Cybertruck Production Closing In, Tesla Supercharging Scores Again, Baron on TSLA

Hey everybody Rob Merr here, happy Friday, today should be a pretty quick one, not a whole lot of news, but we actually do have a decent amount of updates on the Cybertruck. Pretty exciting ones I would say as we get closer to hopeful start of production relatively soon.

大家好，我是罗布·梅尔，祝大家周五快乐。今天可能不会有太多新闻，但是我们确实有很多有关Cybertruck的更新。说实话，这些更新相当令人兴奋，因为我们距离希望尽快开始生产越来越近了。

So exciting to see that and we'll have a few other items as well. One quick update before we get into everything, if you did receive an email from me today about updating my contact information that did actually come from me. You can never be too careful with that stuff, that was sent out at 330 Central Time today, so I just want to confirm that is indeed for me.

很激动人心能看到这个，我们还会有一些其他的物品。在我们深入讨论之前，还有一个快速更新：如果你今天收到了一封来自我更新联系资料的电子邮件，那确实是我发出的。对于这种事情，你永远都不能太小心了，那封邮件是在今天中央时间3:30发送的，所以我想确认一下，那确实是来自我这里的。

Alright, so looking at the stock here, Tesla on the day today down 3%, not the best way to close the week, closing at $256.60, so we did actually end up slightly down for the week after quite their run there for the last few weeks. The NASDAQ today also down about 1%.

好的，看看股票，今天特斯拉下跌了3％，不是结束这个星期的最好方式，闭市价格为256.60美元，所以在过去几周中经历了很多波动后，我们实际上在本周略微下跌。纳斯达克今天也下跌了约1％。

This was despite Ron Beren sharing some bullish thoughts on Tesla on CNBC this morning. Whenever he does go on he tends to speak up Tesla which is nice, obviously a limited impact today as he really reiterated a lot of things that he has said in the past. No surprise, but he did say that he thinks Tesla will hit $500 a share in 2025, reiterated a long-term price target of $1,500 in 2030, and then continued to say that they have really no intentions to sell. They've talked about the gains that they've made on Tesla so far and things that we've heard from Beren before some interesting macro comments as well. So maybe worth checking out if you can find that interview from CNBC.

尽管今天早上Ron Beren在CNBC上分享了一些对特斯拉的看涨思路，但特斯拉的股价仍然下跌。每当他谈论特斯拉时，他倾向于持有看涨态度。显然，今天他再次重申了许多他过去所说的话，对股价的影响非常有限。不过他预测特斯拉股价将在2025年达到500美元，2025年长期目标则是1,500美元，并且表示他们没有出售的意向。他也提到了他们目前在特斯拉股票上的收益以及一些有趣的宏观评论。如果您能找到CNBC上的这个采访，可能值得一看。

But today, cyber truck, so we've got an update from Joe Tagmire who obviously does a lot of drone flyovers at Giga Texas. I think he was out there late at night or early this morning and Tesla had previously been covering the casting area from visibility from the drone shots, but they recently took that down for whatever reason. So some opportunities here for Joe to get a little bit of a look inside that area, and we can see casting machines set up so the 9000 ton press and also the other 9000 ton press. There are two of them here.

今天，我们有了来自Joe Tagmire的更新，他显然经常在Giga Texas进行无人机飞行。我认为他是在很晚或很早的时候出去的，而特斯拉此前一直遮盖着浇铸区，不让无人机拍摄，但最近为某些原因解除了遮盖。因此，Joe有了一些机会可以从这个区域内得到一些了解，我们可以看到放置了铸造机器，一个是9000吨压力机，另一个是同样容量的压力机。这里有两个这样的压力机。

So there was a headband some speculation that there were two being installed and from the looks of this, that is the case. It's a little bit difficult to make out, obviously through the window here, but definitely seems like two presses installed there for presumably a cyber truck. Now, in addition to a little bit more visibility from the outside, there are some leaks happening from the inside here.

有些猜测说有两个头带正在安装，从这个样子来看，很可能是这样的。虽然从这里的窗户很难看清楚，但显然有两个按钮安装在那里，可能是为了配合赛博卡车。除了从外面更容易看到，这里还有一些内部泄漏的情况发生。

So Gregor truck on the cyber truck owners Club Forum posting a couple of photos, a little short video here. Let's see if we can play that showing a cyber truck frame on the production line. Obviously nothing happening at the moment when this video is being taken, but there's the frame right there where the body and it's pretty exciting to see.

