Tesla Streak Continues as Charging Dominoes Fall, China Record, Highland Sighting
发布时间 2023-06-10 00:22:44 来源
Hey everybody Rob Man, we're here, happy Friday, today we are going to be talking about what's happening in the charging industry as the dominoes continue to fall with more companies hopping on board the NACS charging standard which I guess is redundant. Anyway, we've also got updates out of China, news on FSD beta and more.
大家好，我是Rob Man，今天是周五，我们来聊聊充电行业的最新动态。随着越来越多公司采用NACS充电标准，这一过程就像多米诺骨牌一样继续发展。我们还将会了解来自中国的最新消息、FSD的beta版本更新等。
Alright, looking at the stock, another great day for Tesla unsurprising after the after hour session yesterday, but Tesla at 4.1% a day to close at $244.40, with an Aztec up just 15, 16 100s of a percent on the day. So as we have been talking about for the last couple of days, the streak continues, this is now tied for the longest streak of green days positive finishes in a row for Tesla stock.
看着这支股票，特斯拉再次取得了伟大的一天，这并不令人惊讶，因为昨晚的交易后，特斯拉表现得很好，但特斯拉今天以4.1%的涨幅收盘，收于244.40美元，而阿兹特克指数仅上涨了15、16个百分点。正如我们过去几天一直谈论的那样，这个连续的绿色日子正是特斯拉股票连续正收盘的时间最长时期之一。
Tesla now 11 days in a row finishing in positive territory, up 34% over that period. So the last time it was 37%. We've had other runs that have been more significant in terms of percent changes, but this is the longest streak so far and it's still intact.
特斯拉连续11天收于正地位，此期间上涨了34%。上一次是37%。虽然我们曾经历过更显著的百分比变动，但这是目前为止最长的连涨走势，而且仍然保持不变。
So we'll see if this carries through to next week, which is obviously going to be a busy one as well, which we'll talk about a little bit more towards the end of the episode. Alright, so just a couple of things on the stock as well. So Dan Ives of Webbush, they have increased their price target today from $215 all the way up to $300 per share.
我们将看看这是否延续到下周。下周显然也会很忙，我们会在本集节目的最后谈论更多。好的，股票方面有几点。Webbush的丹·艾夫斯今天将他们的股价目标从每股215美元提高到每股300美元。
So pretty significant increase there. Reiterating the outperform rating, they say that as the sum of the part story for Tesla, now further comes into play with its supercharger network, energy business, AI driven autonomous path, unmatched battery ecosystem, and increased scale. Those are driving the reasons for the increase. So I agree with that. I think the sentiment is probably the more important part of this.
这个增长非常显著。他们重申给予特斯拉“表现优秀”的评级，并指出特斯拉的价值越来越多，除了其电动汽车，还包括超级充电站网络、能源业务、人工智能自动驾驶技术、无与伦比的电池生态系统和扩大的规模等。这些是增长的驱动因素。我同意他们的观点。我认为情绪可能是这一点中更为重要的部分。
There's a lot of positive sentiment right now on Tesla on a lot of these things that has sort of been missing for, you know, that period of time where we were not fairing as well in the stock. So I think, you know, as we talk about a lot of the time, it is a voting machine in the short term. And right now sentiment, obviously for the last 11 days, at least has been quite positive.
现在关于特斯拉的许多方面都有很多积极的情绪，这些情绪在我们的股票表现不佳的那段时间中缺失。所以我认为，正如我们经常讨论的那样，短期内它是一台投票机。而现在的情绪显然在过去的11天里一直很积极。
Hopefully that will continue. Piper Sandler, Adam, Alex Potter, with a note today as well, just talking about the partnerships here. Also, you know, noting the sentiment driver that this is, charging partnerships with Ford and GM established dominance, which I think is very much true. And we'll talk a little bit more about that in a second.
希望这种趋势能够持续下去。Piper Sandler、Adam和Alex Potter今天也发表了一份说明，谈论了这里的合作伙伴关系。同时，他们也指出这是一个情感驱动的因素，充电合作伙伴关系与福特和通用汽车确立了主导地位，我认为这是非常正确的。我们将在接下来的讨论中详细探讨这一点。
But Potter's take is that this won't have a significant impact on profit and loss, largely because of Tesla's company wide revenue growing so quickly in other areas that even though this does become a significant portion of revenue, relative to the rest of the business, it's not all that big. So we'll probably talk more about that in other episodes. I think there's more discussion to be had on on how the shapes up. We'll touch on it a little bit today, but I wanted to share that as well from Alex Potter.
