Executive Orders: Impact on Tesla / Automakers Beg to Make EV's / New Tesla Semi Customer ⚡️

Welcome to Electrified, it's your host, Dileynumus. Quick shout out to my newest patron, Alan Jay. Thank you for choosing to support the channel. And a quick shout out to Omar P. Thank you for using my Tesla referral link and congratulations on your new Tesla. Alex Potter from Piper Sandler is one of the few Wall Street analysts that I do have some respect for. He increased his Tesla stock price target from 315 up to 500, but the reason is more important. He said, we think investors are starting to appreciate Tesla's potential in real world AI. And as a result, portfolio managers are more willing to entertain upside scenarios. And for the first time, Piper Sandler is now modeling a contribution from FSD licensing. It values Tesla's existing business at just below $300 per share, inclusive of FSD. But Piper says it has not attempted to forecast a contribution from Tesla's more ambiguous AI opportunities most likely, optimists. And not only optimists, but neural net training as a service. They think the first half of 2025 will be choppy for Tesla, but it remains one of its top buy and hold ideas. As we've been saying the past few months, some portfolio managers are finally starting to wake up to Tesla's AI potential. Their $500 price target implies 17% upside. We got the Tesla China weekly number. It came in at 10,000, comparing that to week three in quarter four, that number was 13,200. Thus quarter over quarter, Tesla China is up 0.9%. And comparing this reading to week three of Q1 last year, that was 11,700. So now year over year, Tesla China is up 4.5%. Just remember, these readings over the next few weeks are likely to be volatile with the switchover to the new Model Y out of Shanghai. The weekly readings may be a bit lower until March or so once deliveries of the new Model Y are expected to begin. In the rumor category is the word that there have been nearly 100,000 orders for the new Model Y in the past 10 days. Burl energy actually shared the source for this rumor. And if you translate this from Chinese, it should say as of January 1st until now, Tesla's total orders have been 79,200, 5,700 of those for the Model 3. The remaining 73,400 would be for the Model Y and of those 14,000 would be for the old outgoing version, aka 59,000 for the new Model Y. And yes, I'm aware these translated numbers don't add up perfectly. However, it just gets us in the neighborhood again for this rumor.

欢迎来到“电气化”节目，我是你的主持人，Dileynumus。首先感谢我的最新赞助者，Alan Jay，谢谢你选择支持我们的频道。同时也感谢Omar P，感谢你使用我的特斯拉推荐链接，并祝贺你购入了新特斯拉。 我对华尔街分析师中少数的几个人有些尊重，Piper Sandler的Alex Potter就是其中之一。他把特斯拉的股票目标价从315美元上调到了500美元，但原因更为重要。他表示，我们认为投资者开始欣赏特斯拉在现实世界AI中的潜力。因此，投资组合经理们更愿意考虑特斯拉的上升空间。Piper Sandler首次在模型中加入了来自FSD（全自动驾驶）授权的贡献。他们估计特斯拉现有业务的价值（包括FSD在内）略低于每股300美元。但Piper表示，他们并没有尝试预测来自特斯拉较为模糊的AI机会的贡献，很可能是Optimists（乐观派）。不仅是Optimists，还有作为服务的神经网络训练。他们认为2025年上半年对特斯拉来说会有些动荡，但特斯拉依然是他们最值得买入和持有的想法之一。就像我们过去几个月一直所说的，一些投资组合经理终于开始意识到特斯拉在AI方面的潜力。他们500美元的目标价意味着有17%的上涨空间。 我们拿到了特斯拉中国的每周数据，本周的数字是10,000台，而第四季度第三周的数据是13,200台，因此环比增长了0.9%。与去年第一季度第三周的11,700台相比，同比增长4.5%。请记住，由于上海的新款Model Y正在换代，未来几周的数据可能会有波动。直到三月左右，新款Model Y的交付预期开始，这些每周数据可能会略低。 在传言类别中，有消息称过去10天里，新款Model Y的订单接近10万。Burl energy分享了这一传言的来源。如果从中文翻译过来，应该是自1月1日以来，特斯拉的总订单数达到79,200台，其中Model 3占5,700台，剩下的73,400台为Model Y。其中14,000台是旧款即将退市版本，即有59,000台为新款Model Y。是的，我知道这些翻译后的数字不完全吻合，但这让我们对这一传言有了一个大致的了解。

