The Most Eventful Tesla Weekend in a LONG Time ⚡️
发布时间 2025-03-25 01:14:52 来源
Welcome to Electrified, it's your host Dylan Loomis, quick shout out to my new or updated patrons, Terry J and Alan J. Thank you for choosing to support the channel. We're just over one week away from Tesla's production and delivery report, and this might be the most watched release in some time for Tesla. Just prepare yourself for this release to be one of the most FUD-distorted releases in Tesla's history.
欢迎来到 Electrified，我是你的主持人 Dylan Loomis。先向我的新赞助者或更新的赞助者 Terry J 和 Alan J 致以特别感谢，谢谢你们选择支持本频道。距离特斯拉的生产和交付报告发布还有一个多星期，这次发布可能会成为一段时间以来最受关注的特斯拉报告。请做好准备，这次发布可能会是特斯拉历史上受到最多“恐惧、不确定性和怀疑”（FUD）影响的报告之一。
But on that point, this was a fun text that Matt Van Swole shared, he did convince his dad to buy a Tesla earlier this month. And here was a text from his dad. Okay, at this point, I have to ask, why do you own any other car other than a Tesla, and why don't you have full self-driving on all cars and use it all the time? It really is that amazing. Matt laughed and said, I told you so, and then the dad said, you're so right, sell that key, tell you ride right now, and buy a real car. And before the dad's Tesla purchase, he was not really an EV fan.
在这方面，Matt Van Swole 分享了一条有趣的短信，他在本月早些时候成功说服他爸爸买了一辆特斯拉。以下是他爸爸发来的短信：好的，现在我必须问一下，为什么你还要买特斯拉以外的其他汽车？为什么你不在所有汽车上使用全自动驾驶，并一直使用？这真的太棒了。Matt 笑着说，我早就告诉过你，然后他爸爸说，你说得对，赶快卖掉那辆起亚Telluride，买一辆真正的车。在他爸爸购买特斯拉之前，他并不是真正的电动车爱好者。
Elon ended up reposting that, the dad heard about it, and then he said, tell him it's true, I wish more people knew how incredible full self-driving is, I swear it's a better driver than me. So on the Q1 P&D report, we can all play the anecdote game. There are multiple reports of showrooms being overwhelmed with demand and even more reports of people sharing their Tesla purchases. Those that without the protests wouldn't have considered a Tesla, but the problem with quarter one for Tesla is going to be supply.
埃隆最终转发了这件事，那个爸爸听说后表示，告诉他这是真的，我希望更多人知道全自动驾驶有多好，我敢说这比我开车技术还好。所以在第一季度的生产和交付报告中，我们都可以聊聊这个趣事。有很多报道称，展厅的需求供不应求，还有更多人分享他们购买特斯拉的经历。那些在没有抗议活动的情况下可能不会考虑购买特斯拉的人，如今也加入了进来。但特斯拉在第一季度面临的问题是供应不足。
Tesla went into quarter one with low supply already, and production of the new Model Y is still ramping. I will say, I thought the launch series would have ended by now in the US. The fact that it hasn't either means demand for that variant is very good, or there are some supply limitations with the new Model Y. And that could be why they haven't opened up regular orders yet. Remember, about 70% of the parts on the new Model Y are new, which means new supply chains and tweaks to manufacturing lines, etc.
特斯拉进入第一季度时供应已经很紧张，而且新款Model Y的生产仍在提高。我本以为现在美国的首发系列已经结束。之所以还没有结束，要么说明这种车型的需求非常好，要么是因为新款Model Y的供应上有一些限制。这可能就是为什么他们还没有开放常规订单的原因。请记住，新款Model Y大约有70%的零部件是全新的，这意味着需要建立新的供应链并对生产线进行调整等。
The localization at each factory will certainly help Tesla from a competitive standpoint when it comes to avoiding tariff impacts, but it also narrows your supply chain options. For me, it's too soon to pick a side on what's really going on with the launch edition, but my point with all of this is to say Q1 is not going to give us an accurate depiction of Tesla's demand. It's not going to be a clean quarter by any stretch. Even if the demand and daily order flow for Tesla is off the charts right now, which is possible given anecdotes like Google search trends showing potential all-time high marks, Tesla likely just won't have the supply and production rates to fulfill it in quarter one and be prepared for plenty of publications that will entirely omit the change over to the new Model Y and pin Tesla's lower Q1 deliveries on politics and brand damage.
