The Truth About Tesla's P&D Report / Cybertruck: Time to Panic? / Elon's Pay Package Update ⚡️
发布时间 2025-01-03 00:19:13 来源
Welcome to Electrified, it's your host, Dylan Loomis, quick shout out to my new or updated patrons, Jim and in Patrick G. Thank you for choosing to support the channel. Before we get into Tesla's P&D report, a group of Tesla shareholders have appealed Judge McCormick's decision on Elon's 2018 pay package. ARK Invest is part of this shareholder group, and not only that, but this notice is also targeting that $345 million award for attorney fees. In the filing, they said we want on this appeal to re-enfranchise Tesla shareholders and make their votes count. Just kno
欢迎来到Electrified，我是你的主持人，Dylan Loomis。首先，感谢我的新赞助者和更新的赞助者，Jim和Patrick G。感谢你们选择支持这个频道。在我们深入探讨特斯拉的P&D报告之前，有一群特斯拉的股东对法官McCormick关于Elon 2018年薪酬方案的决定提出了上诉。ARK Invest是这个股东团体的一部分。不仅如此，这份通知还特别针对了345万美元的律师费奖项。在文件中，他们表示，希望通过这次上诉重新赋予特斯拉股东权利，并确保他们的投票有效。
w this appeal by this group of shareholders is separate from any official appeal that may or may not come from Tesla directly. Some people have asked me if this strengthens Tesla's case at all if they do decide to appeal this directly, which I think is likely at some point. I'm not a lawyer, but at the very least, the Delaware Supreme Court will now have to look at these arguments from multiple different perspectives. Plus, an underlying theme in this case has to do with shareholder rights and those two votes that didn't really go the shareholders way, so having this group of shareholders actually appeal on their own definitely doesn't hurt. We're stil
这群股东的上诉是独立于特斯拉官方可能进行的任何上诉的。有些人问我，如果特斯拉决定直接上诉，这是否会有利于他们的案子，我认为他们在某个阶段很可能会这样做。我不是律师，但至少，特拉华州最高法院现在必须从多个不同的角度来看待这些论点。此外，这个案件中涉及一个基本主题，即股东权利和那两次未能按股东意愿进行的投票，因此，这群股东自己提起上诉肯定是有好处的。我们仍然在关注其发展。
l likely looking at toward the end of 2025 before we get a resolution on this either way, but now the Delaware Supreme Court will have to potentially consider some new arguments from this group of shareholders. We got Tesla's Q4P and D report this morning. Deliveries came in at 495,570, missing Wall Street's expectations, which were about $506,000. That number specifically was the Tesla compiled consensus. So about 2% lower than expectations. Tesla's lease rates did jump up in quarter four the past few quarters it was trending between 2% and 3%. This time it came in overall at 5%. In part, thanks to the n
我们可能要等到2025年底才能看到这个问题的解决，但现在特拉华州最高法院可能需要考虑来自这群股东的一些新论点。我们今天早上收到了特斯拉的第四季度生产和交付报告。交付量为495,570辆，未达到华尔街约506,000辆的预期。这一数字是特斯拉自己的共识统计，大约比预期低了2%。特斯拉的租赁率在第四季度有所上升，之前几个季度都在2%至3%之间波动，这次整体上升到了5%。部分原因是由新增因素推动。
ew buyout option for Tesla leasing. This means that yes, year over year Tesla had negative delivery growth. For the year in 2024, Tesla delivered 1,789,226 vehicles. Compare that to 2023 when they delivered 1,808,581. Doing the math, the difference is only 1.1% or 19,355 vehicles less than 2024 than 2023. I have a few points to make on the automotive side. First for production for the entirety of 2024, the number came in at 1,773,443. Compared to production in 2023, which was 1,845,985. Which means Tesla produced 72,542 less vehicles in 2024 than 2023. In other words, down about 3.9%