For me, rather than worrying about specific numbers, I take it as a general trend that orders for the new Model Y are very strong. But we will not see that in the data for another month or two. If you are in the market for an older Model Y, now is definitely the time to move as there are significant discounts around the world. Just one example in Australia, the older performance Model Y is being discounted by up to $8,000. Just a PSA, wherever you're at, if you're interested, be sure to check the discounts in your region. Here's a look at the rear light bar on the new Model Y at night. I know the quality here is very poor, but you get the idea, and yes, the lighting is hard to miss. And you'll notice two lights illuminating where the license plate is set to go. So we'll see if that's a Chinese-only spec, or if that rolls out globally too. And just to confirm that rendering that was shared last week, if you saw it, of the rear of the new Model Y and how this light design is actually quite 3D. So this indentation look on the back of the vehicle is confirmed on a real model.

对我来说，与其担心具体数字，我更关注新款Model Y订单的总体趋势，它确实表现得很强劲。不过，我们可能还需要再等一两个月才能在数据上看到这种趋势。如果你正在考虑购买旧款Model Y，现在绝对是入手的好时机，因为全球范围内都有大幅折扣。例如在澳大利亚，旧款性能版Model Y的折扣最高可达8,000美金。这只是一个提醒，无论你在哪里，如果感兴趣，一定要查看一下你所在地区的折扣情况。这里有一张新款Model Y在夜间的车尾灯条照片。我知道照片质量很差，但你大概能看出来，而且灯光效果非常醒目。你还会注意到，有两个灯光照亮了车牌的位置。接下来看这是否仅是中国特有的设计，还是会在全球范围内推广。还有，上周分享的后部设计渲染图要确认一下，如果你看到过，这个新款Model Y的尾灯设计实际上有很强的立体感。车辆后部的这种凹凸式设计已在真实车型上得到了证实。

And here's a quick video of the first red variant I've seen out in the wild. Jordan from the limiting factor had a great find from LinkedIn and specifically Ulong Leus profile, the staff materials engineer at Tesla. His experience says led four LFP pilot trials over two tons dry mass and one LFP production trial, 100 ton scale dry mass. In charge of raw material qualification and analytics and scrolling ahead and final LFP powder analytics and pouch cell evaluations. We talked about Tesla's new LFP battery last week and what Jordan found seems to be adding to that. Jordan said in the past three years, Tesla has run several multi-ton production trials for LFP cathode material. Translation may be enough cathode material for several hundred vehicles. Jordan said Tesla has everything they need to produce LFP battery cells in house that includes potentially prismatic LFP cells with a wet coating process from Nevada and 4680 LFP cells with a dry coating process from Austin. Knowing Jordan, I can guarantee he would want me to highlight the fact that this is potentially a.k.a. not a guarantee. Specifically these two different processes. Furthering Jordan's speculation, these trials were either one in house using the process Tesla unveiled at Battery Day and their recent patent application that we touched on last week and or two in house using similar processes to those of the most advanced manufacturers in China, but it appeared to be more lab or bench scale in nature. But the main takeaway here is that over the past few years, it's now very likely that Tesla has been working on making its own LFP battery in house.

这是一个简短的视频，展示了我第一次看到的一种红色变体。限制因素的乔丹在LinkedIn上有一个很棒的发现，特别是来自特斯拉的材料工程师乌龙·刘（Ulong Leu）的个人资料。他的经历显示，参与领导了四次磷酸铁锂（LFP）试点实验，总干重超过两吨，以及一次LFP生产实验，干重达到100吨。负责原材料的质量评估和分析，并进行LFP粉末分析和方形电池评估。上周我们讨论了特斯拉的新LFP电池，乔丹的发现似乎对这一话题有补充。乔丹提到，在过去三年中，特斯拉为LFP正极材料进行了几次数吨级的生产实验，这意味着或许足够为几百辆车提供正极材料。乔丹还提到，特斯拉具备自行生产LFP电池的所有条件，包括可能在内华达州以湿法涂层工艺生产的棱柱形LFP电池，以及在奥斯汀以干法涂层工艺生产的4680型LFP电池。了解乔丹的我，可以保证他希望我强调这只是潜在的，也就是说，并不是一定的，特别是这两种不同的工艺。进一步的猜测认为，这些实验要么是在内部采用特斯拉在电池日发布的工艺和我们上周提到的最新专利申请中所展示的技术，要么是使用与中国最先进制造商相似的工艺，但似乎更像是实验室或小规模的。总的来说，过去几年中，特斯拉很可能一直在致力于内自主生产LFP电池。

