Tesla Presents “Ambitious Plan” For India, Tesla Desirability Highlighted

Hey everybody RobMower here and today we are talking about a report on Tesla and their plans in India. We've also got an update on the Cybertruck, some news on the Model Y, a brand study by AutoTrader, the producer price index and a couple other items as well.

大家好，这里是RobMower。今天我们将谈论关于特斯拉在印度的计划的报告。我们还有关于Cybertruck的最新消息，关于Model Y的一些新闻，以及AutoTrader的一项品牌研究、生产者价格指数和其他一些内容。

Nice day for the stock today, finally participating in a little bit of the rally that we've been seeing in the NASDAQ this week. Tesla up 2.2% to close at $277.90. Well the NASDAQ up 1.6%, so maybe not quite to Tesla's beta, but a nice day nonetheless.

今天，股市表现不错，终于参与了本周纳斯达克指数看涨行情的一点点。特斯拉上涨2.2%，收于277.90美元。纳斯达克指数上涨1.6%，所以也许跟不上特斯拉的增幅，但总的来说是个不错的一天。

Tomorrow we should get the rebalancing update for the NASDAQ 100, it's not going to take effect yet, but the redistribution will be disclosed. Not sure if that'll happen before or aftermarket, but we'll keep an eye on that to see how that's going to shake out.

明天我们应该会收到纳斯达克100的再平衡更新，尽管尚未生效，但重新分配会被公布。不确定这将在盘前还是盘后进行，但我们将密切关注以了解其影响。

Alright let's start off quickly with the PPI or producer price index. Yesterday we had the CPI or consumer price index. Today for the PPI it comes in below expectations pretty significantly, probably about 20 basis points or so below expectations across various metrics. The headline number looks pretty crazy here, only a 0.1% increase year over year from the chart you can see how dramatically that has fallen off over the last year. Core PPI increases continuing to decelerate as well, a 2.4% increase year over year, so not as drastic as the headline number, but starting to stabilize which is nice to see. And then a quick look at the month over month changes right in the range that you want at 0.1% for both core and headline. So it's looking pretty good if services and housing can kind of rain it in a little bit, which is a little bit supply driven, ironically partially driven by high interest rates, and many would argue just by the methodology in general, but if those can kind of rain it in, then inflation data seems to be heading into a pretty good spot, and then maybe we're not too far off from deflation concerns starting to rise. As we know things can be a little bit fickle like that, but we'll see the next bed meeting is on July 25th, so about two weeks from now.

好的，让我们迅速开始谈谈生产者物价指数（PPI）。昨天我们讨论的是消费者物价指数（CPI）。现在我们来看看PPI，结果低于预期，差距相当显著，可能在各项指标上低了约20个基点左右。总体数据看起来相当惊人，从图表上可以看出，同比增长仅为0.1%，与去年相比急剧下滑。核心PPI的增长也在继续放缓，同比增长2.4%，所以不如总体数据那么激烈，但开始趋于稳定，这是一个好的迹象。让我们快速看看每月的变化，核心和总体数据都在你所期望的范围内，都为0.1%。所以如果服务和住房领域能够稍微控制一下价格上涨，这些领域受供应驱动，具有一定讽刺意味的是部分原因是高利率造成的，很多人也认为这是方法的问题，但如果这些领域能够稍微控制一下价格上涨，那么通胀数据似乎正在进入一个良好的状态，也许离通缩的担忧不会太远。正如我们所知，这些情况可能会有点反复无常，但我们将在7月25日看到下一次会议的结果，也就是两周之后。

Alright, getting into the Tesla news, we've got an update from the times of India that Tesla is now opening discussions with the Indian government specifically for an investment proposal to set up a car factory in the country with an annual production capacity of as many as 500,000 vehicles and prices starting from below $25,000. They report side's government sources and they even included a direct quote from one source saying quote, Tesla has come to us with an ambitious plan and we are confident that the movement will be positive this time around, especially as it involves both local manufacturing and exports. So there definitely seems to be a lot of traction here, obviously we've had a lot of rumors about Tesla and India over the last few years, but about three weeks ago Elon met with the Prime Minister commentary from both sides was very positive coming out of that meeting. Elon said that they will do something in India really it's just a matter of time figuring it out, and as we've seen for Tesla that can sometimes be excruciatingly slow or it can be incredibly fast with the announcements of both Gigabra Lin and Gigataxes pretty much coinciding showing us how quickly this can happen in multiple locations. And with Tesla now getting ready to move into that next generation lower cost vehicle, it makes a lot of sense for that to be happening at the same time as this relationship and these rumors about India seem to be heating up pretty significantly. Now we did also get an official comment from an Indian government official today on Tesla not necessarily on the factory specifically, but this was coming from the secretary of revenue from the Ministry of Finance who said that quote, any duty waiver for Tesla is not under active consideration of the Department of Revenue as of now. So official commentary still kind of playing hardball, but it also does leave plenty of room for that to change over time with that little disclaimer thrown in at the end that says has of now. Anyway, fun to see these rumors and some of the posturing and I'm sure not the last of it that we'll see.

