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Tesla Cuts Price on Model S/X, FSD + New Model 3 Insights

发布时间 2023-09-02 00:45:50 来源

Hey everybody Rob Mauer here, happy Friday, the whirlwind of news that we got yesterday continued into the evening after the Model 3 Highland updates. We had pretty massive price decreases on the Model S and the Model X. Tesla's also got the price on FSD, so we'll talk about that. We also have of course another day of reaction to the Model 3 Highland and a couple of updates on that as well.

大家好，我是Rob Mauer，祝大家星期五愉快！昨天我们得到的新闻旋风持续到了晚上，此后Model 3 Highland的更新引起了大幅降价的Model S和Model X。同时，特斯拉还调整了全自动驾驶系统（FSD）的价格，我们也会谈到这个。当然，我们还有另外一天对Model 3 Highland的反应，也会有一些关于此的更新。

So with the news of the price cuts today, Tesla finishing down 5%, so obviously tough to get engaged for how much of that's impacted by Highland, how much of that is impacted by the S and the X price cuts, but nevertheless Tesla down 5% the NASDAQ barely finishing in the red today, but basically flats on the day today.

所以，今天凯特迅汽车降价的消息发布后，特斯拉股价下跌了5%。很显然，这在多大程度上受到了Highland的影响，以及S型和X型的价格削减所带来的影响尚不得而知。尽管如此，特斯拉股价下跌了5%，纳斯达克今天勉强保持了微弱的跌势，但基本上保持平稳。

So we're going to jump right into these price cuts, very significant. So SNX decreased on the base price versions by 15 to 19% in total. The very short lived standard range software limited vehicles that Tesla introduced two weeks ago are now gone forever. A very short lived product for Tesla, which not surprising even when those released since we kind of figured out at that time that they were software limited. We talked even in that episode about how this was probably a test of some sort for Tesla. I think I had mentioned that maybe that was them trying to see if it was justifiable to then release or produce a version like that that was not software limited, but rather actually had a smaller battery. So I'm not surprised to see a quick reaction after Tesla's sort of had that two week trial period now. I am a little bit surprised to see the prices cut this far, although we talked about the Model X kind of eventually moving in this direction because of the tax credit.

所以我们要马上谈到这些价格削减，非常显著。SNX的基础价格版本总体下降了15%至19%。特斯拉在两周前推出的短暂存在的标准续航软件限制车型现在已经永远消失了。对特斯拉来说，这是一个短暂存在的产品，并不令人意外，因为当这些车型发布的时候，我们就已经猜到它们受到了软件限制。我们甚至在那一期节目中讨论过，这可能是特斯拉的某种测试。我记得我曾经提到过，也许他们试图通过这个版本来看是否可以推出或生产一个没有软件限制的更小电池的版本。所以现在看到特斯拉在这个两周试验期过后快速做出反应，我并不感到意外。虽然我们在之前讨论过Model X最终也会朝着这个方向发展，因为税收抵免。

So let's look at these prices on the Model S. I guess we'll start with X since we're on this page here. The dual motor all wheel drive opening price point version now starts at $79,990 and the S $5,000 cheaper than that at $74,990. The Model X plaid, $89,990. So by far the cheapest that the plaid has ever been. So we'll focus on the X and then I do want to look at our of course handy dandy price change table. But first on the X and I know I'm covering it a little bit here. See if I can like zoom in and get that into a visible range. There we go. The Model X.

让我们来看看Model S的价格。我想我们从X型开始，因为我们在这个页面上。双电机全轮驱动起始价格版本现在从$79,990起，而S型要比它便宜$5,000，售价为$74,990。Model X的Plaid版本售价为$89,990。所以这是迄今为止Plaid版本最便宜的价格。所以我们会重点关注X型，然后我想看一下我们当然方便的价格变动表。但首先是关于X型的，我知道我稍微遮住了一点。看看我是否能够放大并将其放入可见范围。就这样。Model X。

So of course now eligible for the $7,500 US federal tax credit because for SUVs, the price cap on that is $80,000 as the MSRP. So moving it to this price does move it into that eligible bucket, which is great. That should really, really help. In addition to the price cut here, keep the price much more affordable for buyers that are eligible. Of course there are income restrictions. So especially for the type of vehicle that the S and the X, you know, the price bands that those occupy, not all buyers are going to qualify for that from an income perspective. But some are and that's going to help those buyers make this, you know, a much more affordable vehicle competitive with, you know, what they might be cross shopping with other vehicles or even with something like the Model Y.

