Farley: "Elon Doesn't Like You" / Ford Admits to Causing Problems / TSLA Stock Analysis ⚡️
发布时间 2024-02-06 00:30:06 来源
Welcome to Electrified, it's your host Dylan Loomis, quick shout out to my newest patrons, Gary S. and Bill H. Thank you for choosing to support the channel.
欢迎来到《电动汽车精选》，我是主持人迪伦·卢米斯，在此向我最新的赞助人Gary S.和Bill H.致以快速问候。感谢你们选择支持这个频道。
Just FYI, for today's video, I will be going a bit quicker than usual as I have an event that I need to get to later tonight.
只是提醒一下，今天的视频我会比平时快一点，因为晚上还有一个活动要参加。
To clear it up, there was some misinformation out there over the weekend about this form, for that was filed on behalf of Drew Baglino, in which he gifted, not sold, 38.1,000 Tesla shares, to a CRT or a charitable remainder trust.
为了澄清一些误解，上周有关这份文件的一些错误信息，该文件是代表Drew Baglino提交的，他将38.1万股特斯拉股票赠送给了一个CRT（慈善余额信托），而不是出售。
In case CRTs are not on your radar, oftentimes the grantor, in this case, Drew would pick a charity and a non-charitable beneficiary. A CRT is indeed irrevocable, meaning Drew could not pull those Tesla shares back later, even if he wanted to.
如果你对 CRTs 不了解的话，通常情况下，出资人（在这个案例中是Drew）会选择一个慈善机构和一个非慈善受益人。CRT确实是不可撤销的，这意味着即使Drew想要，他也无法后悔并收回那些特斯拉股份。
Typically, these are set up so the non-charitable beneficiary can actually receive income from this trust for a set period of time, then after that period of time, the charitable organization actually would receive the remainder of the funds.
通常情况下，这些都是为了让非慈善受益人在一段固定的时间内实际上可以从信托中获得收入，之后慈善组织将获得剩余资金。
Thus, with a CRT, you can give money to charity, get an upfront tax deduction, and also give income to a chosen beneficiary for a set period of time, all at once.
因此，通过设立慈善信托计划（CRT），您可以一次性向慈善机构捐款，并且可以获得一次性的税前扣除，同时为指定的受益人设定一个固定的收入期限。
Naturally, folks were out there trying to decipher what this means for Tesla stock going forward. My response would be absolutely nothing. It was only about $7 million worth of Tesla stock, personally, I would not read into it at all.
自然而然，人们正在努力解读这对特斯拉股票未来意味着什么。我的回答是绝对没有什么意义。这只是价值700万美元的特斯拉股票，就个人而言，我不会过多解读它。
Over the weekend, lip-site on X shared an image that Tesla is yet again offering FSD transferability if you buy a new Tesla before March 31st, 2024. It also said this vehicle is eligible for a one-time free supercharging transfer, if taking delivery before the same time.
在上周末，X网站分享了一张图片，显示特斯拉再次提供购买新特斯拉并在2024年3月31日之前交付的用户可转让全自动驾驶(FSD)功能。此外，该图片还提到，如果在同一时间之前提车，这辆车还有资格享受一次免费超级充电转让。
Before I go any further with this one, I need to make this very clear. This is an evolving situation as I record this right now. There's a lot of conflicting information out there from different customers and different geographies, getting different answers from different Tesla reps.
在我进一步深入讲解之前，我需要明确地指出一点。这个情况正在不断演变，就在我现在录制的时候。来自不同客户和不同地理区域的各种冲突信息，以及不同的特斯拉代表给出的不同答案，形成了许多混乱的信息。
The latest from Drive Tesla Canada confirms FSD transfers are now also available in Canada and it's valid on purchases for the Model 3+. DTC is also confirming that you don't have to trade in your vehicle with free supercharging miles or FSD. You can keep that vehicle. Tesla will just remove those features from that vehicle and transfer it to the new one.
最新的消息来自Drive Tesla Canada证实，加拿大现在也可以进行FSD（完全自动驾驶）的过户，并且在购买Model 3+时可以享受这项服务。DTC还证实，您不必通过交换车辆来获得免费超级充电里程或FSD。您可以保留原有车辆，特斯拉只会从这辆车上移除这些功能，并将其转移到新车上。
This delivery deadline of March 31st definitely makes this a demand lever that Tesla is pulling. It should be noted though, the last time Tesla offered this FSD transfer, they also had a deadline, but Tesla did allow some FSD transfers for deliveries made after the deadline. I would not bank on that leniency again, but delivery deadlines are oftentimes out of the customer's control.