Here it is, the FTC is officially taking action against GM. Why? Over allegations they collected, used, and sold drivers precise geolocation data and driving behavior information from millions of vehicles without obtaining their consent. Many consumers were unaware of these practices in complaint to GM after finding out that their driving habits were being used by insurance companies to set their rates. And the data was not just sold to insurance companies, but also to third parties, including consumer reporting agencies. So as we've been saying, after the 2017 broadband consumer privacy repeal that now allows internet service providers to sell web browsing history and other sensitive data to marketers and financial firms without consumers consent, it's factually obvious the world is spying on us at every turn. An easy way to protect your family from all of this is signing up with a reputable, well known and trusted VPN like Surfshark, the sponsor of this video. I first started using Surfshark years ago after seeing Matt Farrell talk about it on Undecided and I wanted to support his work. Surfshark encrypts all of your online activity and masks, your real IP address, so no one. Not even your internet service provider can track your data. Surfshark also has a clean web feature to remove those annoying ads, plus one Surfshark account can be used on an unlimited number of devices so you can protect your whole family. And the truth is that really only scratches the surface of the features that Surfshark has to offer. So if you wanna check it out for yourself, you can head to surfshark.com slash electrified for four extra months of Surfshark for free. The link is below.

美国联邦贸易委员会（FTC）正式对通用汽车（GM）采取行动。原因是什么呢？因为有指控称，通用汽车在未获得车主同意的情况下，收集、使用并出售了数百万车辆的精准地理定位数据和驾驶行为信息。许多消费者在发现自己的驾驶习惯被保险公司用来制定费率后，向通用汽车投诉，因为他们之前并不知情。这些数据不仅被卖给了保险公司，还被卖给了包括消费者信用报告机构在内的第三方。正如我们所说，自从2017年宽带消费者隐私法被废除以后，现在的互联网服务提供商可以在未经消费者同意的情况下，将网络浏览历史和其他敏感数据出售给营销商和金融公司，显然，如今世界对我们的监视无处不在。 保护家人的一个简单方法是使用一家知名的、值得信赖的VPN（虚拟专用网络），比如Surfshark，这是本视频的赞助商。我是在一些年前看到Matt Farrell在“Undecided”节目中谈论Surfshark后，开始使用它，以此支持他的工作。Surfshark会加密你的所有在线活动，并隐藏你的真实IP地址，因此没有人，包括你的互联网服务提供商，能够跟踪你的数据。Surfshark还提供一个“清洁网络”功能，可以去除那些恼人的广告。此外，一个Surfshark账号可以在无限数量的设备上使用，帮助你保护整个家庭的安全。事实上，这些功能只是Surfshark所提供的服务的冰山一角。如果你想亲自了解一下，可以访问surfshark.com/electrified，获得额外四个月的免费服务。链接就在下面。

Inauguration day was quite busy with Trump signing plenty of executive orders, but the question now remains, how is this all going to impact Tesla? So for the next few minutes, I'm going to try to break it down given what we know right now. First though, it's important to note, Trump did invite Xi Jinping to the inauguration, but he ended up sending China's VP, Han Zhang, in his place. Zhang did actually sit down with Elon, and he said he hoped US companies would take root in China. He said he welcomed Tesla and other US companies to share in the benefits of China's development to contribute to China-US relations. But the more interesting takeaway is that Xi Jinping and Trump did have a phone call, and the word is that they were both upbeat after talking to each other, and Trump called it a very good one.