波特认为，这对于利润和损失并不会产生重大影响，这主要是因为特斯拉公司在其他领域快速增长的公司整体收入增长如此之快，即使这成为收入的重要部分，相对于整个业务来说，它也不是很大。因此，我们可能会在其他剧集中更多地讨论这个问题。我认为还有更多的讨论要进行。我们今天会稍微谈一下，但我也想分享一下Alex Potter的看法。
Alright, looking at charging. So obviously, yesterday, we talked about the huge announcement from GM following Ford's announcement that they're going to be on the North American charging standard.
好的，我们来看一下充电的问题。显然，昨天我们谈到了通用汽车的重大公告，这是继福特公司之后，他们也将采用北美充电标准。
Today, we've got a couple of updates from charging companies. First here, Flow, they've got about 90,000 chargers. They are going to be adding North American charging standard as well. Basically, just saying that, you know, as this as customers demand this, they will continue to, or they will add these going forward.
今天，我们从几家充电公司获得了一些更新。首先是Flow，他们有大约90,000个充电器。他们还将增加北美充电标准。基本上，他们是在说，随着客户的需求，他们将继续添加这些充电器。
So I'm not super familiar with them as a Tesla owner. Thankfully, I don't have to mess around with third party charging too much. Actually, really at all, except for really apartment charging. But obviously, we continue to see, you know, charging companies, automakers start to adopt this. And I think this is going to happen now pretty quickly as this, you know, more and more people come on board.
作为特斯拉的车主，我对第三方充电的了解并不是特别深入。幸好，除了公寓充电外，我基本上不需要使用第三方充电。但明显地，我们可以看到越来越多的充电公司和汽车制造商开始采用这种方式。我认为随着越来越多的人加入这一领域，这种趋势会迅速扩展。
So ABB North America, again, one that I'm not super familiar with here, but they are also going to be adding the North American charging standard. And then Blink tweeted today, they're a little bit more well known, I think, that they are going, you know, I guess they didn't say that they're going to be, but they say that they welcome all moves to increase EV adoption.
ABB North America是我不太熟悉的公司，但他们也将增加北美充电标准。Blink今天发推特了，他们比较知名，他们表示欢迎所有增加EV采用率的措施。
So I'm not sure if that means that they're going to do it, or if they're just saying like, Hey, this is, this is fine with us. But I'm sure at some point, they'll probably jump on board as well. So kind of interesting to see that update from them.
我不确定这意味着他们要这样做，还是只是说，嘿，这对我们来说没问题。但是我相信在某个时候，他们可能也会加入进来。很有趣看到他们的更新。
But again, a couple of the companies already just the day after the GM announcement jumping on board and I think that will continue here probably over the next few weeks. Now the White House jammed in today as obviously, and ICS gains hold, there is federal funding up for grabs for charging infrastructure.
不过，就在通用汽车宣布之后的那一天，已经有几家公司加入了这个领域，我认为这种趋势可能会在接下来的几周内持续。现在，由于国家智能充电系统逐渐得到推广和应用，白宫今天加紧了对充电基础设施的联邦资金拨款。
We haven't talked a ton about that because Tesla hasn't been necessarily eligible for that or seemingly not extremely interested in it. There have been some opportunities where they could have applied for things and they've foregone those things. So it's not something we spend a ton of time on, but there is a lot of capital here that could be accessed.
我们对此并没有说太多，因为特斯拉似乎并不符合条件，或者说似乎对这个并不十分感兴趣。虽然有一些机会可以申请，但他们却放弃了这些机会。因此，这不是我们花费太多时间的事情，但有许多资本可以利用。
But the White House chiming in again, saying that Tesla could be eligible as long as they include CCS connectors. I think that there are also some other stipulations in there having to do with sort of the payment processing and how that's handled. If I remember correctly, there might be some language in there that has to do with having to display certain rates on a physical pedestal at the charger or something like that.