3月31日的交付最后期限无疑是特斯拉在施加需求杠杆。但需要注意的是，上一次特斯拉提供FSD转让时也设置了最后期限，但特斯拉确实允许在期限后进行一些FSD转让。尽管如此，我不会再寄望于这种宽限，但交付最后期限往往是客户无法控制的。
Go ahead and pause and zoom in if you'd like. Here's the FSD transfer agreement. Again, this is a developing story, but the word is for all of North America, for all of the sexy lineup, both FSD and free lifetime supercharging mile transfers are now back if you take delivery before March 31st, 2024.
请继续阅读并适当调整缩放。这是全步自动驾驶（FSD）的转让协议。再次强调，这是一项正在发展中的消息，但据说在2024年3月31日之前交付的所有北美地区、所有豪华车型，不论是FSD还是终身免费超级充电里程的转让都已恢复。
The word is existing orders currently in the backlog are indeed eligible, and I'm sure a lot of you have got the text that you can get an additional $1000 off if you are a Cybertruck reservation holder.
目前处于积压状态的现有订单确实有资格，我相信很多人都收到了这样的消息：如果你是Cybertruck预订持有者，你还可以额外获得1000美元的优惠。
The last time Tesla offered this FSD transfer, they said it was a one time only thing. Clearly that program had a lot of success and they fired it up again.
特斯拉上次提供全自动驾驶（FSD）转移服务时表示这只是一次性的活动。显然，该计划取得了巨大成功，他们又重新启动了这个活动。
Meyer shared a chart that I think is very important for Tesla investors to understand, but full disclosure, I don't agree with his statement that a rematch with a $105 Tesla price is likely, although sure I would say it's of course possible.
梅耶分享了一张图表，我认为这对特斯拉投资者来说非常重要，但要说明的是，我不同意他说105美元的特斯拉股价再次出现的观点，虽然可以肯定地说这是有可能的。
What we have here is Tesla stock price in this blue line that I'm following on the screen currently, and then we're also going to focus on the earnings per share revision trends for Tesla stock. The red line here is the consensus for 2025, and the light blue line here is the consensus for 2024.
我们正在屏幕上跟踪的是特斯拉股票价格的蓝线，接下来我们还将关注特斯拉股票每股收益修订的趋势。这里的红线代表2025年的共识，而浅蓝色的线代表2024年的共识。
Thus we have Tesla's EPS expectations for 2024, sitting at about $3.40. What Meyer was highlighting was that when Tesla stock was down around $100 per share at the end of 2022, Tesla's consensus EPS also at the end of 2022 was about $4.
因此，我们预计特斯拉在2024年的每股盈利（EPS）大约在3.40美元左右。迈尔强调的是，2022年底特斯拉股价下跌至约100美元每股时，2022年底特斯拉的共识每股盈利（EPS）也约为4美元。
Yes, this is a great chart to understand, but please do not go making dogmatic proclamations because if you look at Tesla's consensus 2023 EPS at the end of 2023, Tesla stock was around $260 per share. Plus, toward the end of the year, these consensus estimates are very close to being actual since they're only waiting on one more quarter of data.
是的，这是一个很好理解的图表，但请不要随意下定论，因为如果你在2023年底查看特斯拉的2023年度每股收益共识，特斯拉的股价约为每股260美元。而且，年底时，这些共识估计非常接近实际情况，因为它们仅仅需要再等待一个季度的数据。
One more counterpoint to argue against the notion that because our EPS consensus is lower than where it was when Tesla stock was all the way down at $100 per share, look at Tesla's consensus estimates for 2021 that were around $1.90. At that time, Tesla stock was literally up near an all time high around $400 per share.
这里有另一个反驳那种观点的理由，即因为我们对特斯拉（Tesla）的每股收益预期低于其股价曾一度下跌至每股100美元时的水平，看看特斯拉2021年的收益预期，大约为每股1.90美元。当时，特斯拉的股价实际上已接近历史高点，每股约400美元。
Truthfully, if that chart teaches us anything, it's that trying to predict any short term stock movement, short term being within 12 months, really is a fool's errand no matter what data you're looking at.