Gregor在Cyber Truck车主俱乐部论坛上发布了一些照片和一个短短的视频，让我们看看是否可以播放它，展示一个生产线上的Cyber Truck框架。显然，在拍摄这段视频时没有什么事情发生，但是在那里有框架，身体和它是相互关联的，非常令人兴奋。

I mean, we just talked about seeing a couple of cyber trucks on a delivery truck or a transport trailer and how that was exciting to see, you know, that we're going to see a lot of those pretty soon. And we're going to hopefully be seeing a lot of these pretty soon as well. I would be surprised if in the Q2 update letter, we don't have a nice high definition shot of pretty much exactly this with Tesla talking about the first bodies being produced there for cyber trucks. So really cool to see that.

我指的是，我们刚刚谈论了在运输卡车或运输拖车上看到几辆赛博卡车，以及看到这一切是很令人兴奋的。你知道，我们很快就能看到很多这样的车辆了。我希望我们很快也能看到很多这样的车辆。如果在Q2更新信中，特斯拉没有展示生产赛博卡车车身的第一张高清照片，我会感到惊讶的。所以很高兴看到这个。

Here's some other parts and pieces of the cyber truck that were visible. Or I guess that were posted. And then this probably recycling bin or something like that, it's scrapped in for cyber truck parts. So pretty exciting progress here on the cyber truck. I think it's, you know, starting to get real finally.

这里有一些其他可见的 Cyber Truck 组件。或者我猜是被发布的。然后这里可能是一个回收箱，或类似于回收箱的东西，它被投入到了 Cyber Truck 零件中。所以 Cyber Truck 取得了非常令人兴奋的进展。我认为它终于开始变得真实了。

And Tesla has also updated the reservation page, not any major changes, but we can see here they have added some support documentation for the order agreement, the reservation agreements, and also trade in estimates for people to make ahead of presumably this cyber truck launch. So we're starting to see a lot of progress and again, it's starting to feel pretty real as hopefully, you know, this could be as early as as next quarter.

特斯拉也更新了预订页面，没有任何重大变化，但我们可以看到他们已经添加了一些支持文件来帮助客户完成订单协议、预订协议和交易估价，预计这是为了下一代电动皮卡的推出。因此，我们正在看到很多进展，再次感觉到这很真实，希望这可能会在下一季度即将到来。

Now the other thing, a little bit less related to production, but temperament, temperament on Twitter here, noting that Tesla just published an application last week, or I guess yesterday, on the tailgate for the cyber truck. And it looks like this is going to be powered such that it could be opened or closed with wireless key fob or a smartphone, which should, you know, make things really easily easy to use from sort of an accessibility perspective. And just, you know, kind of a nice feature to have. So hopefully we'll see that on the production vehicle, but nice to see some of the features and things that Tesla's working on and has in mind as nice little benefits on the vehicle. So that kind of wraps up the cyber truck stuff pretty quick.

现在我们来谈谈另一个话题，虽然与生产不太相关，但是涉及到情绪，就是Twitter上的情绪。有人注意到特斯拉上周或者昨天发布了一个关于Cybertruck后备箱的应用程序。看起来这个应用程序将采用无线钥匙或智能手机开关，非常便于用户使用，也是一个很好的特点。希望在量产车上我们也可以看到这个功能，以及特斯拉正在开发和考虑的其他很好的特点和功能。这大概就是关于Cybertruck的一切了。

Then we do have a couple of updates here. The first from Berliner G noting that Tesla has, it looks like gone through with this wifurian acquisition, just based on some filings out of Germany. The company is now named Tesla engineering Germany, which Tesla also has, you know, other, I don't know if that's the acquisition that's blanking me right now, growment engineering.

我们这里有一些更新。首先是来自Berliner G的消息，他指出特斯拉貌似已经完成了Wifurian收购，这基于德国的一些文件。这家公司现在被命名为特斯拉工程德国，而特斯拉也拥有其他工程公司，我不知道这是不是我现在遗忘的那个收购。

I think that is also the name of that. I don't want to get that wrong, but I think that's the case. So it does look like this acquisition has gone through as, as has had been previously reported. So it'll be interesting again to see what Tesla, you know, does with wifurian again focused a little bit more on sort of factory type of EVs, and then obviously can connect that to optimists and things like that. And we'll see if there's any vehicle, you know, car type of stuff that Tesla integrates from wifurian.

我认为那也是那个名称。我不想犯错误，但我认为是这样的。所以，看起来这次收购已经完成，就像之前报道的那样。因此，有趣的是要看看特斯拉会如何处理威风再次专注于工厂型EV，并显然可以将其与Optimist等联系起来。我们将看到特斯拉是否从威风整合任何汽车类型的内容。

Then we do have a couple of other charging updates on this one related to NACS. So as we had talked about when Texas had stated that they were going to be making NACS requirement for the state's distribution of federal funding for charging infrastructure, the Reuters report at that time had indicated that there was another state that was considering those plans as well. And that state appears to be Washington with Reuters today reporting on comments from Washington, believe DOT official, saying that they are also planning to require at least some NACS plugs for, you know, the state's distribution of those federal funds for infrastructure.