特斯拉租赁的新买断选项。这意味着特斯拉的年度交付量出现了负增长。2024年，特斯拉交付了1,789,226辆汽车，而在2023年，他们交付了1,808,581辆。通过计算，差异仅为1.1%，也就是2024年比2023年少交付了19,355辆汽车。关于汽车方面，我有几点想说。首先，2024年全年的生产数量为1,773,443辆，而2023年的生产数量是1,845,985辆。这意味着特斯拉在2024年的产量比2023年减少了72,542辆，下降了大约3.9%。
year over year. Now when it comes to margins, I've seen some questionable takes out there, so I just want to add a few talking points. The truth is, nobody has any real insight as to what Tesla may have done for may cost of good sold reduction for the quarter. But data we do have on the quarter three call, Tesla said sustaining these margins in quarter four will be challenging given the current economic environment. And for context, the quarter three auto gross margin was 20.1% and X credits was 17.1%. So for quarter four, it's likely to be materially under those figures. And just to keep it simple, if you consider all o
年度同比。当谈到利润率时，我看到了一些值得商榷的看法，所以我想补充一些讨论要点。实际上，没有人真正了解特斯拉在这个季度可能采取了哪些措施来降低商品销售成本。不过，根据我们在第三季度电话会议上的数据，特斯拉提到，考虑到当前的经济环境，要在第四季度维持这些利润率将是具有挑战性的。为了给出背景信息，第三季度的汽车毛利率为20.1%，不包括信贷的毛利率为17.1%。因此，第四季度的数字可能会明显低于这些数据。为了简单起见，如果您考虑所有因素……
f the global incentives in low APR offers, a higher portion of sales coming from China, where margins are likely lower, despite lower cost of good sold, the product mix shifting to more 3Y in Cybertruck sales and less Model S and X. And Tesla's warning on margins on the Q3 call, it feels like there's more downward pressure on auto margins for quarter four. Then just a quick learning opportunity, I've seen a few people say that because deliveries outpaced production by over 35,000 units in quarter four, that it would be a good thing for profit. But that's not necessarily the case. It will be
由于全球低年利率优惠政策的激励措施增加，以及来自中国的销售比例上升（尽管销售成本较低，但利润空间可能较低），再加上产品组合向3Y车型和Cybertruck车型销售倾斜，而Model S和X车型则销售较少。特斯拉在第三季度电话会议中对利润率发出的警告，给人一种第四季度汽车利润率可能面临更大下行压力的感觉。还有一个快速学习的机会，有些人认为，因为第四季度交付量比产量多超过35,000辆，所以这对利润来说是个好事，但事实并非如此。
good for Tesla's cash flow, but again, not necessarily for profits, mainly because Tesla is converting cars from inventory into cash. And all else equal with lower production volume and fixed manufacturing costs, your economies of scale and overall efficiency decreases, which increases the per unit costs. This also means that Tesla's inventory is now down to between 12 and 14 days down from 19 days in quarter three. And this figure does not adjust for the vehicles that are currently in transit and technically going to inventory. It's just they haven't yet made it to their end customer. Now, CERNBasher does a great chart for this.
这对特斯拉的现金流有好处，但同样不一定对利润有利，主要是因为特斯拉正在将库存中的汽车转化为现金。而在其他条件相同且生产量减少的情况下，固定制造成本不变，你的规模经济和整体效率会降低，从而增加每单位的成本。这也意味着特斯拉的库存现在已降至12到14天，而第三季度时是19天。而这个数字并未调整那些目前在运输中但技术上会进入库存的车辆，只是它们还没有送达最终客户。现在，CERNBasher 对此做了一个很好的图表。
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很抱歉，我无法将 Markdown 转换为中文。Markdown 是一种轻量级的标记语言，主要用于格式化文本。请提供具体的文本内容，我将帮您翻译成中文。
If you want to understand the calculation for the transport days, I'll have a link to this post below. But it does appear like this is the beginning of Tesla preparing for the new Model Y, just like it did for the new Model 3.