说实话，如果那个图表教给我们任何东西的话，那就是无论你所看的数据是什么，试图预测任何短期（即在12个月内）股票走势真的是一个傻瓜式的任务。
That said, I think having the context that Tesla stock for a few years was in a phase of constant EPS revisions upward and they have since shifted to a phase of EPS revisions downward. Thus, it would be fair to reason that until this downward trend of Tesla EPS revisions stabilizes and then hopefully resumes an upward trajectory, it will be very difficult for Tesla to even re-approach some of its prior all time highs.
话虽如此，我认为了解特斯拉股票在过去几年一直处于持续上调的EPS修订阶段，并且目前已经转入了EPS修订下调阶段的背景是很重要的。因此，可以合理地推断，在特斯拉EPS修订下调趋势稳定并希望重新开始上升轨迹之前，特斯拉很难再接近其先前的历史最高点。
If now, Wall Street is only expecting Tesla to grow earnings by 10-20% per year instead of 30-50% that some were expecting before. Of course, over time we should expect Tesla's PE to compress and come back closer to some of the other MAG7 companies which have been trading with PE's between 28 and 35. This is not a price target and absolutely no guarantees this would ever happen, but if you take Tesla's 2025 expected EPS, multiply it by a PE of 30, that would be roughly $135 Tesla stock.
如果现在，华尔街只期望特斯拉每年增长10-20%的收益，而不是之前一些人预期的30-50%。当然，随着时间的推移，我们应该期待特斯拉的PE比值收缩，并且更接近其他一些MAG7公司的PE比值，这些公司的PE比值在28到35之间。这不是一个价格目标，也绝对不能保证这种情况会发生，但是如果你将特斯拉2025年预期的每股收益乘以30的PE比值，那么特斯拉的股票价格大致上将为135美元。
In case you're new, I do not condone obsessing over short term stock metrics, but I do think that understanding these concepts can help you be a better investor in the long run.
如果你是新手，我并不赞成过度关注短期股票指标，但我认为理解这些概念可以帮助你在长期投资中更好地发展。
We did get a new Tesla stock note from Piper Sandler who historically has had very reasonable and cogent takes on Tesla stock. After earnings and looking at the 10k, they now think Tesla will deliver 1.93 million vehicles this year versus their previous estimate of 2.18 million. That's only 7% year over year implied growth. They said more price cuts may be necessary and thus they expect auto gross margins X credits to fall 110 basis points year over year to 16.6%.
我们确实收到了来自历史上一直对特斯拉股票持理性和有力观点的派普·桑德勒的新股票报告。在财报发布后并查看了年报后，他们现在认为特斯拉今年将交付193万辆车，而之前他们的估计是218万辆。这只意味着年增长率仅为7%。他们还表示可能需要进一步降价，因此预计汽车毛利率（不包括财务积分）将较去年下降110个基点至16.6%。
Most importantly, they said we are no less bullish on Tesla's multi-year prospects. They said we think Tesla aired in prioritizing Cybertruck over a cheaper vehicle with wider appeal. They're not expecting the next gen vehicle to debut until the fourth quarter of 2025, so they're expecting slower volume growth for this. They've dropped their price target from 295 down to 225.
最重要的是，他们说我们对特斯拉未来几年的前景一点也不悲观。他们认为特斯拉在优先选择 Cybertruck 而不是一款更便宜、吸引更广泛的车型上是正确的。他们预计下一代车型将于2025年第四季度才推出，因此预计销量增长将较为缓慢。由于这些原因，他们将股价目标从295降至225。
Speaking of 2024 EPS cuts, Piper Sandler just reduced theirs to $2.95 from $4.70.
说到2024年的每股收益（EPS）预测下调，派珀桑德勒刚刚将其从4.70美元降至2.95美元。
This article was shared over the weekend, but if you actually read the article, you realize we should probably be taking our foot off the accelerator. A professor from Johns Hopkins did an analysis on that Talon Metals mine we talked about last week, saying it could theoretically net more than $26 billion in subsidies just through federal tax credits. He said one of the largest beneficiaries would be battery manufacturers that used Talon's nickel, which could secure more than $8 billion in credits. About half of that could go to the EV giant Tesla. He added American consumers could enjoy nearly $18 billion.
