美国汽车博主实地到中国考察新能源汽车感到震惊，表示如果华为汽车进入美国市场，游戏就结束了。美国汽车业将会惨败
If Huawei Cars Hit The US, It’s Game Over
译文简介
网友：已订阅，做得好！澳大利亚有很多比亚迪、极氪和小鹏汽车，它们都是非常好的车，质量高、价格低、配置更好等等。华为的汽车看起来也很棒。一辆比亚迪鲨鱼皮卡在澳大利亚售价 3 万美元，在美国售价 6 万美元，澳大利亚的小企业因此节省了很多钱。
正文翻译
@mrkjmsdln
Thanks Brian. I have been to China twice, once during the transition prior to the Beijing Olympics and again in the late 2010s. At the time I was more focused on other sectors of the economy. When I first realized China had left the world behind with power transmission (UHV AC & DC) I was freaked out. The transition to the modern world begun in China around 2000 is sci-fi. Glad you got to see the Huawei's. There are three car companies that I know of that are consumer and B2B electronics first and all of their cars will be formidable. Both Huawei and BYD OWN and OPERATE their own chip fabs. We shut ourselves off from Huawei to protect Cisco. They are both TSMC-based tech. xiaomi is FAB-less but they make EVERYTHING and now buy exclusively from SMIC instead of TSMC. The level of integration and cost-control is hard to compete against.
谢谢Brian。我去过中国两次，一次是在北京奥运会之前的过渡时期，还有一次是在10年代（10年—19年）末期。当时我更关注经济的其他领域。当我第一次意识到中国在电力传输（特高压交流和直流）方面已经超越世界其他国家时，我感到震惊。中国自2000年左右开始向现代世界的转变就像科幻小说一样。很高兴你看到了华为。有三家汽车公司，据我所知，它们首先是面向消费者和面向企业的电子产品公司，它们所有的汽车都将非常有竞争力。华为和比亚迪都拥有并运营自己的芯片制造厂。我们为了保护思科而将自己与华为隔绝。它们都是基于台积电的技术。小米没有自己的芯片制造厂，但他们制造一切，并且现在只从SMIC而不是台积电采购芯片。这种高度的集成化和成本控制很难被竞争。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
@matthewmosier8439
They couldn't manufacture a ballpoint pen, completely in house, until some years back.
They have very little technology and steal some of what they do have. Also, Russia got upset at them when they started really selling cars in their market, because the quality was so bad.
直到几年前，他们还无法完全自主生产一支圆珠笔。
他们拥有的技术很少，而且还窃取一些技术。此外，当他们开始真正在俄罗斯市场销售汽车时，俄罗斯对他们很不满，因为质量太差了。
They couldn't manufacture a ballpoint pen, completely in house, until some years back.
They have very little technology and steal some of what they do have. Also, Russia got upset at them when they started really selling cars in their market, because the quality was so bad.
直到几年前，他们还无法完全自主生产一支圆珠笔。
他们拥有的技术很少，而且还窃取一些技术。此外，当他们开始真正在俄罗斯市场销售汽车时，俄罗斯对他们很不满，因为质量太差了。
@mrkjmsdln
@matthewmosier8439 -- For most sensible people who took Economics 101 I think your point reduces to comparative advantage. I am sure there are many examples of specialization in many products including pens. I'm not sure what this means though as long as you are sensible enough to buy or partner with those who make the parts you need.
I remember a great story about the buildout of HSR in China. They still acquire wheels in Japan and Germany for certain applications. Competitive advantage as usual.
@matthewmosier8439 -- 对于大多数学过经济学 101 的明智人士来说，我认为你的观点可以归结为比较优势。我相信在许多产品（包括钢笔）中都有专业化的例子。不过，只要你足够明智地购买或与那些制造你所需零部件的公司合作，我不确定这意味着什么。
我记得一个关于中国高铁建设的精彩故事。他们仍然为某些应用从日本和德国采购车轮。这很正常，是竞争优势。
@matthewmosier8439 -- For most sensible people who took Economics 101 I think your point reduces to comparative advantage. I am sure there are many examples of specialization in many products including pens. I'm not sure what this means though as long as you are sensible enough to buy or partner with those who make the parts you need.
I remember a great story about the buildout of HSR in China. They still acquire wheels in Japan and Germany for certain applications. Competitive advantage as usual.
