Tesla Completes Crazy Cybertruck Test + VIN Decoder, Price Changes
发布时间 2023-10-20 23:16:46 来源
Hey everybody Rob Ma, we're here, happy Friday. Today we've got some new details on the Cybertruck, including a pretty wild test that Tesla has completed, some price changes, new info on Giga Mexico and a few other items as well. By looking at the stock, the rough week, earnings week continues down 3.7% today, closing at $211.99. The NASDAQ not helping again today down 1.5%. So at least with this performance, Tesla returning to more of a normal beta that we tend to see normally with the stock. So we'll move on from that, hopefully, a better week next week.
大家好，我是Rob Ma。今天我们有一些关于Cybertruck的新细节，包括特斯拉进行的一项相当疯狂的测试、价格调整、有关Giga Mexico的新资讯，以及其他几个项目。看着股票，这是一个不太好的一周，本周收盘下跌3.7%，收于211.99美元。纳斯达克指数又不给力了，今天下跌了1.5%。所以至少从这个表现来看，特斯拉的股价似乎回归了正常的β值，这通常是我们在股票市场中看到的。希望能有更好的一周。
But kind of an exciting update on the Cybertruck today. Tesla and her Silicon Valley on X posting a video that was shot by a member of the club there. And they spotted a Cybertruck driving down the highway with what appeared to be a significant number of bullets impacts on the side of the vehicle. And later on we got a nice pretty nice shot of that in the daytime parked somewhere, driving somewhere, a little bit higher resolution. So obviously it looks like Tesla has done some unique testing here on the Cybertruck on this release candidate vehicle. Most likely, Elon did reply to this video saying, quote, we emptied the entire drum magazine of a Tommy gun into the driver door, Al Capone style, no bullets penetrated into the passenger compartment. End quote.
今天有一则关于Cybertruck的令人兴奋的更新。特斯拉和硅谷的X（指Tesla的员工俱乐部）发布了一段视频，视频由俱乐部的一名成员拍摄。他们在高速公路上看到一辆Cybertruck，车身上似乎有相当数量的子弹射击痕迹。后来，我们在白天拍到了一张更清晰的照片，车子停在某个地方，或者正驶向某个地方。很明显，特斯拉对这辆发布候选车进行了一些独特的测试。很可能，埃隆针对该视频回复说：“我们用汤米枪的子弹将驾驶员门完全打空，就像阿尔·卡彭那样，没有子弹穿透到乘客舱。”
So we heard Tesla talk about this at the Cybertruck release that this was something that they had tested. We haven't seen the test results like we are seeing here today. So kind of fun to see that. Between this and the Cybertruck pulling around a Starlink Raptor or a Starship SpaceX Raptor engine, I think we're gonna have some pretty cool promotional footage potentially for the Cybertruck when Tesla does get ready to kind of release that information and some of these videos. Obviously we're gonna be waiting for the Cybertruck test crash video to the Tesla T's on April 1st. So a lot to look forward to. I would hope that Tesla does release this at some point because it would be pretty cool to see this test. Now obviously anything like this, people always get up in arms about whether it's bullet proof or not, I guess we can call it bullet resistance.
所以我们听到特斯拉在发布Cybertruck时谈到他们测试过这个。我们还没有看到像今天这样的测试结果。所以能看到这个还是挺有趣的。这个测试和Cybertruck牵引着Starlink Raptor或Starship SpaceX Raptor引擎一起的测试，我认为在特斯拉准备发布这些信息和视频时，我们可能会有一些相当酷的推广片段。显然，我们还在等待4月1日特斯拉的Cybertruck碰撞测试视频。所以期待的事情还有很多。我希望特斯拉能够在某个时候发布这个，因为能够看到这个测试是非常酷的。现在显然，像这样的事情，人们总是对它是否防弹争议不休，我想我们可以称它为防弹能力。
Everyone likes to talk about different calipers of bullets and things like that, but still, I think it's impressive. If you were to do this on any normal vehicle, I think the results would end up being much different. So still cool to kind of see the results here from Tesla. So keep an eye out for more on that. And then we also have some more information today on the Cybertruck from the Vindicoder, which has been published for the model year 2024 for Cybertruck. So this changes each year. And this year we get new information on the Cybertruck from this.