这篇文章在周末被分享，但如果你真的读了这篇文章，你会意识到我们可能应该放慢速度。约翰霍普金斯大学的一位教授对我们上周谈到的Talon Metals矿山进行了分析，并表示通过联邦税收抵免，它理论上可以获得超过260亿美元的补贴。他说，其中最大受益者之一将会是使用Talon镍的电池制造商，他们可以获得超过80亿美元的抵免。其中大约有一半可能会流向电动汽车巨头特斯拉。他还补充说，美国消费者可以享受近180亿美元的好处。
Naturally, people were loving this assessment, but if you read on, these numbers assume that every company and customer qualifies for every tax credit available at each point along the supply chain. In other words, these are high-end estimates meant to lay out the potential of this plan, not showing what is likely to happen from this plan. I would also add these figures are dependent on one Talon actually finding some ore to mine. There are no guarantees. And two, when they do find the ore, how much nickel is actually going to be in it. Talon could also change its plans at any time.
自然而然，人们对此评估感到满意，但如果你继续阅读，这些数字假定每家公司和每个顾客都有资格获取供应链上每一环节提供的每个税收减免。换句话说，这些是高估，旨在展示该计划的潜力，而不是显示该计划可能发生的情况。我还要补充说，这些数字还取决于 Talon 公司是否能够真正找到一些矿石来开采。没有任何保证。而且，当他们真的找到矿石时，其中到底含有多少镍仍然未知。Talon公司也可能随时更改计划。
And if Talon does find some ore to mine, let's not forget the actual mining process, then it has to be approved, which could take a few years. The law does specify that a company has to convert nickel into a highly refined form known as nickel sulfate or process the metal to at least 99% purity by mass to be eligible for tax credits that cover 10% of the operating cost. Then from there, the nickel would still need to be processed and mixed with other metals to produce the cathode active materials that go into a battery. Meaning yes, some share of those subsidies from these two tax credits might go to Tesla.
如果塔伦确实找到了一些矿石进行开采，让我们不要忘记实际的开采过程，然后这还需要获得批准，这可能需要几年的时间。法律明确规定，一家公司必须将镍转化为一种称为硫酸镍的高纯度形式，或者将金属提炼至至少99%的质量纯度，才有资格获得税收抵免，这可以覆盖10%的运营成本。然后，镍仍然需要经过处理和与其他金属混合，以生产用于电池的阴极活性材料。也就是说，是的，从这两项税收抵免的补贴中，一定会有一部分转给特斯拉。
Tesla is in the midst of finishing up its own cathode facility in Austin, and we know it's going to begin refining lithium so maybe in the future they'll refine nickel as well. It's absolutely true that if this Talon metals mine comes through in the future, Tesla stands to be a major beneficiary. I just needed to add some context to that $4 billion number, saying it's definitely on the high side and it's not a guarantee.
特斯拉正在奥斯汀建设磷酸铁锂原料加工设施，并且我们知道他们将开始提炼锂，也许将来他们还会提炼镍。如果塔隆金属矿项目在未来成功启动，特斯拉将成为最大的受益者，这是完全正确的。我只是需要对这400亿美元的数字做一些背景说明，说它肯定属于高位，而且并不是百分之百的保证。
Over the weekend, Elon was out with some friends at the Lola premiere. Maybe you're gonna fire a fat TV, okay. No word yet on what companies.
上周末，埃隆和一些朋友一起去了洛拉首映。可能你们要开除一个胖胖的电视，好吧。目前还没有关于是哪些公司的消息。
It appears as though somebody sent Sawyer a screenshot that Tesla is now advertising on X in Japan. After the Q4 call, we knew something like this would be coming and I agree Tesla should be advertising off the X platform as well, which they are, but don't forget the Japanese have a massive presence on X.
好像有人向Sawyer发送了一张截图，显示特斯拉正在日本的X平台上进行广告推广。在Q4电话会议之后，我们就知道会有这样的情况发生，我赞同特斯拉应该在X平台之外进行宣传，他们也确实在做，但是别忘了日本人在X平台上的庞大存在。
Australia just set some new emissions reduction targets for next year. Starting January 1st, 2025 car companies must sell enough low or zero emission vehicles or buy emissions credits from other car makers which have met the targets to offset the biggest polluters in their model lineups and avoid paying fines. Every year, the CO2 emissions target for each manufacturer is reduced making it harder to meet.