@matthewmosier8439 -- 对于大多数学过经济学 101 的明智人士来说，我认为你的观点可以归结为比较优势。我相信在许多产品（包括钢笔）中都有专业化的例子。不过，只要你足够明智地购买或与那些制造你所需零部件的公司合作，我不确定这意味着什么。
我记得一个关于中国高铁建设的精彩故事。他们仍然为某些应用从日本和德国采购车轮。这很正常，是竞争优势。
@briansexton2319
@matthewmosier8439 Believe that if it makes you happy.
@matthewmosier8439 如果这让你开心，那就相信吧。
@matthewmosier8439 Believe that if it makes you happy.
@matthewmosier8439 如果这让你开心，那就相信吧。
@wl7106
@matthewmosier8439 Was China's J-35 stolen from your home?
@matthewmosier8439 中国的歼-35 是从你家偷的吗？
@matthewmosier8439 Was China's J-35 stolen from your home?
@matthewmosier8439 中国的歼-35 是从你家偷的吗？
@yoingen
@matthewmosier8439 Yes, you're right, if it makes you feel better.
@matthewmosier8439 是的，你是对的，如果这让你感觉好些的话。
@matthewmosier8439 Yes, you're right, if it makes you feel better.
@matthewmosier8439 是的，你是对的，如果这让你感觉好些的话。
————
@LoveEVandenvironment
Subscribed. Good one！We have a lot of BYD, Zeekers and Xpengs in Australia, They are really nice cars, high quality, low price, better specs etc. Huawei cars look awesome too. A BYD sharks ute costs US$30,000 in Australia and US$60,000 in the US, the small business save so much in Australia.
已订阅，做得好！澳大利亚有很多比亚迪、极氪和小鹏汽车，它们都是非常好的车，质量高、价格低、配置更好等等。华为的汽车看起来也很棒。一辆比亚迪鲨鱼皮卡在澳大利亚售价 3 万美元，在美国售价 6 万美元，澳大利亚的小企业因此节省了很多钱。
@LoveEVandenvironment
Subscribed. Good one！We have a lot of BYD, Zeekers and Xpengs in Australia, They are really nice cars, high quality, low price, better specs etc. Huawei cars look awesome too. A BYD sharks ute costs US$30,000 in Australia and US$60,000 in the US, the small business save so much in Australia.
已订阅，做得好！澳大利亚有很多比亚迪、极氪和小鹏汽车，它们都是非常好的车，质量高、价格低、配置更好等等。华为的汽车看起来也很棒。一辆比亚迪鲨鱼皮卡在澳大利亚售价 3 万美元，在美国售价 6 万美元，澳大利亚的小企业因此节省了很多钱。
@FutureAzA
Thanks for the sub!
谢谢订阅！
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
Thanks for the sub!
谢谢订阅！
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
@doobtom271
there are just two types of self driving tech, Huawei and Others.
自动驾驶技术只有两种，华为和其他。
there are just two types of self driving tech, Huawei and Others.
自动驾驶技术只有两种，华为和其他。
@hillbillyintheasia6122
@FutureAzA dude they rust in russia after 3 years fact , russia very mad .
@FutureAzA 兄弟，事实是它们在俄罗斯三年后就生锈了，俄罗斯非常生气。
@FutureAzA dude they rust in russia after 3 years fact , russia very mad .
@FutureAzA 兄弟，事实是它们在俄罗斯三年后就生锈了，俄罗斯非常生气。
————
@josephmorneau1856
Riddle me this. China somehow started up dozens of BEV companies with hundreds of models. Yet, Apple couldn’t produce one?
请猜：中国不知何故创办了数十家纯电动汽车公司，拥有数百种车型。然而，苹果却连一辆都造不出来？
@josephmorneau1856
Riddle me this. China somehow started up dozens of BEV companies with hundreds of models. Yet, Apple couldn’t produce one?
请猜：中国不知何故创办了数十家纯电动汽车公司，拥有数百种车型。然而，苹果却连一辆都造不出来？
@mrkjmsdln
Apple partnered with BYD and got pretty far along. Eventually they backed away I guess. BYD makes 1/3 of all iPads, lots of components for the iPhones and almost all Apple batteries for their devices.
苹果曾与比亚迪合作，并且进展顺利。但最终他们退出了，我猜是这样。比亚迪生产了三分之一的 iPad，许多 iPhone 的零部件，以及几乎所有苹果设备的电池。
Apple partnered with BYD and got pretty far along. Eventually they backed away I guess. BYD makes 1/3 of all iPads, lots of components for the iPhones and almost all Apple batteries for their devices.