大家都喜欢谈论不同口径的子弹之类的东西，但我还是觉得很令人印象深刻。如果在任何普通车辆上进行这样的测试，结果可能会大不相同。所以能从特斯拉这里看到这些结果还是很酷的。所以请继续关注更多相关信息。此外，由Vindicoder发布的截至2024年的Cybertruck的更多信息也于今天公布。每年都会有更新。今年我们从这里获得了Cybertruck的新信息。
So when you look at the Vindicoder, each digit in a VIN indicates different things in a vehicle identification number. So for the Cybertruck here, what we're looking at specifically is digit six, which has the girls' vehicle weight rating, and then digit eight, which has the motor and drive unit indication. So starting with digit six, this is telling us for the Cybertruck if it's indicated in digit six that there's a G there, it has a gross vehicle weight rating of between 8,000 and 9,000 pounds. If there's an H there, gross vehicle weight rating between 9,000 and 10,000 pounds. So that is the total gross vehicle weight rating that includes the payload. So it's not the Cybertruck by itself weighing this amount. So obviously that would be quite heavy. But Tesla at the release date said this would be the Cybertruck would have a 3500 pound payload. So this kind of tells us that at a minimum, the Cybertruck is gonna be, if you subtract 3500 pounds out of 8,000 at the low end or 9,000 at the high end of this lower range, gonna be somewhere between 3500 and, or sorry, 4,500 and 5500 pounds, assuming that payload state at the same.
所以当你看Vindicoder时，VIN中的每一位数都代表着车辆识别号码中的不同含义。对于Cybertruck而言，我们特别关注的是第六位数字，表示女士们的车辆重量评级，以及第八位数字，表示电动机和驱动装置的指示。从第六位数字开始，如果在Cybertruck的VIN码中第六位数字是G，那么它的总重量评级在8000到9000磅之间。如果是H，总重量评级在9000到10000磅之间。这个总重量评级包括了有效载荷。所以这并不是Cybertruck本身的重量。显然，那将会非常重。但特斯拉在发布时表示Cybertruck的有效载荷为3500磅。所以，这告诉我们Cybertruck的最低重量应该在8000磅或9000磅的下限减去3500磅之间，大约在4500到5500磅之间，假设有效载荷保持不变。
And again, that's on the low end, it would then potentially increase up to 6,500 pounds on the high end if you'd take the payload out of this 10,000 pound end of the range here.
再说一遍，这是在较低的范围内，如果你从这个范围的10000磅中去除搭载重量，潜在的上限可能会增加到6500磅。
So again, the payload could have changed since the release, it's been a while obviously.
所以，再说一遍，由于发布以来已经过了一段时间，所以有效载荷可能已经发生了变化。
So we'll have to wait and see, we can't take too much away from this quite yet, but still interesting to see that.
所以我们只能等待和观察，目前我们还不能得出太多结论，但看到这样的情况仍然很有趣。
And then on the motor side, two interesting indicators here, D for dual motor and E for triple motor.
然后在电机部分，这里有两个有趣的指标，D代表双电机，E代表三电机。
So I think we've kind of all ended up in this place.
我认为我们都差不多都来到了这个地方。
Yolana talked once about a quad motor Cybertruck.
Yolana曾经提到过一辆四驱电动皮卡Cybertruck。
That seemed to be a table at some point.
这似乎曾经是一张桌子。
Looks like they are gonna go ahead with the triple motor as the performance version as indicated by this VIN.
看起来他们要按照这个VIN号表明的，继续推出三电机作为性能版。
And what's kind of interesting with all of this put together, we did previously see a vehicle identification number.
而且，将所有这些放在一起，我们之前确实看到了一个车辆识别号码，这还是挺有趣的。
So Gregor Shuckscher that again on Twitter today, Ron X today.
今天，格雷戈尔再次在Twitter上对Ron X表达了他的不满。
And in this VIN, we can see that the sixth digit is H and we get an E for electric and then the eighth digit is D.
在这个VIN中，我们可以看到第六位是H，用于表示电动，而第八位是D。
So if we come back here, H is indicating somewhere between 9,000 and 10,000 pounds.
所以，如果我们回到这里，H就表示在9000到10000英镑之间。
D is indicating dual motor.
D表示双电机。
So not the triple motor, which obviously the extra motor is gonna carry some extra weight.
不是三电机，显然额外的电机会增加一些额外的重量。
So even though it is the fewer motor configuration, it's still falling into the higher weight class vehicle here.
