Big EV Credit News, Tesla Price Changes, Cybertruck Updates, Brand Loyalty

Hey everybody, your obman were here, welcome back to Tesla Daily. Today we're of course going to go through some of Tesla's pricing updates the last couple of days. We've also got more clarification on the changes to the EV tax credit coming at the beginning of next year, news on the cyber truck, China sales, and a few other items as well.

大家好，欢迎回到《特斯拉日报》。今天我们当然会回顾一下特斯拉最近几天的定价更新。我们还对明年年初电动车税收抵免政策的变化进行了更多澄清，还有关于震撼电动卡车、中国销量以及其他一些消息。

Alright, checking in on the stock since we left off on Thursday, actually it's been pretty stable. Tesla today down a third of a percent closing at $259.67, the Nasdaq up about a third of a percent, and this follows Tesla moving less than a dollar on a Friday. Both of these trading days coming after Tesla updated prices on the Model 3 and the Model Y in the United States. That happened late on Thursday, so let's quickly catch up on that.

好的，既然我们上周四离开以来股市情况还是相对稳定的。特斯拉今天下跌了0.33%，收盘价为259.67美元，纳斯达克指数上涨了约0.33%。而这两个交易日都是在特斯拉在美国更新了Model 3和Model Y的价格后发生的。这发生在上周四晚些时候，所以让我们来迅速了解一下这个情况。

Looking at the price change table, we can see that the Model 3 rear wheel drive and long range versions have been reduced by $1,250, the performance by $1,000 more so $2,250, with the base prices now running between $39,000 and $51,000 on the Model 3. For the Model Y, of course we had previously talked about the introduction of the rear wheel drive version taking that opening price point slot at $43,990. Now Tesla has got the price on the long range in the performance Model Y by $2,000 a piece, which will narrow the gap between the rear wheel drive and those other trims, which will obviously affect the mix between those versions.

从价格变动表中可以看出，Model 3的后驱和长续航版本已经降价了1250美元，性能版降价更多，下降了2250美元。现在Model 3的基础价格在39000美元至51000美元之间。至于Model Y，我们之前已经谈到过推出后驱版本，售价为43990美元。现在特斯拉将长续航和性能版Model Y的价格降低了2000美元，这将缩小后驱版与其他版本之间的差距，显然会影响这些版本之间的销售组合。

So more price cuts, obviously we'll have to wait and see what happens with costs, especially here in Q4 as Tesla's production should be significantly higher than it was in Q3 certainly. So just from economies of scale, better utilization, Tesla should see lower costs per unit in the fourth quarter, plus any improvements and efficiencies, any impacts of raw materials and things like that. Setting aside some of the impacts that we may see from things like ramping highland, ramping Cybertruck, ramping 4680, etc. Which is really a better way to look at things when we're considering pricing adjustments.

所以，更多的降价就意味着我们必须等待并观察成本的发展，尤其是在第四季度，因为特斯拉的产量应该会比第三季度大幅提高。所以仅从规模经济和更好的利用率方面来看，特斯拉应该在第四季度看到单位成本的降低，再加上任何改进和效率提高，以及原材料等因素的影响。当我们考虑价格调整时，我们可以将一些诸如高地建设、Cybertruck的推进、4680电池等因素置于一边，从而更好地看待问题。

Still, obviously margins would benefit more if Tesla was able to do all those things on the cost side and maintain pricing, but I think the materiality of this is yet to be seen because at the same time Tesla were these prices, we actually saw them remove the inventory discounts, which have been prevalent now for months, and although there's murkiness there because of the case by case nature of those discounts, I would guess on average those were more significant than these price cuts are.

显然，如果特斯拉能够在成本方面做到这些事情并保持定价，利润率会更好，但我认为这方面的重要性还有待观察，因为与此同时，特斯拉取消了库存折扣，而这些折扣在过去几个月中一直很常见，尽管由于这些折扣是个案性质，存在一些不确定性，但平均而言，它们比这些价格调整更为重要。

That leaves us guessing what the previous order mix and how that came in between inventory and higher priced new orders, but with the amount of inventory had and the significance of those discounts being multiple thousands of dollars, I would be surprised if the inventory mix wasn't pretty high and that's what I'm going to reflect in my forecast for the third quarter. My guess is that ASPs for Model 3 at least right now are probably sitting pretty similarly to what they were before, maybe even a little bit higher, and for Model Y that one's most likely come down because of the introduction of the real wheel drive at a lower price point, plus these price reductions, and the inventory discounts on Model Y didn't seem to be quite as significant as they were previously on the Model 3.