苹果曾与比亚迪合作，并且进展顺利。但最终他们退出了，我猜是这样。比亚迪生产了三分之一的 iPad，许多 iPhone 的零部件，以及几乎所有苹果设备的电池。
@GoodBaleadaMusic
They refused to change to charging ports. It came up through the bottom so you would have flip your car over every night. The home charger was gonna cost $49000 (Without cable)
他们拒绝更换充电接口。接口在底部，所以你每天晚上都得把车翻过来充电。家用充电器的价格高达 49000 美元（不含线）。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
They refused to change to charging ports. It came up through the bottom so you would have flip your car over every night. The home charger was gonna cost $49000 (Without cable)
他们拒绝更换充电接口。接口在底部，所以你每天晚上都得把车翻过来充电。家用充电器的价格高达 49000 美元（不含线）。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
@antwango
Didnt make sense for Apple! Apple spent 10 yrs RnD'ing the Apple Car! cant remember "Project Titan" or something similar..... it took xiaomi 3 yrs from analysis to concept to mass manufacture reality!!!!
It didnt make sense for Apple BECAUSE Apple didnt control the supply chain! Apple phones are successes because they own and design their own chip and OS!!!!
Chinese cars are successes because China invents and owns EVERYTHING in the EV! BYD started in 1995 as a battery company!!! China OWNS battery tech! They LEAD in the field of Batteries and tech!!! A car is just a Battery! with wheels and a motor but electronic
Obviously the Apple car didnt make sense profit wise for Apple!
这对苹果来说没有意义！苹果花了 10 年研发苹果汽车！不记得“泰坦计划”还是类似的东西了……小米从分析到概念到大规模生产现实只用了 3 年！！！
这对苹果来说没有意义，因为苹果不控制供应链！苹果手机之所以成功，是因为他们拥有并设计自己的芯片和操作系统！！！
中国汽车之所以成功，是因为中国在电动汽车领域发明并拥有一切！比亚迪 1995 年起家于电池公司！！！中国拥有电池技术！他们在电池和技术领域处于领先地位！！！汽车只不过是一个带轮子和电机的电池，但它是电子的。
显然，从利润角度来看，苹果汽车对苹果来说没有意义！
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
Didnt make sense for Apple! Apple spent 10 yrs RnD'ing the Apple Car! cant remember "Project Titan" or something similar..... it took xiaomi 3 yrs from analysis to concept to mass manufacture reality!!!!
It didnt make sense for Apple BECAUSE Apple didnt control the supply chain! Apple phones are successes because they own and design their own chip and OS!!!!
Chinese cars are successes because China invents and owns EVERYTHING in the EV! BYD started in 1995 as a battery company!!! China OWNS battery tech! They LEAD in the field of Batteries and tech!!! A car is just a Battery! with wheels and a motor but electronic
Obviously the Apple car didnt make sense profit wise for Apple!
这对苹果来说没有意义！苹果花了 10 年研发苹果汽车！不记得“泰坦计划”还是类似的东西了……小米从分析到概念到大规模生产现实只用了 3 年！！！
这对苹果来说没有意义，因为苹果不控制供应链！苹果手机之所以成功，是因为他们拥有并设计自己的芯片和操作系统！！！
中国汽车之所以成功，是因为中国在电动汽车领域发明并拥有一切！比亚迪 1995 年起家于电池公司！！！中国拥有电池技术！他们在电池和技术领域处于领先地位！！！汽车只不过是一个带轮子和电机的电池，但它是电子的。
显然，从利润角度来看，苹果汽车对苹果来说没有意义！
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
@mrkjmsdln
@antwango HaHa -- I know just a little bit of the back story. Apple had the IDEAL partner and they largely ignored them.
@antwango 哈哈——我只知道一点点幕后故事。苹果拥有理想的合作伙伴，但他们很大程度上忽略了他们。
@antwango HaHa -- I know just a little bit of the back story. Apple had the IDEAL partner and they largely ignored them.
@antwango 哈哈——我只知道一点点幕后故事。苹果拥有理想的合作伙伴，但他们很大程度上忽略了他们。
@cyclopsvision6370
It's easy to start up a BEV company, the hard part is being able to sell at least 1000 vehicles a day at scale because of the high overhead costs for the supply chain, production lines, and production buildings. If Apple wants to lose billions of dollars a year to enter a relatively low margin auto manufacturing business, they are free to do so.
创办一家纯电动汽车公司很容易，但难的是每天能够大规模销售至少 1000 辆汽车，因为供应链、生产线和生产建筑的间接成本很高。如果苹果想每年亏损数十亿美元进入一个利润率相对较低的汽车制造业，他们可以自由选择这样做。
It's easy to start up a BEV company, the hard part is being able to sell at least 1000 vehicles a day at scale because of the high overhead costs for the supply chain, production lines, and production buildings. If Apple wants to lose billions of dollars a year to enter a relatively low margin auto manufacturing business, they are free to do so.
