调行动,但有可能朝这个方向发展。所以我们将密切关注下周在瑞典的发展。
All right. And then of course we talked recently about crews and the situation in California with the DMV suspending their operations, forcing their suspension of operations for their autonomous vehicles. We used today providing an update on X or I guess late last night. Just reasonably early last night. But last night saying that the most important thing for us right now is to take steps to rebuild public trust.
好的。当然,最近我们还谈到了机组和加利福尼亚州的局势,DMV暂停了他们的运营,迫使他们暂停自动驾驶车辆的运营。我们在今天更新了X的情况,或者我猜昨晚更新的时间更接近。但是昨晚我们表示,目前最重要的事情是采取步骤来重建公众的信任。
Part of this involves taking a hard look inwards and at hard look inwards and at how we do work at crews, even if it means doing things that are uncomfortable or difficult. In that spirit, we have decided to proactively pause driverless operations across all our fleets while we take time to examine our processes, systems and tools to reflect on how we can better operate in a way that will earn public trust. This isn't related to any new on road incidents and supervised autonomous vehicle operations will continue. We think it's the right thing to do during a period when we need to be extra vigilant when it comes to risk, we're only super focused on safety and taking steps to rebuild public trust.
为了让大家更容易理解,“翻译成中文,表达意思,尽量易读”的要求,我会尽力将原文翻译得更通顺易懂一些。
部分工作涉及对内部和工作方式进行深入的反思,即使这可能意味着做一些让人感到不舒服或困难的事情。基于这种精神,我们决定主动暂停所有自动驾驶车队的运营,以便我们花时间检查我们的流程、系统和工具,反思我们如何更好地运营以赢得公众的信任。这与任何新的道路事件无关,受监督的自动驾驶车辆操作将继续进行。我们认为,在需要对风险格外警惕的时期,这是正确的做法,我们只关注安全,并采取措施来重建公众的信任。
So pretty interesting and aggressive move here from crews for a normal business. This would seemingly have significant economic impact. Obviously, if you're pausing all of your services, you're not going to continue to generate revenue. But as we talked about with GM's earnings a couple of days ago, there's really no significant revenue for Jews right now. Less than $50 million this quarter when they're burning, I believe over a billion or I think it was $700 million this quarter. So their revenue is actually pretty insignificant to their cash burn right now. So something like this is not going to have that big of an impact on their revenue or their profitability. But it's a big step in terms of like they're talking about here, public relations and just their progress as a business. So interesting to see this, they talk, they mentioned here earning public trust, rebuilding public trust. I don't know if that's in the first part here too, but yeah, rebuild public trust. So all three of these segments of this post talk about building public trust. Everything given that they just denied that they had not shared this full video with the DMV and that was really the DMV's reason for pushing the suspension there in San Francisco because they claimed that the crews had not shown the part of the video where the autonomous vehicle pulled off to the side. So that was the big problem. And crews, although they denied that focusing on public trust here so many times, you know, certainly interesting to see. So tough spot for crews right now, you know, we'll see if they can kind of bounce back from this.
这是一次非常有趣和积极的举动,对于一个普通企业来说。这似乎会产生重大经济影响。显然,如果所有服务都暂停了,他们就无法继续创造收入。但正如我们之前在谈到通用汽车的收益时提到的那样,眼下的赚钱能力对克鲁斯来说并不显著。这个季度他们的收入不到5千万美元,而资金流失可能达到10亿美元,或者我记得是这个季度的7亿美元。所以他们现在的收入实际上对他们的现金流不重要。因此,像这样的事情对他们的收入或盈利能力不会产生太大影响。但从公共关系和业务进展的角度来看,这是一个重要的步骤。所以看到这个是非常有趣的,他们在这里谈论赢得公众的信任,重建公众的信任。我不知道这是否也包括在这里的第一部分,但是确实有重建公众信任的意思。事实上,他们之前否认了将完整的视频与车管所共享的说法,而这正是车管所追求暂停克鲁斯在旧金山运营的原因,因为他们声称克鲁斯没有展示自动驾驶车辆靠边停车的部分视频。这是个大问题。克鲁斯频繁提到公众信任,虽然他们否认了,但是这确实非常有趣。目前克鲁斯处境困难,我们将看到他们是否能从这个困境中恢复过来。
They'd also had been learned yesterday that they also received a letter from NHTSA last week that talked to them about instances of hard breaking inappropriately, inappropriately hard breaking that resulted in crews vehicles becoming roadway obstacles. I'm sure we've all seen the videos on X of crews vehicles being stopped many times, just kind of in the middle of the street. So they had received a letter from NHTSA about this last week saying that since they started an investigation, they've received multiple different reports of these types of incidents. So this could be a contributing factor alongside what we're hearing from them. And of course, the result of the DMV action last week or earlier this week.
他们也在昨天得知,他们上周收到了一封NHTSA的信,谈到了不恰当的紧急制动事件,不恰当的紧急制动导致车队的车辆成为道路障碍物。我相信我们都在X平台上看过许多次车队车辆在街道中间停驶的视频。因此,他们上周收到了一封NHTSA的信,称他们在调查开始后收到了多个不同类型的事件报告。因此,这可能是造成他们所说情况的一个因素。当然,还有上周或本周早些时候DMV采取的行动所导致的结果。
Now contrasting with that, we've got an update from Waymo today that says that they are actually kind of expanding their, their offering a bit. So they are going to be, or they have previously partnered with Uber, but for the first time in the Phoenix Metro area, they are going to be integrating with the Uber app. So when a customer requests an Uber X, Uber green, Uber comfort or Uber comfort electric ride, there may be the option for them to confirm a ride with a Waymo vehicle. So we can see a little mock up of that hero, zoom in a bit. So when you request one of these rides, if there's a Waymo vehicle that's available and could accept that ride, they'll have the option of, of matching to that vehicle. And having it pick them up. So interesting to see that and should, you know, I would assume result in a lot more utilization of Waymo vehicles. Since you won't have to go to a separate app, it would just be sort of integrated into people's process already when they're getting into Uber. So again, kind of a tale of two stories from what we're seeing here with Cruz and with Waymo this week.