这让我们猜测之前的订单组合是怎样影响库存和新订订单的，但考虑到我们拥有如此大量的库存以及那些数千美元的折扣的重要性，如果库存组合不是相当高的话，我会感到惊讶的。根据我的预测，Model 3的平均销售价格（ASPs）至少现在可能与以前相差不大，甚至可能稍微更高一些，而Model Y由于推出了更低价格的后驱版本，再加上降价以及库存折扣的影响，它的平均销售价格很可能有所下降，但似乎没有像之前Model 3那样显著。

Note that demo vehicles do still have inventory discounts, but that's kind of always been the case though should be viewed separately, as there's obviously a very clear reason for giving a discount on those cars. In addition to the removal of the inventory discounts, Tesla has also reduced the discount from the referral program, which most recently was $500 off and pretty shortly before that was $1,000 off, that has now been dropped to $250. Perhaps also worth noting Tesla has increased the price of the Model Y by roughly a couple thousand dollars in Norway and Sweden. So a lot of changes here, I would expect that we'll continue to see changes on this as Tesla optimizes for orders throughout the quarter, and I certainly wouldn't be surprised to see inventory discounts come back after Tesla gets through potentially a wave of new orders with the lower prices, but from just the sum of these changes in isolation, I would expect a pretty minor overall impact.

请注意，展示车辆仍然享有库存折扣，但这种情况一直存在，应该视为独立的情况，因为对这些车辆给予折扣显然有明确的原因。除了取消库存折扣之外，特斯拉还减少了推荐计划的折扣，最近该折扣为500美元，之前很短时间内为1000美元，现在降低到250美元。值得注意的是，特斯拉还将Model Y的价格在挪威和瑞典上调了几千美元。所以这里有很多变化，我预计我们会继续在这个季度看到一系列的变化，特斯拉将优化订单，我肯定不会惊讶地看到库存折扣在特斯拉通过以更低的价格可能产生的新订单浪潮之后重新出现，但就这些变化的总和而言，我预计总体影响会相对较小。

Alright, next we've got some news on the US Federal EV Tax Credit. This news I think will actually have a pretty major impact. It's about the structure of the EV Tax Credit beginning next year, which as we have discussed on numerous occasions previously, will bring some pretty major changes.

好的，接下来我们将为大家带来一些关于美国联邦电动汽车税收抵免的新闻。我觉得这则新闻实际上会有相当大的影响。它涉及到了明年开始实施的电动汽车税收抵免的结构，正如我们之前多次讨论过的，这将带来相当重要的改变。

So the US Department of Treasury and the IRS have released new guidance on these changes beginning in the new year. One of the big ones as a reminder is that consumers will be able to elect to transfer the credit to the dealer or seller of their car, allowing the seller to then take that amount off of the invoice at the point of sale and then be reimbursed by the government for the EV Tax Credit. The Department of Treasury says quote, this will effectively lower the vehicle's purchase price by providing consumers with an upfront down payment on their clean vehicle at the point of sale, rather than having to wait to claim their credit on their tax return the next year, end quote. So rather than having to wait up to 15 months or so to get that money back, it's just coming off of the price of the vehicle immediately at the point of purchase, which should mean it'll be more easily factored into things like monthly payments, which are obviously a big determining factor in terms of what vehicles are being purchased, and has a psychological impact that I think would be akin to something like a discounted upfront price versus something like a mail in rebate.

因此，美国财政部和国税局发布了关于这些改变的新指南，新的规定将从新年开始生效。作为一个提醒，其中一个重要的改变是，消费者将可以选择将所得税凭证转移给汽车销售商，销售商可以在交易时从发票上减去相应的金额，然后向政府申请回报纳税人的电动车购车税收抵免。财政部表示：“这将有效地通过在交易时为消费者提供纯净车辆的分期付款，而不是等待到次年的税收申报时才能获得信贷，从而降低了车辆的购买价格。”因此，与其等待长达15个月左右才能拿回这笔钱，消费者将立即在购车时享受到车辆价格的减免，这就意味着它更容易计入诸如月付款等因素，而这些因素显然决定了消费者的购车决策，并产生了与现金折扣价相类似的心理影响，而非邮寄退款那种形式。

Anything tied into taxes and the possible workload accompanying that is going to increase hesitancy or the perceived value of that credit. So I think this should significantly help with that.