创办一家纯电动汽车公司很容易，但难的是每天能够大规模销售至少 1000 辆汽车，因为供应链、生产线和生产建筑的间接成本很高。如果苹果想每年亏损数十亿美元进入一个利润率相对较低的汽车制造业，他们可以自由选择这样做。
@GoodBaleadaMusic
@cyclopsvision6370 yeah Americans can't do that.
@cyclopsvision6370 是啊，美国人做不到。
@cyclopsvision6370 yeah Americans can't do that.
@cyclopsvision6370 是啊，美国人做不到。
@kamsunleong6648
@antwango
So you are saying it took them more than a decade and wasting a billion dollars to realize it doesn't makes sense. Huawei left the ev making part to their automaker partners like Seres and now SAIC and provide only their intelligent driving solutions and software.
@antwango所以你的意思是，他们花了十多年，浪费了数十亿美元才意识到这没有意义。华为已将其电动汽车制造业务交给赛力斯和现在的上汽等汽车制造商合作伙伴，而只提供其智能驾驶解决方案和软件。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
@antwango
So you are saying it took them more than a decade and wasting a billion dollars to realize it doesn't makes sense. Huawei left the ev making part to their automaker partners like Seres and now SAIC and provide only their intelligent driving solutions and software.
@antwango所以你的意思是，他们花了十多年，浪费了数十亿美元才意识到这没有意义。华为已将其电动汽车制造业务交给赛力斯和现在的上汽等汽车制造商合作伙伴，而只提供其智能驾驶解决方案和软件。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
@bobmorane4926
@antwango Well, that didn't stop xiaomi from making smartphones even if they didn't own much of the smartphone tech. Android doesn't belong to them, chip doesn't belong to them, LCD screen doesn't belong to them, maybe speakerphone tech and memory don't belong to them. Sam thing with Huawei or Oppo in producing their smartphones. They were willing to license the tech from Western companies and pay the royalty dues. So, what's the deal with the West to license the tech from the Chinese and make compelling products using Catl batteries or Byd batteries ? So, it's kind of disingenuous to say that well the Chinese own all the EV tech, so western companies are at a disadvantage !!! I've never seen the Chinese refusing to use western tech in their products.
@antwango 嗯，这并没有阻止小米制造智能手机，即使他们并没有拥有多少智能手机技术。安卓不属于他们，芯片不属于他们，LCD 屏幕不属于他们，也许免提电话技术和内存也不属于他们。华为或 Oppo 生产智能手机的情况也一样。他们愿意从西方公司获得技术许可并支付专利费。那么，西方公司从中国获得技术许可，并使用宁德时代或比亚迪的电池制造有竞争力的产品有什么问题呢？所以，说中国人拥有所有的电动汽车技术，因此西方公司处于劣势，这有点不真诚！！！我从未见过中国人拒绝在他们的产品中使用西方技术。
@antwango Well, that didn't stop xiaomi from making smartphones even if they didn't own much of the smartphone tech. Android doesn't belong to them, chip doesn't belong to them, LCD screen doesn't belong to them, maybe speakerphone tech and memory don't belong to them. Sam thing with Huawei or Oppo in producing their smartphones. They were willing to license the tech from Western companies and pay the royalty dues. So, what's the deal with the West to license the tech from the Chinese and make compelling products using Catl batteries or Byd batteries ? So, it's kind of disingenuous to say that well the Chinese own all the EV tech, so western companies are at a disadvantage !!! I've never seen the Chinese refusing to use western tech in their products.
@antwango 嗯，这并没有阻止小米制造智能手机，即使他们并没有拥有多少智能手机技术。安卓不属于他们，芯片不属于他们，LCD 屏幕不属于他们，也许免提电话技术和内存也不属于他们。华为或 Oppo 生产智能手机的情况也一样。他们愿意从西方公司获得技术许可并支付专利费。那么，西方公司从中国获得技术许可，并使用宁德时代或比亚迪的电池制造有竞争力的产品有什么问题呢？所以，说中国人拥有所有的电动汽车技术，因此西方公司处于劣势，这有点不真诚！！！我从未见过中国人拒绝在他们的产品中使用西方技术。
@bobmorane4926
@cyclopsvision6370 Maybe Apple waste too much money on the wrong R&D or on expensive engineers. Maybe they should relocate their R&D to China to cut costs !!