尽管这是较少的电动机配置，但它仍属于较高重量级的车辆类别。
That could be driven by payload, but if payloads are the same, which the release or the delivery, not the delivery event, the unveiling event indicated, if that has not changed, it would be interesting to see the dual motor falling into that heavier weight class, which if that's the case, if this is the lightest vehicle, then why would we have this lower weight class?
这可能是由有效载荷驱动的，但如果有效载荷相同，即释放或投递（不是投递事件），那么揭幕事件表明，如果没有改变，双电机掉入更重的重量级将是有趣的。如果是这样的话，如果这是最轻的车辆，为什么我们要有这个更低的重量级呢？
Obviously again, that could be driven by payload, but could also be driven by two different battery configurations for a dual motor vehicle.
显然，这可能是由负载驱动的，但也可能是由于双电机车辆使用了两种不同的电池配置。
And maybe we don't see those initially, but maybe that's something that Tesla has kind of in mind over time.
也许最初我们并没有看到这些，但这可能是特斯拉逐渐考虑到的事情。
So interesting to see the again, the VIN here on this dual motor variant indicating this higher weight class.
很有趣地再次看到这里的VIN码，它表示这个双电动机车型属于更高的重量级别。
So it's not much, but something interesting there as we can kind of wait for the delivery event in a little over a month from now.
所以这并不多，但有一些有趣的事情，我们可以在一个多月后等待交付活动。
Alright, next we've got an update on a on Gigamexico.
好的，接下来我们有一条关于Gigamexico的更新消息。
So obviously we've talked a little bit about this over the last couple of days, but the mayor of Santa Catarina, which is a new way of the Leon where Tesla's building Gigamexico will build Gigamexico.
显然，在过去几天中我们已经稍微讨论过这个问题。圣卡塔琳娜市长所指的是莱昂新区，特斯拉正在这里建造Gigamexico。
They said that at the state and municipal level, they're moving ahead with studies for the infrastructure requested by Tesla, which will amount to more than two and a half billion pesos, roughly $136 million provided by the state.
他们表示，在州和市级别上，他们正在进行关于特斯拉要求的基础设施的研究。这些基础设施的投资总额将超过25亿比索，约合由州政府提供的1.36亿美元左右。
So we had talked before about, I think it was Reuters that had previously reported that there were conversations going on between Tesla and the Mexican government there about what kind of funding would be provided by the state for infrastructure.
所以之前我们谈论过，我记得路透社之前报道说，特斯拉和墨西哥政府之间有关于国家基础设施资金提供的谈话正在进行中。
Seems like we're getting a little bit more insight on that now.
看起来我们现在对此事有了一点更深入的了解。
$136 million, not nothing in terms of the scale of Gigamexico, what it will be eventually, relatively minor.
1. 以 Gigamexico 的规模来看，1.36 亿美元不无关紧要，但相对来说仍然较小。
这句话可以理解为，在 Gigamexico 这个项目最终的规模来看，1.36 亿美元并不算什么，相对来说还是比较小的。
This is gonna be a multi-billion dollar investment.
这将会是一个数十亿美元的投资。
I think up to $10 billion is kind of what we've heard before from Tesla.
我认为，大约100亿美元的投资额是我们之前从特斯拉听到的。
So it's a small percentage of that total investment, but every little bit helps.
所以这只是总投资的一小部分，但每一点都有所帮助。
And hopefully they'll kind of get started on those types of things quickly and early.
希望他们能够尽快开始并早日着手处理那些事情。
We heard Tesla talk about working on long lead time items right now, infrastructure could be one of those things, of course.
我们听说特斯拉现在正在谈论长周期项目，基础设施可能是其中之一，当然。
And then the other interesting update, again, we heard from Elon on the call that they're kind of slowing things down.
然后，另一个有趣的消息，我们再次听到埃隆在通话中表示他们正在放慢节奏。
Not sure exactly when they're gonna start construction.
不确定他们什么时候会开始建设。
The mayor of Santa Catarina not necessarily means a whole lot here, but said that they hoped in the first half of 2024 to have the start of Tesla's construction.
圣卡塔琳娜市长在这里并不一定意味着太多，但表示希望到2024年上半年能够开始特斯拉的建设工作。
So that's probably a little bit earlier than it sounded like Elon indicated.