白宫再次发言，称特斯拉只要加入CCS连接器就有资格参加。我认为还有一些其他规定，涉及到付款处理和如何处理付款等方面。如果我没记错，可能还有一些关于在充电设备上显示特定费率的语言，或者类似于这样的东西。
So we should probably spend a little bit more time looking into this now that the NACS is gaining more traction. But if that sort of does become truly the North American charging standard, it's disappointing that this sort of legislation, this sort of funding would sort of pigeonhole charging funding to also have to include CCS, which could very quickly become an outdated form of connector here in the United States. And then all that infrastructure is essentially going to go to waste, obviously, can support sort of these legacy vehicles.
我们可能应该花更多的时间来研究这个问题，因为NACS正变得越来越流行。但如果这种充电标准真的成为北美标准，那么让人失望的是，这种立法和资金将被限定为必须包括CCS，这种连接器在美国很快就会过时。然后这些基础设施实际上将废弃，只能支持这些老旧车辆。
But that's going to be a very small percentage of the total if we go just forward a few years and everyone has adopted NACS. So hopefully there's at least some willingness to kind of reevaluate this as time goes by. Again, if we see this sort of waterfall or domino effect continue, then this is something that really should be reevaluated so that the government's not really getting in its own own way here, getting in the way of these companies as they work towards a standard.
如果只看未来几年内所有人都采用NACS，那么大部分商品的比例将非常小。因此，希望在时间推移中至少有一些愿意重新评估这个问题。如果我们看到这种瀑布效应或多米诺骨牌效应继续下去，那么这个问题应该得到重新评估，以免政府在其制定标准的企业面前自己跟自己过不去。
So we'll see on that. But right now that is, that is the stance, which isn't anything different. It's just a reiteration of how things have been. So beginning of the end of CCS, obviously, it's going to be more of a standard in Europe that will probably remain the case. It would be awesome if this was worldwide. I think there are some things with DC versus AC three phase, etc. on how that section are going to play out there.
我们将在这方面等待进一步的发展。但现在的立场并没有什么不同，只是重申了事情的现状。煤炭能源储存技术（CCS）的结束已经开始，显然，它将更多地成为欧洲的标准，并有可能保持这种情况。如果这在全球范围内得到推广，那就太棒了。我认为，直流与交流三相等方面也会对CCS产生影响，需要进一步的探讨。
But Elon did say that they tried very hard to convince the European Union to adopt the NACS, but as you have said before, a committee had already decided on that standard. So it is kind of where it is. I doubt that changes, but we'll see. But probably the more interesting part of the suite or the more the part of the suite that has gotten more attention. Elon saying worth mentioning that Tesla is supplying the adapter and other hardware to car companies at zero profit.
埃隆表示他们已经努力说服欧盟采用NACS标准，但正如之前你所说的，委员会已经决定了采用另一种标准。所以情况差不多就是这样了。我怀疑这种情况不会改变，但我们可以拭目以待。但也许套件中更有趣的部分，也是引起更多关注的部分是，埃隆称值得一提的是特斯拉以零利润向汽车公司提供适配器和其他硬件。
So obviously Tesla investors, you don't love seeing that. We've talked about how this advances Tesla's obviously charging standard, which should be good for the supercharger network as a whole, which a lot of people I think are kind of overlooking in general because they sort of, I seem to, I think they seem to misremember that Elon had once said that service wouldn't be a profit center for Tesla. But I don't recall comments of the same variety of the supercharger network.
很明显，特斯拉的投资者不太喜欢看到这种情况。我们已经谈过这会进一步推动特斯拉的充电标准，这对超级充电站网络整体来说应该是有好处的，但很多人似乎普遍忽略了这点。我认为，这是因为他们有些记忆出现了错误，误认为埃隆曾说过服务不会成为特斯拉的利润中心，但我不记得有这样的评论与超级充电站网络有关。
And if they have those have been superseded now by more recent comments. So this was back in April last year, about a year ago, Elon said that for the supercharger network, you know, this is kind of when they were in the process of opening things up to the third party's third party supercharging. Elon said we're aiming for 30% gross margin or about 10% profitability all costs included.
如果他们有人之前发表的言论，那么这些言论现在已经被更近期的言论所取代。所以，大约在去年四月份，一年前，伊隆曾表示，对于超级充电网络，当他们正在向第三方开放超级充电站时，他们的目标是30％的毛利润或包括所有成本在内的约10％的盈利能力。
So when you think about the moves here, both with opening up to third parties, now having other companies start to integrate the North American charging standard, even if Tesla is supplying the adapter other hardware to actually make vehicles capable of charging on superchargers, they're still going to potentially benefit from the marginal cost that these vehicles have from charging. And going back to Alex Potter's note, that's kind of what he's saying is potentially a little bit small relative to the rest of the opportunities for revenue in Tesla's business.