@cyclopsvision6370 也许苹果在错误的研发或昂贵的工程师身上浪费了太多钱。也许他们应该把研发部门搬到中国以降低成本！！
@cyclopsvision6370 Maybe Apple waste too much money on the wrong R&D or on expensive engineers. Maybe they should relocate their R&D to China to cut costs !!
@cyclopsvision6370 也许苹果在错误的研发或昂贵的工程师身上浪费了太多钱。也许他们应该把研发部门搬到中国以降低成本！！
@nastybadger-tn4kl
They stole tesla motor design
他们偷了特斯拉的电机设计。
They stole tesla motor design
他们偷了特斯拉的电机设计。
@TeslaHugestFan
We don’t have Steve Jobs. And we in US, are more worried about diversity and CEO salaries and stock price. Tesla is the only car that has a chance. The rest are just duds.
我们没有史蒂夫·乔布斯了。而且在美国，我们更担心多样性、CEO 薪酬和股价。特斯拉是唯一有希望的汽车，其他的都是废物。
We don’t have Steve Jobs. And we in US, are more worried about diversity and CEO salaries and stock price. Tesla is the only car that has a chance. The rest are just duds.
我们没有史蒂夫·乔布斯了。而且在美国，我们更担心多样性、CEO 薪酬和股价。特斯拉是唯一有希望的汽车，其他的都是废物。
@larryc1616
They make phones and computers. Cars are too much for them to handle. Too risky without Steve jobs
他们生产手机和电脑，汽车对他们来说太难了。没有史蒂夫·乔布斯太冒险了。
They make phones and computers. Cars are too much for them to handle. Too risky without Steve jobs
他们生产手机和电脑，汽车对他们来说太难了。没有史蒂夫·乔布斯太冒险了。
@upper-Machine-276
@nastybadger-tn4kl Tesla should steal their designs too maybe they would make better cars. I have to ask, how many different ways are there to design a motor?
@nastybadger-tn4kl 特斯拉也应该偷他们的设计，也许他们会造出更好的汽车。我得问一下，设计电机有多少种不同的方法？
@nastybadger-tn4kl Tesla should steal their designs too maybe they would make better cars. I have to ask, how many different ways are there to design a motor?
@nastybadger-tn4kl 特斯拉也应该偷他们的设计，也许他们会造出更好的汽车。我得问一下，设计电机有多少种不同的方法？
@TeslaHugestFan
@josephmorneau1856 Elon knows he cannot compete in manufacturing. That is why he is focusing on FSD and AI
@josephmorneau1856 伊隆马斯克知道他无法在制造业方面竞争，这就是他专注于 FSD 和人工智能的原因。（译注：FSD 是完全自动驾驶。）
@josephmorneau1856 Elon knows he cannot compete in manufacturing. That is why he is focusing on FSD and AI
@josephmorneau1856 伊隆马斯克知道他无法在制造业方面竞争，这就是他专注于 FSD 和人工智能的原因。（译注：FSD 是完全自动驾驶。）
@qyf883
因为我们有完整的工业体系 完整的产业链 如果苹果在中国构建汽车企业 将会容易的多
因为我们有完整的工业体系 完整的产业链 如果苹果在中国构建汽车企业 将会容易的多
@Vinci0620
problem is western shames to buy Chinese tech .
问题是西方羞于购买中国技术。
problem is western shames to buy Chinese tech .
问题是西方羞于购买中国技术。
@elvinthalund5193
@ because Apple is not a manufacturer, which is critical to get the cost low enough. This is where Tesla shines.
Even legacy ICE companies are not full manufacturers and are relying on vendors for many major parts they then assemble.
因为苹果不是制造商，这对于降低成本至关重要。这就是特斯拉的优势所在。
即使是传统的内燃机汽车公司也不是完全的制造商，它们也依赖供应商提供许多主要零部件，然后进行组装。
@ because Apple is not a manufacturer, which is critical to get the cost low enough. This is where Tesla shines.
Even legacy ICE companies are not full manufacturers and are relying on vendors for many major parts they then assemble.
因为苹果不是制造商，这对于降低成本至关重要。这就是特斯拉的优势所在。
即使是传统的内燃机汽车公司也不是完全的制造商，它们也依赖供应商提供许多主要零部件，然后进行组装。
@ericg7101
Apple cannot make cars because the United States no longer has an automotive industry chain. You know, if all the parts of a car need to be imported, the cost will be very high!
苹果无法制造汽车，因为美国不再拥有汽车产业链。你知道，如果汽车的所有零部件都需要进口，成本将会非常高！
Apple cannot make cars because the United States no longer has an automotive industry chain. You know, if all the parts of a car need to be imported, the cost will be very high!