每个工厂的本地化无疑有助于特斯拉在竞争中避免关税影响，但这也限制了供应链的选择。对于即将推出的版本，尚未能明确判断其背后的具体情况，我想表达的是，第一季度的数据不会准确反映特斯拉的需求。无论如何，这都不会是一个理想的季度。即使现在特斯拉的需求和日订单量非常高，比如有传言说谷歌搜索趋势可能达到历史新高，特斯拉在第一季度也可能没有足够的供应和生产能力去满足这种需求。许多报道可能会完全忽视改款Model Y的推出，将特斯拉第一季度交付量的减少归咎于政治因素和品牌损害。
And as we've said, sure, that does have a non-zero impact, but that's really not the main driver. So we're in the oaks of shady acres community in the heights and this was developed by utopia homes and they were partnered with Tesla to develop these eco-friendly living homes. Not only is it the first of its kind in Houston, but first of its kind in the nation according to Tesla headquarters and the developers. We have talked about this blueprint before being ideal for new home construction.
正如我们所说的，确实会有一些影响，但那并不是主要因素。所以，我们现在在高地的橡树阴影区，这个社区由乌托邦住宅公司开发，并与特斯拉合作打造环保居住住房。据特斯拉总部和开发商介绍，这不仅是休斯敦首创，也是全国首创的项目。我们之前就曾谈过，这种蓝图非常适合新房建设。
And that's exactly what we have in this suburb of Houston. All of these buildings were built with Tesla's solar roof and power walls. I will say I'm not really sure it's truly the first in the nation. Perhaps they're just playing the semantics game, but you may remember last year there was a neighborhood just like this new construction with Tesla solar roof and power walls back in the summer of 2024 in Texas. That community was being built by Brookfield asset management in Austin.
这正是我们在休斯顿的一个郊区看到的情况。这里所有的建筑都是用特斯拉的太阳能屋顶和储能墙建造的。我不太确定这是否真的是全国首例，也许他们只是在玩文字游戏。不过，你可能记得去年德克萨斯州也有一个类似的新建社区，它们在 2024 年夏天安装了特斯拉的太阳能屋顶和储能墙。那个社区是由Brookfield资产管理公司在奥斯丁建造的。
At this point, I really do wish we would be hearing a lot more about stories like this and perhaps some are happening that just don't get widely reported. But at this point, unless Tesla comes up with a breakthrough on the solar roof to dramatically lower the cost or make the install a lot easier, it really seems like new construction is going to be the only path to actually get the solar roof to some level of meaningful production.
在这一点上，我真的希望我们能听到更多这样的故事，也许有些事情正在发生，只是没有被广泛报道。然而，目前来看，除非特斯拉能够在太阳能屋顶方面实现突破，大幅降低成本或简化安装流程，否则似乎只有新建房屋才是实现太阳能屋顶大规模生产的唯一途径。
Another PSA, if you will, I would just be prepared for more volatility in Tesla stock over the next few weeks at the very least. You may have heard over the weekend about some chatter on different forums that people were looking to organize to buy puts on Tesla stock. If you're not familiar, buying a put is equivalent to making a bet that Tesla stock will go down.
再来一则公告，我建议大家至少在接下来的几周内准备好应对特斯拉股票的更多波动。你可能在刚过去的周末听说了一些论坛上的讨论，一些人计划组织购买特斯拉股票的看跌期权。如果你不太了解，购买看跌期权相当于赌特斯拉的股价会下跌。
This is the post that many people were sharing explaining how to short Tesla stock, but it was later community noted saying that this user is actually a Tesla fan posting this as satire. But I would say most people probably didn't know that. So yeah, it's tough to tell what's real out there accounts like this saying they spent 140 grand on puts and it was half of their net worth. And then Elon amplified everything sharing a post from Laura Loomer where she said our Tesla takedown organizers getting paid by Elon's competitors to short his stock. To that, Elon said many of those doing these takedowns have also sold Tesla stock short, so they benefit financially from a drop in the stock. As a long term investor, no worries, you can still lay back and enjoy the ride.
这是很多人分享的一篇帖子，解释了如何做空特斯拉的股票，但后来社区指出这个用户实际上是特斯拉的粉丝，发布这个帖子是为了讽刺。不过我认为大多数人可能并不知道这一点。所以，是的，很难分辨哪些是真实的，比如这个账号声称他们花了14万美元买入认沽期权，而且这占了他们净资产的一半。 然后，埃隆通过分享Laura Loomer的一篇帖子将一切放大，她说有组织者为做空特斯拉股票而被埃隆的竞争对手支付报酬。对此，埃隆表示，很多进行这些打压的人也做空了特斯拉股票，所以当股票下跌时，他们可以从中获利。作为长期投资者，不用担心，您可以继续放松享受旅程。
But I know some of you like to play the options game more in the short term or swing trading, so to those of you that do just be prepared for a little extra market manipulation and exaggerated moves in the short term. Doing some simple math, Tesla stock was up over $29 a share today, which is just under 12%, and if you multiply the former by the number of shares outstanding, that means Tesla stock added over $95 billion of valuation today alone. And as you can see, that rally is being continued in after hours trading. The NDX was up over 2% today, so it had a strong day on its own, but still, Tesla outperformed the market today. Part of that could be explained by Trump potentially walking back some of these tariffs that were set to go into effect on April 2nd.
