GM Discloses Tesla Deal Details, TSLA Record Streak, Highland Rumors

Hey everybody, Rob Mayward here. Welcome back to Tesla Daily. Today we are continuing to talk about the adoption of the North American charging standard. More news on that. The Tesla street continues. We've got updates on Tesla in China, Project Highland, and a number of other stories as well.

大家好，我是Rob Mayward。欢迎收看特斯拉每日新闻。今天我们将继续讨论北美充电标准的采用情况。还有更多关于特斯拉的新闻。我们将为您带来有关特斯拉在中国、高地计划等其他故事的更新。

Alright, starting off with this talk, Tesla today up 2.2% to close at $249.83 while the NASDAQ was up 1.5% on the day. So not a huge outperformance given Tesla's beta, but nevertheless, the streak does continue. Tesla stock has now increased for a record, 12 consecutive trading days, up 37% over that period of time.

好的，从这个讲话开始，特斯拉今天上涨了2.2％，收于249.83美元，而纳斯达克当天上涨了1.5％。鉴于特斯拉的贝塔系数并不是特别高，这并不是一个巨大的超额表现，但不管怎样，连胜纪录继续。特斯拉股票已经连续12个交易日增长，增长了37％。

So really nice to see and a more fun reminder of Tesla's volatility than when we're experiencing the same in the opposite direction. And we'll see if that can continue tomorrow. Of course, we do have before market open the consumer price index CPI report, then the producer price index on Wednesday morning leading into the June FOMC for their open market committee meeting, where current expectations according to the CME Group FedWatch tool lean about 80% in favor of no further interest rate increase at this meeting. But those expectations will probably hinge a lot on the CPI and PPI report prior to the meeting. So we should be in for at least a couple of interesting days this week.

真的很高兴看到特斯拉的波动性，当我们经历相反方向的波动性时，这是一个更有趣的提醒。明天我们将看到是否会继续下去。当然，在市场开盘前，我们有CPI报告，周三早上有PPI报告，这将引导我们进入6月FOMC公开市场委员会会议，目前根据CME Group FedWatch工具的预期，80%的人认为本次会议不会再次加息。但这些预期可能会在会议之前严重依赖于CPI和PPI报告。所以，本周应该会是至少一个有趣的两天。

Alright, getting into the news, as we had talked about most days last week, we have more news on charging over the weekend. A number of charging companies have announced that they will also be supporting the North American charging standard like we heard from Ford and GM previously. So no major surprise here as these dominoes continue to fall, but we've heard from ChargePoint saying that they are going to be adding NACS support and actually said that the R&D for this was in the works for quite some time already.

好的，接下来进入新闻部分。像上周大部分时间内我们所讨论的一样，本周末我们有更多充电领域的动态。多家充电公司已经宣布将支持像Ford和GM之前所提到的北美充电标准。这并不是什么特别的新闻，因为这些多米诺骨牌式地落下了，但我们从ChargePoint得知，他们将添加NACS支持，实际上这项RD工作已经进行了相当长的时间。

So they have things in the works that will be delivered before the first NACS vehicles from these other brands. Similar announcement from Blink, who remember it had that sort of cryptic tweet, but they are jumping on board with NACS as well. Charon has also announced that they are going to be supporting pushing for NACS to be a standardized connector. They noted that there is still a few things that need to be done before that is truly an open standard. So they want to help push for that. And then a number of others jumping on board as well, evstation.com, doing a really good job of tracking all these different announcements.

这些品牌正在进行的项目会在其他品牌的第一个NACS车型之前发布。Blink也宣布了类似的消息，他们也将与NACS合作。Charon还宣布，他们将支持推动NACS成为标准连接器。他们指出，在这成为真正的开放标准之前，还有一些事情需要完成。因此，他们希望帮助推动这一进程。还有一些其他品牌也加入了进来，evstation.com做得很好，跟踪所有这些不同的公告。

So great to see this and shows the benefit that this will have to Tesla owners with all of these other different charging companies adopting NACS. That's obviously going to make things a little bit easier for Tesla customers charging at those locations in cases where they may be available or more convenient than a supercharger happens to be at that time. Although I do think those cases are probably rare and will become increasingly rare, more charging availability is always a win.