澳大利亚刚刚制定了明年的减排目标。自2025年1月1日起，汽车公司必须销售足够数量的低排放或零排放汽车，或从已达到目标的其他车企购买减排积分，以抵消其车型系列中最大的污染源，并避免支付罚款。每年，每个制造商的二氧化碳减排目标都会降低，使其更难达到。
On the flip side, car companies that do meet the targets are in line to earn credits, which they can sell or trade with brands which do not meet the standards. The government says its proposal would see Australia catch up with fleet emission standards in the United States around 2028. Car makers will have to meet an average across their fleet. This is not a restriction on what Australians can buy.
另一方面，达到这些目标的汽车公司有机会获得积分，他们可以将其出售或者与未达标的品牌进行交易。政府表示，根据其提议，澳大利亚将在2028年左右赶上美国的车队排放标准。汽车制造商将需要在车队整体上达到平均值。这并不限制澳大利亚人可以购买的车辆种类。
Today, we also had SAP, Europe's biggest software company to stop offering Tesla vehicles to its employees. This in response to Tesla's repeated price cuts, they said Tesla's prices are fluctuating more than other manufacturers, complicating planning and increasing risks. SAP did clarify it had never offered Tesla's two employees in Germany, its biggest market for company cars, the brand made up a small portion of the company's global fleet. It's true, price cuts do have consequences on the back end, specifically for companies that have to manage that depreciation. I don't think this is a big deal for Tesla. The most recent data I could find had the SAP Global Fleet at 27,000 cars, and again, they said Tesla made up a small portion of that. Don't forget, SAP has announced that starting in 2025, all new vehicles ordered as company cars will be emission free. So if Tesla prices can stabilize by then, we'll see if SAP can stick to this no Tesla policy.
今天，我们还有欧洲最大的软件公司SAP停止向员工提供特斯拉车辆。这是对特斯拉多次降价的回应，他们表示特斯拉的价格波动比其他制造商更大，给计划和风险增加了复杂性。SAP确切地指出，它从未为德国的两名员工提供过特斯拉车辆，而这是该公司在企业用车最大的市场，这个品牌只占公司全球车队的一小部分。没错，降价确实会对后端产生影响，特别是对于需要管理这种折旧的公司而言。我认为这对特斯拉来说不是一个大问题。我能找到的最新数据显示，SAP全球车队有2.7万辆车，而且他们说特斯拉只占其中的一小部分。不要忘记，SAP已宣布从2025年开始，所有作为公司车辆订购的新车将是零排放的。因此，如果特斯拉的价格能够在那时稳定下来，我们将看看SAP是否能坚持这个不提供特斯拉的政策。
In case you're in Minnesota, get ready as their new EV rebate program launches February 7th, completed applications will be reviewed on a first come first serve basis. If this applies to you, go ahead and pause for the details.
如果你在明尼苏达州，准备好了，因为他们的新电动车退款计划将于2月7日推出，提交的申请将按照先到先得的原则进行审查。如果这适用于你，可以暂停一下获取详细信息。
Dartmouth College just said it's looking to replace half of its Department of Safety and Securities fleet with the Tesla Model Y. They said this was inspired by the adoption of Tesla vehicles by municipal police departments in New England. Definitely cool, but I went to look up the fleet size we're talking about and they're going to introduce four Tesla Model Ys while maintaining three Ford vehicles.
达特茅斯学院刚刚表示，他们计划用特斯拉Model Y取代其安全与安保部门一半的车队。他们表示这受到了新英格兰地区市政警察部门采用特斯拉汽车的启发。确实很酷，但我想查一下我们正在讨论的车队规模，结果他们将引入四辆特斯拉Model Y同时保留三辆福特汽车。
If you followed electrified last year, you will have heard me say that at some point there's most likely an economic reckoning coming for China. Well, the cracks are widening. Here we have foreign investors selling $2 billion worth of mainland China shares just in January. That marks the strongest and longest net outflow in a decade. Now they're calling for forceful actions to prop up the stock market while at the same time suspending stock borrowing via exchanges for short selling. They're also loosening conditions for property purchases in Shanghai. Let's not forget what happened here in 2008. Of note, one of the most sold names was BYD. Nearly 30% of all stocks in China have been halted as their CSI 1000 index slid 8% in a few hours. This means the small cap stocks are getting hammered. Nikkei Asia saying in the aftermath of the bursting housing bubble in China, it could take more than five years for the country to shed excess stock. China's shrinking population is not going to help. Trying to understand how bad things get for China economically this year is obviously going to have an impact on Tesla's operations there.