我知道你们中有些人喜欢在短期内进行期权交易或波段交易，所以对这些人来说，要准备好面对一些额外的市场操控和短期内夸大的市场波动。简单计算一下，今天特斯拉的股价上涨了超过29美元一股，涨幅接近12%。如果将这个数字乘以流通股数，这意味着特斯拉的市值今天单单就增加了超过950亿美元。正如你所看到的，这种上涨在盘后交易中继续延续。今天NDX指数也上涨了超过2%，表现不错，但特斯拉今天的表现依然超越了整体市场。部分原因可能是由于特朗普有可能撤回原定于4月2日生效的一些关税措施。
But yeah, just no, Tesla stock is one of the primary derivative plays in the stock market, and I'm guessing that's only enhanced over the next few weeks. Speaking of stock, in case you saw this, I would put precisely zero stock in this report, which is really just a rumor from Tesla Ming. They said Tesla's FSD subscription rate in the US hit 30%. The problem with that is their source was chatter on Weibo. And further, Tesla Ming said on the Q1 report for Tesla, we're going to know the actual number. But apparently, Ming does not understand that Tesla does not report that number at all. So, unless that changes in Q1, and Ming is basically a Tesla insider, I would put nothing into this report in case you saw it.
好的，这么说吧，特斯拉的股票无疑是股市中的主要衍生品之一，我猜在接下来的几周内这种地位会进一步提升。说到股票，如果你看到有关特斯拉的这份报告，我完全不会相信，因为这其实只是来自Tesla Ming的谣言。他们说特斯拉在美国的全自动驾驶（FSD）订阅率达到了30%。问题是，他们的信息来源只是微博上的一些传闻。此外，Tesla Ming还提到，我们将在特斯拉的第一季度报告中看到实际数据。但显然，Ming不明白特斯拉根本不公布这个数字。所以，除非第一季度情况发生变化，或者Ming真的是特斯拉的内部人士，不然我不会相信这份报道。如果你看到了这个报告，建议你也别当真。
With that said, I will say I've had so much fun watching Tesla's FSD in China because the streets and the interactions are pretty next level over there. So here's a little montage of recent activity. I was able to ask the supervisor of that most recent video what the weakest or most problematic areas for FSD are in China right now, and he said it's not familiar with China's traffic rules and occasionally goes in the wrong intersection, which really just confirms what we've already heard. Before FSD launched in China, there were plenty of questions if FSD would be capable of handling the complexities of Chinese streets. And so far, based on all of the footage I've seen, I would confidently say the answer is a resounding yes.
好，说到这里，我要说我在中国观看特斯拉的全自动驾驶（FSD）时感到非常有趣，因为那里的街道和交通互动确实非常特别。这里有一段最近活动的集锦。我能够询问那段最新视频的负责人，目前FSD在中国最弱或者最有问题的地方是什么，他说系统对中国的交通规则不太熟悉，有时会走错路口，这实际上证实了我们之前听到的消息。在FSD在中国上线之前，有很多人疑问FSD是否能处理中国复杂的街道。而根据我目前看到的所有视频，我可以自信地说，答案是肯定的。
So, if Tesla can crack the code for the local traffic laws, just think about what that means for FSD in the rest of the world. There's obviously a lot more going on behind the scenes, but from our perspective, this was basically a drag and drop situation for FSD going from North America to China. It does look like the free trial for FSD in China that was set to go for the next month is going to be paused. And the word is, it's because of those new pre-authorization rules for over the air updates that we reported on a few weeks back. It looks like we have confirmation that for future OTA updates tests the will have to get prior approval.
所以，如果特斯拉能破解当地交通法规，那么想想这对全球FSD（全自动驾驶）的意义。这其中显然涉及很多复杂的因素，但从我们的角度看，FSD从北美到中国的应用基本上只是一个简单的拖放操作。不过，看起来原计划下个月在中国推出的FSD免费试用将会暂停。原因是我们几周前报道过的新空中更新预授权规定。看起来，我们确认未来的OTA（空中传输）更新测试需要事先获得批准。
There was some reporting today about a new study on the most American-made cars. Just know this actually came out in December of last year if you go to the source. Either way, the study was done by American universities, Kogud, School of Business. The summary, Tesla continued its strong performance from last year, ranking in the top four spots on the index. The Model 3 performance took the number one spot, followed by the Model Y at number two, the Cybertruck at number three, and the Model SNX tied for the number four spot. Perhaps even more interesting, though, if we look at this table, we can see certain companies from 2015 to 2024 have actually seen a decline in their American-made parts.
