我们需要谈谈特斯拉 Semi 卡车,因为 Top Gear 对它做了很出色的分析,我们会回顾其中的一些信息,看看这对特斯拉股价可能意味着什么。
We need to talk about the Tesla Semi truck because Top Gear has given a great analysis of it, and we'll review some of the information in it to see what that might mean for Tesla's stock.
提醒一下,特斯拉 Semi 卡车是在 2017 年底发布的。那大约也是我拿到我那辆黑色 Model X 的时候。我很喜欢它。我父亲现在还在开我那辆黑色的车,非常棒。但这辆卡车本应在一年半内、也就是 2019 年某个时候发布。
我们实际看到的却是一次又一次的延期,原因是供应链、这些车辆的效率,以及新冠疫情。所以,试验车队直到 2022 年才真正交付。那是在 2022 年 12 月。也就是说,我们拿到第一批试验车队已经是 4 年前的事了。
这些车队大多运往佛罗里达州的 PepsiCo。他们刚刚在 2026 年 4 月 29 日为这些卡车开通了高密度生产线。所以,从概念阶段到量产线,用了 9 年。
Just to remind you, the Tesla Semi truck was unveiled in late 2017. That was around the same time I got my black Model X. I loved it. My father still drives that black car of mine; it's fantastic.
But the truck was supposed to be released within a year and a half, sometime in 2019. What we really saw was one delay after another, due to supply chains, the efficiency of these vehicles, and the Covid pandemic.
So, a trial fleet was not actually delivered until 2022. That was in December 2022. That is, we are talking about 4 years ago when we got our first trial fleets. Those fleets were mostly destined for PepsiCo in Florida.
They just opened the high-density production line for these trucks on April 29, 2026. So, from concept stage to mass production line, it took 9 years.