所以现在合资格获得7500美元的美国联邦税收抵免，因为对于SUV来说，最高价格上限是80,000美元的建议零售价（MSRP）。因此，将价格调整到这个范围内会使车辆符合资格，这非常好。这真的应该能够帮助很多人。除了这里的价格减价之外，它也让那些符合条件的买家更能负担得起。当然，收入限制是存在的。因此，尤其是S和X型这类车型所处的价格区间，并非所有买家都能从收入层面上符合条件。但是对于一部分人来说，这将帮助他们将这款车打造成一款价格更具竞争力的车辆，无论是与其他车型进行交叉比较，还是与Model Y等车型进行比较。

So obviously a huge move for the Model X. While we're talking about the federal tax credit, Tesla, like they did say for the Model 3 also says on the Model X page here that reductions are likely after December 31. So we've talked a bit about this right now. It seems like Tesla might be relying on sort of a fleet level perspective on either battery materials or, you know, whichever the other criteria is, I forget at this point, but for the two battery criteria that are required to be met, Tesla might be relying sort of on fleet level data right now. And some of that may change a little bit with Tesla's product lineup changes.

所以，很明显这对于Model X来说是一个重大举措。当我们谈论到联邦税收抵免时，特斯拉在Model X页面上也像他们在Model 3上所说的那样表示，12月31日之后可能会有降价。我们已经谈论了一些关于这个问题。目前看来，特斯拉可能在电池材料或其他标准（此处我忘记了）方面倚赖于整个车队的角度。并且特斯拉的产品线改变可能会对一些数据产生一定的影响。

So for the Model 3 and the Model X, it looks like this may be at least a little bit in doubt as those restrictions become a little bit more significant heading into next year. Now Tesla might figure out a way around this, but at least for now they are saying reductions likely after December 31. So I'm going to keep an eye on and obviously creates a bit of urgency there on the X. Now for the S, we talked about that the prices.

对于Model 3和Model X来说，随着明年限制措施的加大，这一点可能会有一些怀疑。现在，特斯拉可能会找到一种绕过这个问题的办法，但至少在现在，他们表示在12月31日之后可能会有减少。因此，我会密切关注这个情况，显然对于X车型而言会增加一些紧迫感。至于S车型，我们已经谈到了价格的问题。

So same thing with the plaid that's $90,000 as well or $89,990. So we'll just look at our price change table here. I know it's a little bit small, but hopefully that's at least a little legible for you guys. So no changes on the three in the Y, which I think, of course, you know, internationally there are changes on the Model 3 and those prices have been increased. So we need to consider that when we're talking about margins, especially because presumably costs to produce the Model 3 has gone down.

同样的情况也适用于价格为$90,000的格子花纹版本，或者是$89,990。所以我们来看看我们的价格变动表。我知道它有点小，但希望对你们来说至少能看得清楚一点。在Y车型三款车型上没有变化，我想，当然，你们知道的，国际上Model 3的价格有所上涨。所以在谈到利润率时，我们需要考虑这一点，尤其是因为生产Model 3的成本可能已经降低了。

I would expect over time the Model 3 will, you know, continue to decline from where it's starting out now just initially after the refresh, but we should see margin improvements once production is ramped up on the Model 3. So that's important, Model Y not decreased here, although obviously Tesla is now selling more through inventory, so it's a little bit tougher to track these things. But for the S and the X, as we said, these are now 15 to 19% cheaper on the base versions.

我预计随着时间的推移，Model 3的价格会继续下降，当前刷新之后的起点已经下降了，但是一旦Model 3的生产逐渐增加，我们应该能够看到利润的提高。所以这一点很重要，Model Y在这方面并没有降价，尽管特斯拉现在通过库存销售更多，所以这些事情稍微难以追踪。但是对于S和X来说，正如我们所说的，基本版现在便宜了15%至19%。

And then I think both plads are 18% cheaper, if I remember that math correctly. So one piece of context that this price chart brings us is where these started out after the refresh. So when Tesla immediately reduced or right after Tesla introduced the refresh Model S and X, the long range version of those vehicles costs 79,990 for the S, 89,990 for the Model X. And this was basically two years ago, a little bit over two years ago now at this point, that happened in sort of Q1 of 2021. So we're now two and a half years into that, the S is now starting at $5,000 cheaper, the X is now starting at $10,000 cheaper.