就职典礼那天非常忙碌，特朗普签署了许多行政命令，但现在的问题是，这一切将如何影响特斯拉？在接下来的几分钟里，我将尝试根据目前掌握的信息进行分析。不过首先要指出的是，特朗普确实邀请了习近平参加就职典礼，但习近平最终派了中国副主席韩正代替他出席。韩正与埃隆·马斯克进行了交谈，并表示希望美国企业能在中国落地。他欢迎特斯拉和其他美国公司分享中国发展的成果，为中美关系做出贡献。但更有趣的是，习近平和特朗普进行了电话交谈，据说两人谈话后情绪都很高涨，特朗普称这次通话非常好。

But shifting back to the US, here's the executive order that's the most relevant. It's titled Unleashing American Energy. The aim is to eliminate the EV mandate and promote true consumer choice. They'll do this by removing regulatory barriers to motor vehicle access, by ensuring a level regulatory playing field, by terminating where appropriate state emissions waivers that function to limit sales of gas powered cars, and by considering the elimination of unfair subsidies and other ill-conceived government-imposed market distortions that favor EVs over other tech. And the goal is within 30 days to begin implementing a new action plan. Further down, it talks about terminating the Green New Deal. All agencies shall immediately pause the Disbursement of Funds appropriated through the Inflation Reduction Act.

但转回到美国，这里有一项最相关的行政命令，题为《释放美国能源》。其目的是取消电动车的强制规定，促进真正的消费者选择。具体方法包括：通过消除机动车辆准入的监管障碍，确保公平的监管环境；在适当情况下终止限制汽油车销售的州排放豁免；并考虑取消偏向电动车而不是其他技术的不公平补贴和政府设立的市场扭曲政策。目标是在30天内开始实施新的行动计划。文中进一步提到，终止《绿色新政》。所有机构应立即暂停通过《减缓通货膨胀法》拨款的资金发放。

That includes both NEVI and CFI, which are charger funding programs we've been talking about now for months. And here, within 90 days, all agency heads shall submit a report to the director of the NEC. That details the findings of this review. Just to be clear, there really is no overarching EV mandate. It's just most of the time when people say that, they're referring to the EPA emission requirements. From what I'm gathering, it looks like Trump will not need legislation to reduce these EPA emission targets, but rather it needs to go through a regulatory process. In short, the administration would have to propose new rules, then allow for public comment, respond to those, and then they could issue a final ruling. And typically, this process can take a few months.

这包括我们已经谈论了几个月的NEVI和CFI，这两个是充电设备资助项目。在这里，所有机构负责人必须在90天内向NEC主任提交一份报告，详细说明这项审查的结果。需要澄清的是，并没有一个全面的电动车（EV）强制规定。大多数时候，当人们提到这个问题时，他们指的是环境保护署（EPA）的排放要求。根据我的了解，看起来特朗普不需要通过立法来降低这些EPA排放目标，而是需要通过一个监管程序。简单来说，政府需要提出新的规则，然后允许公众发表评论，回应这些意见，最后才能发布最终裁定。而通常，这个过程可能需要几个月的时间。

Remember, under these rules, automakers can hit these emission targets, selling whatever type of vehicles they'd like. It's just the goals are set to kick in later toward the end of this decade. So Trump is likely to relax some of these EPA standards, but that's not the whole story. Where the EO talked about these state emission waivers, the big one is California and the carb. Right now, there's a federal waiver that allows California to preempt the EPA. And other states have adopted California's standards as well. If Trump wins in removing that, that would mean EPA standards govern all states. And this is where some of the focus shifts to Tesla because carb standards are the source of a significant portion of Tesla's ZEV credits. You know, the ones that have generated around $10 billion for Tesla over the past six years, which is about 25% of the $36 billion in operating profit Tesla has reported over the same time.

记住，根据这些规则，汽车制造商可以销售任何类型的车辆来达到这些排放目标。只是这些目标设定在本世纪末会开始实施。所以特朗普可能会放宽一些环保署（EPA）的标准，但这并不是全部。行政命令提到的州级排放豁免中，最大的一个是加利福尼亚州及其清洁空气法规（CARB）。目前，有一个联邦豁免允许加州优先于EPA制定标准，其他一些州也采用了加州的标准。如果特朗普成功取消这个豁免，那就意味着EPA的标准将适用于所有州。这时，关注点会部分转向特斯拉，因为加州标准是特斯拉获得大量零排放车辆（ZEV）积分的来源。过去六年里，这些积分为特斯拉创造了大约100亿美元的收益，占特斯拉同期360亿美元营业利润的约25%。