非常高兴看到这个消息，并且这表明了NACS将为特斯拉车主带来的好处。其他充电公司采用NACS，这显然会让特斯拉客户在那些位置充电变得更加容易，这在一些情况下可能会比超级充电站更加方便和可得。虽然我认为这种情况可能相对较少，并将越来越少，但更多的充电便利总是一个胜利。

The other interesting update that we've got regarding these charging developments is from a GM spokesperson speaking with the Associated Press about the structure of the deal that we heard from GM last week. So they say that financial details between the two companies are not released, but spokesman Daryl Henderson said that GM is not paying Tesla and said, quote, "'Tesla will get better utilization of their network and all the new charging revenue, which will help them expand the network further. There are other opportunities both companies can take advantage of as a result of the agreement." End quote.

关于这些充电设施的最新消息是，我们收到了通用汽车（GM）的发言人与美联社交谈的消息，关于上周我们从GM听到的交易结构。他们表示，双方之间的财务细节没有公布，但发言人达瑞尔·亨德森表示，GM不会支付特斯拉，他说：“‘特斯拉将更好地利用他们的网络和所有新的充电收入，这将帮助他们进一步扩展网络。'另外，由于协议的缘故，还有一些机会可以为双方所利用。”

So apparently GM not paying Tesla that probably means that Ford not paying Tesla either. Although technically for both cases, that's probably not true because at a minimum, it sounds like they're going to be paying Tesla for adapters. Though Elon has said that that hardware and potentially other hardware would be provided at cost or at no profit to Tesla. But still they are paying for that. And that does amortize Tesla's cost for whatever hardware Tesla is also utilizing over a larger unit base, lowering the cost for Tesla.

显然通用汽车公司没有向特斯拉支付费用,这也意味着福特公司可能也没有向特斯拉支付费用。尽管在这两种情况下，其实可能不完全正确，因为至少听起来它们会支付适配器费用给特斯拉。尽管埃隆说这些硬件可能会以成本价或没有利润的价格提供给特斯拉。但是他们仍然需要为此支付费用。这有助于将特斯拉使用的任何硬件成本分摊到更大的单元基础上，降低了特斯拉的成本。

Still, it doesn't sound like there's any other financial consideration here outside of the charging revenue that Tesla could generate. The article does say that details of how customers would gain access are still being worked out. GM EV owners may have to pay a monthly charged access Tesla's charging network, or they could pay for a juice. And then apparently unlike Ford, GM says that their customers will probably need to buy the adapter.

然而，似乎除了特斯拉可能产生的充电收入外，这里没有其他财务考虑。文章确实指出目前仍在商讨客户如何获得充电网络的细节。通用汽车的电动汽车车主可能需要支付每月一次的访问费，或者他们可以支付充电费用。而显然与福特不同的是，通用汽车表示他们的客户可能需要购买适配器。

So right now for third parties, as Tesla has trialed, opening up the supercharger network to third parties, that has worked with a subscription fee, and then you get equivalent pricing to Tesla, or you pay an additional fee for each use if you do not have that subscription. So it sounds like that may still be on the table in terms of how this is going to be structured with these other EVs, which could end up being pretty lucrative if Tesla has the dominant charging network, which this type of a partnership helps solidify. So still some things to be determined. I'm also still very curious if there's going to be any sort of licensing fee for API access, for route planning. Since it sounds like Tesla will be assisting with those things as well, but in the same instance, that's also another funnel into actually just using the supercharger network where Tesla can generate that marginal revenue. So that may be it, and that's kind of what it's looking like right now, but we'll keep an eye out for any additional information.

就目前来看，像特斯拉试验的那样，向第三方开放超级充电站网络，并提供订阅费用，这将使第三方获得与特斯拉同等的价格，或者如果您没有订阅，则每次使用需要额外支付费用。因此，看起来这种方式可能仍然适用于其他电动汽车的结构，如果特斯拉拥有主导的充电网络，这种合作伙伴关系将有很大的收益。但是，还有一些事情需要确定。我还非常好奇是否会有任何API访问和路径规划的授权费用。因为看起来特斯拉将协助处理这些事务，但这也是使用超级充电站网络的另一个渠道，特斯拉可以从中获得额外的收入。这可能就是目前的情况，但我们将关注任何额外的信息。

All right, next up, we've got a couple of rumors out of China. The first is on project highland, according to some information going around on forums in China. The updated Model 3 will have ventilated seats, ambient lighting, and an upgraded sound system. There is also a short video of what is purported to be a ventilated Model 3 seat that gives a little bit more credibility to these rumors. Beyond that, we'll have to wait and see. I don't think any of those would be terribly surprising, but an upgraded sound system ventilated seats seem to go a little bit in the opposite direction of cutting costs, but I guess upgraded, at least for the sound system, could be in the eye of the beholder, and maybe Tesla feels ventilated seats are worth it from a value cost perspective. Hopefully we'll know soon enough.

