New Tesla Advertisement, Analyst Updates, Energy Project Opens

Hey everybody Rob Maurer here and today we've got some news on Tesla's advertising efforts. We've also got a couple of analyst updates, some news on Tesla energy and a few other items as well.

大家好，我是Rob Maurer。今天，我们将为大家带来有关特斯拉广告努力的一些新闻。此外，我们还有几位分析师的最新消息、特斯拉能源方面的一些消息以及其他几个项目的相关内容。

Pretty nice day for the stock today, Tesla up 1.5% closing at $263.62 while the Nasdaq was up 6.10% on the day. As a reminder, just a quick look at the calendar. Tomorrow we will get the PPI or producer price index report before market open. That'll follow on Thursday with the CPI report. Those will both be very interesting as we're actually only three weeks away from the next FOMC meeting already.

今天对于股市来说是相当不错的一天，特斯拉股价上涨1.5%，收盘价为263.62美元，而纳斯达克上涨了6.10%。提醒一下，快速看一下日历，明天市场开盘前我们将得到生产者价格指数报告（PPI），周四则会发布消费者价格指数报告（CPI）。这两个报告将非常有趣，因为离下一次美联储货币政策会议只有三个星期了。

We did get a couple of revised price targets from analysts today as analysts have started to update their models after the production and delivery report ahead of Q3 earnings next week. I don't have the note but UBS dropped their price target from $290 before now to $266 and Jeffries also dropped their price target from $265 down to $250. They still have a hold rating on the stock. In their note they said that quote, we continue to think that everything Tesla does differently from the rest of the industry can also be done by others if given time, making speed essential to maintain an edge. The latter seems to have been eroding from product features.

今天，我们收到了一些分析师的修正股价目标，这些分析师在发布第三季度财报之前的生产和交付报告后开始更新他们的模型。我没有笔记，但瑞银将其股价目标从之前的290美元下调至266美元，杰富瑞也将其股价目标从265美元下调至250美元。他们依然对该股采取持有评级。在他们的笔记中，他们表示：“我们继续认为特斯拉与其他行业有所不同的一切都可以通过给予时间来被其他公司复制，因此速度对于保持优势至关重要。然而，该优势似乎正在逐渐被产品特性侵蚀。”

So obviously that's framed pretty negatively. It's not really all that different than what Elon has said in the past though that pace of innovation is really what matters. And if product features is your proxy for that then I suppose it's reasonable to say that sure maybe we're in a little bit of a lull there but I don't really think that's a good way to look at it. I mean you could look at the specs of a vehicle for Rivian, you could look at the specs of a vehicle for Tesla and say oh they're in the same ballpark but you've got to also look at profitability which immediately throws that comparison out the window and you would think for an analyst that would be top of mind rather than surface level analysis of product features but even there we're on the threshold of exciting things with Project Thailand, with Cybertruck, with Semi, with FST beta 12. Still plenty of things to be excited about but these things do happen in waves. This is no different than Tesla's history where you go from Model S to Model X to Model 3. All those periods take a long time when you sit there and watch it day by day but when you look at a decade of progress while it happens relatively quickly.

显然，这种说法非常消极。不过，这与埃隆过去说过的创新速度才是真正重要的并没有太大不同。如果你把产品功能作为衡量标准，那么我认为说我们在这方面可能确实有点停滞是合理的，但我并不认为这是一种好的看法。我是说，你可以看一下里维安（Rivian）的车辆规格，也可以看一下特斯拉（Tesla）的车辆规格，可以说它们差不多，但你还必须考虑到盈利能力，这立刻使这种比较变得毫无意义。作为一个分析师，你应该把这放在头脑的首位，而不仅仅进行表面层面的产品功能分析。但即使在这方面，我们也正处在充满激动的阶段，有“泰坦”项目、Cybertruck、Semi、FST beta 12等值得期待的事物。仍然有许多令人兴奋的事情，但这些事情都会分阶段发生。这与特斯拉的历史没有什么不同，从Model S到Model X，再到Model 3，这些阶段都需要很长时间，而当你一天天地观察时感觉会很慢，但当你回顾十年的进展时，它发生得相对迅速。

We've already seen numerous signs of the EV pressure that other automakers are under right now. With Tesla the direction couldn't be clearer with a lot of other automakers it's really up in the air right now so day to day those things can be tough to really appreciate but they should not be brushed aside in favor of quote unquote product features. So I guess we'll be appreciative of Jeffery's reminding us of that in around about wet.