然后我记得这两款车型都便宜了18%，如果我没记错的话。所以价格表给我们带来的一个背景信息是，在更新后这些车型的起始价格是多少。当特斯拉立即降价或在推出更新版Model S和X后，这些车型的长续航版售价为S型车为79,990美元，X型车为89,990美元。这基本上是两年前，现在已经是两年半前的事了，发生在2021年第一季度。所以现在S型车的起始价格比之前便宜了5,000美元，X型车的起始价格比之前便宜了10,000美元。

So just six and 11% cheaper than when they were introduced back at that point in time. That's really not too big of a decline. Obviously, you know, if you look compared to where they were at in 2022, as with all Tesla vehicles, we're seeing huge, huge drops, you know, $20,000 to $40,000 here for the S and similar for the X, from sort of those peaks in, you know, the beginning of 2022. I don't know if that was quite the peak, but significant declines from those values. But compared to when they were first introduced, at least on the base price versions, not really that crazy.

所以现在售价只比它们首次发布时便宜了6%和11%。这个下降并不是很大。显然，如果与2022年的价格相比，像特斯拉的所有车型一样，Model S和Model X的价格大幅下降，S型车大约降低了20,000到40,000美元，X型车也类似，相对于2022年初的高点来说。我不确定那是否是高峰，但相比首次发布时的价格，至少对于基础版本来说，并不是特别离谱。

And when you consider where interest rates have gone over that exact same period of time, it's, you know, it kind of makes a lot of sense because, you know, these vehicles at six and 11% cheaper, once you calculate in the impact of interest rates, they're probably, the payments on those opening price point vehicles are probably even higher than they were post introduction. So although these are significant price cuts and really sudden, we've been talking for, you know, probably at least a quarter now, maybe even a little bit longer about then maybe even a little bit longer than that about how, you know, S and X price cuts at some point were probably pretty likely.

当你考虑到同一时期利率的走势时，它就变得有意义了，你知道的，这在很大程度上是有道理的，因为你知道，一旦计算上利率的影响，这些车辆的价格可能比引入时更高，大约下降6%到11%。所以尽管这些都是显著的价格削减和突然的，但我们已经至少讨论了一个季度，甚至更长时间，关于S和X的价格削减在某个时候可能相当有可能。

Of course, we saw the introduction of the standard range. And again, I think Tesla just kind of testing that out and just deciding to say, all right, well, you know, we're just going to go for a couple of prices, get the X below this level and, you know, start really moving some of these vehicles. So again, price points at the opening price point, not too crazy from where they started out.

当然，我们看到了标准型号的介绍。而且，我认为特斯拉只是在试探一下，然后决定说，好吧，我们将降低一些价格，让 X 型车低于这个水平，然后开始真正推动这些车辆的销售。所以，总的来说，起始价格并没有从一开始的价格差太多，也不算太过离谱。

Obviously, I would strongly prefer if Tesla was able to sell all these vehicles at a much higher price. Obviously, you'd always, you know, like that to be the case as an investor, you're generating more margin in that scenario. But I'm also glad that Tesla is willing to, you know, continue to make what most companies would probably find to be difficult decisions like, you know, significant price change like this, to be able to make those quickly and, you know, continue to push forward on volume and all that the benefits that that will bring over time as Tesla continues to scale.

显然，我非常希望特斯拉能以更高的价格销售所有这些车辆。作为投资者，你总是希望能获得更高的利润率，这是可以理解的。但我也很高兴特斯拉愿意继续做出大多数公司可能会认为困难的决策，比如像这样显著的价格变动，以便能迅速做出这些决策，并继续在规模上不断推进和获得所有这些带来的好处，因为特斯拉在不断扩大规模的同时。

So obviously, you know, wish there was a higher price. I wish there were a little more things that Tesla was doing to kind of, you know, educate people. We've talked about that with advertising, of course, and Tesla started to do a little bit of that. I think the budget that is going in these price cuts is probably worth at least evaluating a little bit more in terms of other ways that that could be deployed. But obviously, that's not how Elon feels that the company is really run. And I also think it's just, although it is important, I think the the over emphasis on it does exist in that, you know, people over emphasize the effect of the business on the business today.