如果你想了解运输天数的计算方法，我将在下面提供此帖子的链接。但看起来这可能是特斯拉为新款Model Y做准备的开始，就像之前为新款Model 3做准备一样。
And before I say anything else about this chart, just know that these negative readings right here for the true inventory days in green are not just Tesla getting ready for a new model. Coming out of COVID had a big impact on these numbers too. However, the new Model 3 was released roughly where my red cursor is on the screen. So I'm just highlighting that in the months leading up to that Tesla did have lower true inventory than it's had historically, which obviously makes sense because if you have a new vehicle, you don't want old vehicles stuck in inventory. But zooming out, yes, we are certainly still in between growth waves on the automotive side. I do think it's worthwhile to recall what Elon said on the Q3 call. He said, I do want to give a rough estimate, which I think is 20 to 30% vehicle growth next year 2025, notwithstanding negative external events.
在我对这张图表进行详细讲解之前，请注意，这里标出的绿色部分是实际库存天数的负数，这不只是因为特斯拉在为新车型做准备。疫情后的影响对这些数字也有很大影响。然而，全新Model 3发布的大致位置在我屏幕上的红色光标附近。所以，我想指出的是，在发布新车型的前几个月，特斯拉的真实库存确实比其历史水平低，这显然有道理，因为有了新车型，你不希望旧车型滞留在库存中。但从更广的视角来看，没错，我们在汽车行业的发展波动之间。值得回顾的是，埃隆在第三季度电话会议上确实提到，他认为明年2025年的汽车增长率约为20%到30%，当然这是在没有负面外部事件的情况下。
We can't overcome forced major events, but I think with our lower cost vehicles with the advent of autonomy, something like a 20 to 30% growth next year is my best guess. But the question is, will Wall Street believe Elon? Some people out there are giving him a hard time because in Q1 this year, Elon said no, I think we'll have higher sales this year than last year. That in response to being asked, if there's potential for lower sales year over year.
我们无法克服不可抗力事件，但我认为随着自动驾驶技术的进步和我们低成本车辆的推出，明年大约会有20%到30%的增长是我最好的预估。但问题是，华尔街会相信埃隆·马斯克吗？有些人对他很挑剔，因为在今年第一季度，埃隆说我认为今年的销售会比去年更高。这是回应有人问，是否可能出现年销售量低于去年的情况。
And much more recently, in Tesla's Q3 slide deck, they said we expect to achieve slight growth in vehicle deliveries in 2024. So to everyone with the pitch forks out, just remember they only missed by about 19,000 vehicles, which is a few days of production and a lot of those vehicles will be in transit. But my point with all of this is Tesla's heading into 2025 with very low inventory, lower production numbers than usual, and the tax credit in the US is likely to go away.
特斯拉在其第三季度的报告中表示，他们预计2024年的汽车交付量将实现小幅增长。所以对于那些准备指责的人，请记住，他们只差了大约19,000辆车，这相当于几天的生产量，其中很多车辆还在运输中。但我想说的是，特斯拉进入2025年时，库存非常低，生产数量比平常要少，美国的税收抵免也可能会取消。
So for Tesla to grow 20 to 30% in 2025, we're going to need to hear about those more affordable models sooner rather than later. In case you missed it, the cyber truck is now officially qualifying for the tax credit for as long as it'll be around. Both the dual and the single motor variants are listed, the latter of which is of course not yet available. It is true though, this delivery figure was a new record for a quarter.
要想特斯拉在2025年实现20%到30%的增长，我们需要更早了解那些更实惠车型的信息。 如果你错过了，现在网络卡车正式符合税收抵免资格，只要它还在销售。这包括双电机和单电机版本，但后者目前还未上市。不过，本季度的交付数量确实创下了新的纪录。
I do like this chart from Troy Tesla zooming out a bit looking at Tesla's deliveries by region year over year. These numbers won't be exact, but they'll give us a very good idea. In the US, sales were down 6.1% year over year. In Canada, down 2.1% in Europe, down 10.3% in China, up 8.5% and rest of world, up 5.9%. And lastly, on the automotive side, because I know a lot of people are trying to find cyber truck sales data, this is again from Troy Tesla.