所以这可能比埃隆表示的要早一点。
He said, you know, maybe next year.
他说，你懂的，也许明年吧。
I don't remember the exact words he used, but it seems like they're at least hopeful that that will be in the earlier part of the year.
我记不清他具体说了什么，但似乎他们至少对于那将在年初的前期。持有一些希望。
So I'm gonna have those couple of updates on Gigamexico.
所以，我将会在Gigamexico上进行一些更新。
And then we do have a couple of new price changes for Tesla, quick one here in the US.
然后我们确实对特斯拉在美国进行了几项新的价格调整，很快的一项。
Model X Plaid has been updated to $94,990.
Model X Plaid的价格已经更新至94,990美元。
That's a $5,000 increase over the previous list price.
这比之前的标价增加了5,000美元。
It actually increases the non-existent difference between the Plaid Model S and the Plaid Model X now, which is kind of interesting.
这实际上增加了Plaid Model S和Plaid Model X之间的不存在的差别，这有点有趣。
Usually when we see price increases, you could take that as a sign of strong order rates.
通常情况下，当我们看到价格上涨，你可以把这视为订单量强劲的一个迹象。
With the Model X Plaid, I'm not necessarily taking in that way.
使用Model X Plaid，我并不一定是取其这样的方式。
这句话的意思是，说话人对于选择Model X Plaid并不是因为特定的原因或目的，可能是基于其他的考虑或个人喜好。
I'm more taking it as a sign of inelasticity for the specific vehicle.
我更倾向于将此视为该特定车辆缺乏弹性的迹象。
If we go back to the original release, Tesla'd actually price the Model S Plaid and the Model X Plaid at the same price level.
如果我们回到最初的发布版本，特斯拉实际上会将Model S Plaid和Model X Plaid定价在同一个价格水平上。
And normally the Model X, as we can see from the long range versions, is more expensive.
通常情况下，从长续航版的价格来看，Model X更加昂贵。
Obviously it's gonna cost Tesla a lot more to produce it.
很明显，特斯拉生产它的成本会高得多。
So for it to be priced the same initially, kind of indicated that Tesla anticipated more demand, I think, for the Model S Plaid versus the Plaid configuration of the Model X, they'd have pretty good insight on that from their performance versions historically. So my take on this is that they're probably just increasing this and getting engaged or relying on the elasticity, the elasticity of demand for this, again, specific vehicle, and trying to get some extra margin out of people on that one. So my thinking on that could be flawed, but I'm not necessarily taking it as a sign that, oh, there's amazing order rate for the Model X Plaid, specifically, although that would be welcome news as well.
所以，最初的定价相同似乎表明特斯拉预期Model S Plaid相对于Model X的Plaid配置会有更大的需求，我认为他们在历史性能版本中已经对此有了相当准确的了解。所以，我觉得他们可能只是在利用对于这款特定车型的需求的弹性来提高价格，从中获得额外的利润。当然，我的想法可能有缺陷，但我并不是将其视为Model X Plaid的订单数量非常惊人的迹象，尽管这也会是一个令人欢迎的消息。
And then in Canada, drive Tesla, Canada, recapping nicely here some price changes across the lineup. So the Model 3 has been reduced by $1,000. That does not affect the performance version. That prices unchanged, but for the rear wheel driving the long range, those have been reduced by $1,000. All trims of the Model Y reduced by $2,000. So these somewhat match the price changes that we had seen in the US, I think last week, maybe two weeks ago. And then for the Model S and X, so the Plaid increasing $8,000 Canadian, the Model X Plaid increasing $8,000 Canadian and the Model S Plaid increasing $2,000 Canadian. So somewhat matching the US price change there, and then a little bit of an increase on the Model S Plaid.
然后在加拿大，驾驶特斯拉，加拿大，在这里简要回顾一下整个产品线的价格变化。所以Model 3的价格下调了1000加元。这并不影响其性能版的价格，性能版的价格保持不变，但对于后驱长续航版本，价格下调了1000加元。Model Y的所有款式也下调了2000加元。所以这些价格变化与我们在美国看到的价格变化相当，我想是在上周，也许是两周前。而对于Model S和X，Plaid版本的价格上调了8000加元，Model X Plaid提高了8000加元，Model S Plaid提高了2000加元。所以在一定程度上与美国的价格变化相匹配，而Model S Plaid稍有增加。
And then real quick, also in Canada, since we're kind of on a drive Tesla Canada right now, they also noticed that Ontario has committed $91 million in additional funding to expand EV charging infrastructure in Ontario. So nice to see that as well.