今天有报道提到一项关于最具美国制造的汽车的新研究。需要注意的是，如果查找资料来源，会发现这项研究实际上在去年12月就已经发布了。不管怎样，这项研究是由美国大学Kogod商学院进行的。总结显示，特斯拉延续了去年的强劲表现，占据了指数的前四个位置。Model 3表现卓越，排名第一，紧随其后的是排名第二的Model Y，第三的是Cybertruck，而Model S和Model X并列第四。更有趣的是，如果我们查看这张表，会发现从2015年到2024年，一些公司使用的美国制造零部件实际上有所减少。
Over that time, Stellantis has gone from 60% down to 46%. Ford has gone from 65 down to 54, and GM has gone from 66 down to 54. Tesla, on the other hand, has gone from 77% up to 81%. This is precisely what I was talking about earlier, because Tesla strives for these numbers at every factory around the world. As we've covered since I've started the channel, this localization doesn't happen overnight, it's something that you have to do over long periods of time. And then when you enter a season like we're in now where trade wars and tariffs become the talk of the town, this level of localization really does play an outsized role in insulating Tesla from things like tariffs. Because guess what, the localization numbers for Shanghai and Berlin are even better than the ones you're looking at for America.
在这段时间里，Stellantis的本地化率从60%降到了46%。福特从65%降到了54%，而通用汽车从66%降到了54%。然而，特斯拉却从77%提升到了81%。这正是我之前提到的，因为特斯拉在全球的每个工厂都努力提升本地化率。就像我自从开设频道以来一直讨论的，本地化过程并不是一夜之间就能实现的，而是需要长时间地推进。当我们进入当前这样一个贸易战和关税频繁被讨论的时期时，高水平的本地化确实在很大程度上保护了特斯拉免受关税影响。你猜怎么着，上海和柏林的本地化率甚至比你在美国看到的还要好。
Andre Teregg, the plant manager for Gigabrelin, just did a new interview. He is not concerned about the recent political climate surrounding Elon and Trump. Instead, he said the company is simply hyper-focused on making great vehicles. We focus on what we do best, namely to build cars, and very good and very many. He was asked about fears of future arson attacks to which he said, Gigabrelin has further improved its network for sharing relevant information in order to be able to respond more quickly to such attacks. I don't know what this means, but he also said employees on site would take action if necessary. He said the factory is not worried about sales, that's for the sales team, but he said we know our production figures and our production planning, and we're currently moving production even higher. Our delivery locations here and at the airport site are relatively empty so the cars are quickly entering the market.
Gigabrelin工厂的经理Andre Teregg最近接受了一次新采访。他表示，自己并不担心近期与Elon和Trump相关的政治环境。相反，公司更加专注于生产优秀的汽车。他说：“我们专注于自己最擅长的事情，也就是制造汽车，而且制造得非常好、数量非常多。” 当被问及对未来可能发生的纵火袭击的担忧时，他回应道，Gigabrelin已经进一步完善了相关信息共享的网络，以便能更快应对此类袭击。他提到，如果有必要，现场的员工会采取行动。他表示，工厂并不担心销量问题，那是销售团队的工作，但他强调，工厂清楚自己的生产数据和生产计划，目前正在提高产能。他还说，工厂和机场的交付地点都相对空闲，因此汽车能够迅速进入市场。
And here you go, Teregg says the factory increased localization of suppliers with the recent switch over to the new Model Y, adding that 92% of components for the EV now come from somewhere in Europe. This makes us even more resilient to disturbances in world trade. In addition, we have a high level of vertical integration at the site, which has already paid off in recent years. Neither the turbulence and the supply chains during the illness, nor the chip crisis or the war in Ukraine, have led to production disruptions in our country. He said battery production in Grunhaida is still being converted to the new Model Y, but it will resume operations this year. We manufacture modules with imported cells, which we then incorporate into battery packs.