好的，来聊一下特斯拉的最新消息吧。根据《印度时报》的报道，特斯拉现正和印度政府进行讨论，提出了在印度设立一家汽车工厂的投资计划。该工厂预计年产能可达50万辆车，售价低于2.5万美元。他们引用了政府消息来源，并且其中一位消息人士直接说道：特斯拉向我们提出了一个雄心勃勃的计划，我们相信这一次的谈判会取得积极的进展，尤其是涉及到本地制造和出口。所以这个消息似乎引起了很大的关注。显然，在过去几年中，我们听到了很多有关特斯拉进军印度的传闻，但约三周前，埃隆与印度总理会面，双方的评论都非常积极。埃隆表示，他们将在印度采取行动，只是时间问题，而特斯拉的动作有时可能非常缓慢，但也有时可能非常迅速。比如，吉加比拉工厂和吉加税工厂的宣布几乎是同时的，向我们展示了特斯拉在多个地方行动迅速的能力。而特斯拉如今正准备迈入下一代低成本车辆的领域，因此与印度的关系和这些有关印度的传闻似乎在加剧。现在，我们也从印度政府官员那里听到了正式评论，虽然不是针对工厂，但财政部收入秘书表示：“目前，财政部不在积极考虑对特斯拉的任何减免关税。”因此，官方评论似乎有些强硬，但也给了未来的发展留下了很大的空间，因为文末还加上了“目前”的免责声明。总之，看到这些传闻和一些姿态还是挺有趣的，我相信我们还会看到更多的消息出现。

Moving on from India, we've got an interesting update from Gregor truck on Twitter. Apparently Tesla has coloring books at service centers and one of the pages in the coloring book is a cyber truck sort of font logo page and the subheading for the cyber truck says that the cyber truck quote has enough battery power to charge a Tesla and quote, which really isn't off that impressive. I mean, so does a wall outlet. So this could just be in reference to using something like a 240 volt onboard outlet, which although it would work would seem like kind of a weird thing to emphasize, especially in a kids coloring book, maybe they're just trying to teach them a little bit more about power, but it would seem a little bit more likely that this would be a teaser for something with a little more power, which would imply bidirectional charging, vehicle to home, stuff like that. Hopefully we'll know for sure in the next couple of months.

从印度的消息过渡过来，我们从Twitter上的Gregor truck得到了一个有趣的更新。显然特斯拉在服务中心有一本着色书，其中一张页面是一个类似于Cyber Truck字体的标志页面，Cyber Truck的副标题称Cyber Truck有足够的电池电量来给特斯拉充电，并不是什么令人印象深刻的事情。我的意思是，家用插座也有这种功能。所以这可能只是指的使用类似于240伏特的车载插座之类的东西，尽管这样的插座可以工作，但好像有点奇怪强调这个，特别是在一个儿童着色书中。也许他们只是想教一些关于能源的知识，但更有可能的是这是对拥有更大功率的某些东西的预告，这可能意味着双向充电、车辆对家庭等等。希望在接下来的几个月内我们能确切知道。

Next we've got a report on electric vehicle registrations from Kelly Blue Book using data from Experian. This is looking at registrations in the US from January to May. They say that EV market share is up to 7% in that period from last year's 4.6% during the same period. So some nice growth there, but largely driven by the Model Y, which they say registrations for are up 103% year over year. So we know how well the Model Y has been doing, and I think if we go back to that period last year, there may have still been some exporting happening from Fremont, which would have kept numbers down in the US a little bit, especially if you're excluding June from that period, since that would have had an end of quarter push. So I can't remember fully on that timeline if when exports really started to happen from Shanghai entirely. But may have been a factor, and similar things may cause some differences for the S and the X here. They say X grew 7% year over year, but Model S dropped 59%. I think some of that just due to weakness, but also probably due to exporting that happened here in this year's Q2 that wouldn't have happened last year. At any rate, generating some nice headlines for the Model Y.

接下来，我们来看一份由凯利蓝书（Kelly Blue Book）根据Experian公司的数据进行的关于电动汽车注册情况的报告。该报告针对的是美国从1月到5月的注册情况。他们表示，在这一时期，电动汽车市场份额从去年同期的4.6%增长到了7%。这是一个相当不错的增长，但主要受到了Model Y的推动，他们称Model Y的注册量同比增长了103%。所以我们知道Model Y的表现非常出色，我认为如果回顾去年同期可能还存在一些从Fremont出口的情况，这可能在一定程度上减少了美国的销量，特别是如果在这个时期中排除了6月，因为那会有季度末的推动效应。我不能完全记得在那个时间段里从上海开始出口的具体时间，但这可能是一个因素，类似的原因可能也会影响到S和X的销量。他们表示X同比增长了7%，但Model S下降了59%。我认为其中一部分原因是由于市场需求的疲软，但也可能是由于今年第二季度出口的情况，而去年并没有。无论如何，这给Model Y带来了一些不错的头条新闻。