然后，顺便说一下，在加拿大，由于我们现在对特斯拉加拿大比较关注，他们也注意到安大略省已承诺拨款9100万加元来扩展安大略省的电动车充电基础设施。看到这样的消息真是太好了。
And then also on pricing, Sawyer has noticed on Twitter that Tesla has reduced the price of the two hour megapack by a little over $100,000. Obviously megapack pricing is a little bit tricky because it changes based on scale, based on how many megapacks are being ordered. And he's also noticed that the installation price has increased pretty much commensurate with the decrease in actual price. So overall, the net here should be pretty minimal, but something to keep an eye on. As the megapack becomes a bigger part of Tesla's business, which we've definitely seen over the last couple of quarters, certainly from a girls profitability perspective, we probably need to start paying attention, a little bit closer attention to megapack pricing and how that changes over time. So I'll try to do a little bit better job of that.
然后，关于定价方面，索耶在推特上注意到特斯拉将两小时巨型电池组的价格降低了逾10万美元。显然，巨型电池组的定价有些复杂，因为它会根据规模的大小以及订购的巨型电池组数量而变化。他还注意到，安装价格几乎与实际价格的降低成正比。因此，总体而言，净效果应该是相当微小的，但还是需要注意。随着巨型电池组在特斯拉业务中所占比重的增加（在过去几个季度中我们确实看到了这一点），从盈利角度来看，我们可能需要更加关注巨型电池组的定价以及其随时间变化的情况。因此，我将努力更好地做好这方面的工作。
All right, and then interesting update here on a lawsuit that Tesla had previously filed in Louisiana. So this lawsuit was against the dealers association and members of the Louisiana Motor Vehicle Commission, a group of dealers as well, basically claiming that they were working together to hurt Tesla's business essentially, to kind of just put it simply. This case was, this was a lawsuit that Tesla had filed against this group and it had been dismissed. However, the US Justice Department looked at this case and they filed a brief to the court saying that their interpretation of some law regarding antitrust laws had been interpreted incorrectly. So with that, that will help Tesla in terms of appeals. An appeal has not been set a date for that yet, but this should be something that helps Tesla continue forward with that lawsuit and potentially win a case that would give them some more headway or make it a little bit easier for them to sell vehicles in Louisiana. Obviously, we've seen Tesla kind of do things like this case state by state. And I think this, the more support that Tesla can have for this, obviously the better for the business. So good to see that and we'll keep an eye out for any further dates on this legal action.
好的，接下来是关于特斯拉之前在路易斯安那州提起的一项诉讼的有趣更新。这起诉讼是针对特斯拉与特许经销商协会和路易斯安那州机动车委员会的成员一起合谋损害特斯拉业务的指控。简单来说，特斯拉声称他们在一起合作，以损害特斯拉的业务。这起案件最初被驳回，但是美国司法部对此案进行了审查，并向法院提交了一份备忘录，称他们对某些反垄断法的解释是错误的。因此，这将有助于特斯拉进行上诉。尚未确定上诉的日期，但这应该会帮助特斯拉继续推进该诉讼，并有可能赢得一起案件，从而为他们更容易地在路易斯安那州销售车辆。显然，我们看到特斯拉在逐个州进行类似的事情。我认为，特斯拉能够获得更多的支持对企业来说肯定更有利。因此，很高兴看到这一点，我们将继续关注此法律诉讼的进一步进展。
All right, just a quick update from Tesla Europe on X. They say that 14 years ago, they delivered the first Tesla Roadster to customers in Europe and today they've now hit one million Tesla vehicles on the road across Europe. So that's very exciting. Obviously, we've passed five million vehicles now for Tesla worldwide. So for a million of those in Europe, exciting to see that milestone for Tesla.