关于NACS（北美标准充电插座）的充电更新还有一些其他的事项需要说明。正如我们之前所提到的，当德克萨斯州宣布他们将要使得NACS成为州级充电基础设施联邦资金分配的必要条件时，路透社曾经报道说另一个州也在考虑这个计划。这个州应该就是华盛顿州，因为路透社今天引用了华盛顿州交通部门官员的话，称他们也计划要求至少需要一些NACS插座以便更好地使用国家基础设施建设的联邦资金。

So they said that it hasn't necessarily been tested and certified for other auto manufacturers, so we want to make sure it's going to work, but we are planning to require NACS at our state funded and federally funded sites in the future. So basically, if everything works with NACS with other vehicles, they plan to make this a requirement. They didn't say exactly what the requirements would be right now for funding. It looks like they need to have at least four CCS chargers, and it sounds like they were considering at least two and maybe four NACS plugs being required for eligibility for those funds.

所以他们说，它并没有必要被其他汽车制造商进行测试和认证，所以我们想确保它能够使用，但我们计划在将来要求在我们的州和联邦资助的站点使用 NACS。基本上，如果其他车辆能够使用 NACS，他们计划将其作为一项要求。他们目前没有明确规定资金的要求。看起来他们需要至少四个CCS充电器，并且听起来他们正在考虑需要至少两个或可能四个NACS插头才能符合资金资格。

So sort of on this topic as well, there was a post on Reddit on the Tesla Motors subforum, or subreddit, I guess, the what we're seeing here is a charging pedestal from a charge point. And it looks like, as we can kind of see there, it's a little bit small, but zoom in. You can see Tesla NACS connector there on this charge point, dual connector with CCS. So it could be a little bit of a glimpse on a prototype that they're working on or something like that, but probably gives us a good idea of what this might eventually look like from a charge point perspective, if this is sort of their design for a combination charger going forward. So kind of interesting to see that.

关于这个话题，Reddit论坛上的特斯拉汽车子论坛上发布了一篇帖子，我们看到了一台来自充电站的充电底座。我们可以从图片中看到，这个底座看起来比较小，但是放大后可以看到Tesla NACS连接器和带有CCS的双连接器。这可能是他们正在研究或者是样机的一瞥，但是从充电站的角度，这或许是他们未来组合充电器的概念设计。所以这是非常有趣的一件事情。

And then lastly, just kind of wrap things up today. Take a quick look at the calendar for next week. We'll have a couple more opportunities to hear from Jay Powell, Fed Chairman Jerome Powell, both on Wednesday and Thursday, if we didn't get enough the last couple of weeks. And then we will also have the PCE, Personal Consumption Expenditures Report on Friday, so that'll be a measure of inflation that is heavily monitored by the Fed.

最后，简单总结一下今天的话题。快速浏览一下下周的日历，我们将有几个机会听到联邦储备委员会主席杰罗姆·鲍威尔的讲话，分别是在周三和周四，如果我们在过去的几周内听到的还不够的话。然后，在周五还将发布PCE个人消费支出报告，这是联邦储备委员会密切关注的通胀测量指标。

And then lastly, we'll see. Big photo here, but more focus on the tech. So Dana White said he talked about Elon and Mark Zuckerberg, and they're both dead serious about this fight. We haven't talked about it, but I'm sure everyone's heard about it at this point. Sounds like they may be doing some sort of MMA match with each other. It's always difficult to tell if it's a joke or not with Elon, but he seems pretty serious about it. So I guess we'll have to keep an eye out for that, not that it would be next week, but we'll probably continue to be a story into next week.

最后，我们将看到。这里有大幅照片，但更注重技术。邓纳·怀特说他与伊隆·马斯克和马克·扎克伯格谈了谈，他们都非常认真地想进行这场比赛。我们没有讨论过这个话题，但我相信每个人都已经听说过了。听起来他们可能会进行一场MMA比赛。很难判断这是否只是伊隆开的玩笑，但是他似乎非常认真。所以我想我们必须密切关注这件事，虽然这不会发生在下周，但下周它可能仍然是一个新闻故事。

Alright, that'll wrap it up for today then. As always, thank you for listening. Make sure you're subscribed and signed up for notifications. You can also find me on Twitter at Test.

好的，今天的节目就到这里结束了。像往常一样，感谢你的收听。一定要订阅并开启通知哦。你也可以在 Twitter 上找到我的账号 @Test。