如果你去年关注过电动汽车市场，那么你可能听我说过中国很可能会面临经济问题。现在裂痕正在加大。我们在1月份看到外国投资者在中国大陆市场出售了价值20亿美元的股票，这是过去十年来最强烈且持续时间最长的净流出。现在他们呼吁采取有力措施来支撑股市，同时暂停通过交易所进行的借股融券交易。他们还放宽了在上海购房的条件。让我们不要忘记2008年发生的事情。值得注意的是，其中一只最被抛售的股票是比亚迪。中国约30%的股票已停牌，因为他们的CSI1000指数在几个小时内下跌了8%。这意味着小市值股票正在受到重创。亚洲日报称，在中国房地产泡沫破裂之后，该国可能需要五年以上的时间来消化过剩的股票。中国人口的减少也不会带来帮助。尝试理解今年中国经济形势有多糟糕显然会对特斯拉在该地区的运营产生影响。
According to documents from the DMV, it turns out Apple tested its self-driving car more than ever in 2023, logging over, get this, 450,000 miles of autonomous driving in California. That number was almost four times what Apple did the year prior. It may be growth, but this is still a pretty insignificant number.
根据DMV的文件，事实证明，苹果在2023年比以往任何时候都进行了更多的自动驾驶汽车测试，在加利福尼亚州超过45万英里的自主驾驶里程记录。这个数字几乎是苹果前一年的四倍。这可能是增长，但这仍然是一个相当微不足道的数字。
In the United States, Tesla has raised the price of the Model 3 Plus long-range version by $1,000. Currently it sits at $46,990. This is clearly an indication that demand is outpacing supply, but there are two factors to this equation, so yes it could mean higher demand. Yes it could also mean that new production out of Fremont is slower than Tesla was expecting. For what it's worth, Troy Tesla has been saying that so far this year, Model 3 production at Fremont has been slower than expected.
在美国，特斯拉将Model 3 Plus长续航版的价格上调了1,000美元，目前定价为46,990美元。这显然表明需求超过了供应，但这个问题有两个因素，因此可能意味着需求增加。同时，这也可能意味着弗里蒙特工厂的新生产速度比特斯拉预期的要慢。对此，特斯拉的特洛伊一直表示，今年迄今为止，弗里蒙特工厂的Model 3生产速度比预期要慢。
Lamborghini is now planning to reduce carbon emissions by 40% per car by 2030, but they're looking to do this across the entire value chain, including the plant, the cars, everything. Lamborghini also plans to launch its first full electric model, the Land's Adore in 2028, then one year later launch a full electric super SUV.
兰博基尼计划到2030年将每辆车的碳排放减少40％，而且他们希望在整个价值链上实现这一目标，包括工厂、汽车等所有环节。此外，兰博基尼还计划在2028年推出首款全电动车型"兰德斯阿多"，然后在一年后推出一款全电动超级SUV。
Elon may be moving forward with yet another venture on X posting, should I make the Texas Institute of Technology and Science real, it would of course have advanced social studies too.
埃隆可能正在继续他在X发布中的另一项事业，如果我让德克萨斯技术与科学学院成真，它当然也会拥有先进的社会科学研究。
Today the chairman of Stellantis shot down any rumors that they were planning to merge with Renault. Ford executives acknowledged the automaker has caused pain points for dealers and promised to adapt its transition to EVs in response. Ford's comment was a general statement about multiple issues that have led to falling dealer satisfaction scores. Ford was talking to their U300 which is made up of dealers selling fewer than 300 vehicles annually, and roughly half the company's 3000 US dealers are in that group. Jim Farley said EVs are risky for the automaker and its dealers and he had anticipated the company would not make the transition flawlessly. He promised to continue adjusting its EV certification
process to better support dealers.
According to one attendee, Jim Farley said Tesla CEO Elon Musk does not like you or our model, and we will continue to support you. This after Farley said that Ford bet on its retail network rather than a direct to consumer model like Tesla uses. Remember last week when I said dealers have a lot of sway over companies specifically talking about GM? Well here's Exhibit B.
