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Tesla Accelerates Rollout of More-Affordable EVs as Profit Drops Sharply
马斯克试图缓解华尔街对特斯拉战略方向的担忧，他强调该公司会致力于生产价格较亲民的电动汽车。
特斯拉本月早些时候公布，第一季度交付量下降8.5%。 Tesla Chief Executive Elon Musk sought to assuage Wall Street’s concerns about the company’s strategic direction by underscoring the automaker’s commitment to making less-expensive electric cars. 6park.com
特斯拉(Tesla)首席执行官马斯克(Elon Musk)试图缓解华尔街对该公司战略方向的担忧，他强调特斯拉会致力于生产价格较亲民的电动汽车。 6park.com
马斯克在周二的业绩电话会议上表示，特斯拉正在加快推出新车型，其中包括售价更亲民的车型。 6park.comOn the company’s Tuesday earnings call, Musk said Tesla was accelerating the launch of new models, including vehicles that would sell at more-affordable prices. 6park.com 6park.com马斯克发表上述言论之际，特斯拉今年开局表现不佳，这家全球市值最高汽车制造商的第一财季利润骤降至2021年以来的最低水平。特斯拉第一财季营运利润率也大幅收窄，从上年同期的11.4%降至5.5%。 6park.comHis comments cap a dismal start to the year for the world’s most-valuable automaker, which saw its first-quarter profit plunge to its lowest level since 2021. Tesla’s operating margin narrowed significantly, dropping to 5.5% in the first three months, from 11.4% a year earlier. 6park.com
马斯克还强调了特斯拉实现开发自动驾驶汽车这一长期目标的重要性。这一目标至今看来仍很渺茫。 6park.comMusk also emphasized the importance of Tesla’s achieving its longstanding—and thus far elusive—goal of developing an autonomous car. 6park.com 6park.com马斯克对与会者公布了特斯拉计划推出专用机器人出租车型和网约车网络的新细节，称特斯拉将运营自己的车队，并允许客户用他们自己的车辆来提供网约车服务，马斯克把这项服务与爱彼迎(Airbnb)相提并论。马斯克还提出了这款机器人出租车的可能名称，这款车型定于8月亮相。马斯克在不经意的言谈中把这款车型称为Cybercab。 6park.comHe shared new details about the company’s plans for a dedicated robotaxi model and ride-hailing network, saying Tesla would operate its own fleet and allow customers to deploy their vehicles for the service, which he compared to Airbnb. Musk also floated a possible name for the robotaxi, which is set to be unveiled in August. In an offhand remark, he referred to the model as the Cybercab. 6park.com马斯克说：“如果有人不相信特斯拉会攻克自动驾驶问题，那么我觉得他们不适合成为特斯拉的投资者。” 6park.com“If somebody doesn’t believe Tesla is going to solve autonomy, I think they should not be an investor in the company,” Musk said. 6park.com 6park.com总部位于得克萨斯州的特斯拉公布，1-3月期间的净利润为11亿美元，同比下降55%。收入同比下降9%，至213亿美元，反映出汽车价格和交付量双双下降的影响。 6park.comThe Texas-based carmaker reported net income of $1.1 billion for the January-to-March period, down 55% from the year prior. Revenue fell 9% year over year to $21.3 billion, reflecting a decline in both vehicle prices and deliveries. 6park.com财报发布后，特斯拉股价在周二盘后上涨超过10%。该股在周二常规交易时段收于144.68美元，2024年迄今下跌了42%。 6park.comThe stock was up more than 10% in after-hours trading Tuesday, following the release of the earnings report. Tesla shares closed Tuesday at $144.68, down 42% in 2024.
Tesla is in a more precarious place than it has been in years, with its vehicle sales falling, demand cooling for electric vehicles industrywide and Musk’s placing greater emphasis on developing a fully autonomous car, a project many investors view as risky. 6park.com
特斯拉数年来经历过多次坎坷，但这一次显得更加棘手，目前该公司汽车销量下滑，整个行业面临电动汽车需求降温局面，而马斯克更加重视开发完全自动驾驶汽车，许多投资者则认为自动驾驶项目的风险太大。 6park.com
特斯拉这次业绩电话会议是马斯克启动重组计划以来首次正式与投资者见面，预计重组将使特斯拉的全球员工人数减少10%以上。 6park.comThe company’s earnings call was Musk’s first formal audience with investors since initiating a restructuring that is expected to reduce the company’s global workforce by more than 10%. 6park.com
还有其他一些变化。两名高管在本月早些时候表示他们将离开特斯拉，员工被告知要专注于开发所谓的机器人出租车，该公司对重心的这番调整令市场倍感意外。 6park.comThere have been other changes, too. Two top executives said earlier this month they were leaving the company, and employees have been told to focus on a so-called robotaxi, a reshuffling of priorities that has taken the market by surprise. 6park.com在特斯拉长期负责投资者关系的Martin Viecha在周二的业绩电话会议结束时表示，他也将离职。 6park.comMartin Viecha, Tesla’s longtime head of investor relations, ended Tuesday’s earnings call by saying he, too, would be leaving his role. 6park.com
许多投资者一直期待特斯拉明年能推出一款更经济实惠的电动汽车，从而将特斯拉的业务拓展到大众市场。特斯拉目前销售五款乘用车型，比许多其他汽车制造商都要少，该公司本月早些时候公布第一季度交付量下降了8.5%。 6park.comMany investors had been expecting Tesla to release a more-affordable electric car next year that could extend the company’s reach into the mass market. Tesla sells five passenger models—fewer than many other automakers—and earlier this month reported an 8.5% decline in first-quarter deliveries. 6park.com