特瑞格（Teregg）表示，随着最近新款Model Y的推出，工厂增加了供应商的本地化程度，现在新能源车92%的零部件都来自欧洲的某个地方。这使我们在全球贸易波动中更加具有韧性。此外，我们在工厂现场具有较高的垂直整合水平，多年来已经取得了成效。不论是在疫情期间的供应链动荡、芯片危机，还是乌克兰战争，都没有导致我们国家的生产中断。他提到，格伦海达（Grunhaida）的电池生产仍在转换为适应新款Model Y，但将在今年恢复运营。我们制造模块使用进口电池单元，然后将它们整合到电池组中。
In cell production, we did begin manufacturing sub-components last year, which are shipped to Austin, again to take advantage of tax credits. We will expand this year. I can't say when we will begin full-scale cell production, but that remains the goal. He said we're well on our way to ramping up production to 5000 vehicles per week. We already hit that last year, and we want to get at least back to that level. And we have the opportunity to continue growing at the site. And despite 70% of the components being new for the new Model Y, he said so far, all of this changeover has been accomplished without delays and we're right on schedule.
在电池生产方面，我们去年已经开始制造子组件，并将其运往奥斯汀，以便再次利用税收优惠。我们今年将会扩大生产。我无法确定何时能开始大规模的电池生产，但这是我们的目标。他说，我们在将产量提升到每周5000辆的目标上进展顺利。我们去年已经达到了这个目标，现在希望至少能恢复到这个水平。此外，我们还有机会在这个工厂持续增长。尽管有70%的零部件在新款Model Y中是全新的，但他说到目前为止，所有这些更换工作都没有延误，一切都在按计划进行。
And here's a very quick look at the latest progress on the Tesla diner. This might sound odd, but one of the things I am most looking forward to for Tesla's unsupervised is watching the reactions of people in the vehicle when they experience a robot taxi for the first time. Here's Chris Harris, a well-known figure in the auto space experiencing a WeMO for the first time. This is extraordinary. Relax and thank you for writing about us. This is absolutely extraordinary. I mean, look what's going on here. This is madness. And I wish I could play the audio on this one, but I would definitely get a copyright strike tech operator shared a video sharing his FSD experience and someone got to do it for the first time. It really was 45 seconds of pure joy and disbelief.
这里是关于特斯拉餐厅最新进展的快速介绍。这可能听起来有些奇怪，但我最期待的一件事就是看人们在首次体验机器人出租车时的反应。这里有一位在汽车领域颇有名气的人物Chris Harris，他首次体验WeMO。这真是非同寻常。放松一下，谢谢你们撰写关于我们的报道。这真是绝对不凡。我是说，看看这里发生的一切，这简直是疯狂。我希望我能播放这段音频，但肯定会因此收到版权警告。一位技术操作员分享了一段关于其使用FSD的经历的视频，其中有人首次体验了这种技术。那真的就是45秒的纯粹的喜悦和难以置信。
And what's funny is the car really was just going straight for the whole clip. And I think a lot of us would agree FSD still somehow even after years of using it awakes our inner child. A few years ago, when John Craft Chick was still the CEO of WeMO, he blew off Tesla as a serious competitor in the robot taxi space. He said Tesla was just a company with a really good driver assistance system, but fast forward to today and he's saying the same thing. Tesla has aspired to compete with WeMO for nearly 10 years, but they still don't. They're a car company with a driver assist system. They have not delivered a single fully autonomous revenue generating ride yet, something WeMO is already doing a million times a month.
这段话的意思是：有趣的是，这辆车在整个视频中都一直在直行。而且我认为，很多人都会同意，全自动驾驶（FSD）在多年使用后仍能唤醒我们内心的孩童。几年前，当约翰·卡夫奇克还是WeMO的首席执行官时，他并不把特斯拉视作机器人出租车领域的严肃竞争对手。他当时说特斯拉只是一家拥有良好驾驶辅助系统的公司。但快进到现在，他依旧说同样的话。特斯拉立志要与WeMO竞争近十年，但到现在仍未能做到。在无人驾驶出租车领域，他们只是拥有驾驶辅助系统的车企。他们尚未提供一趟完全自动驾驶且能带来收入的行程，而这是WeMO已经每月实现一百万次的事情。
If a company were serious about building a safe and accessible robot taxi business, it would look nothing like what was shown. That in response to the cybercab event, John is making the argument that safe and reliable autonomous vehicles will require LIDAR sensors. He said the cost of a robust sensor set, including LIDAR, is trivial on a per mile basis, even more so for mapping. And the safety benefits measured in human harm reduction are real and verifiable. Fun fact, John is actually on Rivian's board of directors now, and he said at the moment WeMO has no competition. He believes WeMO will stay ahead of the game for at least the next three to five years, saying they're the only company in the world successfully deploying an embodied AI replacement for a licensed human driver that can be integrated into any vehicle and doing this at scale with third party data verifying significant performance and safety advantages over human drivers.