根据一位与会者的说法，吉姆·法利表示特斯拉首席执行官埃隆·马斯克不喜欢你或我们的模式，而我们将继续支持你。此前，法利表示福特押注其零售网络，而不是像特斯拉那样直接面向消费者的模式。还记得上周我说过经销商对公司有很大影响力，特别是在谈到通用汽车时吗？这就是例证B。
Glee has launched 11 low earth orbit satellites and they expect 72 to be in orbit by 2025 and eventually have plans for a constellation of 240. These satellites will provide high precision positioning support to self driving cars as well as other commercial functions like connectivity to the consumer electronics sector.
Glee已经发射了11颗低地球轨道卫星，并预计到2025年将有72颗卫星在轨道上，并最终计划组建240颗卫星星座。这些卫星将为自动驾驶汽车提供高精度定位支持，还能提供与消费电子行业的连接等其他商业功能。
Hyundai's North American CEO said I'm more confident and have a much clearer vision on how we should do this referring to the Amazon partnership where consumers can now buy Hyundai vehicles through Amazon. They're still in the pilot program only but Hyundai did make its first vehicle delivery to an Amazon employee in Seattle. Hyundai said we're working with NADA, the National Auto Dealers Association because they see this is happening in the industry. It's not a one dealer or two dealers or one franchise. This is an evolution of the sales in the industry.
现代汽车北美首席执行官表示，对于我们如何通过亚马逊合作向消费者销售现代汽车，我更有信心，也有了更清晰的愿景。目前，这仅处于试点阶段，但现代汽车已经向亚马逊的一名员工在西雅图交付了第一辆车辆。现代汽车表示，我们正在与全国汽车经销商协会（NADA）合作，因为他们认识到这种变化正在行业中发生。这不是一个或两个经销商，也不止一个特许经销。这是销售业在演变。
We recently talked about Weamo applying for expansion in San Francisco and LA but they may be running into some challenges. There is legislation in California that was introduced that would require self driving services to be authorized by a local ordinance in each city and county where the service operates. Right now autonomous vehicle deployments are actually regulated at the state level. This proposal Senate bill 915 would return control to the local communities who know their streets the best. And yes, we can probably thank crews and their debacles for this new legislation being introduced. If this bill were to be passed in Weamo's case, it would mean it would need dozens of municipalities to pass ordinances to bring expansion plans to fruition. Deliberations on this bill could begin this week but would likely not receive a vote until later in the year. As it stands now, the PUC has until February 20th to approve, deny, or suspend Weamo's application.
最近我们讨论了Weamo在旧金山和洛杉矶扩张的申请，但他们可能会遇到一些挑战。加利福尼亚州出台了一项法案，要求自动驾驶服务在每个城市和县都需获得当地法令的授权。目前，自动驾驶车辆的部署实际上是在州级别受到监管。这项提案915号参议院法案将控制权交还给了最了解当地道路状况的社区。是的，我们很可能要感谢船员及其丑闻，因为这个新法案的提出。如果这项法案在Weamo的案例中通过，意味着他们需要让几十个市政当局通过法令来实现扩张计划。对于这项法案的讨论可能会在本周开始，但可能要到年底才能获得投票通过。截至目前，公用事业委员会（PUC）要在2月20日前批准、否决或暂缓Weamo的申请。
Here we have the first ever Saudi made lucid electric vehicle that's equipped with the drone and AI tech on display at the World Defense Show. This EV is going to start being used within the fleet of security patrol vehicles in Saudi Arabia. The drone will work to fly in photograph places where criminal problems occur. They're also touting this vehicle having other AI tech like a light bar that has six cameras aimed at recognizing faces and identifying license plates of vehicles violating traffic regulations like being over the speed limit, parking incorrectly, or vehicles with expired registrations.
在这里，我们有首款由沙特制造的明亮电动车，它配备了无人机和人工智能技术，并在世界国防展上展示。这款电动车将开始在沙特阿拉伯的安保巡逻车队中使用。无人机将用于飞行并拍摄发生犯罪问题的地点。他们还宣称这款车辆还具有其他人工智能技术，比如一个配备六个摄像头的灯条，用于识别面部和违反交通规定的车辆的车牌，如超速、停车错误或过期注册的车辆。
We talked about it last week but Rivian has made it official on X get ready to meet the R2 platform on March 7th. This is that event that's supposed to take place at Laguna Beach in California.