我确实喜欢Troy Tesla的这张图表，它从更广泛的视角来观察特斯拉按地区的年度交付增长。这些数据可能不是完全准确，但可以大致了解情况。在美国，销量同比下降了6.1%；在加拿大，下降了2.1%；在欧洲，下降了10.3%；在中国，增长了8.5%；在世界其他地区，增长了5.9%。最后，在汽车方面，因为我知道很多人都在寻找Cybertruck的销售数据，这些信息同样来自Troy Tesla。
In my opinion, his DMV methodology will get us as close as we can without something official from Tesla. But looking at this table of delivery figures for quarter 4, the cyber truck would be in the neighborhood of 11,400, which would actually be down from cyber truck sales in quarter 3, which were about 12,500. Now again, these numbers are not official, but as we talked about back in December, it's definitely time to keep an eye on cyber truck sales heading into quarter 1.
在我看来，他的DMV方法可以让我们尽可能接近特斯拉的官方数据。不过，看看这个第四季度的交付数据表，赛博卡车的交付量大约是11,400辆，这实际上比第三季度的赛博卡车销量有所下降，当时大约是12,500辆。再说一次，这些数字不是官方数据，但就像我们在十二月讨论的那样，现在确实是时候关注赛博卡车在第一季度的销量了。
So no, I'm not ready to push the panic button on cyber truck sales, and given that it now qualifies for the tax credit that should definitely help for quarter 1. But ideally, cyber truck sales would have continued their ascension in quarter 4 even without the credit. So yeah, in between growth waves on the auto side, but on the energy side, we don't need to spend much time here because things are great.
所以，不，我还不觉得需要对Cybertruck的销售按下恐慌按钮。考虑到它现在有资格获得税收优惠，这肯定会对第一季度有所帮助。但理想情况下，即使没有税收优惠，Cybertruck的销售在第四季度也应该持续上升。所以，是的，汽车业务的增长可能有些波动，但在能源业务方面，我们不需要花太多时间讨论，因为一切都很顺利。
Tesla deployed 11 gigawatt hours in quarter 4 alone for all of 2023, Tesla deployed 14.7 gigawatt hours. So looking at the entirety of 2024, Tesla deployed 31.4 gigawatt hours, a 113% increase year over year. The previous high watermark for deployments was quarter 2 of this year of 9.4 gigawatt hours. In that quarter, Tesla energy did $740 million in profit at a 24.6% gross margin. So once again, as I've been saying, Tesla energy is on track to start doing $1 billion in profit per quarter over the next 6 to 12 months, if not sooner.
特斯拉在2023年第四季度部署了11吉瓦时，全年总共部署了14.7吉瓦时。而在整个2024年，特斯拉部署了31.4吉瓦时，同比增长了113%。之前的高点是今年第二季度的9.4吉瓦时。在那个季度，特斯拉能源实现了7.4亿美元的利润，毛利率达到24.6%。正如我之前所说，特斯拉能源有望在未来6到12个月内，每个季度的利润达到10亿美元，甚至有可能更快实现。
So while we wait for the auto side to pick back up again, the energy side is squarely in one of its growth waves. Now look, obviously the market did not like Tesla's report, mainly though because a lot of the Wall Street models are heavily reliant on Tesla's auto business and future forecasts. But I'm pretty confident that the auto miss at least financially is going to be more than out weighed by the energy beat.
所以，当我们等待汽车部门恢复增长时，能源部门正处于增长的浪潮中。显然，市场对特斯拉的报告并不满意，主要是因为华尔街的很多模型严重依赖特斯拉的汽车业务和未来预测。但我很有信心，汽车业务财务上的不足，将会被能源业务的强劲表现所弥补。
The expectation for Tesla energy was about 9.5 gigawatt hours deployed. So there's a good chance the energy beat financially will out weigh the auto miss when it comes to financials and profits. Partially because Tesla energy gross margins may come in over 30%, whereas on the automotive side, maybe they come in at 17%. We got some of the clearest spy shots of the upcoming project Juniper, the new Model Y. It's still covered pretty well, but there may be a few takeaways.