如果一家公司真的想建立一个安全且可访问的机器人出租车业务，那么它的样子绝不会像之前展示的那样。在“网络出租车”活动的回应中，约翰提出一个观点，即安全可靠的自动驾驶汽车需要配备激光雷达传感器。他说，包含激光雷达在内的强大传感器套装的成本，以每英里的标准来看是微不足道的，尤其是当用于地图绘制时。而且在减少人类伤害方面的安全效益是实实在在且可验证的。有趣的是，约翰现在实际上是Rivian董事会的一员，他还表示目前WeMO没有任何竞争对手。他相信WeMO将在未来三到五年内继续领先一步，他称他们是全球唯一成功部署由实体AI代替有执照的人类驾驶员并可以集成到任何车辆中且大规模实现这一点的公司，他们通过第三方数据验证，相较于人类司机在性能和安全性方面有显著优势。
It's like, you know what, John, I have a very simple question for you. If your technology can be easily integrated into any vehicle, why aren't you doing that? For me, I would add this to the list of comments I believe will age like milk. Over the weekend, Sawyer did some digging and shared that in 29 different states, the outgoing version of the Model Y in inventory was completely sold out. Given the bigger discounts from Tesla and all of the state level incentives that are still available, this really should not come as a surprise paired with what we said earlier that Tesla entered quarter one with limited inventory already.
这段话的大意可以翻译为：
你知道吗，约翰，我有一个非常简单的问题。如果你的技术可以轻松整合到任何车辆中，那你为什么不这样做呢？在我看来，这句话可以列入我认为将会过时言论的清单。周末时，索耶做了一些调查，并分享说，在29个州中，库存中旧版Model Y已经完全售罄。考虑到特斯拉给出的更大折扣和各州仍然提供的激励措施，这不足为奇。再加上我们之前说过的，特斯拉在一季度开始时库存就已经有限。
Tesla has won yet another contract for megapacks, this time in New South Wales for 300 megawatt hours of battery storage. This project will use Tesla's auto bidder, and this Kalala Bess has contracted Tesla to provide 138 Tesla megapacks. It's true that many megapacks would be closer to 530 megawatt hours of storage, but there are two independent projects here, and if you add those together, that would be 500 megawatt hours. It's just that their wording made it seem like only one part was going to use Tesla megapacks. Either way, this project is expected to be fully operational by 2027.
特斯拉再次赢得了一份巨大电池组合同，这次是位于新南威尔士州的300兆瓦时电池储能项目。该项目将使用特斯拉的自动投标系统，Kalala Bess公司已与特斯拉签约，购买138个特斯拉巨大电池组。尽管许多巨大电池组的储能容量接近530兆瓦时，但这里实际上有两个独立项目，如果将两者加在一起，总计为500兆瓦时。只是他们的措辞让人误以为只有一个部分将使用特斯拉的电池组。无论如何，预计该项目将在2027年前全面投入运营。
I'm quite excited about this initiative, John shared that Tesla has partnered with the EV group, which is going to roll out Tesla superchargers under its own brand in the US. It will own and operate these chargers leveraging Tesla's hardware, software, and service. e.g. on the move shared 100 plus V4 supercharger stalls owned by e.g. on the move with many more to come. They run on Tesla hardware, software, and service and are open to all EV makes. And Max from Tesla confirmed this deal, saying, We want to be helpful to businesses that invest in charging, there's still too much waste in CapEx and OpEx in charging combined with poor experiences.
我对此项目感到非常兴奋。约翰分享说，特斯拉已经与一家电动车集团合作，计划在美国推出以该集团品牌命名的超级充电站。这个集团将使用特斯拉的硬件、软件和服务来拥有并运营这些充电站。例如，“e.g. on the move”公司已经拥有100多个V4超级充电桩，并将有更多充电桩陆续上线。这些充电桩使用特斯拉的硬件、软件和服务，并对所有品牌的电动车都开放。特斯拉的马克斯确认了这一合作，他表示：“我们希望能帮助那些投资于充电设施的企业，因为充电领域的资本支出和运营支出的浪费以及用户体验问题依然很多。”
Often, the culprit is a mix of different hardware, software, and service providers. This increases the cost stack, complexity, and finger pointing over accountability, whereas Tesla can offer an all-in-one solution as an option. Software in charging is challenging and constantly evolving, which is why some large charging station management software providers have stopped operating in recent months a concerning trend. But superchargers sold to third parties include the latest Tesla firmware, plug-in charge, downpost notifications, site outage, and maintenance alerts, in-app issue reporting, customer support, real-time wait time stalls available upon arrival, and more features always in development.