A very important distinction though, this $10 billion figure is from Tesla's global ZEV credits, including China, Europe, and the US. The simplest way to put it, lower emission requirements will result in less regulatory credit sales for Tesla. To what degree? It's far too early to know. Next up, these unfair subsidies are likely referring to the EV tax credit. But note for this portion, the EO said by considering the elimination. So it's not a done deal yet, although I am still expecting it. However, for this one, from everything I've read, it looks like Trump will need legislation to undo this one. It's not something that Trump can do unilaterally. But what most people are overlooking right now is many of these changes are likely to face significant backlash from different environmental groups. Another specific policy that people refer to when talking about the EV mandate is the 2035 ICE car ban. Certain states in addition to California have adopted that, and that's likely to be challenged as well.

需要注意的是，这100亿美元的数字来自特斯拉的全球零排放车辆（ZEV）积分，包括中国、欧洲和美国。最简单的说法是，较低的排放要求将导致特斯拉的监管积分销售减少。减少多少呢？现在谈论这个还为时尚早。接下来，这些不公平的补贴可能指的是电动车税收优惠。但需注意，行政命令中提到的是考虑取消这个优惠，所以这还没有板上钉钉，尽管我仍然预计会取消。然而，从我所读到的所有信息来看，特朗普需要通过立法才能取消这个政策，这不是他一个人可以单方面决定的事情。但是大多数人现在忽略的一点是，许多这些变化可能会面临来自不同环境团体的强烈反对。另一个与电动车政策相关的具体政策是2035年的内燃机车禁令。除了加州之外，某些州也采纳了这个政策，而这很可能也会受到挑战。

Late last year, the Alliance for Automotive Innovation sent a letter to Trump directly. The title, please require us to sell electric vehicles. According to the letter, the auto industry can only be successful with stability and predictability as many have already invested billions of dollars into EV R&D. As we learn more about these changes that are likely coming, it's most likely going to result in legacy auto being less incentivized to produce EVs.

去年年底，汽车创新联盟直接给特朗普写了一封信。信的标题是，请求我们销售电动汽车。信中指出，许多汽车公司已经在电动汽车研发上投入了数十亿美元，只有在稳定和可预见的情况下，汽车行业才能取得成功。随着我们了解更多即将发生的这些变化，传统汽车制造商生产电动汽车的动力可能会减弱。

As a result, the Chinese in Tesla will have more of an opportunity to extend their lead. And the pausing of funds from NIVI and CFI for public charging will have a minor impact on Tesla as they could have received some of those. But this will have more of a negative impact on the general EV charging rollout. We also learned Trump is trying to renegotiate the US MCA, the trade deal between Canada, the US and Mexico that was originally up for review in 2026, but Trump wants that to happen sooner.

因此，特斯拉在中国的业务将有更多机会扩大其领先地位。而NIVI和CFI暂停公共充电资金的拨款对特斯拉的影响较小，因为特斯拉本来也有可能获得一些这类资金。不过，这对整体电动车充电网络的布局会产生更大的负面影响。我们还了解到，特朗普正在试图重新谈判美国、加拿大和墨西哥之间的贸易协议USMCA。原本这项协议计划在2026年进行审查，但特朗普希望能提前进行。

That's where the conversation shifts to tariffs, and as a surprise to some, Trump is not imposing those right away. First, the administration is going to review the nation's trade deficits and policies. We're thinking in terms of 25% on Mexico and Canada because they're allowing vast numbers of people. Canada is very bad abuser. So vast numbers of people to come in and front and all to come in. When do you think you would enact the. I think February 1st. Are you planning to do the notice of that? I think we'll do it February 1st. 25% on both, sir. On each. On each.