好的，接下来我们有一些来自中国的传言。根据中国论坛上流传的一些信息，高地项目将会更新Model 3，新增通风座椅、环境照明和升级音响系统。此外，还有一个短视频显示了一个通风的Model 3座椅，这给这些传言增加了一些可信度。除此之外，我们还需要等待进一步的消息。我认为这些都不会太让人惊讶，但是升级音响系统和通风座椅似乎与成本削减有些相反，不过我想升级，至少对于音响系统来说，可能是因人而异的。也许从性价比的角度来看，特斯拉认为通风座椅是值得的。希望我们很快就能知道更多的消息。

Then the other sort of rumor that is going around in China is that Shanghai is now, I guess, testing out FSD. There have been some rumors that it was going to be approved in Shanghai, but that wasn't what the report had actually said. It sounds like maybe Tesla is doing some internal testing, maybe with some employees, and that Shanghai would look to be the first to approve it, but that it's not there yet. So probably not worth getting too excited about yet, but there does continue to be a little bit more smoke on FSD there in Shanghai. Last quick China update, Tesla Asia tweeting out and also posting on Weibo that they have opened a new giga laboratory, which is just a different kind of store, but in addition to highlighting the product as traditionally would be done in a Tesla store, it's also highlighting the manufacturing process, giving it the aesthetic of a Gigafactory tour, showing more about the production process and things like that. So kind of a cool concept to see, but some of the reporting on this seem to be a little bit confused, so just wanted to clarify what that actually is.

另一种在中国流传的谣言是，上海正在测试全自动驾驶（FSD）系统。有传言称上海已经批准了它，但实际上报告并没有这么说。看起来特斯拉正在进行一些内部测试，可能是与员工一起，而上海将成为首个批准FSD的城市，但这还没有实现。所以，现在可能还不必过于兴奋，但在上海关于FSD的传闻还在持续。另外，特斯拉亚洲在推特和微博上发布了消息，表示他们开设了一个新的巨型实验室，这是一种不同类型的商店，除了像传统的特斯拉商店一样突出产品外，它还突出制造过程，使其具有Gigafactory实地参观的美感，展示更多的生产过程等内容。这是一个很酷的概念，但有些报道似乎有些混乱，所以我想澄清一下它实际上是什么。

All right, next up we've got some comments on Gigamexico to catch up on. These are actually from last week, but the governor of Nuebi Leon commented on the timeline for Gigamexico, saying that he expects construction to start in 10 to 15 weeks. He said he expects all permitting would be completed by that point in time. It's obviously a rough estimate, but that would put that window from August 16th to September 20th. He then also predicted that the first car made in Gigamexico would be ready in 2024. Now that doesn't necessarily mean ready for sale, could just be a release candidate, something like that. And again, obviously just the estimate, but if they do break ground in Q3 and they match Gigashang High's timeline, that was about a year from breaking ground to start up production, so that would put things in 2024. So Q3 shaping up to be a pretty interesting quarter, we potentially have Project Thailand, we potentially have the Cybertruck and potentially groundbreaking at Gigamexico. Hopefully we get at least two out of those three.