显然，你知道的，希望价格能更高一些。我希望特斯拉能做更多的事情来教育人们，你知道的。我们已经讨论过广告的问题，当然，特斯拉开始做了一些。我认为用于这些价格下调的预算至少值得更多地进行评估，以寻找其他可能的运用方式。但显然，这不是埃隆认为公司真正运营的方式。我也认为，虽然它很重要，但过度强调它确实存在，你知道的，人们过于强调今天的业务对公司的影响。

But as we always talk about when the quarterly earnings come out, the business day is really not, you know, not to diminish the importance of it, but it's not really all that important, you know, whether Tesla's generating a few thousand dollars extra on the S and the X right now, right? Like that's it's pretty inconsequential for where things end up. So those are kind of my thoughts on the price cuts, at least where we see them right now. Hopefully this, you know, since this is so significant, hopefully this will kind of be the end of it.

然而，正如我们在季度收益公布时经常讨论的那样，工作日实际上并不是很重要，你懂的，不是为了贬低其重要性，但是你知道特斯拉现在是否能在S和X上多赚几千美元，这其实并不是特别重要。就最终结果而言，这些都相当微不足道。所以，这就是我对价格下降的看法，至少就目前我们所看到的情况而言。希望这次的重大降价能够是个了结。

We'll see we have seen Tesla cut prices and then as you can see, a lot of green on these charts sort of found that price point and started to increase them again. And obviously, again, the inventory point here affects that a bit, but, you know, we'll see where things things go from here. The plaids we didn't talk quite as much about.

我们会看到特斯拉降价，然后正如你所看到的，在这些图表上我们看到了很多绿色，表示价格已经找到了某个点位并开始再次上涨。显然，库存点也会对此产生一定影响，但是我们会看看事情从这里会如何发展。至于Plaids方面，我们没有过多讨论。

So those are obviously significantly cheaper even when they were from when they were introduced, right? So 25% lower than the introductory price. Those at the high end of the range make more sense, because, you know, when they're first introduced, you're going to have those early adopters that kind of just have to have that, you know, updated version, the highest performance vehicle. And that's great. And Tesla can earn, you know, higher margins on that as they ramp the product line up and bring costs down. So it kind of supports that product ramp.

那些显然要便宜得多，即使当它们首次推出时，对吧？比首发价格低25%。而那些价格较高的车型更有意义，因为你知道，当它们首次推出时，总会有那些早期采用者希望拥有更新版本、性能最高的车型。这真是太好了。特斯拉可以在产品线逐步升级、降低成本时获得更高的利润率。所以这有助于支持产品的逐步推出。

But, you know, two and a half years in now, we should be pretty much through all that to where Tesla can now bring these these down again, would love it if we were higher, but it's just kind of where things are at today. And the closer the price points between the long range and the plaid, the more you're going to have people opt up into the plaid, because if you start drawing these price points out to 20 $20,000, $30,000 difference, it just makes that opt up decision that much more difficult. So obviously, these are still going to be higher margin versions. You still want people to kind of opt up into them.

不过，你知道，现在已经过去了两年半，我们应该几乎都解决了这些问题，现在特斯拉可以再次降低这些价格，如果我们能再高一些就更好了，但这只是今天的情况。而且，如果长续航和公主版之间的价格接近，那么越多的人将选择公主版，因为如果这些价格差距扩大到20,000美元或30,000美元，那么他们选择升级的决定就会更加困难。所以显然，这些版本仍然会有更高的利润率，你仍然希望人们会选择升级到这些版本。

So again, we've got a mix of lower prices on SNX, but model three, higher volume vehicle, the SNX are a relatively small part of the mix that it's not to say they're inconsequential to profitability, but their impact on profitability much lower than a vehicle like the model three. And like we said, there's been price increases on the model three.

所以，再次说起，SNX的价格较低且成本较低，但Model 3作为销售量更高的汽车，在车型组合中所占比例相对较小。这并不意味着它们对盈利无关紧要，但相比于Model 3这样的车型，它们对盈利的影响要小得多。另外，正如我们所说，Model 3的价格已经上涨了。

One quick note in Canada, Tesla has also cut the price. And it is now for the model S at least below $100,000 in Canadian. And that means that it can avoid the luxury vehicle tax. So it's a nice little boost there. That's only 20% on the amount of the price above $100,000. So I can't remember what the price was previously, but it is going to save at least a little bit there on luxury tax in Canada. So that'll be a nice boost as well.