这时候，谈话转向了关税。让一些人感到惊讶的是，特朗普并没有立刻征收这些关税。首先，政府将会审查国家的贸易逆差和政策。我们考虑对墨西哥和加拿大征收25%的关税，因为他们允许大量的人进入。加拿大非常严重地滥用这种情况，因此有大量的人进入。你认为什么时候会实施关税？我想是2月1日。你计划什么时候通知这件事？我想我们会在2月1日通知。两国都是25%，先生。每个国家都是25%。

Right now, there's still plenty of uncertainty with all of this, so before we really get into the details and how it might impact Tesla specifically, I want to wait until some of these things are set in stone, at least for the next four years. After a one year wait, it looks like ultra wideband support is now rolling out to Android users. Your phone key should be more reliable and certain features like the hands-free trunk will now work. But you have to have the right Tesla vehicle, 2024 Model 3 or later, 2021 Model S and X or later, the Cybertruck and then the new project Juniper is expected to have UWB support. The current version does not. This cannot be enabled with a software update. You need specific hardware.

目前，很多事情仍然存在不确定性，所以在我们深入探讨细节以及这些可能如何特别影响特斯拉之前，我想等到这些问题至少在未来四年内有明确结果。等待一年后，超宽带（UWB）支持似乎终于开始上线给安卓用户。你的手机钥匙应该会变得更加可靠，某些功能如免提后备箱现在也能使用。但你必须拥有合适的特斯拉车辆，即2024款或之后的Model 3、2021款或之后的Model S和X、Cybertruck及预计新推出的Project Juniper将具备UWB支持。目前的版本不支持通过软件更新启用这个功能，必须配备特定硬件。

The city of Austin is set to get $15 million for public EV charging, and it is set to come from the CFI. And it sounds like these funds have already been dispersed, so they're not going to be under this new executive order. This money is to fill the charging gaps in low to moderate income neighborhoods and underserved communities. Part of that, multi-family housing. Here we have a list of the top 50 sellers across Europe for both December and all of 2024. Focusing on the full year 2024, the top five were the Dacia Cindaro, the Renault Clio, the VW Golf, Tesla's Model Y came in fourth for the year and the VW T-Rock came in fifth.

奥斯汀市将获得1500万美元用于公共电动车（EV）充电设施，这些资金将来自CFI。据悉，这笔资金已经下发，因此不会受到新行政命令的影响。这笔钱将用于填补中低收入社区和服务不足地区的充电站空缺，其中包括多户住宅区。我们也有一份名单，列出了欧洲销售量前50名的车型，包括2024年全年和12月的数据。2024年全年销量排名前五的车型是：达契亚（Dacia）Sandero、雷诺（Renault）Clio、大众（VW）高尔夫（Golf）、特斯拉（Tesla）的Model Y排名第四，以及大众T-Roc排名第五。

The Model Y sold over 44,000 fewer vehicles in 2024 than 2023 as it was down 17.5%. Of course, the Cindaro is a much more affordable vehicle starting around $15,000. In second, the Renault Clio starts around $20,000 and the upcoming VW Golf is supposed to start around $33,000 in the US. So yeah, in fairness, when Wall Street shouts about Tesla needing a more affordable model, these are the charts that they're likely to share.

2024年，Model Y的销量比2023年少了超过44,000辆，下降了17.5%。当然，Cindaro这款车起价仅约15,000美元，非常实惠。其次，雷诺Clio起价约20,000美元，而即将推出的大众高尔夫（VW Golf）预计在美国的起价为33,000美元左右。所以，当华尔街呼吁特斯拉需要推出更实惠的车型时，他们很可能会分享类似这样的数据图表。

However, given the top three, it's true, the Model Y is still the best selling full EV across Europe for 2024. Despite the removal of EV subsidies across many countries last year, the Model 3 came in at number 27, up 13.4% year over year. You may remember this brand finance company we talked about last year, they do consumer surveys and try to put a market value on different company's brands. For what it's worth to you, last year, Tesla was ranked number 18 on this list and for this year, they've now dropped down to 36.