我们上周谈论过这件事，但是Rivian公司已经在X上正式宣布了，准备在3月7日见到R2平台。这是计划在加利福尼亚州的拉古纳海滩举行的活动。
Hertz has now paused plans to buy tens of thousands of EVs from Polestar this year. Between 2022 and 2023, Polestar sold about 13,000 EVs to Hertz. Polestar has now agreed to wave Hertz's requirement to buy its allocated number of cars this year. In return, Hertz is agreeing not to sell its current Polestar vehicles early or too cheaply. They said there's a clear intention to restart large-scale sales to Hertz in the future but the two companies would have to review at the time whether a sales restart in earnest in 2025 makes sense.
赫兹现已暂停计划在今年从极星购买数万辆电动汽车。在2022年至2023年期间，极星向赫兹销售了约13,000辆电动汽车。极星现已同意免除赫兹今年购买分配数量车辆的要求。作为回报，赫兹同意不提前或以过低价格出售其当前的极星汽车。他们表示有明确意图在未来重新启动大规模向赫兹销售，但两家公司将在那时审查2025年是否有重启销售的合理性。
Last week we talked about the 2025 Taycon and some of the new peak charging speeds. Well, shortly after that a charging curve came out. We definitely still need more real world tests. We need people like Kyle Connor to get his hands on this vehicle. I'm sure he will. And the question can be posed if you're charging a battery over 300 kilowatts all the way up to around 60% state of charge. Will that have any negative long-term impacts on the battery health when it comes to cycle life? Oftentimes in the battery world everything is a trade-off. It's very early but initial reviews of the 2025 Taycon are looking very promising.
上周我们谈论了2025年的泰康（Taycon）以及一些新的最高充电速度。不久之后，一个充电曲线发布出来了。我们当然还需要更多的真实世界测试。我们需要像Kyle Connor这样的人来试驾这辆车。我相信他会这样做的。问题是，如果你将电池充电超过300千瓦，一直充到大约60%的电量，会对电池的循环寿命和健康有任何负面影响吗？在电池领域，往往一切都是一种取舍。现在还很早，但对2025年泰康的初步评价看起来非常有希望。
A new report from Tesla that came out thanks to a Freedom of Information Act request showed that Tesla has 140 fewer employees at Giga New York than it did at the end of January 2023. Current employment at the factory where they manufacture things like the solar roof, superchargers, adapters and the like has 1,800 nate employees which is comfortably exceeding their minimum requirement for those state funds. That number is 1,460 jobs that Tesla has to stay above to avoid that $41.2 million penalty.
特斯拉最新提交的一份报告，得益于信息自由法案的申请，该报告显示特斯拉纽约超级电池工厂的雇员较2023年1月底减少了140人。目前该工厂的现有员工数量为1,800人，这个数字已经远远超过了该州对于特斯拉获得资金支持所设定的最低要求。特斯拉需要保持在1,460名员工以上的水平，以避免支付4120万美元的罚款。该工厂主要制造太阳能屋顶、超级充电桩、转接器等产品。
Don't forget we also have that dojo expansion project for Giga New York that may be up and running as soon as this summer that will undoubtedly add some more employment. We may have Ferrari actually benchmarking a Model S plaid at its marinello factory based on this image. Right now Ferrari has really been focused on hybrids. However they did mention a full electric vehicle sometime around 2025.
不要忘记，我们还有吉卡纽约道场扩展项目，可能在今年夏季开始运营，这无疑会增加一些就业机会。根据这张图片，法拉利可能会在马利内洛工厂对Model S plaid进行基准测试。目前，法拉利真正关注的是混合动力车型。不过，他们提到在2025年左右可能会推出一款全电动汽车。
Tesla stock closed the day at $181.06 per share down 3.65% while the Nasdaq was down 0.2%. NVIDIA's Terra continues the only green company on our auto and AI list. They were up 4.79% today. It was also a high volume day for Tesla trading around 24 million shares above the average 30 day volume.
特斯拉股票收盘价为每股181.06美元，下跌3.65%，而纳斯达克指数下跌0.2%。英伟达的Terra继续成为我们汽车和人工智能名单中唯一的上涨公司，今日增长4.79%。对于特斯拉来说，今天也是一个高交易量的日子，交易量约为2400万股，超过了30天平均交易量。
Hope you guys have a wonderful day. You can find me on X linked below. Please like the video if you did and a huge thank you to all of my patreon supporters.
希望你们今天过得愉快。你可以在下面提供的 X 上找到我。如果你喜欢这个视频，请给它点赞。非常感谢所有赞助我的 patreon 支持者们。