As for Tesla, also some nice headlines coming from an auto trader report on automotive brands, they attempted to answer the question of what cars the world wants to buy. So they say number 1 is the Volkswagen Golf number 2 BMW 3 Series, number 3 Mercedes-Benz C-Class. Actual sales don't necessarily seem to reflect that. And if we look a little bit closer, our auto trader says that this data is coming from the amount of advertising clicks on the auto trader website for the last 12 months, and that's specifically in the UK. So I don't know if these are auto trader run ads where maybe a Tesla could pop into those, or if the OEM itself has any role in that advertisement which would immediately disqualify Tesla from ranking here. I'm not exactly clear on that, but if we continue through the report, they also take a look at which brands each country in the world wants to buy the most according to their research, which for this section seems to be looking only at search interest for some specific terms around these brands. So it's very much imperfect, but still interesting, and we can see a lot of Tesla on here particularly in North America, Western Europe, China, and Australia, some good spots to be ranking first in. The manager says Tesla came out as the car brand people are looking to buy the most across the world topping the tables as the most googled car for sale in 39 countries. They also say that Tesla was tops in 25 states in the US, pretty much evenly splitting with Jeep with Tesla taking the coasts and Jeep taking most of the central United States. But what I actually like the most about this graphic is that they have actually mixed up Wisconsin and Minnesota, but this is auto trader UK, so we'll give them a pass on that one.

关于特斯拉，汽车交易报告发布了一些好消息，他们试图回答全球消费者更倾向购买哪种汽车的疑问。据他们所说，排名第一的是大众高尔夫，第二是宝马3系，第三是奔驰C级。但实际销售情况并不一定能反映这一点。如果我们再仔细看一下，我们的汽车交易报告称，这些数据是根据过去12个月汽车交易网站上的广告点击量得出的，而且这特指英国地区。所以我不确定这些是否是汽车交易网站自己的广告，可能会出现特斯拉的情况，或者是原厂是否对这些广告有任何作用，这将使特斯拉无法排名。关于这一点我并不清楚，但是如果我们继续阅读报告，他们还调查了世界各个国家最想购买的汽车品牌，据他们的研究，这一部分似乎只关注了这些品牌的一些特定搜索词的搜索兴趣。所以这个数据并不完美，但仍然很有趣，我们可以看到特斯拉在北美、西欧、中国和澳大利亚等地表现出色。经理说，特斯拉是全球消费者最希望购买的汽车品牌，是39个国家中谷歌搜索量最高的汽车。他们还表示，在美国的25个州中，特斯拉和吉普车并列第一，特斯拉主要占据海岸地区，而吉普车在美国中部地区占主导地位。但我最喜欢这个统计图表的地方是他们把威斯康星州和明尼苏达州搞混了，但这是汽车交易报告的英国版本，所以我们就原谅他们了。

The last few things for today as we talked about with the unveiling or launch of XAI yesterday, they're supposed to hold a Twitter space tomorrow or Friday. We now have a time for that. It's going to be at 4pm Eastern time, so right at market close, and at the end of the week, so always interesting timing. I don't really expect any major announcements out of that. Anything with Tesla could be dojo related something like that, but we're probably not quite there for that to make much of a difference yet. We'll see, but either way should be a very interesting Twitter space.

今天的最后几件事与我们昨天谈论的XAI的发布或启动有关，他们计划在明天或周五举行一个Twitter空间。我们现在有了一个具体的时间。这将在东部时间下午4点进行，正好在市场收盘时，也是本周的最后时刻，这样的时机总是很有趣。我不太期望在那个活动中有什么重大的公告。关于特斯拉的任何消息可能与“道场”有关，但我们可能还没有达到那个能产生重大影响的程度。我们拭目以待，但无论如何，这个Twitter空间应该会很有趣。

We can also add to our calendars on July 25th, alongside the Fed meeting, a new interview from Elon Musk, this will be at the PG&E Innovation Summit, where Elon has been announced as a keynote speaker. And then lastly for today, a little bit outside of the scope here, but very interesting update on Twitter today. Twitter has started to pay creators on Twitter. A portion of the ad revenue that Twitter is generating, so this has never happened before. It does create a lot more incentive for creators on Twitter to be active and engaging. It's a pretty big deal, and I'm sure very much in the early stages of what it will eventually become, but without a doubt very much marks an inflection point for Twitter today.

我们还可以在7月25日的日历上，与联邦储备会议一起，添加一个埃隆·马斯克的新访谈，这将在PG&E创新峰会上进行，埃隆已被宣布为主题演讲人。最后，今天我们稍微超出了范围，但是Twitter今天发布了非常有趣的更新。Twitter开始向创作者支付报酬。这是前所未有的。这给在Twitter上的创作者更多了活跃和参与的动力。这是一个相当重要的事情，我相信这无疑标志着Twitter今天的一个分水岭，虽然它还处于早期阶段，但无疑是Twitter将来的一个转折点。

So fun to see the continued progress there, 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. You can also find me on Twitter at Tesla Podcast, and we'll see you tomorrow for the Friday, July 14th episode of Tesla Daily. Thank you.

看到那里不断的进展真是太有趣了，但今天就到这里了。一如既往地感谢你的聆听，确保你已订阅并开启了通知。你还可以在Twitter上找到我，我的用户名是特斯拉播客，明天我们会在特斯拉日报中再见。谢谢。