然而，考虑到前三名，确实如此，Model Y 仍然是 2024 年全欧洲最畅销的纯电动车。尽管去年许多国家取消了电动车补贴，Model 3 却达到了第 27 位，同比增加了 13.4%。你可能还记得我们去年谈到过的那个品牌估值公司，他们进行消费者调查，并试图为不同公司的品牌估值。对你来说，尽管去年特斯拉在这个榜单上排名第 18 位，今年他们已经下降到第 36 位。

Of note, this company is based in London and these results are from about 16,000 people who shared their views on Tesla. I'll just say it, for as bad as we know, the media distortion is on Elon's character in the United States, from what I pick up, it's even worse across parts of Europe. As you might expect, there's plenty of talks about politics when it comes to Tesla's brand, so we don't need to get into that. The main reason I'm sharing this is because the CEO of brand finance had this to say, unless Tesla can come up with a whole range of new products that will really excite consumers and unless they can mitigate some of the antagonism caused by their leader, they will be seen as past their peak and will begin to go down. And look, maybe in this goofy brand survey, Tesla's value goes down, but the only value most people are actually concerned with is the stock market value. And if you think that's past its peak, well, I have a bridge to sell you.

值得注意的是，这家公司总部在伦敦，这些结果是来自约16,000名分享他们对特斯拉看法的人。 我直说吧，尽管我们知道在美国媒体对埃隆的形象有所扭曲，但据我了解，在欧洲部分地区，这种情况甚至更糟。 正如你所想，关于特斯拉品牌涉及的政治讨论很多，所以我们不必深入探讨。 我之所以分享这个，主要原因是因为品牌金融的CEO发表了这样的看法：除非特斯拉能推出一系列真正让消费者兴奋的新产品，以及缓解他们领导人引起的一些对立情绪，否则他们将会被视为已经过了巅峰，并开始走下坡路。 看，这个有点滑稽的品牌调查中，特斯拉的价值可能在下降，但大多数人真正关心的价值是股市价值。 如果你认为那已经过了巅峰，好吧，我有座桥要卖给你。

Today, Volvo finally announced their most popular trim, the EX30, which is electric, is coming to the US at a starting price of $44,900. Some context on this one, the initial release had this vehicle starting at about $35,000, but for now, Volvo has not said if and when we can expect that more affordable version in the States. I would put this vehicle on the list to watch though, because this has been selling very well across Europe. It's set to have a 69 kilowatt hour battery pack and have a range up to 253 miles, with peak charging rates up to 152 kilowatts. And by the summer, they're set to have an off-road version of this vehicle available in the States as well. But more details and pricing and specs for that version are not yet available. At least part of the reason this vehicle has been delayed and the cost is now higher is thanks to new tariffs on vehicles built in China. Volvo is a subsidiary of Glee, and they've been in the midst of shifting their production of the EX30 from China to Belgium.

今天，沃尔沃终于宣布他们最受欢迎的车型EX30（电动版）将在美国上市，起价为44,900美元。背景介绍一下，这款车最初发布时的起价大约为35,000美元，但目前沃尔沃尚未透露何时以及是否会在美国推出这一更实惠的版本。我建议大家关注这款车型，因为它在欧洲的销量非常好。EX30配备69千瓦时的电池，续航能力可达253英里，最高充电速率为152千瓦。到夏季，他们计划在美国推出这款车的越野版本，但具体细节、价格和规格尚未公布。该车辆发布延迟及价格上涨的部分原因是由于中国制造的车辆被征收的新关税。沃尔沃是吉利的子公司，他们正在将EX30的生产从中国转移到比利时。

Disclosure, I have not been able to confirm this, but on ex Tesla Thomas said, FSD13.2.5 is now going out to the early release group. To those of you with hardware three still waiting for 12.6, just know that I see you guys and hopefully your day will come soon. Joe Tettmeyer gave us an update on the cyber tunnel at Giga Texas. Here's the other side of the tunnel that most people have not seen from inside the factory. And as you're about to see, the outside of the cyber tunnel is taking shape as well. And as you're about to see the outside of the cyber tunnel, is taking shape as well. Now Joe also shared this image showing the size comparison between the Model S and the cyber cap. But with this photo, some people were zooming in and changing the brightness and many people noticed this. This being the resemblance of something of a steering wheel where the driver seat would be, but is it a shadow or is it something else altogether? For what it's worth to you in the comments, Joe did say he does not believe this was a steering wheel. I would add, even if it was, this does not mean that this version would be going into production. I know it's tough to tell, but what does it look like to you?