任何与税收有关并伴随着可能的工作量的事情，都会增加犹豫或者减少对于该项减税的感知价值。因此我认为这将在这方面显著帮助到。

And then perhaps just as importantly, the Department of Treasury says quote, the guidance would clarify that eligible consumers may transfer the full value of the new or previously owned vehicle credit, regardless of their individual tax liability end quote. Right now the current tax credit is non refundable. So if you don't actually have $7,500 of federal tax liability, you can not get the full credit regardless of the eligibility of the vehicle or the eligibility of yourself via the income requirements. This guidance would change that so that you don't have to worry about your tax liability or any surprise from you not having as much liability as maybe you thought when you purchased the vehicle, it effectively becomes fully refundable plus you get it right away. So that's a couple of huge changes more people are going to be eligible for more of the credit, and they will immediately see the benefit of that rather than having to wait.

然后可能同样重要的是，财政部表示：“该指导将澄清，符合条件的消费者可以无论其个人纳税义务如何，转移新车或二手车的全部优惠价值。”目前，现行税收优惠是不可退还的。因此，如果您实际上没有7500美元的联邦税务责任，无论车辆是否符合条件，以及您个人是否符合收入要求，您都无法获得全额优惠。这项指导将改变这种情况，这样您就不必担心税务责任或因您购买车辆时您没有预期的那么多税务责任而有任何意外，税收优惠将有效地变得全额可退还且立即到账。因此，这是一些巨大的改变，更多的人将有资格获得更多的优惠，并立即享受到这一好处，而无需等待。

We do also have some insight in terms of eligibility and how that's going to be determined. So it says consumers may transfer the credit if they attest they believe they are eligible, including falling below the applicable income limits. And if they do end up exceeding those income limits, then they're liable to return the full amount of the credit at tax time. So it sounds like it's just up to the customer to determine that and attest to it. And then if they do end up going over the income, then they'll have to pay that back at tax time. So setting aside what the requirements actually are, I think with those requirements in place, that feels like a pretty reasonable solution.

我们也对资格和如何确定资格有一些了解。因此，文中提到，消费者可以在证明自己认为自己符合资格，包括低于适用收入限制时，将信贷转移出去。如果他们最终超过了这些收入限制，那么他们需要在纳税时全额退还信贷。所以听起来只是由客户自己来确定和证明。如果他们最终超过了收入限制，那么他们将需要在纳税时偿还。所以，撇开实际的要求不谈，我认为在有这些要求的情况下，这似乎是一个相当合理的解决方案。

Overall, this should be a big win for Tesla beginning January 1st. Some of these things are still in the proposal stage. So we'll have to wait for all of it to be finalized, but that should be a big help, especially in the first quarter when this impact would be most significant in terms of the time shifting of the tax credit.

总的来说，从1月1日开始，这对特斯拉来说应该是一个巨大的胜利。其中一些事情仍处于提案阶段。所以我们需要等待一切最终确定，但这应该会有很大帮助，特别是在第一季度，这种影响在税收减免的时间转移方面将是最显著的。

At the same time though, as we have previously discussed, it's not all good news heading into 2024 for the EV tax credit, because as Tesla indicates on their website, they say reductions to tax credit likely after December 31st. That would be due to escalating requirements for things like sourcing and battery materials that increase year over year. We don't know exactly what changes it will bring, but the best guesses right now are that some of the full tax credits will be cut in half for some vehicles. We'll have to wait and see on that, but at least some good news to pair with it.

然而，正如我们之前讨论过的那样，对于2024年的电动车税收减免政策，并非都是好消息，因为正如特斯拉在他们的网站上所提到的，他们表示在12月31日之后，税收减免可能会减少。这可能是由于不断升级的供应和电池材料要求导致，这些要求每年都在增加。我们不知道具体会带来什么变化，但当前最好的猜测是某些车辆的全额税收减免将减半。我们将拭目以待，但至少还有一些好消息与之相搭配。

Next we've got a few updates on the cyber truck yesterday on X-Test actually live streamed a video of a couple of cyber trucks down in Mexico in Baja. The engineers said that they started off about a week ago in San Diego and have now made their way all the way down the Baja Peninsula for testing of these cyber trucks, which were right off the factory floor with a couple of changes to the seats for the terrain that they were dealing with. So a pretty cool behind the scenes look at what Tesla is working on right now.