所以，当你考虑这里的动作时，不仅是向第三方开放，现在其他公司开始集成北美充电标准，即使特斯拉提供适配器和其他硬件来使车辆能够在超级充电站充电，它们仍然有可能从这些车辆充电的边际成本中获益。回到Alex Potter的便笺，他表示这可能相对于特斯拉业务中的其他收入机会略小。
But again, that's up for debate, depending on how you model it. And I'm sure there will be a lot of conversations going forward about that.
但这又是一个有争议的问题，取决于你的建模方式。我确信将会有很多关于这个问题的讨论。
Now, the other thing here that Elon didn't specifically mention that we've talked about is API access, which it does sound like these companies GM and Ford are going to be relying on Tesla for. There could be some sort of fee for that for that access. And I think in Ford's announcement, they even talked about integrating Tesla's sort of planning system into at least, you know, routing via superchargers into their navigation system, which also could be another opportunity for some sort of fee, while still allowing these companies to access the network in sort of a non monopolistic way, which I think Elon is pointing out here, there are still plenty of opportunities to still capitalize on the network that Tesla has from that extent.
现在，埃隆没有明确提到的另一件事情是API访问，这听起来像是通用汽车和福特公司将要依赖特斯拉的地方。这可能会导致某种形式的收费。而且，我认为在福特的声明中，他们甚至谈到了将特斯拉的规划系统整合到他们的导航系统中，至少通过超级充电站进行路线规划，这也可能成为另一种机会。这将允许这些公司以非垄断的方式访问网络，同时仍有足够的机会从特斯拉网络的角度获益，埃隆在这里指出，因此仍有许多机会利用特斯拉的网络。
So it's important to consider those other things. And then obviously, it's probably good to have these other EVs constantly plugging into Tesla stations and a lot of marketing opportunities around that as well. So just wanted to reiterate that, you know, Elon's most recent thoughts on kind of how that would be structured.
因此，考虑这些其他因素非常重要。显然，让这些其他电动汽车不断插入特斯拉站点并围绕此展开大量营销活动可能是不错的。所以我只是想再次强调，你知道，埃隆最近对这种结构的想法。
So we'll move on from charging for now, but a lot more to continue to talk about on that front.
所以我们现在不再讨论收费问题，但在这方面我们仍有很多内容需要探讨。
All right, next we've got an updated drone video from WUWA. I don't know if the GPS jammers that he had talked about before not working or fees just set a distance here, but it looks like, as we can barely see here, even though this is 4k, we can see what seems to be probably a Model 3 out here testing if we zoom in and enhance, but we can say we enhance.
好的，接下来我们有一段来自WUWA的最新无人机视频。我不知道他之前谈到的GPS干扰器是否起作用，或者他只是设定了一个距离，但可以看到，尽管这是4K，我们仍然隐约可以看到这里可能正在测试一辆Model 3，如果我们放大并增强图像，我们可以得出这个结论。
We can see that the front of the vehicle does look covered here. So very similar to the highland prototypes that we have seen in, you know, in testing here near Fremont. So my best guess is that this is probably a highland vehicle that was produced at Shanghai that is out there testing after production, did a couple of laps, nothing major to see from the video outside of, you know, the frame that we're looking at here.
我们可以看到车辆的前面似乎被遮住了。非常类似于我们在Fremont附近测试过的高地原型车。所以我最好的猜测是这可能是一辆在上海生产的高地车型，在生产后进行测试，完成了几圈测试，视频画面外没有什么特别的东西，只有我们在此所看到的视野。
But to me, it does look like it's covered and, you know, that would probably be my best guess for what's going on there. So we've also seen in the last couple of weeks a lot more sightings of highland vehicles in Fremont. So hopefully things are going well with that.
对我来说，它看起来好像被覆盖着，你知道的，这可能是我对那里正在发生的事情的最好猜测。所以在过去的几周中，我们还看到了更多在弗里蒙特的高地车辆的目击事件。希望这方面的事情进展顺利。
Also out of China, we've got updated retail export, wholesale sales figures broken down by model. Obviously previously, we had the total that was kind of it comes in waves.