与此相反,Waymo今天发布了一则更新消息,称他们正在扩大他们的服务范围。他们之前与Uber合作过,但是在凤凰城地区,他们将首次与Uber应用程序进行整合。因此,当顾客请求Uber X、Uber Green、Uber Comfort或Uber Comfort Electric服务时,他们可以选择确认与Waymo车辆的行程。我们可以看到这个演示模型,稍微放大一点。因此,当您请求其中一种服务时,如果有可用的Waymo车辆并且可以接受该行程,他们将有选择与该车辆匹配,并由其来接您。这很有趣,我认为这应该会导致Waymo车辆的使用更多。因为您无需打开另一个应用程序,它将已经集成到乘客使用Uber的流程中。再次,从这周我们在Cruz和Waymo看到的情况,可以说是两种不同的故事。
And then the last couple of things, or I guess the last thing, yeah, last couple of things here. So GM and Stellantis, no surprise, they have agreed to match for its 25% pay increase. Sounds like there are still some parts of the negotiation with other parts of the contract that are continuing between the UAW and these companies. So I would imagine that this will be done soon, but those negotiations are still continuing with this increased offer. So keep an eye on that, although probably done soon.
然后最后几件事情,或者我想说最后一件事情,是关于 GM 和 Stellantis 的。毫不奇怪,他们同意匹配其25%的加薪。听起来似乎还有一些关于合同其他方面的协商正在美国汽车工人联合会和这些公司之间继续进行。所以我想很快就会完成,但这些协商仍在进行,并且有了这个加薪的提议。所以请留意这一点,尽管很可能很快就会完成。
And then we've got a report here from automotive news that on dealership profitability. So we actually talked about this towards the end of Q2. But we're starting to get Q3 results. So for AutoNation, which is one of the biggest dealers in North America, they reported revenue increasing in the third quarter slightly, 6.9 billion versus 6.6, sorry, 6.7 billion dollars a year ago. But their net income declined 31% down to $244 million from last year's result. So I think this is interesting to keep an eye on as we just look at the context of the automotive industry right now. Dealer profits are getting pushed down. Now they definitely bubbled up. So we're starting from a high base. That's what we had talked about in Q2. So this is what we had talked about previously.
然后我们从汽车新闻中得到了一份关于经销商盈利能力的报告。所以实际上我们在第二季度末已经谈论过这个问题了。但是我们现在开始得到第三季度的结果。对于AutoNation来说,他们是北美最大的经销商之一,他们报告称第三季度的收入略微增加,从一年前的66亿美元增至69亿美元。但是他们的净利润下降了31%,从去年的2.44亿美元下降到了现在的2.44亿美元。所以我认为这个情况很有意思,因为我们要考虑到当前汽车行业的背景。经销商的利润正在下降。当然,它们之前曾经上涨过,所以我们现在是从一个高基数开始的。这就是我们之前在第二季度谈论过的内容。
You can kind of see a chart of historical profitability where, you know, automotive or AutoNation last year, this is a Q2 number. They were coming off $6,000 of profit per new vehicle. That declined in the second quarter to 4,600. But if you look from 2019, these numbers are all significantly higher than they were previously. So this quarter, their average sale price or their average profit for a new vehicle dropped to $4,000. So down 31% in terms of net income year over year, if we look at just that change in new vehicle profit, that was down 12 and a half percent quarter over quarter down about 23 or 24% I believe from the first quarter of this year. But still obviously significantly higher than pre pandemic. So it's an interesting trend dealers have been pretty adamant that they are not going to go back to this 2019 level of profitability, which is what we talked about before. But obviously these declines are happening quite rapidly. So interesting space to keep an eye on alongside the rest of the automotive industry.
你可以在历史盈利能看到一个图表,去年AutoNation在第二季度每辆新车的利润为6000美元,但是在第二季度下降到4600美元。但是如果从2019年来看,这些数字都比以前高得多。所以在这个季度,他们新车的平均销售价格或平均利润下降到了4000美元。所以从净收入的角度来看,与去年同期相比,受新车利润变化的影响,这一数字下降了31%,与上一季度相比下降了12.5%,与今年第一季度相比下降了23%或24%左右。但仍然明显高于疫情前。所以这是一个有趣的趋势,经销商非常坚决表示不会回到2019年的盈利水平,这是我们之前讨论的。但是显然这些下降发生得相当迅速。所以这是一个有趣的领域,值得密切关注,尤其是在整个汽车行业中。
All right, that are up it up for today and for the week. 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 on Monday for the October 31st. Sorry, the October 30th episode of Tesla Daily. Thank you.
好的,今天和这周的节目就到这里。所以像往常一样,谢谢你们的收听。请确保你已经订阅并开启了通知。你也可以在X上找到我,是特斯拉播客节目。我们下周一再见,那是10月31日的节目。谢谢。