对于特斯拉能源，预期是部署约9.5吉瓦时。因此，能源业务在财务和利润上的表现很可能会超过汽车业务的不足。部分原因是特斯拉能源的毛利率可能超过30%，而汽车业务的毛利率可能只有17%。我们还获得了一些关于即将推出的“杜松计划”——新款Model Y的清晰谍照。虽然它依然被大面积遮盖，但还是能有一些值得注意的信息。
There's likely to be some material changes to the dashboard as this vehicle still had a cover over the entire dash. And then looking at this rear image, I know it's tough to tell now, but as I zoom in, you should be able to see the camera, which is now up a little bit higher, rather than being right in line with the license plate. And the black and white is likely just camouflage in case one of these covers were to fly off. And I'll be honest, it's tough to tell, but this is a shot of the front of the vehicle and right here where you would expect a front camera, there does appear to be something, but it's pretty tough to tell for sure.
这辆车的仪表盘可能会有一些重大变化，因为目前仪表盘上还覆盖着一个罩子。看这张后面的图片，我知道现在比较难看清，但当我放大时，你应该能看到摄像头的位置，它现在比之前稍微高了一些，而不是直接和车牌对齐。黑白颜色可能只是伪装，以防这些覆盖物之一被风吹掉。说实话，很难看清楚，但这是一张车辆前部的照片，在你预计会有前置摄像头的位置，确实好像有东西存在，不过并不容易确定。
And I have to say, even if that is a front bumper camera, remember when we saw Model 3 spy shots, they did have a front bumper camera, but the production version did not. Now on the Cybertruck explosion situation, I'm not going to get too far into this, it's already been covered at Nausea, and I just want to highlight a few things. Law enforcement officials were saying because the suspect used the Cybertruck in their attack, which has 1.4 millimeter body panels and 1.8 millimeter door panels, and I would add Tesla's custom stainless steel alloy developed in partnership with SpaceX, the explosion only caused minimal damage even with the windows of the hotel lobby, feet from the truck, not having been shattered.
我得说，即便这可能是一个前保险杠摄像头，你还记得我们看到Model 3的谍照时，它们确实在前保险杠有一个摄像头，但最终生产版本却没有。关于Cybertruck爆炸的情况，我不想深入讨论，这个话题已经被过度报道了，我只想强调几点。执法官员表示，由于嫌疑人在袭击中使用了Cybertruck，而这款车的车身面板有1.4毫米厚，车门面板有1.8毫米，加上特斯拉与SpaceX合作开发的定制不锈钢合金，即使卡车距离酒店大堂只有几英尺，爆炸仅造成了轻微损坏，窗户也没有被震碎。
Most of the blast was contained inside the vehicle. The fire initially, they covered it with a tarp to try to get it to go out. Once the fire went out through the suppression efforts of the fire department, you'll see some of the evidence in the back of the vehicle. So those are gasoline canisters, they are camp fuel canisters, and large firework mortars. But I also would like you to pay attention to on that video as you see that, it looks like the exterior of that truck is completely intact as it sits there. The fact that this was a Cybertruck really limited the damage that occurred inside of the valet because it had most of the blast go up through the truck and out.
爆炸的大部分被控制在车辆内部。刚开始火灾时，他们用防水布盖住以试图让火熄灭。在消防部门的压制努力下火终于熄灭，你会看到车辆后部的一些证据。这些是汽油罐、露营用燃料罐和大型烟花炮弹。我希望你们在观看视频时注意这一点，看起来卡车的外部完好无损地停在那里。因为这是一个Cybertruck，极大地限制了代客泊车区发生的损害，因为大部分爆炸通过卡车向上释放出去了。
In fact, if you look on that video, you'll see that the front glass doors at the Trump hotel were not even broken by that blast, which they were parked directly in front of. You can see that in the video there. Hobars used some language, but he said a bomb went off in the Cybertruck in the structural battery pack never caught fire, to which Elon said true. Pure speculation here on my part, but maybe the suspect that rented this vehicle off turbo had some misinformation about electric vehicles and the Cybertruck and thought that doing this maybe would lead to the Cybertruck battery catching on fire and making things worse. But clearly, that was not the case.