我们还收到了中国的最新零售出口和批发销售数据，按车型分类。很明显，在此之前，我们只有总数，这种情况有所波动。
Now we've got the detailed level as well as production. So we'll start off with retail sales, 42 and a half thousand. So pretty much on track with insured vehicle numbers, maybe a little bit lower than what I would have guessed based on the insured vehicle numbers. But definitely within that ballpark. And then 35,000 exports pretty much the same as last month in both of those categories, which, you know, not surprising again, based on the insured vehicle numbers.
现在我们已经了解了详细的级别和生产情况。因此，我们将首先从零售销售开始，为42.5万。与保险车辆数量基本一致，可能略低于我根据保险车辆数量猜测的数字，但肯定在同一范围内。然后，出口数量为35,000，与上个月在这两个类别中基本相同，这不足为奇，基于保险车辆数量的情况。
And then you can see the splits of production here about 78,500 vehicles produced. So even though May does have one additional day over April, remember, in the beginning of May, there were probably three or four days there where production was halted for the holiday at the beginning of May in China. So with that knowledge, basically production rate looks like it was pretty consistent with with April, which relatively close to, you know, the high production rates that we have seen from Tesla may be a little bit lower, but not anything too crazy.
在这里可以看到生产量的分拆，大约生产了78,500辆汽车。尽管五月比四月多了一天，但请记住，在五月初，中国的假期期间，可能有三到四天的生产停工。因此，基本上生产率看起来与四月相当一致，相当接近我们从特斯拉看到的高生产率，可能略低，但没有太疯狂的差异。
So seems like a pretty solid number as we head into June, we're again probably running into a same same sort of situation where there is probably some production downtime with these highland rumors. Now the spread between sales and production only about 760 vehicles.
随着我们进入六月份，这似乎是一个相当可靠的数字。我们可能会再次遇到类似的情况，传言高地地区可能会出现一些生产停滞。现在，销售和生产之间的差距仅约为760辆车。
So, you know, pretty close to, you know, both of those not any significant build in inventory, just a little bit for model Y, it looks like. The other column that I have the header covered up here with my video, you can see 159,000.
你知道，我们的库存都没有太大的增长，对Model Y的增长也只有一点点。另一栏是覆盖在我的视频上的表头，你可以看到有159,000。
So this is the trailing three months wholes or retail sales. So just China sales specifically over the last three months, as we talked about before, this was building up to a place that was probably going to be a record once we got the May sales. Now that we have the May sales, this is a new record for three month period for domestic or retail sales in China with 159,000 vehicles for the from March to May.
这是过去三个月的批发或零售销售额。就中国市场而言，过去三个月的销售额已经达到创纪录的水平。在此之前，我们就预见到一旦5月份销售统计数据出来，这将会是一个创纪录的销售季度。现在我们已经得到了5月份的销售数据，这已经成为了中国国内或零售市场上销售额新的三个月纪录，从3月到5月的销售总量达到了159,000辆。
So obviously this is boosted by the price cuts from a revenue perspective, probably a much higher number here when they did 157,000 back in Q4. But again, that was a little bit of an outlier and dropped off pretty significantly when they had that production downtime then at the end of the year. So hopefully this is a number that can kind of continue around this level if we see another big month here for June, again pending the highland stuff, but really nice to see some strength in unit sales after the price cuts in Q1.
显然，从收入的角度来看，这是由价格削减所推动的，可能要比他们在第四季度实现的15.7万台更高。但是，那是有点异常的数据，在年底遇到生产停机时间后，数量大大下降。因此，希望这个数字能继续保持在这个水平上，如果我们在6月再次有大量销售的话（高原问题除外），那就太好了。看到Q1价格削减后销售量的一些增长，真的非常不错。
So I think good to see that. And again, the last couple of months, you know, this is probably I think the third highest, and then, you know, obviously the first highest here, so a little bit more consistency in those high numbers than what we saw in that peak back in November. So good to see that on a three month basis, which I think is probably the best way to evaluate it just because of all the fluctuations due to what Tesla does from an allocation perspective, whether that's going to be exported or go to domestic sales. So we'll see how the quarter shakes out. But you know, good to see some strength there over that three month period.