好的，接下来我们有一些关于Gigamexico的评论需要追赶。这些实际上来自上周，但新莱昂州州长评论了Gigamexico的时间表，称他预计建设将在10至15周内开始。他说他预计所有许可将在那个时候完成。这显然是个粗略的估计，但那将把这个窗口从8月16日到9月20日。然后，他还预测，第一辆在Gigamexico制造的汽车将在2024年就位。现在这并不意味着准备好出售，可能只是一个发布候选者之类的东西。当然，这只是一个估计，但如果他们在第三季度动工并匹配Gigashang High的时间表，那将在动工到开始生产大约一年后，这将使情况进入2024年。因此，第三季度正在成为一个非常有趣的季度，我们潜在地有Project Thailand，我们潜在地有Cybertruck，并有可能在Gigamexico动工。希望我们至少能得到这三个中的两个。

All right, now shifting over to Gigatexus, Joe Tagmyer with his most recent drone video has captured a new delivery for Tesla. This is a Trump bending machine, which Trump describes as easy programming, fast automated bending, the TrueBend cell 5000 is the perfect solution for all those who value productive and flexible automation for the widest possible range of parts. So interesting to see, and we can kind of see from the manufacturer's videos, what kind of things this bending machine would be capable of. And with it shipping in there to Gigatexus, obviously the question would be, is this a machine that Tesla is using for Cybertruck? Maybe a while, but I'm sure at some point we'll find out.

好的，现在我们转向吉加杜斯，乔·泰格迈尔最新的无人机视频中捕捉到了特斯拉的新交付。这是一台特朗普弯曲机，特朗普描述它可以轻松编程、快速自动弯曲，TrueBend cell 5000是所有重视生产和灵活自动化的人们所需要的完美解决方案，适用于尽可能广泛的零件范围。非常有趣，我们可以从制造商的视频中看到这台弯曲机能够做什么。随着它被运送到吉加杜斯，显然问题是，特斯拉是否在用这个机器来制造Cybertruck？可能需要一段时间，但我相信最终我们会找到答案。

Next we've got a really quick update on the referral program. It looks like Tesla has dropped the referral credit bonus for refers from 2000 credits to 1500 credits for the Model 3 and the Model Y. So kind of interesting to see right ahead of quarter N, usually this would be the period of time where Tesla kind of ramps up those types of promotions. So it could be at least a little bit of a positive sign for demand for those vehicles. And then also Tesla has tweaked the solar refer price, starting June 8th, they say that the refer E would receive a $500 credit on their purchase price, the referrer still generating 9000 credits for that referral.

接下来，我们要介绍一下推荐计划的最新消息。据了解，特斯拉已将Model 3和Model Y的推荐奖励从2000个积分降低到了1500个积分。这个决定出乎意料，尤其是在N季度前，通常特斯拉会加大此类促销的力度。因此，这可能是对这些车型需求的一点积极迹象。此外，从6月8日起，特斯拉调整了太阳能推荐价格，推荐人将获得500美元的购买折扣，而推荐人仍然能获得9000个积分的奖励。

Next is some information on Tesla's newest software update, version 2023.20.4.1 from not a Tesla app. This is only rolling out to about 2% of users so far, but this does allow a little bit broader access for the live camera view associated with Sentry Mode. Apparently that will now incorporate all nine camera feeds rather than the five that it does today. Those already give pretty good surround vision, but even more flexibility on that live camera feed now. Outside of that, there are a couple of changes to trip odometers and also the service menu.

下面是关于特斯拉最新软件更新版本2023.20.4.1的一些信息，来自非特斯拉应用程序。目前仅有约2％的用户可获得此更新，但它确实提供了更广泛的访问权限，可与哨兵模式相关的实时摄像头视图。显然，现在将整合所有9个摄像头源，而不是今天的5个。这已经能提供相当不错的周边视野，但是现在实时摄像头视图更加灵活。除此之外，行程里程表和服务菜单还有一些变化。

Lastly, specifically on Tesla, then we do have a few other items, but KGI Securities upgraded their Tesla rating today from neutral to outperform with a $335 price target. They have raised their 2024 and 2025 earnings per share estimates to $5.68 and $8.38 respectively, saying that while Tesla is expected to experience a near-term earnings contraction due to its focus on volume sales in a challenging macro environment, KGI analyst Jennifer Liang believes that the company's earnings will regain robust momentum by 2025 at the latest. So more improvement and sentiment if nothing else.