苹果无法制造汽车，因为美国不再拥有汽车产业链。你知道，如果汽车的所有零部件都需要进口，成本将会非常高！
@elvinthalund5193
@ Tesla did it, so it can be done.
特斯拉做到了，所以这是可以实现的。
@ Tesla did it, so it can be done.
特斯拉做到了，所以这是可以实现的。
@wayneh4061
@bobmorane4926 great point, imagine how competitive Ford or GM could be with electric vehicles if they licenced byd or heiwei technology
@bobmorane4926 说得有道理，想象一下，如果福特或通用汽车授权比亚迪或华为的技术，他们在电动汽车领域会多么有竞争力。
@bobmorane4926 great point, imagine how competitive Ford or GM could be with electric vehicles if they licenced byd or heiwei technology
@bobmorane4926 说得有道理，想象一下，如果福特或通用汽车授权比亚迪或华为的技术，他们在电动汽车领域会多么有竞争力。
@gfan003
Huawei doesn't make EVs but they sold technologies to Toyota and Germany's Motor group; Ford is also using some of it and has been quite about it.
华为不生产电动汽车，但他们向丰田和德国的汽车集团出售了技术；福特也在使用其中的一些技术，但对此保持沉默。
Huawei doesn't make EVs but they sold technologies to Toyota and Germany's Motor group; Ford is also using some of it and has been quite about it.
华为不生产电动汽车，但他们向丰田和德国的汽车集团出售了技术；福特也在使用其中的一些技术，但对此保持沉默。
@randomname931
apple wanted to use the lightning connector to charge their car but the EU said no, so they cancelled the project.
苹果想用闪电接口给他们的汽车充电，但欧盟拒绝了，所以他们取消了这个项目。
apple wanted to use the lightning connector to charge their car but the EU said no, so they cancelled the project.
苹果想用闪电接口给他们的汽车充电，但欧盟拒绝了，所以他们取消了这个项目。
————
@drawzeywazig9096
Thank you ! I love you doing the groundwork with an open mind! :)
谢谢！我喜欢你以开放的心态做基础工作！:)
@drawzeywazig9096
Thank you ! I love you doing the groundwork with an open mind! :)
谢谢！我喜欢你以开放的心态做基础工作！:)
@robcooper5813
Thanks for the tour, many Americans are underestimating the Chinese, especially leaders like JD. Just having visited China myself last week I agree wth all your comments and assessments. Wow there is a lot of potential and competition. Thankfully we will get these cars or similar in Australia at a low price.
谢谢你的介绍，很多美国人低估了中国人，尤其是像京东这样的领导者。我上周自己也去了中国，我同意你所有的评论和评估。哇，那里有很多潜力和竞争。谢天谢地，我们将在澳大利亚以低廉的价格买到这些或类似的汽车。
Thanks for the tour, many Americans are underestimating the Chinese, especially leaders like JD. Just having visited China myself last week I agree wth all your comments and assessments. Wow there is a lot of potential and competition. Thankfully we will get these cars or similar in Australia at a low price.
谢谢你的介绍，很多美国人低估了中国人，尤其是像京东这样的领导者。我上周自己也去了中国，我同意你所有的评论和评估。哇，那里有很多潜力和竞争。谢天谢地，我们将在澳大利亚以低廉的价格买到这些或类似的汽车。
@xkc-fw4ny
老实说，目前出口到澳大利亚的车如小鹏比亚迪极氪等大概都是在中国两年前的款式了，现在新款的价格更便宜 配置内饰更豪华 自动驾驶技术更棒，中国电动车市场竞争太激烈了，导致任何一家汽车厂商在半年内没有取得新技术，他将被其他厂商淘汰
老实说，目前出口到澳大利亚的车如小鹏比亚迪极氪等大概都是在中国两年前的款式了，现在新款的价格更便宜 配置内饰更豪华 自动驾驶技术更棒，中国电动车市场竞争太激烈了，导致任何一家汽车厂商在半年内没有取得新技术，他将被其他厂商淘汰
@robcooper5813
@xkc-fw4ny Thanks for your reply, looking forward to new models arriving.
@xkc-fw4ny 谢谢你的回复，期待新款车型上市。
@xkc-fw4ny Thanks for your reply, looking forward to new models arriving.
@xkc-fw4ny 谢谢你的回复，期待新款车型上市。
@DunkonU34
As a Chinese living in Shanghai, one of my high school classmate has immigrated to Sydney. I believe citizens of countries with land areas comparable to China's but populations equivalent to just one Chinese city must enjoy enviable living conditions. Australians benefit from frequent trade with China, gaining access to high-quality, affordable goods – a definitive mutual advantage.