加拿大的特斯拉也降价了，现在加拿大的Model S至少低于10万加元。这意味着可以避免奢侈车税。这是一个好消息。该税只在售价超过10万加元的部分收取20%。我不记得之前的价格是多少，但至少可以在加拿大省下一点奢侈税。所以这也是一个好消息。

All right. And then for FSD, price is now $12,000. So of course, in the US, this was previously $15,000. Tesla's cut the price by 20% on FSD. This one, it's a little bit tricky. Of course, Elon has always said that the price of FSD is going to continue to increase as the, you know, capability of the software improves over time. And I think there's, you know, good logic behind that because it does become more valuable and presumably closer to sort of the end state where FSD is really worth in reality a lot more than what Tesla would be selling it for.

好的。关于全自动驾驶(FSD)，现在的价格是12,000美元。在美国，之前的价格是15,000美元。特斯拉将FSD的价格降低了20%。这个问题有一点棘手。当然，埃隆一直表示，随着软件能力的不断提高，FSD的价格将继续增加。我认为这背后有着很好的逻辑，因为随着时间的推移，它变得越来越有价值，大概会接近终极状态，那时FSD的真正价值将远高于特斯拉现在的销售价格。

So where the price has been for the last couple of years, it's, you know, it's been pretty clear that Tesla's not trying to sell a lot of these, right? The take rate we know is low. And it's a very expensive option. I think Tesla hasn't really cared too much because eventually they view this as getting turned on and then people will opt in and that will ultimately earn them more money than if they were to sell this license up front and then not be able to kind of collect more revenue from it later on once it really is more valuable.

在过去的几年里，特斯拉这款产品的价格一直比较明确，他们并不是试图大量销售这些产品的，对吧？我们已经知道这款产品的接受率并不高。而且这是一个非常昂贵的选项。我认为特斯拉并不太在意这一点，因为他们最终认为人们会选择激活这个选项，这将比他们一开始出售这个许可证之后无法从中收集更多收入更有价值。

So that's kind of been the logic, at least from my perspective and seemingly from the low take rate that Tesla's been okay with. Maybe now they're trying to drive the take rate up a little bit just as margins on the vehicles themselves become a little bit more compressed. They might be trying to gain back a little bit of that through a higher take rate on FSD. So they might be experimenting a bit just to see sort of what the clearing price on FSD is to where that's, you know, might start to drive a little bit more margin versus a higher price option.

从我个人的角度来看，这似乎一直是逻辑，而且特斯拉的低占有率似乎也没关系。或许现在他们正试图稍微提高占有率，因为车辆本身的利润空间变小了一点。他们可能正试图通过更高的全自动驾驶占有率来弥补一部分利润。所以他们可能在试验一下，看看全自动驾驶的清算价格在何处，当达到那个价位时，可能会开始带来更多利润，而不是仅靠提高售价选项。

You know, as we talk about everything mixed related, you have to, you have to weigh the take rate just like you compare a long range versus a plaid. You got to compare what the take rate on a $12,000 FSD versus $15,000 FSD would be and see if that nets out as a positive in terms of the impact on profitability. So Tesla probably experimenting with that, I wouldn't honestly be too shocked if FSD price changes again relatively soon as Tesla evaluates that. But it'll be interesting to kind of follow.

你知道，当我们谈论一切与混合相关的事情时，你必须，你不得不权衡接单率，就像你比较长续航和强化版车型一样。你需要比较购买12000美元自动驾驶功能（FSD）和15000美元自动驾驶功能（FSD）的接单率，并看看对利润影响是否是正向的。所以特斯拉可能正在进行这方面的试验，如果FSD的价格会再次变动，我不会感到太震惊，因为特斯拉正在评估这个。但是这将会是一个有趣的跟踪过程。

So I think that's a part of it. I also as much as a, you know, people are probably tired of hearing about it. I do think interest rates also affect this too. You know, if you look at a $15,000 price for FSD being added to the vehicle at a 2% interest rate versus a 6 or 7% interest rate, I'm guessing they probably come out pretty similarly sort of on the payment perspective, the monthly payment that that equates to just from those higher interest rates. So I think that's probably also at play with the reduction that we're seeing here.

所以，我认为这是其中的一部分。我也觉得，你知道的，人们可能对听到这个问题已经感到厌烦了。我确实认为利率也对此有影响。你知道，如果你以2%的利率再加上15,000美元的FSD功能价格，与6或7%的利率相比，我猜它们在还款的角度上可能相差不大，即每月的付款金额会差不多。所以我认为这也对我们在这里看到的削减起到了作用。

Now personally, I think, you know, I'd probably rather just keep it high and then lower the monthly subscription price with just kind of a note to make it clear to customers that over time that subscription price will probably increase. So no one, you know, gets surprised when that eventually does happen. But I think that'd probably be a better way of doing it. But we'll see what Tesla, you know, has in mind there again, wouldn't be too surprised to see it, see a change.