接下来，我们有一些关于昨天在X-Test上的网络卡车的更新情况，实际上他们直播了几辆在墨西哥巴哈地区的网络卡车的视频。工程师们说，他们大约一周前从圣地亚哥出发，现在已经一直走到了巴哈半岛，对这些刚刚从工厂出来的网络卡车进行测试，为了适应地形的需要，对座椅做了一些调整。所以这是一个非常酷的幕后视角，展示了特斯拉正在进行的工作。

We've actually talked about these two cyber trucks before. They're the ones with the graffiti on the side and the Starlink dish on top, which is now confirmed. That is actually what they were using for the live stream. So just a pretty cool crossover there. Got the Tesla cyber truck using SpaceX's Starlink to live stream to X.

实际上，我们之前已经谈论过这两辆蓝岚卡车。它们的车身上有涂鸦，并且车顶上有Starlink天线，这已经得到了确认。实际上，他们就是用这台车进行了现场直播。所以这是一次非常酷的跨界合作。特斯拉蓝岚卡车使用了SpaceX的Starlink来向X实时直播。

Anyway, the Tesla engineers said that the cyber truck test has been going great. They're really happy with the performance, said that they've had no real issues with this difficult terrain other than a couple of flat tires. Tesla had a support team that was there, hauling some tires ready to be replaced and just there to provide general service if needed. But overall sounded like a very successful test and the fact that they were willing to live stream something like this, I think reflects that overall and hopefully means that Tesla's getting pretty close here to being ready.

无论如何，特斯拉的工程师表示，塞博卡车的测试进展非常顺利。他们对性能非常满意，并表示除了几个爆胎之外，在这种困难的地形下没有遇到任何真正的问题。特斯拉还有一个支持团队在场，运输一些备用轮胎，并提供需要的综合服务。总的来说，这次测试非常成功，他们愿意像这样直播，我认为反映了整体上特斯拉已经相当接近准备就绪的状态。

We also got some really nice shots of the cyber truck in there from the Autopian, which we're shared with them by our reader.

我们还从Autopian（我们的读者）那里得到了一些非常棒的赛博卡车照片，我们将与他们一起分享。

In some more good cyber truck news, we've got an update from Joe Tagmire, who in his drone fly over spotted what seems to be a lot of cyber truck castings starting to pile up at Giga Texas. So we've seen this a lot obviously with the Model Y. It looks like Tesla now got the 9000 tonne gigapress operating at at least a decent rate to pump out more than 100 of these. And what seems like it was a pretty short amount of time. Obviously these could have been stored elsewhere previously, but always exciting to see some evidence of higher levels of production.

在更多的好消息中，我们从Joe Tagmire那里得到了最新的更新。在他的无人机飞行中，他发现在德克萨斯千吉工厂堆满了许多看起来像是新的电动卡车铸件。显然，我们对Model Y也看到了这种情况。特斯拉现在似乎开始以相当不错的速度运作9000吨级的Gigapress，每天生产超过100架电动卡车。而且这个时间可能相当短。显然，这些以前可能被存放在其他地方，但总是令人兴奋地看到一些高产的证据。

And then lastly on cyber truck, we had talked previously about how the Peterson Museum was going to be auctioning off a low VIN cyber truck. That auction has now been completed. It sounds like it went for about $400,000. Car and driver couldn't verify that, but that has been the report so far on social media. I thought it might go for a bit higher than that given some of the other auctions of this type. But in this case, it's not actually VIN number one, just a quote unquote low VIN. And obviously the vehicle isn't ready there for delivery yet, which I'm guessing was the original intent. But without the vehicle sitting there ready to drive off, I'd imagine it's quite a bit less enticing, though obviously $400,000 still nothing to scoff at.

然后最后关于Cyber truck，我们之前提到过彼得森博物馆将拍卖一辆VIN号较低的Cyber truck。该拍卖现在已经完成。听起来它的成交价约为40万美元。《汽车与驾驶员》无法验证这一点，但这是社交媒体上的报道。考虑到之前此类拍卖的情况，我原以为价格会更高一些。但在这种情况下，它并不是VIN号为1，只是一个所谓的低VIN号。显然车辆还没有准备好交付，我猜这可能是最初的打算。但是如果没有车辆摆在那里已经准备好离开，我想它可能就没有那么吸引人了，尽管显然40万美元仍然是一笔不小的数目。

Next, we've got a quick update on China sales. This is for September. So obviously we've already got worldwide production and delivery numbers. But we'll get a little bit more insight as these China numbers come in. Wholesale sales for September were just over 74,000 vehicles, which unsurprisingly is down month over month. A lot of headlines about that today. But remember, obviously the drop here is most likely due to ramping up Project Highland. So I think this actually looks like a very strong number. We don't have the breakdown for retail or domestic sales versus exports yet, but I did see something that said 30,000 or more exports. But we should get that granularity as well as the production numbers over the next couple of days. As usual, I'm most interested in the production numbers, as that will give us our first real look at how the Highland ramp is going.