通常，问题的根源在于不同的硬件、软件和服务提供商的混合使用。这增加了成本、复杂性，并导致责任归属上的互相推诿，而特斯拉则可以提供一体化解决方案。充电软件相当具有挑战性并且不断发展，这也是为何最近几个月一些大型充电站管理软件供应商停止运营的原因，这一趋势令人担忧。但出售给第三方的特斯拉超级充电站包括最新的特斯拉固件、即插即充功能、下柱通知、站点故障和维护提醒、应用内问题报告、客户支持、实时等待时间提示等功能，并且始终在开发更多的功能。
These superchargers can be featured automatically in the trip planner with dynamic rerouting, providing more options for drivers and increasing site utilization. To drive that point home, a new survey from Consumer Reports shared customers experience an issue at Tesla superchargers 4% of the time, 5% of the time at Rivian operated chargers, but then 48% of the time at Shell recharge, 43% of the time at EVGO, and 41% of the time at Blink. Those are absurdly high error rates. So far, the data really is making it abundantly clear most of these other charging operators should just be buying Tesla's hardware and software and rebranding it as their own. Even paying any margins to Tesla, I would still venture to guess their overall costs would be lower and we can guarantee that the customer experience would be better.
这些超级充电站可以在行程规划中自动被列入，并通过动态重新规划路线为司机提供更多选择，同时提高充电站的使用率。为了强调这一点，消费者报告的一项新调查显示，特斯拉超级充电站的客户在充电时遇到问题的比例为4%，Rivian运营的充电站为5%，而在壳牌充电站、EVGO和Blink的充电站，遇到问题的比例分别高达48%、43%和41%。这些都是非常高的故障率。到目前为止，数据显然表明，大多数其他充电运营商应该购买特斯拉的硬件和软件，并以他们自己的品牌重新包装使用。即使需要向特斯拉支付一些利润，我仍然大胆猜测，他们的总体成本会更低，并且可以保证客户的体验会更好。
Hyundai has announced a $21 billion investment in US on shoring that includes a $5.8 billion investment in a steel plant in Louisiana. There they plan to make next-gen steel that will be used in Hyundai's EVs. Any further than that though, right now, details are limited. Just so you know, over the weekend, there were some pro-elon, pro-Tesla, pro-dose, rallies taking place as well. Unfortunately though, there is still ridiculous behavior as incendiary devices were discovered at a Tesla dealership in Austin, Texas this morning. A bomb squad investigated and removed the devices without incident. But my goodness, you wonder why I'm so adamant about punishing these criminals and making sure others don't follow suit. This is exactly why.
现代汽车宣布将在美国进行210亿美元的本土化投资，其中包括在路易斯安那州的一个钢铁厂投资58亿美元。在该钢铁厂，他们计划制造下一代钢铁，用于现代汽车的电动车。目前，更多的具体细节还不明确。顺便提一下，周末期间，有一些支持埃隆·马斯克、支持特斯拉和支持狗狗币的游行活动。不幸的是，仍然有一些荒谬的行为发生：今天早上在德克萨斯州奥斯汀的一家特斯拉销售点发现了爆炸装置。炸弹小组进行了调查并安全移除了装置。这种情况让我对惩罚罪犯的决心更加坚定，希望确保其他人不会步其后尘。这正是我这么做的原因。
According to a new memo from Governor Newsom, California has now installed over 178,000 public and shared private EV chargers throughout the state. Most of those are level 2, only about 16,500 RDC. But in comparison, the estimates say there are 120,000 gas pumps in the state, meaning public EV chargers outnumber gas nozzles by nearly 50%. That is a huge milestone I would bet most of your friends and family don't know about, so one to tuck in your back pocket.
根据纽森州长的一份新备忘录，加利福尼亚州现已安装了超过178,000个公共和共享私人电动车充电桩。其中大多数是二级充电桩，只有大约16,500个是直流快充(RDC)。相比之下，据估计，加州有12万个加油泵，这意味着公共电动车充电桩的数量比加油喷嘴多近50%。这是一个巨大的里程碑，我敢打赌，你的许多朋友和家人可能还不知道这个消息，所以这是一个值得记在心里的信息。
BYD's net profit for quarter 4 was up 73% to $2.1 billion for the quarter. For the whole of last year, profit rose 34% to a record $5.5 billion. Sales of autos and related products that accounted for 79% of operating revenue generated a 22.3% gross profit margin last year. BYD is considering Germany for a possible third plant in Europe. As I always say, it's really not apples to apples, but just for some context, Tesla's auto gross margin was about 18% for 2024. But Tesla's net income was still higher than BYD at $8.4 billion for the year. And even the gap number was still $7 billion for the year. And I know I'm well aware that BYD does have some goofy things going on when it comes to timing of paying its suppliers.
