特斯拉第三季度交付报告预计对大型储能包和车辆非常利好；Model Y各版本在美国已售罄至2027年。
逐段跳播
非常感谢 TND 的 Tesla Sha D Cyber Sniper Bookhorn。
Big thank you to TND Tesla Sha D Cyber Sniper Bookhorn.
Amazon 1%。Tesla 5.7%，就算 6% 吧，SpaceX 4%。
Amazon 1%. Tesla 5.7%, call it 6%, SpaceX 4%.
我们有 Tesla Semi 的推出。这个我们稍后再谈。还有一些发射。Tesla 10 月 1 日，nextG roadster 在得克萨斯州韦科发布。
We have Tesla Semi roll out. We'll talk about that in a second. Got some launches. Tesla October 1st, nextG roadster reveal in Waco, Texas.
现在，我有个理论，人们以为因为上方的空域算是被封锁了，这些车就会飞起来。我不这么认为，但这可能只是因为他们不想让间谍进来，或者上空可能有无人机。我不确定。我并不指望这车会飞。不过我确实指望它能贴着路面跑，而且跑得非常快，这一点是肯定的。
Now, I've got a theory that people think because the airspace above is kind of secured that these cars are going to fly. I don't think so, but it might be just because they don't want spies coming in or there could be drones overhead.
I'm not sure. I don't expect the car to fly. I do expect it to stick to a road and go really fast though, that's for sure.
然后是 Falcon 9 载 NASA 乘组再次前往国际空间站，以及 Tesla 第三季度产量与交付报告，这对 mega pack 和车辆本身来说应该都非常正面。
And then Falcon 9 crew NASA crew to ISS again and Tesla Q3 production deliveries report which should be very positive both for mega packs and for vehicles themselves.
据说 Tesla 的 Model Y 长续航版和 Model Y 大版本在美国到 2027 年都已售罄。
Apparently Teslas like Model Y, long range and Model Y, big one is all sold out in the US till 2027.
总之，市场显然在堆叠。Tesla，你对这张图非常熟悉。如果你看我周三的技术分析，这个上升通道一直很扎实，始终待在那片云里。我们应该很快就会触及 380 这个位置，就在眼前。也许明天，现在就已经是 379 了。
我们只差一美元，但 380 在很长一段时间里算是那个重要的支撑位，现在它有点翻转成了一点阻力。我们看看能不能突破它。一旦突破，我们就会在第四季度迅速冲上 400 以上，这一点是肯定的。
Anyhow, the market is clearly stacking. Tesla, you're very familiar with this chart. If you look at my Wednesday TA shows, this channel up has just been solid, staying in that cloud.
And we should be hitting the 380 level real soon, imminently. Maybe tomorrow it's 379 as we speak. We're a dollar away, but 380 was that kind of big support level for a long time, and now it's kind of flipped into a bit of resistance.
We'll see if we can break through it. Once we break through it, we go north of 400 real fast into Q4, that's for sure.
另外，据称这是史上最大的卡车订单。我个人并不关注卡车订单，但 Zetscale，这家公司我今天之前也从没听说过，他们拿下了史上最大的 Tesla 半挂卡车订单。
Also, the biggest truck order in the history allegedly. Uh I don't follow truck orders personally, but Zetscale, which I also never heard of till today, they had the largest Tesla semi-truck order in history.
Dan Priestley 说，大意是对于卡车车队管理者来说，从这款车获得低廉的每英里成本是显而易见的选择。相比柴油卡车，你能省下 60% 到 70%。而且没有维护，也没有停机时间。
所以所有托运人和承运商都会买这些东西。它们会卖得像热蛋糕一样。这是一笔 25,000 辆、两万五千辆的订单。加州还有大额补贴。他们也已经卖出了数千辆。所以，这东西会卖得像热蛋糕一样。
And Dan Priestley says it kind of it's it words to the effect of it's a no-brainer for truck fleet managers to get a low cost per mile from this vehicle. You save 60 to 70% over a diesel truck.
And there's no maintenance and there's no downtime. So all the shippers and carriers will be buying these things. They will sell like hotcakes. This is a $25,000 two half thousand unit order.
California also has large rebates. They've also sold thousands. So, this thing will sell off like hot cakes.
我只希望他们有足够的电池在新超级工厂里生产这些车，这个我们拭目以待。那是哪一天？Tesla Semi 9 月 24 日。哦，那就是两天后。那会很令人兴奋。所以我们也能去看看。
I just hope they have enough batteries to make them in the new giga, which we'll see. What day is that? Tesla semi September 24th. Oh, that's in two days. That'll be exciting. So, we get to check that out, too.
再说一次，AI 工厂，人们只以为里面就是 Nvidia GPU，但不是，还有电力、冷却、连接性，以及所有电网管理和电力的平滑处理，否则会烧坏你的 GPU 等等。而 Mega 进入了第一轮，这将带来大量销售。
你可以看到，SpaceX 的所有 Colossus 数据中心，以及 Tesla 用于 FSD 的数据中心，全都在使用 mega pack，同样是为了平滑电力，这非常重要。
Again an AI factory people just think it's just Nvidia GPU in it but no there's the power and the cooling and the connectivity and all the grid management and the smoothing of electricity fry your GPUs etc. and Mega made the first cut which will drive a ton of sales.
You can see that all of the Colossus data centers from SpaceX and the data centers from Tesla they use for FSD are all using mega packs again to smoothing out that electric electricity which is so important.
观察点
这个频道对 $TSLA 的历次判断
InvestAnswers 在这只股票上共 16 条判断，这里只列相邻的几条。