我是一个居住在上海的中国人，我的一位高中同学移民到了悉尼。我相信，那些国土面积与中国相当但人口却只相当于中国一个城市的国家的公民，一定享有令人羡慕的生活条件。澳大利亚人受益于与中国的频繁贸易，获得了高质量、价格合理的商品——这绝对是互利的。
As a Chinese living in Shanghai, one of my high school classmate has immigrated to Sydney. I believe citizens of countries with land areas comparable to China's but populations equivalent to just one Chinese city must enjoy enviable living conditions. Australians benefit from frequent trade with China, gaining access to high-quality, affordable goods – a definitive mutual advantage.
我是一个居住在上海的中国人，我的一位高中同学移民到了悉尼。我相信，那些国土面积与中国相当但人口却只相当于中国一个城市的国家的公民，一定享有令人羡慕的生活条件。澳大利亚人受益于与中国的频繁贸易，获得了高质量、价格合理的商品——这绝对是互利的。
@kevtheobald
Sandy Munro in 2020 was saying do not under estimate the Chinese.
Most Americans just stories on cheap Chinese vehicles and think that is all China can do. Then they get in their expensive Western legacy vehicle that has lots of Chinese parts in it and think nothing of it.
桑迪·芒罗在 2020 年就说过不要低估中国人。
大多数美国人只听说过廉价的中国汽车，并认为这就是中国能做的全部。然后他们坐进自己昂贵的西方传统汽车，里面有很多中国制造的零部件，却不以为然。
Sandy Munro in 2020 was saying do not under estimate the Chinese.
Most Americans just stories on cheap Chinese vehicles and think that is all China can do. Then they get in their expensive Western legacy vehicle that has lots of Chinese parts in it and think nothing of it.
桑迪·芒罗在 2020 年就说过不要低估中国人。
大多数美国人只听说过廉价的中国汽车，并认为这就是中国能做的全部。然后他们坐进自己昂贵的西方传统汽车，里面有很多中国制造的零部件，却不以为然。
@machoopichoo2
The nock on Tesla in China was that they were "low-tech," but that didn't seem to hurt sales. However, that perception seems to be changing rapidly with FSD being allowed in China.
在中国，人们对特斯拉的诟病是“技术含量低”，但这似乎并没有影响销量。然而，随着 FSD 在中国获批，这种看法似乎正在迅速改变。
The nock on Tesla in China was that they were "low-tech," but that didn't seem to hurt sales. However, that perception seems to be changing rapidly with FSD being allowed in China.
在中国，人们对特斯拉的诟病是“技术含量低”，但这似乎并没有影响销量。然而，随着 FSD 在中国获批，这种看法似乎正在迅速改变。
@keithdow8327
@machoopichoo2
FSD is being blocked with new regulations. Apparently three women died using it in a Chinese car.
@machoopichoo2 FSD 正因新规而被禁用。据说有三名女性在中国的一辆汽车上使用它时死亡。
@machoopichoo2
FSD is being blocked with new regulations. Apparently three women died using it in a Chinese car.
@machoopichoo2 FSD 正因新规而被禁用。据说有三名女性在中国的一辆汽车上使用它时死亡。
@Alantj22
@machoopichoo2 The problem is that Tesla is moving too slowly.
None of the refreshes have been impressive.
@machoopichoo2 问题在于特斯拉的行动太慢了。
没有任何一次改款令人印象深刻。
@machoopichoo2 The problem is that Tesla is moving too slowly.
None of the refreshes have been impressive.
@machoopichoo2 问题在于特斯拉的行动太慢了。
没有任何一次改款令人印象深刻。
@machoopichoo2
@Alantj22 Tesla is "moving too slow" (which is very debatable), if you only think of Tesla as a car company.
@Alantj22 如果你只把特斯拉看作一家汽车公司，那么特斯拉“行动太慢”（这一点很有争议）。
@Alantj22 Tesla is "moving too slow" (which is very debatable), if you only think of Tesla as a car company.
@Alantj22 如果你只把特斯拉看作一家汽车公司，那么特斯拉“行动太慢”（这一点很有争议）。
@Alantj22
@machoopichoo2 Measuring progress against the original master plan it has been too slow to produces a reasonable range of cars and has not come even close to its earlier sales predicitions. Battery production has fallen equally far behind the initial plans
Why is everyone so confident it will be different with FSD and Optimus.
Hopefully unsupervised FSD will arrive in June, or soon after, but if it doesn't the share price has a long way to fall.