我们已经看到其他汽车制造商当前所面临的电动汽车（EV）压力的众多迹象。对于特斯拉来说，方向十分明确，而对于其他汽车制造商来说，现在还未确定，所以每天都有很多事情难以真正理解，但不应该因为所谓的产品功能而将其搁置一旁。所以我想我们应该感谢杰弗里在某种程度上提醒我们这一点。

All right next we seem to have an update on Tesla's advertising efforts of course so far we have talked about a few Google AdWords ads that Tesla has selectively placed and that seems to have pretty much been the extent of it so far but we now have a new video from Omar0717 on X that shows a video of what seems to be a Tesla advertisement playing at the Tokyo International Airport on what looks to be about seven or eight big screens in the terminal. The videos show off some of Tesla's features like autopilot, supercharging etc. There are QR codes that can be scanned that presumably take you to Tesla's website to learn more about it. I don't think I see anything on pricing and it may mention something about the Model Y being a best-selling car.

好的，接下来我们似乎有关于特斯拉广告努力的最新更新。当然，到目前为止，我们已经谈到了一些谷歌广告的内容，特斯拉有选择地进行了投放，而且这似乎也是目前为止他们所做的全部。不过，我们现在有一个来自Omar0717的新视频，在X网站上展示了一个视频，看起来是在东京国际机场的候机厅里播放的特斯拉广告，使用了大约七八个大屏幕。视频展示了特斯拉的一些功能，比如自动驾驶、超级充电等。屏幕上还有可以扫描的二维码，可以让你进一步了解特斯拉的官网信息。我没有看到任何关于定价的信息，还可能提到了Model Y车型是畅销车。

So unlike some of the other things that we have seen that kind of looked like advertising but maybe Tesla didn't actually set up this one does seem like it would have to have been led by the company. No way to really know for sure but it does appear that way. Probably not what a lot of the suggestions of advertising had in mind initially but it is interesting to see how Tesla is kind of taking these baby steps into it and testing out some presumably pretty low-cost ways of advertising which hopefully gives them some pretty good insight on the ROI of these efforts before potentially expanding and increasing budget.

所以与我们之前看到的某些类似广告的东西不同，可能特斯拉实际上并没有设立这个广告，但它看起来确实像是由公司主导的。无法确定，但它似乎是这样。这可能不是很多广告建议最初设想的方式，但有趣的是看到特斯拉正在逐步尝试，并测试一些预计成本相当低的广告方式，希望这些努力能为他们提供有关投资回报率的很好见解，并在潜在地扩大和增加预算之前进行扩展。

We'll continue to keep an eye out for any more of those and if you happen to be in the Tokyo International Airport if you can take a look at that and see if you can spot these if for no other reason than to see how long Tesla keeps these running. Obviously their digital could be a cycling thing with other advertisers also using that space.

我们将继续密切关注是否还有类似的情况发生。如果你恰巧在东京国际机场，请你看一下，看看能否发现这些广告，即使只是为了看看特斯拉能将其持续多久。显然，他们的数字广告可能会与其他广告商在同一空间轮换展示。

Alright next we've got an update on Tesla energy from the Tesla Mega Pack account on X. They've shared a video that the 150 megawatt or 300 megawatt hour edify energy Tesla Mega Pack has been activated and now fully operational in Riverina and Darlington Point in Australia. The video also points out that this is the largest approved grid-forming battery in Australia's national electricity market which relies on a Mega Pack feature called Tesla's virtual machine mode which we've talked about before. Virtual machine mode virtually emulates the physical or mechanical inertia that is present in traditional power sources for the grid due to the reliance on heavy rotating equipment that tends to stay rotating for a period of time. If you replace a power source like that with something like a battery you lose that inertia so virtual machine mode emulates that which helps improve grid stability as Tesla is noting here. So always nice to see these updates and although this news is in Q4 we'll definitely look forward to the Q3 energy numbers in the earnings report next week.