比亚迪在第四季度的净利润增长了73%，达到了21亿美元。去年全年，利润增至创纪录的55亿美元，增长了34%。汽车及相关产品的销售占到了营业收入的79%，去年毛利率为22.3%。比亚迪正在考虑在德国建立第三家欧洲工厂。我常说，这真的不能直接比较，但为了提供一些背景信息，特斯拉在2024年的汽车毛利率约为18%。然而，特斯拉的全年净收入依然高于比亚迪，达到84亿美元，甚至调整后的数据差距仍有70亿美元。我很清楚，比亚迪在付款给供应商的时间安排上有一些不寻常的做法。
So we'll see if that materializes into bigger cracks in the future, but for now, it's fair to say that BYD is indeed profitable. But yes, without subsidies, I guess you could still make the argument if you wanted. Alex Potter from Piper Sandler said concerns about Tesla's brand damage may be exaggerated. Piper Sandler argues supply constraints played a bigger role in the first quarter shortfall. They're still overweight with a PT of $450.
所以我们要看看这是否会在未来演变成更大的问题，但就目前而言，可以说比亚迪确实是盈利的。不过，如果没有补贴，我想你仍然可以争论这个问题。Piper Sandler的Alex Potter表示，对特斯拉品牌受损的担忧可能被夸大了。Piper Sandler认为，供应限制在第一季度的业绩不足中起了更大的作用。他们仍然给予"增持"评级，目标价为450美元。
With some more encouraging news on the Justice Front, the FBI has launched a new task force specifically for Tesla. The FBI has received reports of 48 instances so far this month related to Tesla vehicles, dealerships and charging stations, and is investigating at least seven of them. The newly formed 10-person task force will deploy ATF personnel, which means special agents from the alcohol tobacco, firearms and explosives division, as well as personnel from the FBI's counter-terrorism division. ATF is also embedding personnel in FBI field offices starting with San Antonio, Texas, where some of the Molotov cocktail attacks have been carried out.
在司法方面传来了一些令人鼓舞的消息，FBI已经针对特斯拉成立了一个新的专案组。本月到目前为止，FBI已收到48起与特斯拉车辆、经销商和充电站相关的报告，并正在调查其中至少7起案件。这个新成立的专案组由10人组成，将部署ATF人员，即酒精、烟草、火器和爆炸物部门的特工，以及FBI反恐部门的人员。ATF还将在FBI的各个外地办事处派驻人员，从德克萨斯州的圣安东尼奥开始，因为那里发生过一些莫洛托夫鸡尾酒（燃烧瓶）的袭击事件。
The FBI is looking over security camera footage and has gotten access to cell phone locations for some of the unsolved cases. The Bureau is looking into an anarchist blog being run out of Salt Lake City, Utah, and they are tracking the Tesla takedown mass protest movement. Director Cash Patel has been unequivocally clear the FBI will be relentless in its mission to protect the American people. Acts of violence, vandalism and domestic terrorism like the recent Tesla attacks will be pursued with the full force of the law.
联邦调查局正在查看监控摄像头录像，并已获取了一些未解案件的手机定位信息。该局正在调查一个设在犹他州盐湖城的无政府主义博客，并跟踪特斯拉反对运动的大规模抗议活动。局长现金·帕特尔明确表示，联邦调查局将在保护美国人民的使命上毫不妥协。对于最近特斯拉遭攻击等暴力行为、故意破坏和国内恐怖主义事件，将依法严惩。
Canon cord genuity just toured Gigah Austin and they said, We toured the cyber truck line and saw first-hand elements of the future unboxed manufacturing strategy that promises to materially increase production efficiencies. It's hard not to be impressed with how future forward Tesla is, whether it's vehicle design or manufacturing, consistently rethinking the status quo. And he also had positive comments about FSD, the new Model Y, and seeing the cyber cab in person.
佳能柯德·真诺蒂（Canon Cord Genuity）刚刚参观了奥斯汀的吉加工厂（Gigah Austin），他们表示："我们参观了Cybertruck生产线，亲眼看到了未来解包制造策略的元素，这一策略有望显著提高生产效率。无论是从车辆设计还是制造工艺方面，都让人不得不对特斯拉的前瞻性印象深刻。他们总是在不断地重新思考现状。" 他还对全自动驾驶（FSD）、新的Model Y以及亲眼看到的Cyber Cab表达了积极的看法。
Tesla stock closed the day at $278.39 up 11.93% while the NDX was up 2.16%. It was a higher volume day for Tesla trading about 60% above the average. Hope you guys 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.
特斯拉的股票以278.39美元收盘，上涨了11.93%，而纳斯达克100指数上涨了2.16%。这一天特斯拉的交易量较平均水平高出约60%。希望大家过得愉快。如果您喜欢这个视频，请点赞。您可以通过下面的链接找到我，特别感谢我所有的Patreon支持者。