实际上，如果你看那段视频，你会发现特朗普酒店的前玻璃门并没有被爆炸损坏，而那辆车就正停在门前。在视频中可以看到这一点。霍巴尔用了些激烈的词语，但他说有个炸弹在赛博卡车里爆炸，而车子的结构电池组没有着火，埃隆对此表示认同。我纯粹是猜测，也许租用这辆车的嫌疑犯对电动车和赛博卡车有些误解，以为这样做会引发电池起火，从而导致更严重的后果。但显然情况并非如此。
So the question is, are we able to recover the video from the Cybertruck? And many of you may know that those Cybertrucks contain a tremendous number of cameras. Again, Mr. Musk has sent out a number of his folks that will be arriving here this afternoon with the intent to try to capture the part of that that captured all of the video from inside of the truck. I'll tell you, it does appear that it was I just want to be careful with my language here, but the level of sophistication is not what we would expect from an individual with this type of military experience. That most of that, the materials inside that Tesla were fuel to help fuel a greater explosion.
所以问题是，我们能否从Cybertruck恢复视频？你们中的许多人可能知道，这些Cybertruck上装有大量的摄像头。马斯克先生已经派出了一些团队成员，他们将在今天下午到达这里，目的是试图获取卡车内部拍摄的所有视频。我得说，看起来情况是这样的，我在用词上需要谨慎，但这种复杂程度与我们对具备这种军事经验的个人的预期不符。那辆特斯拉内部的大多数材料都是用来助燃更大爆炸的。
But it's too early to answer any question is, is if there was sophisticated connectivity to those components to make it ignite in the way that it did. Just sticking to the Tesla narratives here, the authorities were able to trace the car back to Colorado using video footage captured at charging stations. And for providing that information, law enforcement was quite thankful to Elon. Again, I want to be clear, there's a lot more to the story like what you see on the screen. I just don't think it's worth diving into it for purposes of this video. But responding to a post about the event Elon said I'm pretty sure we could get it running again too.
目前要回答关于这些部件是否有复杂的连接来引发这种方式的爆炸还为时过早。只是想说关于特斯拉的事情，当局通过充电站拍摄的视频成功追踪到了这辆车的轨迹，发现它回到了科罗拉多州。执法部门对此非常感激埃隆提供的信息。再次说明，关于这个事件，还有更多的内容没有提及，但我认为在这个视频中不值得深入探讨。但是，在回应一则关于该事件的帖子时，埃隆表示：“我很确信我们也能让它再次运转。”
Elon said again, the battery pack never even caught fire and the tires are still inflated. Once we get this Cybertruck back to Tesla, we'll buff out the scratches and get it back on the road. The last thing I want to touch on here are all of the headlines out there about this story that are totally misleading. The man who died in a Tesla Cybertruck explosion was an active duty US Army soldier. This headline and many many others all make it seem like this is Tesla's fault and that the Cybertruck just randomly exploded and that this man was somehow a victim. When in reality that obviously was not the case at all but we know these publications are doing this intentionally to harm Tesla's brand.
埃隆再次表示，电池组甚至从未着火，轮胎也依然完好无损。我们会把这辆Cybertruck送回特斯拉，抛光掉划痕，然后让它重新上路。我最后想谈谈这个故事中那些完全误导人的头条新闻。那些报道里提到死于特斯拉Cybertruck爆炸事故的人是一名美国陆军现役士兵。这样的标题和许多其他类似的报道让人觉得这是特斯拉的错，好像Cybertruck随机爆炸，这名男子成为受害者。但实际上显然不是这样的，我们知道这些媒体有意为之，以损害特斯拉的品牌。
Elon quote posted a bunch of other headlines saying you don't hate the legacy media enough. Robbie Starbucks suggested that Tesla should consider suing outlets who framed the story like that to which Elon said maybe it's time to do so. And as I said on X many people are headline readers only so no matter what truth comes out about this story in the days ahead there will be millions of people that just read those headlines and now think that the Cybertruck randomly exploded. I think it's past time that Tesla does something about this. Remember what Elon said in May 2022 Tesla's building a hardcore litigation department where we directly initiate and execute lawsuits.