好的，接下来我们从特斯拉Mega Pack的账户上获得了一项关于特斯拉能源的最新消息。他们分享了一个视频，介绍了150兆瓦或300兆瓦时的Edify Energy特斯拉Mega Pack在澳大利亚的Riverina和Darlington Point已经启用，并且已经完全投入使用。视频还指出，这是澳大利亚国家电力市场中最大的获批网格形成式电池，该电池依赖于一个名为特斯拉虚拟机模式的Mega Pack功能，我们之前已经讨论过这个特点。虚拟机模式实际上模拟了传统电网中由于重型旋转设备而产生的物理或机械惯性效应，因为这些设备的旋转通常会持续一段时间。如果你用像电池这样的能源替代这样的电源，就会失去这种惯性效应，所以虚拟机模式模拟它，有助于提高电网稳定性，正如特斯拉在这里所指出的。因此，总是很高兴看到这些更新，虽然这个消息是关于第四季度的，但我们肯定期待下周在财报中公布的第三季度能源数据。

Another really quick piece of energy storage news the Netherlands government has recently allocated just over 400 million euros for the installation of batteries to be paired with solar projects. So I'm sure some of that funding although unclear how much will probably end up going towards Tesla products.

最近，荷兰政府为太阳能项目分配了超过4亿欧元用于安装电池储能设备。因此，我相信其中一部分资金（虽然具体数额不清楚）可能会用于购买特斯拉产品。

Alright next we've got a report from the information which has at times provided some spotty information regarding Tesla but this is a fairly basic report it would seem. They are reporting that quote at Tesla's headquarters in Austin Texas a new bunker like structure is under construction that could one day help move the company beyond electric vehicle manufacturing. When it's completed the building will house part of a new supercomputer known as dojo that Tesla is assembling to help run the artificial intelligence software behind the self-driving capabilities in its vehicles according to two people familiar with the project end quote. So I guess probably not too surprising that Tesla would want to have at least part of the physical hardware of dojo there in Texas it's probably a little bit cheaper to operate there plus just having it on site I would imagine there are some benefits to that the rest of the article is paywalled so I'm not sure if there are any other interesting details within this report but we'll keep an eye out for updates I wouldn't be too surprised Joe Tegmeyer hadn't already been all over this anyway.

好的，我们接下来有一份报告，来自那些有时提供关于特斯拉一些零碎信息的资讯。不过，这似乎是一份相当基础的报告。据报道，特斯拉在德克萨斯州奥斯汀的总部正在建造一座新的类似碉堡的建筑，这可能有朝一日帮助公司超越电动车制造。据两个熟悉该项目的人称，当建筑物完成后，将容纳一个名为"道场"的新型超级计算机的部分，该计算机是特斯拉正在组装的，用于运行其车辆自动驾驶能力背后的人工智能软件。所以我猜特斯拉希望至少将道场的一部分物理设备放在德克萨斯州并不太令人惊讶，那里的运营成本可能会便宜一些，而且将其置于现场，我想应该会有一些好处。文章的其余部分需要付费，所以我不确定是否在这份报告中还有其他有趣的细节，但我们将继续关注更新，我不会太惊讶如果乔·泰格迈尔（Joe Tegmeyer）已经对此事有过全面了解。

Alright next we've just got a quick update on the iG metal report we talked about relating to gigabrolin yesterday. Tesla has now more formally responded they've rejected claims by the union and that have been made in the media which have suggested that health and safety provisions at the factory were not adequate. Obviously this is a topic that we've got a decent amount of data from on Tesla from the impact report something we hear from them pretty consistently on but in a written statement they said that workers receive training on necessary safety measures as well as protective clothing and that the factory is subject to checks from local authorities to make sure that safety measures are being followed so no surprises there I don't know how impactful a press release like this really is but I know sometimes people wish for a little bit more proactive PR from Tesla and this would be a case of one of those types of things.

好的，接下来我们只是简要更新一下昨天关于吉卜林博尔汀公司的iG金属报告的情况。特斯拉现在正式回应了关于工会提出的以及媒体上所声称的有关工厂卫生与安全设施不足的指控，并予以否定。显然，这个话题我们从特斯拉的影响报告中获得了相当多的数据，他们也一直在这方面保持一致的表态，但在一份书面声明中，他们表示工人接受了有关安全措施的培训，同时提供了必要的防护服装，工厂也接受当地政府的检查以确保安全措施的落实。毫无意外，这并没有什么吃惊的，我不知道这样的新闻发布对于特斯拉来说是否真的具有什么影响力，但有时候人们期望特斯拉更具主动性的公关策略，这就是其中一种情况。

Next we've got updated China insured vehicle numbers for the week of October 2nd through October 8th this week the number did drop to just a thousand so quite a low number but obviously this is the first week of the quarter and for October this is golden week in China so like we had talked about last year at this time and that's going to affect things as well last year in the first week there was only 2,000 vehicles insured so nothing surprising here especially as we continue to wait for highland deliveries to begin.