披露信息：我无法确认这一点，但前特斯拉员工Thomas表示，FSD 13.2.5现已向早期发布组推送。对于那些拥有硬件三代但仍在等待12.6的人，知道我关注你们，希望你们的时机很快就会到来。Joe Tettmeyer更新了我们关于得克萨斯超级工厂的网络隧道。他展示了大多数人未曾从工厂内部看到的隧道另一侧。正如你将看到的，网络隧道的外部也正在成型。Joe还分享了一张图片，展示了Model S和网络卡车的尺寸对比。然而，有人放大照片并调节亮度，许多人注意到了一个似乎是驾驶座舱处方向盘的东西，但这到底是个阴影还是别的什么？Joe在评论中说，他不认为这是什么方向盘。我想补充一点，即使它是，也不意味着该版本会投入生产。我知道很难分辨，但你怎么看？

Then we had Heinrich Zane sharing this photo of Kormark, apparently with their trailer attached to the Tesla Semi at Giga Nevada. As far as I can tell, there's nothing official out there about Kormark placing an order for the Tesla Semi, but it looks like they are indeed at least testing the Tesla Semi. Kormark has been actively working on modernizing its fleet of Semi's, and the last number I could find had their fleet at about 1500 trucks. These delivering to about 40,000 different convenience store locations across the US. As I was recording, I saw this from Chris Zang, who in the past has hit some and has missed some when it comes to predictions and rumors. But this one does check out, he said Tesla has given suppliers guidance on Optimus production, 600 units per week by the end of 2025. As we've talked about over the past few months, the word is Tesla plans to produce about a few thousand, maybe up to 5,000 for 2025, so this would make sense. The official word was that the next gen Optimus would enter production in quarter four of this year, so once again, that checks out with this rumor as well. The expectation is that most, if not all of these, will be for internal use at Tesla.

然后我们有海因里希·赞恩分享了这张照片，其中显示Kormark公司似乎在内华达州的特斯拉超级工厂使用他们的拖车连接到了特斯拉Semi卡车。就我所知，没有官方的信息说明Kormark下单购买了特斯拉Semi卡车，但看起来他们确实至少在测试它。Kormark一直在积极地致力于更新他们的Semi卡车车队，最后我找到的数据显示他们的车队大约有1500辆卡车，这些卡车向全美大约40,000个便利店供货。在我录制时，我看到了来自克里斯·张的信息，他在过去有些预言和传闻准确，有些则不准确。但这次他说特斯拉已经向供应商提供了关于Optimus生产的指导，到2025年底每周生产600台的计划，这个消息是可信的。我们这几个月讨论过，消息称特斯拉计划在2025年生产几千台Optimus，也许最多5,000台，所以这个计划是合理的。官方消息是下一代Optimus将在今年第四季度投产，因此这个传闻也与此一致。预期是这些设备大部分甚至全部将用于特斯拉内部使用。

In my eyes, the reason this matters so much is because as we've seen the past few years, most of Wall Street does not have any value attributed to Optimus right now. As we know, Wall Street usually looks between six and 12 months out, and this means Optimus production within that timeframe. Hopefully we get more official confirmation on Tesla's Q4 call coming up in just over a week. But at some point, Wall Street's going to need to create these Optimus models, and that's going to change the valuation metrics. Tesla stock closed the day at $424.07 down, 0.57%, while the Nasdaq was up, 0.64%. It was an average volume day for Tesla. Don't forget, check out Surfshark linked below for those interested, protect your family, heading in to 2025. 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. You might want to sign this,ion boxunder you, try to sign.

在我看来，这件事之所以如此重要，是因为过去几年我们看到，大多数华尔街人士目前对Optimus并没有给予任何价值。我们知道，华尔街通常会展望未来六到十二个月，这意味着Optimus将在这段时间内进行生产。希望能在特斯拉即将到来的第四季度电话会议上获得更多官方确认。但在某个时刻，华尔街需要开始建立这些Optimus模型，这将改变估值指标。特斯拉股票当天收于424.07美元，下跌0.57%，而纳斯达克指数上涨0.64%。当天特斯拉的交易量属于平均水平。别忘了查看下面链接的Surfshark，对那些感兴趣的朋友来说，保护您和您的家人，迎接2025年的到来。希望大家度过美好的一天。如果你喜欢这个视频，请点赞。你可以通过下面的链接找到我，并非常感谢所有Patreon的支持者。你可能想在下面的框中签名，尝试签名。