马斯克不予透露特斯拉正在开发的新车型的细节，他说这些新车型很可能在2025年底之前推出，他之前曾说过一款低成本汽车将在2025年底投产。 6park.comMusk declined to share details about the new models Tesla has in the works, which he said are likely to launch sooner than late 2025, when he previously said a low-cost car would enter production. 6park.com
当被问及特斯拉是计划对现有产品进行“调整”，还是推出全新车型时，马斯克未予回答。马斯克说：“我想我们在这方面已经说得差不多了。” 6park.comWhen asked if Tesla planned to make “tweaks” to existing offerings or release entirely new models, the CEO demurred. “I think we’ve said all we will on that front,” Musk said. 6park.com
特斯拉将第一财季的部分表现归因于其新版Model 3汽车在加利福尼亚州的“逐步”增产。 6park.comTesla attributed some of its performance in the first quarter to the “gradual” production ramp of its updated Model 3 car in California. 6park.com
在华尔街，分析师们已经逐渐接受这样一个观点，即特斯拉今年可能根本不会增加交付量。长期以来，该公司的估值都是基于其增长潜力。 6park.comOn Wall Street, analysts have been coming to terms with the idea that Tesla—long valued for its growth potential—might not increase deliveries at all this year. 6park.com
特斯拉周二重申，2024年的增速可能比上一年“明显降低”。高管们称特斯拉处于两个增长浪潮之间：第一个浪潮由其广受欢迎的Model Y跨界车和Model 3汽车推动，下一个浪潮将随着新一代汽车的推出而到来。 6park.comTesla reiterated Tuesday that growth in 2024 might be “notably lower” than it was the previous year. Executives have described Tesla as being between two growth waves: the first driven by its popular Model Y crossover and Model 3 car, and the next to come with the launch of a new generation of vehicles. 6park.com
该公司的最新车型、存在生产困难的Cybertruck皮卡自去年年底投放市场以来起步缓慢。 6park.comThe company’s newest model, the difficult-to-make Cybertruck pickup, has gotten off to a slow start since hitting the market late last year. 6park.com
面对电动汽车市场日益激烈的竞争，该公司近日再次降价，在美国多款车型降价2,000美元。 6park.comThe company cut prices again in recent days, knocking $2,000 off several models in the U.S., as it confronts stiffening competition in the EV market. 6park.com
德意志银行(Deutsche Bank)分析师Emmanuel Rosner在财报发布前的一份报告中写道：“特斯拉推出已久的汽车阵容迄今已面临相当大的需求疲软和价格压力，我们的感觉是，特斯拉现在已进入现金保存模式。”该行下调了特斯拉的股票评级，并将目标股价从每股189美元下调至123美元。 6park.com“Tesla’s aging vehicle lineup is already facing considerable demand weakness and price pressure so far, and our sense is that Tesla has now moved into cash preservation mode,” Deutsche Bank analyst Emmanuel Rosner wrote in a note ahead of the earnings report. The bank downgraded Tesla’s stock and reduced its price target to $123 per share, from $189.
Tesla’s free cash flow turned negative in the first quarter, with the company bleeding about $2.5 billion as it invested in artificial-intelligence infrastructure, and unsold-vehicle inventory climbed to 28 days of supply, from 15 days the year prior. 6park.com
特斯拉第一财季的自由现金流转为负值，流失了约25亿美元现金，该公司投资了人工智能(AI)基础设施，未售出车辆的库存从上年同期的可供15天销售攀升至28天。 6park.com
与此同时，特斯拉董事会正在要求股东重新批准马斯克2018年的薪酬方案，此前特拉华州法官在1月份驳回了该方案，认为审批程序存在“严重缺陷”。 6park.comMeanwhile, Tesla’s board of directors is asking shareholders to reapprove Musk’s 2018 pay package after a Delaware judge struck it down in January, finding the approval process to have been “deeply flawed.” 6park.com
该薪酬计划的最高价值为558亿美元，是有史以来美国上市公司同意向首席执行官发放的最高薪酬。马斯克经营着多家公司，他周二表示，这家汽车制造商占据了他大部分的工作时间。 6park.comThe pay plan, valued at a maximum of $55.8 billion, is the largest ever granted to the chief executive of a U.S. public company. Musk, who runs several companies, said Tuesday the carmaker takes up “the majority of my work time.” 6park.com
特斯拉还要求股东批准一项计划，将公司注册地从特拉华州迁至得克萨斯州。在法院就马斯克的薪酬问题做出裁决后，马斯克的其他公司已经在特拉华州以外重新注册。 6park.comTesla is also asking shareholders to approve a plan to move the company’s incorporation to Texas, from Delaware. Other Musk companies have reincorporated outside of Delaware after the court’s decision on his pay. 6park.com
这位首席执行官最近几个月一直在推动名为完全自动驾驶能力(Full Self-Driving Capability)的辅助驾驶技术的采用，这种技术需要驾驶员的主动监控。 6park.comThe CEO in recent months has pushed to increase adoption of driver-assistance technology that the company calls “Full Self-Driving Capability,” which requires driver supervision. 6park.com
特斯拉最近降低了该软件的价格，现在的价格为预付8000美元，或按月订阅每月99美元，低于之前的12000美元或每月199美元，该软件允许汽车承担一系列驾驶任务。该公司还开始为车辆具备FSD功能的美国驾驶员提供为期一个月的免费试用。 6park.comTesla recently slashed prices for this software, which now costs $8,000 upfront or $99 a month—down from $12,000 or $199 monthly—and allows the car to assume a range of driving tasks. The company also has begun offering U.S. drivers with FSD-capable vehicles a one-month free trial of the technology. 6park.com
马斯克周二表示：“我们将在汽车中加入真正的‘自动’。” 6park.com“We’re putting the actual ‘auto’ in automobile,” Musk said Tuesday.
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