埃隆转发了一些其他新闻标题，意思是你对传统媒体的反感还不够。Robbie Starbucks建议特斯拉考虑起诉那些如此报道此事的媒体，对此，埃隆表示或许是时候这样做了。正如我在X平台上所说，很多人只看标题，所以无论未来几天关于这个故事的真相如何，都会有数百万人只看了那些标题，并因此认为Cybertruck随便就爆炸了。我觉得特斯拉早该对此采取行动。还记得埃隆在2022年5月说过什么吗？特斯拉正在建立一个硬核诉讼部门，我们将直接发起并执行诉讼。
I'm not a lawyer. I don't know what type of defamation case Tesla may or may not have against these mainstream media outlets. I don't know if a judgment in Tesla's favor would really do much from a long term perspective to stop these outlets reporting as they do. But based on the commentary on effectively all social media platforms outside of X it seems like it's definitely time for Tesla to do something because if they don't nothing's going to change and it'll probably get worse. No surprise the lovely Alexandra has put together a survey so if you're interested in Tesla pursuing legal action against these mainstream media outlets I'll have a link to her survey below. It'll be just that shareholders asking Tesla's board of directors to consider legal action against those news outlets that report inaccurately on Tesla.
我不是律师，我不清楚特斯拉可能针对这些主流媒体采取哪种类型的诽谤诉讼。我也不确定，如果判决对特斯拉有利，从长远来看，是否真的能有效制止这些媒体继续这种报道。不过，根据除X之外几乎所有社交媒体平台上的评论看来，特斯拉确实该采取措施了，因为如果他们不采取行动，情况不会改变，可能还会更糟。难怪亲爱的亚历山德拉发起了一项调查，如果你希望特斯拉对这些主流媒体采取法律行动，可以通过下面的链接参与调查。这就是让股东们请求特斯拉董事会考虑对那些不准确报道特斯拉的新闻媒体采取法律行动。
For a long time to actually purchase parts from Tesla's electronic parts catalog you would have to be in approved collision center or an approved service repair shop. But as the Cybertruck guy pointed out Tesla is now making some parts in the catalog for direct purchase by consumers. For example this rear brake rotor has a cart icon now so it's great to see Tesla continually allowing more options for those people that like the DIY route. If you've been waiting for a Tesla stock dip you got what you asked for we're currently sitting at $379.28 it was down 6.08% on the day the NASDAQ was down 0.16% the volume was 31% higher than the average.
长期以来，要从特斯拉的电子零件目录中购买零件，通常需要是经过批准的碰撞修复中心或认可的服务维修店。但是，正如“Cybertruck小哥”指出的，特斯拉现在开始让一些目录中的零件可以直接供消费者购买。例如，这个后制动盘现在有一个购物车图标，很高兴看到特斯拉不断为那些喜欢自己动手的人提供更多选择。
如果你一直在等待特斯拉股价下跌，现在你如愿以偿。我们目前的股价是379.28美元，下跌6.08%，而纳斯达克下跌了0.16%，成交量比平均水平高出31%。
A very happy new year to all of you hopefully things settled down after the start that we had yesterday. I hope you have a wonderful day please like the video if you did you can find me on X-linked below and a huge thank you to all of my patreon supporters.
祝大家新年快乐！希望昨天的开始之后，一切已经安定下来。我希望你们今天过得愉快。如果你喜欢这个视频，请点赞。你可以在下面的X找到我，特别感谢我所有的Patreon支持者。