最后，就特斯拉而言，我们还有一些其他的项目，但是群益证券今天将特斯拉的评级从中性升至跑赢市场，并设定了335美元的价格目标。他们将2024年和2025年每股收益的预估值分别提高到5.68美元和8.38美元，并表示，尽管特斯拉预计会由于在具有挑战性的宏观环境中专注于销量而经历短期收益下降，但群益证券分析师Jennifer Liang认为，该公司的收益将在2025年之前恢复强劲的增势。因此，即使没有其他改进和情绪，我们也可以看到更多的改善和情绪。

Next up, we've got a couple of things on Volkswagen, the first actually coming from an auto line conversation with Ford CEO Jim Farley, but one kind of interesting thing of note was Farley giving an example of just how much disruption in the industry there is right now and how this will really reset market share. Obviously a concept that we are very familiar with, but he used Volkswagen in China particularly as an example saying that they have about 22% market share of ICE vehicles there, but just 2% of EVs. And he said they spend enough money to be 22% of EVs, but they're not. So I don't think it was really intended to be an insult, but just kind of struck me as interesting to hear from Farley. And also a statistic that obviously highlights the struggles that Volkswagen is having in this transition.

接下来，我们将讨论关于大众汽车的一些事情。第一条消息来自福特汽车首席执行官吉姆·法利的一次汽车行业对话，但引人注目的是，法利举了大众汽车在中国市场所面临的巨大挑战，为业界的不稳定性提供了一个例子，这将彻底重新定义市场份额。显然，这是我们非常熟悉的概念，但他特别提到大众汽车在中国市场ICE（内燃机）车辆的市场份额约为22％，但在新能源汽车（EV）市场份额仅为2％。他说，他们投入了足够的资金来成为新能源汽车领域22％的市场份额，但他们还没有实现。所以我不认为这是一个侮辱，但这是值得我们注意的。同时，这个数据也凸显出了大众汽车在这个转型过程中面临的挑战。

And as Volkswagen grapples with this and their strategy going forward, handles black reporting that CEO Oliver Bloom is looking to take a page out of Tesla's playbook. Now Ford's playbook that they're kind of adopting by streamlining model counts, reducing those counts, lowering production costs. And is looking to present some of these things at their capital markets day next week. So we'll keep an eye out for any updates on that.

随着大众汽车公司应对这一挑战并规划前进策略，CEO奥利弗·布卢姆似乎正在学习特斯拉的经验。现在福特正在采取他们的策略，即简化车型数量，减少数量，降低生产成本。大众汽车公司计划在下周的资本市场日展示其中一些策略。我们将密切关注任何更新。

Lastly for today, Neo after originally rejecting the idea of price cuts has finally capitulated to an extent and lowered prices in China by about 30,000 RMB for $4,200. So pretty significant cuts.

最后，对于今天的消息，Neo一开始拒绝了降价的想法，但最终还是做出了妥协，在中国市场将价格降低了30,000元人民币，相当于4,200美元。这是相当显著的降价。

And at the same time, they are also cutting battery swapping as a free option that will now only be a paid option where previously that had been up to six swaps free per month, then reduced to four. Now basically reduced to zero unless you're paying.

同时，他们也正在取消免费的电池更换选项，这将只成为一种付费选项，而以前每个月最多可以免费更换六次，然后减少到四次。现在基本上被减少到零，除非您付费。意思是特斯拉不再免费提供电池更换服务，现在需要付费。以前每个月可以免费更换最多六次，然后削减到四次，现在基本上已经取消了，除非付费。

Obviously that's going to result in lower utilization, which is going to result in fewer stations being demanded, which is going to lower the utility of those stations. And it can kind of pretty quickly start to look like a death spiral for battery swapping for Neo.

显然，这将导致利用率降低，从而减少对站点的需求，使这些站点的效用降低。而且，对于 Neo 来说，这种情况很快就会开始像一个死亡螺旋。

I'm sure they'll hang onto it for a long time, far too long, but I think at this point, everyone knows my thoughts on battery swapping.

我相信他们会长时间保持它，甚至太长时间了，但我认为现在每个人都知道我的电池更换想法了。

But that'll wrap it up for today. So as always, thank you for listening. Make sure you're subscribed and signed up for notifications.

今天的节目就到这里结束了。一如既往地感谢您的收听。请确保您已经订阅并打开通知功能。

You can also find me on Twitter at Tesla podcast and we'll see you tomorrow for the Tuesday, June 13th episode of Tesla Daily. Thank you.

您也可以在 Twitter 上找到我，用户名为 Tesla Podcast，我们将在明天发布 6 月 13 日星期二的《特斯拉日报》节目。感谢您的支持。

Back to your sequences.

回到你的序列。意思是让你重回你之前的活动或任务中。