接下来，我们有本周截至10月2日至10月8日的更新中国机动车保险数量。本周的数量只下降到了1000辆，是一个相当低的数字，但显然这是本季度的第一周，而且在中国，这是黄金周，正如我们去年谈论的那样，这也会对事情产生影响。去年的第一周，只有2000辆车被保险，所以这里没有什么令人惊讶的，尤其是我们继续等待高地车辆的交付开始。

Next we've got another v4 supercharger update from supercharger.info on X they've noticed yet another v4 project in the US this one is in Alabama so looks like we're now seeing a number of these in the US we'll continue to keep an eye on it but exciting to see that expansion happening.

接下来，我们从supercharger.info获得了关于X型号的另一个v4超级充电桩的更新。他们注意到美国又有一处v4项目正在进行，这次是在阿拉巴马州，看起来我们现在在美国看到了很多这样的项目，我们将继续密切关注它，很高兴看到这种扩展的发生。

Another quick one for today for some reason there's been a photo going around of an old cyber truck that had been photoshopped matte black or black back in April resurfacing to a wide extent today so just a reminder that is an old photo and it is photoshop so nothing new there with the cyber truck showing up as black.

今天快点说一个，因为某种原因，目前有一张照片在广泛传播，照片是四月份一辆被修过的老款Cyber Truck，被PS成亚光黑或者黑色。只是想提醒大家，这是一张旧照片，并且是通过Photoshop完成的，所以Cyber Truck以黑色出现并没有什么新鲜事。

All right and then the last few items we've got a couple other automaker updates the first is from Unifor the Canadian Auto Workers Union we talked before about how they had reached an agreement with Ford a few weeks ago they have now after just a very short 12 hour strike with GM reached a similar agreement with GM so two of the big three in Canada although this is still pending finalization and then we'll wait to see of course what happens with Unifor and Stellantis and Canada and then just a couple of quick ones from last week Toyota and LG have announced that they have reached a battery supply agreement for lithium-ion batteries to be used in Toyota BEVs in the United States with the LG batteries being assembled in the US apparently this contract will begin in 2025 at an annual capacity of 20 gigawatt hours interestingly they do say these will be nickel based packs but pouch type cells rather than cylindrical like we would see Tesla use for that chemistry and then finally Renault has announced an investor day for their future EV company named Ampere on November 15th they have previously said that they do plan to spin this out separately list this company on the stock exchange sometime in early 2024 at maybe somewhere around a 10 billion dollar valuation so we'll keep an eye on that for next month but that'll wrap it up for today as always thank you for listening make sure you're subscribed and signed up for notifications and also find me on x at Tesla podcast and we'll see you tomorrow for the Wednesday October 11th episode of Tesla Daily thank you.

好的，然后我们有最后几项内容，我们有几个其他汽车制造商的更新。首先是加拿大汽车工人联合会（Unifor），我们之前谈过他们几周前与福特达成了一项协议，现在他们与通用汽车（GM）在短短12小时的罢工后也达成了类似的协议，所以加拿大三大汽车制造商中有两家达成了协议，虽然这还在最终敲定中，我们将等待看看Unifor和Stellantis在加拿大的情况，然后上周丰田和LG宣布，他们已经达成了关于锂离子电池供应的协议，用于在美国的丰田电动车中使用，LG电池将在美国组装，显然该合同将从2025年开始，年产能为20千兆瓦小时，有趣的是，他们确实说这些将是基于镍的电池组，但是是袋式电池而不是我们在特斯拉所见到的圆柱形电池组，然后最后雷诺宣布将于11月15日举行投资者日活动，介绍他们未来的电动车公司“安培尔”（Ampere），他们之前表示计划将这家公司拆分出来，预计在2024年初将该公司上市，估值可能达到100亿美元左右，所以我们将在下个月密切关注这个消息，今天就到这里，感谢您的收听，请确保您已订阅并接收通知，还可以在x上找到我，《特斯拉播客》，我们明天再见，感谢。