所以我认为看到这个很好。而且，过去几个月，这可能是我认为第三高的，然后，显然这里是第一高的，所以在那个高峰期看到这些高数字的一点点更加一致，这是好的。因此，在一个三个月的基础上来评估它可能是最好的方式，因为由于特斯拉从分配的角度进行的所有波动，无论是出口还是国内销售。所以我们将看到这一季度将如何摇摆不定。但是，很高兴在那三个月的时间内看到了一些实力。
All right, last couple of things here. So FSD 11.4.3 is rolling out the release notes are the exact same as 4.2. But sometimes we see pretty significant updates or, you know, improvements with those versions that don't actually have any additional release notes as Tesla kind of smooths out, you know, little, little things with those new version numbers. So I don't know if this is going to just employees at this point, or if this is started to more broadly roll out. But Elon did reply to this from Tesla, Nersilikin Valley saying that the rate of improvement is accelerating.
好，最后还有几件事。所以FSD 11.4.3正在推出，发布说明与4.2完全相同。但有时我们会看到这些版本有相当显著的更新或改进，但实际上没有任何额外的发布说明，因为特斯拉在新版本号中弥合了一些小细节。所以我不知道目前这是否只是面向员工，还是已经开始更广泛地推出。但埃隆回复了特斯拉在内华达州的这个帖子，说改进速度正在加快。
So hopefully, you know, I think it feels like that since version 11 has come out. I think there's a lot of behind the scenes work going into version 11. So kind of hard to see if the progress they're making is just more public now, or if the rate of improvement is really accelerating. But hopefully that's the case, if that's the case, that would be, you know, really exciting for for FSD as the scope of what FSD is doing has definitely grown over the last few months.
希望你们能够理解，我觉得自从版本11发布以来，感觉情况正在发生改变。我认为在版本11中，很多幕后工作正在进行。因此很难确定他们正在做出的进展是公开的，还是改进的速度正在真正加速。但是希望是前者，如果是这样的话，那对于FSD来说将会非常令人激动，因为FSD所做的事情的范围在过去几个月中肯定已经增加了。
And then we've got a report out of St. Francisco today that Tesla assigned a new lease for a 210,000 square foot advanced manufacturing facility in Fremont. And apparently one source who had knowledge of this lease said that this is going to be used to support production of Tesla's 4680 battery cells. So supporting production doesn't necessarily mean that it'll be a production of 4680s there. It could mean that doesn't necessarily mean it, but we'll see obviously a pretty significant size space there for Tesla in Fremont. And hopefully allows them to make progress on on 4680s.
今天我们从旧金山得到了一份报告，称特斯拉在弗里蒙特租了一座210,000平方英尺的先进制造设施。显然，据了解此租赁的一位消息人士称，这将用于支持特斯拉的4680电池芯片的生产。支持生产并不一定意味着它将在那里生产4680电池芯片。但这家公司在弗里蒙特拥有一个相当大的空间，希望能让他们在4680电池芯片上取得进展。
And then last thing for today, just a quick look at the calendar for next week, as we've talked about a couple of times, it's going to be a big week. We've got the CPI consumer price index report on Tuesday morning before market open. And on Wednesday morning before market open, the PPI producer price index, and then midday on Wednesday, FOMC meeting and interest rate decision.
今天的最后一件事，快速看一下下周的日历。如我们已经反复讨论，下周将是一个重要的一周。我们将在周二市场开盘前看到CPI消费者价格指数报告。周三市场开盘前将会看到PPI生产者价格指数。接着，在周三中午，FOMC会议及利率决定。
So obviously going into this, you know, we'll see, I haven't checked the expectations. We'll probably talk about that on Monday in terms of the FedWatch tool. But obviously two major reports, FOMC meeting, it's going to be pretty chaotic a couple of days there. So buckle up for that, but that'll wrap 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 Twitter at Tesla podcast. And we'll see you on Monday for the June 12 episode of Desl Daily. Thank you.
显然，在进入这个话题之前，你知道的，我们会看到，我还没有检查预期。我们可能会在星期一谈论这个问题，关于FedWatch工具。但是显然有两个重要的报告，FOMC会议，那里会相当混乱几天。所以准备好了，但是今天和这个星期可以告一段落了。所以一如既往地感谢您的倾听，请确保您已经订阅并注册了通知。您还可以在Twitter上找到我，帐号是Tesla podcast。我们会在星期一为您呈现6月12日的Desl Daily的新一期。谢谢。