好的，这里是特斯拉欧洲的最新快讯。他们表示，14年前，他们把第一辆特斯拉跑车交到了欧洲的客户手中，而今天，特斯拉在欧洲的上路车辆数量已经达到了100万辆。这是非常令人兴奋的消息。显然，特斯拉全球范围内的交付量已经达到了500万辆。所以，在这500万辆车中有一百万辆在欧洲，看到特斯拉取得这个里程碑真是令人振奋。
And then just a few quick things from other automakers, Lucid has announced that they will be, I think we've seen the renders of the Lucid gravity previously. I don't know if they've showed off the full vehicle, but it sounds like they will be doing that on November 16th. So a little less than a month from now at the LA Auto Show. Lucid, of course, in pretty dire straits right now. So we'll keep an eye on it, but it'll be interesting to see the vehicle. They say production will begin late next year. So not anything completely imminent right now. We'll see if Lucid takes it to that point, but it'll be interesting to see that vehicle nonetheless.
然后还有其他汽车制造商的一些快讯。露胜宣布将在11月16日LA车展上亮相露胜重力。不确定他们是否已经展示了整车，但听起来他们将在不到一个月的时间内进行展示。毋庸置疑，露胜目前的状况相当严峻。我们会密切关注，但看到这辆车将会很有趣。据他们表示，生产将于明年年底开始。现在还没有即将到来的事情。我们将看露胜是否能够实现这一点，但不管怎样，看到这辆车都会很有趣。
And then UAW, of course, since it's Friday, they've kind of stopped doing their striking expansion on Friday specifically, but GM has given an updated offer to the UAW. Sounds like Stellantis has as well. They've both matched forward's 23% increase over the four year contract that they're negotiating on, but Sean Fane not happy with that, saying that they've still got cars left, or that the UAW still has cars left to play, and these automakers still have money left to spend. So no agreements yet, but no further expansion at least today on strikes for the UAW.
然后，当然，由于今天是星期五，UAW在星期五不再进行扩大罢工行动，但通用汽车已经向UAW提供了更新的报价。听起来Stellantis也做出了相应的回应。他们都与Forward的四年合同中的23%增加保持一致，但肖恩·法恩对此并不满意，他表示UAW仍有未使用的筹码，这些汽车制造商仍有剩余资金可用。因此，尚未达成协议，但至少今天UAW不会进一步扩大罢工规模。
And then Volkswagen next week will be reporting their full earnings. They did do a little bit of a pre-release, a little bit of a warning today, saying that they expect a 2.7 billion non-cash loss due to hedging for raw materials that they had previously put in place. So they wanted to give people heads up that that was gonna impact their third quarter. However, they're still expecting for the year sales to be between nine and nine and a half knowing vehicles, which would put sales in terms of revenue up 10 to 15% year over year, obviously last year there were challenges that we've previously talked about across the auto industry.
然后大众汽车将在下周公布他们的全年收益报告。他们今天进行了一次预告，稍微发出了一些警告，表示预计会因为之前采取的原材料套期保值策略而导致27亿美元的非现金损失。所以他们想提前告诉人们这将影响到他们的第三季度。然而，他们仍然预计全年销售量将在九百万辆至九百五十万辆之间，这将使得销售收入同比增长10至15%。显然，去年汽车行业面临了我们之前谈到的一些挑战。
And then they also said, this quarter specifically sales grew 12% so kind of right in the middle of that range. So Volkswagen earnings, other earnings reports next week in terms of macroeconomic things to keep an eye out for Wednesday, Fed Chair Jerome Powell was speaking. I looked at that and it's not anything significant. It doesn't look like introductory remarks at this lecture. So probably nothing material there. But then the PCE report will come out Friday pre-market. So we'll keep an eye out for that.
然后他们还说，特别是今年的这个季度销售额增长了12%，所以基本上在市场预估的范围中间。所以关于大众汽车的收益以及其他公司的收益报告，下周要留意的宏观经济方面的事情是，星期三，美联储主席杰罗姆·鲍威尔正在发表讲话。我看了一下，并没有什么重要的东西。它看起来不像一个讲座的开场白。所以可能没有什么实质性的内容。但然后，PCE报告将在星期五的市前公布。所以我们要留意这一点。
All right, that'll wrap it up for today though. So as always, thank you for listening. Make sure you're subscribed and signed up for notifications. You can also find me on X at Tesla podcast. And we'll see on Monday for the October 23 episode of Tesla Daily. Thank you.
好的，今天就到这里了。所以和往常一样，谢谢你的聆听。请确保你已经订阅并打开了通知功能。你也可以在特斯拉播客的X上找到我。我们将在10月23日的特斯拉每日节目中见面。谢谢。