接下来，我们对中国的销售情况有一个简短的更新。这是关于9月份的情况。所以显然我们已经有了全球的生产和交付数字。但是随着中国的数据出现，我们将获得更多的洞察力。9月份的批发销售量超过了74,000辆车，这并不令人意外地比上个月下降了。今天有很多关于这个的新闻标题。但是请记住，这里的下降很可能是由于高地计划的推进。所以我认为这实际上是一个非常强劲的数字。我们还没有零售或国内销售与出口的详细数据，但我看到有人说出口量达到了30,000辆以上。不过在接下来的几天里，我们应该能获得这些细分数据，以及生产数字。像往常一样，我对生产数字最感兴趣，因为这将是我们第一次真正了解高地计划的推进情况。

Next, we've got a quick update on the lithium refinery Tesla is working on near Corpus Christi. According to a report from local media Tesla senior manager of operations Jason Bevin recently commented that quote, we will begin commissioning the assets roughly the first of next year. And that will continue in earnest over the first half of next year. They will start ramping up production the latter half of next year end quote. He also noted that the property that Tesla has there is well suited for future expansion. So a lot to be excited about there. If this timeline is anywhere close to accurate, I think Tesla would be significantly beating most people's expectations. And that would be a really good precedent for future lithium refining plans from Tesla. And hopefully leads to a pretty significant improvement in materials costs as Tesla gets that ramped.

接下来，我们得到了有关特斯拉在科珀斯克里斯蒂附近正在进行的锂炼厂的最新消息。据当地媒体报道，特斯拉运营高级经理贾森·贝文最近评论道：“我们将在明年初左右开始启动这些资产，并将在明年上半年全力推进。他们将在明年下半年开始逐步增加产量。”他还指出，特斯拉在那里的房产非常适合未来扩展。因此，有很多令人振奋的事情。如果这个时间表接近准确，我认为特斯拉将大大超过大多数人的预期。这将为特斯拉未来的锂提炼计划树立了良好的先例，希望能够带来物料成本的相当大的改善，使得特斯拉的产量得以提高。

Alright, next up, we've got an update on V4 supercharging. So obviously, so far, we've only seen a handful of these stations being installed in Europe. But late last week, a supercharger installation in Oregon was spotted with what seems to be V4 pedestals. And then somebody on X also spotted some V4 pedestals in Sparks, Nevada. So it looks like we're at the point now where V4 supercharging is really starting to expand. And hopefully in the coming weeks, we'll be seeing a lot more of these all over the world.

好的，接下来我们有一个关于V4超级充电的更新。显然，到目前为止，我们只见过少数这些站在欧洲的安装。但上周末，在俄勒冈州发现了一个超级充电站，上面似乎有V4底座。然后，X上的某人还在内华达州的斯帕克斯发现了一些V4底座。所以看起来现在我们已经到了V4超级充电真正开始扩张的阶段。希望在接下来的几周里，我们将在全世界各地看到更多这样的设施。

Alright, last couple of things for today, we've got an update on automotive loyalty rates from S&P global. This data is for the first half of 2023 and their loyalty rate measures how often customers are returning to the same brand.

好的，今天最后几件事，我们有来自标普全球的汽车忠诚度数据更新。这些数据是截至2023年上半年的，他们的忠诚度率衡量了客户多久会回到同一品牌。

So they say that among individual brands, Tesla remains the leader with a loyalty rate of 68.4% for the first half of 2023. They note that while all Tesla models and Tesla's lineup have high retention rates, the Model 3 stands out as the clear leader with more than 74% of its returning customers remaining loyal to the brand, mostly by acquiring a Model Y.