就个人而言，我觉得，你知道的，我可能更愿意保持价格较高，然后通过降低每月订阅费用来向顾客明确说明随着时间推移，订阅费用可能会增加。这样，当最终发生变化时，没有人会感到惊讶。但我们还是要看看特斯拉在这方面的想法，我不会对看到变化感到太惊讶。

All right, project Thailand. So just a couple of things here. Robert Llewellyn of the fully charged show did have a test drive of the highland. So great to see that he's a model three owner. So we get some good perspective from him. He noted quite a few improvements throughout his drive. He said he just bought a 2023 model three and he really wishes that instead he would have the highland he just liked it pretty significantly more than than the current model three. So again, probably just a very quick test drive here and probably would need a little bit more time for a comprehensive review, but good to hear some of those positive comments from him with this early early test drive. I'm not sure I think there may be a couple more out there.

好的，泰国项目。所以这里只有一些事情。罗伯特·卢埃林（Robert Llewellyn）在《全程充电节目》中确实试驾了Highland。看到他是一个Model 3的车主真是太好了。所以我们可以从他那里得到一些很好的观点。他在试驾过程中注意到了许多改进之处。他说他刚买了一辆2023年款的Model 3，但他真的希望他能拥有Highland，因为他非常喜欢它，比目前的Model 3更多了很多。所以，可能只是一个非常快速的试驾，可能需要更多时间进行全面评估，但很高兴听到他在这次早期试驾中对这些积极评论的肯定。我不确定，可能还有一些其他测试。

But overall, I think what we covered last night has, you know, largely been pretty much all encompassing of what we know so far on the highland, which is which is really good. We talked yesterday about the range, how that wasn't totally clear because for the model three in Australia, for example, the range was 629 kilometers for the updated highland on the long range version. Previously, that was 602. So it looked like a 4.5% increase. Some places were saying 5%. Some places were saying 8%. Some places were saying 12%. Car Wow actually said 678 kilometers on the WLTP test cycle.

总的来说，我认为我们昨晚讨论的内容基本上包含了我们对高原地区的了解，这非常好。我们昨天谈到了车辆续航里程的范围，在澳大利亚的Model 3上，续航里程为629公里，而更新的高原长续航版之前的续航里程为602公里。因此，看起来增加了4.5%。有些地方说是5%增加，有些地方说是8%增加，有些地方说是12%增加。Car Wow实际上在WLTP测试周期中表示达到了678公里的续航里程。

What seems to be happening here upon further investigation, Tesla doesn't seem to have the WLTP test cycle for the arrow wheels yet because if we flip over from the, so the arrow wheels here called Photonic and I couldn't remember that yesterday, but if we go from the photon to the Nova wheels, which are the 19 inches, the rated range still stays the same. So unless that's sort of a glitch in the configuration studio, there does seem to be a discrepancy here where obviously you would expect a pretty significantly higher range on the 18 inch arrow wheels versus the the 19 inch sort of non arrow wheels.

进一步调查发现，特斯拉似乎尚未为箭头轮胎进行WLTP（全新欧洲行驶周期测定）测试，因为如果我们从这里切换到箭头轮胎，也就是所谓的光子轮胎，我昨天记不住这个名字，但如果我们从光子轮胎换到诺瓦轮胎，也就是19英寸的，额定续航里程依然保持不变。所以，除非这是配置工作室的一个故障，否则在这里似乎存在着一个差异，显然你会预期18英寸的箭头轮胎比19英寸的非箭头轮胎有更高的续航里程。

So if what's happening here is that Tesla's maybe doesn't have the official WLTP rating of 678 yet for the arrow wheels, maybe that's just what they expected to come in at. Maybe that's the figure that car Wow had. Then you're going from 602 to potentially 678, you'd be looking at a 12% increase on range in that scenario. So you know, we talked about in China, it looked like maybe a five to 9%. We're not sure exactly what was the number what the numbers before there were either. So right now to me, it's looking like somewhere between five and 12% and obviously those figures are going to test, you know, are going to vary depending on which test cycle you're using WLTP, CTLC or EPA.