所以他们说，在个体品牌中，特斯拉以2023年上半年68.4%的忠诚度率保持领先。他们指出，虽然所有特斯拉的车型和车队都有很高的保留率，但Model 3以超过74%的回头客保持忠诚而脱颖而出，这些客户主要通过购买Model Y来保持对特斯拉的忠诚。

So great to see Tesla as the leader here. And I did dig up last year's results. So for January to July last year, so very slightly different time period versus June this year, the loyalty rate at that time was 67%. So obviously a lot of talk this year about Tesla's brand and things like that. But this metric has actually improved a bit year over year. So definitely nice to see that. And also, it's important to acknowledge that even though Tesla is leading in this category, they are at a bit of a disadvantage because they don't offer vehicles in all segments, specifically pickup trucks. So if anyone returns and buys a pickup truck, they're going to fall out of this loyalty metric. Once cyber truck becomes an option, this could improve even further.

很高兴看到特斯拉在这个领域的领先地位。我查到了去年的结果。去年1月到7月这段时间的忠诚度为67%，与今年6月相比，时间略有不同。今年大家对特斯拉的品牌等方面进行了很多讨论，但实际上这一指标与去年相比有所改善。这确实令人欣喜。同时，也要注意到尽管特斯拉在这个领域处于领先地位，但他们在某些细分市场，比如皮卡车，却处于劣势。如果有人回购了一辆皮卡车，他们将不再被计入忠诚度指标中。一旦Cybertruck成为一种选择，这一指标可能会进一步改善。

Last up, a couple of union updates first from Reuters today. They say that Tesla workers at the car maker's Brandon Berg plant are joining the IG metal union in rising numbers over concerns around health, safety, and overwork. However, this report is coming from what IG metal themselves said, and they declined to give any specifics about what quote unquote rising numbers means. It sounds like IG metal has been increasing their presence around Tesla employees and really pushing for increased support from Tesla employees. So it is something to watch. I think it's always been something to watch ever since Gigabro land was hypothesized. But I'm also going to take the words from the union directly with a little bit of a grain of salt.

最后，先来看一下今天来自路透社的两则工会更新。他们称，特斯拉汽车制造商位于布兰登贝格工厂的工人越来越多地加入了IG金属工会，原因是对健康、安全和过劳问题的担忧。然而，这份报告是由IG金属自己提出的，他们拒绝具体说明所谓的"越来越多"是什么意思。听起来，IG金属一直在加强在特斯拉员工中的存在，并且真的在大力争取来自特斯拉员工的支持。所以这是一个值得关注的事情。我认为，自从Gigabro land被假设出来以来，这一直是一个值得关注的事情。但我也会对工会直接的话带着一点怀疑态度。

And then back in the United States, the UAW, of course, on Friday, gave their weekly update. They did not actually extend strikes this week at any of Ford, Stellantis, or GM, though today they did announce strikes for Mac trucks. But no expansion for the big three last week as apparently they've been happy enough with the progress, particularly from GM, which has now agreed to include battery cell workers under the company's national UAW agreement. So that's a pretty major item we heard from Ford CEO Jim Farley last week that said that the UAW is holding the deal hostage over battery plants. And this addition from GM is only going to put more pressure on that point for Ford, obviously. And that could have some pretty long standing impacts and strategic impacts on how they invest in these areas going forward. So we'll see where Ford goes from here, maybe a little bit less important for Stellantis, but nevertheless, the interesting strikes saga continues for now.

然后回到美国，当然，上周五UAW进行了每周更新。本周他们实际上没有延长罢工时间，无论是在福特、斯泰兰蒂斯还是通用汽车公司。虽然今天他们宣布了Mac卡车的罢工。但上周三大汽车制造商都没有扩大罢工，显然他们对进展感到满意，特别是通用汽车公司。现在，通用汽车同意将电池生产工人纳入公司的全国UAW协议，这是一个相当重要的消息。我们上周从福特首席执行官Jim Farley那里听到，UAW正以电池工厂作为谈判筹码。对于福特来说，通用汽车的这个补充只会给他们增加更多压力。这可能对他们今后在投资这些领域时产生一些长期和战略性的影响。所以我们将看到福特从这里走向何方，或许对斯泰兰蒂斯来说可能不那么重要，但是有趣的罢工事件仍在继续。

But that are up for today, so as always, thank you for listening, make sure you subscribe and sign up for notifications. You can also find me on X hat tesla podcast. And we'll see you tomorrow for the Tuesday October 10 episode of Tesla Daily. Thank you.

但今天就说到这里，像往常一样，谢谢大家的收听，记得订阅和开启通知。你也可以在X Hat Tesla播客上找到我。明天我们将为大家带来10月10日星期二的特斯拉日报节目，谢谢！