所以，如果在这里发生的是特斯拉可能还没有针对箭头轮的官方WLTP额定值为678，那可能只是他们预期的数值。也许这是Car Wow所给出的数据。那么，从602到潜在的678，将会有12%的续航里程增加。所以，我们在中国讨论过，可能是5%到9%的增幅，但我们不确定之前的数字是多少。所以现在看起来，对我来说，大约是在5%到12%之间，并且显然这些数字将根据使用的测试循环（WLTP、CTLC或EPA）而有所不同。

So I want to get like too hung up on whether, you know, what exact percent it is. And obviously those depend on the wheels as well. But long, long way of saying that it does seem at least plausible to me right now that it is more towards that maybe 8% or even a little bit more than that improvement like we heard about specifically the efficiency numbers as well. So that is I think even more encouraging than maybe what it looked like yesterday based on what we were saying in the design studio.

所以我并不过于纠结于具体的百分比上，显然这也取决于轮子的种类。但是，长话短说，目前我觉得至少在可行的范围内，相较于我们听说的效率数字，它可能更接近8%甚至更多的改进。因此，我认为这比昨天在设计工作室听到的更具鼓舞意义。

So I wanted to share those thoughts as well. And then we do have a quick update on the cyber truck. So I think this originated on TikTok, but old spice on the cyber truck owners club posting a photo of the front trunk for the cyber truck gives us a nice look, probably the nicest look that we have seen of it so far, at least in sort of the finished form, obviously looks very sizable. Not sure exactly how it'll compare to you, you know, like an R1T or F150 Lightning, but definitely probably the biggest, you know, biggest front trunk that Tesla would be offering. And kind of an interesting detail that was noticed here.

所以我想分享这些想法。然后我们也有关于Cyber Truck的一个快速更新。我想这是起源于TikTok，但Old Spice在Cyber Truck车主俱乐部上发布了一张Cyber Truck前部储物箱的照片，给了我们一个很好的视角，至少在成品形态下，这是我们迄今为止看到的最好的视角，显然非常大。不确定它与R1T或F150 Lightning相比会有多大，但肯定是特斯拉提供的最大前部储物箱。还有一个有趣的细节被注意到了。

If you look really closely, you can see there's, you know, what appears to be a little bit of an embossing embossing that's happening there or something. They put together a nice gift of this, which you can kind of see it looks like it is sort of that cyber truck logo wordmark sort of embossed into the the front trunk there. So just kind of a nice touch. We don't know if that'll make it into the production version, but interesting to see that and definitely good eye for whoever who ever caught that.

如果你仔细观察，你会看到那里似乎有一点点的凸起或其他东西。他们将其制作成了一个漂亮的礼物，你可以从那里看到它似乎是那个网络皮卡的标志词的凸出部分。所以这只是一个很好的点缀。我们不知道这是否会出现在量产版本中，但对于那位发现它的人来说，这无疑是一个有眼光的发现。

All right, that's pretty much it. Just a quick look at the calendar for next week. So of course, in the US, we've got Labor Day, that means the NASDAQ will be closed. So likely no episode on Monday unless we get some crazy stuff happening, which obviously could be the case. It's been kind of a crazy week here. But Labor Day on Monday, the rest of the week, of course, we do have economic reports, but otherwise should be relatively quiet at least in terms of the calendar, you know, things can pop up, but just from a calendar perspective. All right, that'll wrap it up for today. That was a lot longer than I thought it was going to be. Maybe I was a little bit rambly today. So sorry if that was the case, but thank you all for tuning in as always. And you can also find me on X at Tesla podcast. And we'll see you on, I believe, Tuesday, September 5th for the next episode of Tesla Daily. Thank you.

好的，就这样了。只是快速看一下下周的日历。当然，在美国，我们有劳动节，这意味着纳斯达克将关闭。所以星期一可能没有节目，除非发生一些疯狂的事情，这显然是可能的。这里的一周有点疯狂。但星期一是劳动节，整个星期的其他时间，当然我们有经济报告，但在日历上来说应该相对安静，你知道，可能会有一些突发事件，但至少从日历的角度来看。好了，就这样吧，今天比我想象的要长。也许我今天有点啰嗦。如果是这样，那么对不起，但感谢大家一如既往地收听。你也可以在X上找到我的特斯拉播客。我们将在9月5日星期二再见到你们，下一集特斯拉每日。谢谢。