@machoopichoo2 对照最初的总体规划来衡量进展，特斯拉在生产合理的汽车系列方面进展太慢，甚至远未达到其早期的销售预测。电池生产也同样远远落后于最初的计划。
为什么每个人都如此确信 FSD 和擎天柱会带来不同？
希望无人监督的 FSD 将在 6 月或之后不久推出，但如果未能实现，股价还有很长的下跌之路。
（译注：擎天柱（Optimus），是特斯拉开发的一款人形机器人，特斯拉将在2025年开始“限量生产”擎天柱机器人，未来可能会有数千个擎天柱机器人在特斯拉工作。）
@machoopichoo2 Measuring progress against the original master plan it has been too slow to produces a reasonable range of cars and has not come even close to its earlier sales predicitions. Battery production has fallen equally far behind the initial plans
Why is everyone so confident it will be different with FSD and Optimus.
Hopefully unsupervised FSD will arrive in June, or soon after, but if it doesn't the share price has a long way to fall.
@machoopichoo2 对照最初的总体规划来衡量进展，特斯拉在生产合理的汽车系列方面进展太慢，甚至远未达到其早期的销售预测。电池生产也同样远远落后于最初的计划。
为什么每个人都如此确信 FSD 和擎天柱会带来不同？
希望无人监督的 FSD 将在 6 月或之后不久推出，但如果未能实现，股价还有很长的下跌之路。
（译注：擎天柱（Optimus），是特斯拉开发的一款人形机器人，特斯拉将在2025年开始“限量生产”擎天柱机器人，未来可能会有数千个擎天柱机器人在特斯拉工作。）
@machoopichoo2
@Alantj22 Tesla specializes in making the impossible merely late. You do know there was a pandemic for two years, right? BYD is neck and neck with Tesla, with a million models that make no money. So, bear prediction is Tesla is the world leader in FSD, which will make cars and energy storage a rounding error, and humanoid robots will make FSD look like a rounding error. Tesla is only undervalued if you think of it as a car company. Anyway, if FSD happens in June, off to the races.
@Alantj22 特斯拉擅长把不可能的事情变成仅仅是“迟到”而已。你难道不知道过去两年有疫情吗？比亚迪和特斯拉齐头并进，拥有很多不赚钱的车型。因此，看空特斯拉的观点认为，特斯拉是全球领先的全自动驾驶（FSD）企业，这将使汽车和能源存储业务变得微不足道，而人形机器人又会让FSD看起来像是微不足道。特斯拉只有在被当作一家汽车公司时才被低估。不管怎样，如果FSD在6月实现，那就一马当先了。
@Alantj22 Tesla specializes in making the impossible merely late. You do know there was a pandemic for two years, right? BYD is neck and neck with Tesla, with a million models that make no money. So, bear prediction is Tesla is the world leader in FSD, which will make cars and energy storage a rounding error, and humanoid robots will make FSD look like a rounding error. Tesla is only undervalued if you think of it as a car company. Anyway, if FSD happens in June, off to the races.
@Alantj22 特斯拉擅长把不可能的事情变成仅仅是“迟到”而已。你难道不知道过去两年有疫情吗？比亚迪和特斯拉齐头并进，拥有很多不赚钱的车型。因此，看空特斯拉的观点认为，特斯拉是全球领先的全自动驾驶（FSD）企业，这将使汽车和能源存储业务变得微不足道，而人形机器人又会让FSD看起来像是微不足道。特斯拉只有在被当作一家汽车公司时才被低估。不管怎样，如果FSD在6月实现，那就一马当先了。
@acsxzq
@machoopichoo2 Both FSD and Optimus are seriously contested by Chinese counterparts. such as xiaomi, Huawei and Unitree. In China, tesla car is like Apple iPhone, a safe choice for people not interested in tech.
@machoopichoo2 FSD 和擎天柱都面临着中国同行的严峻挑战，例如小米、华为和宇树科技。在中国，特斯拉汽车就像苹果 iPhone，对于对科技不感兴趣的人来说是一个安全的选择。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
@machoopichoo2 Both FSD and Optimus are seriously contested by Chinese counterparts. such as xiaomi, Huawei and Unitree. In China, tesla car is like Apple iPhone, a safe choice for people not interested in tech.
@machoopichoo2 FSD 和擎天柱都面临着中国同行的严峻挑战，例如小米、华为和宇树科技。在中国，特斯拉汽车就像苹果 iPhone，对于对科技不感兴趣的人来说是一个安全的选择。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
————
@enighostmaster
Huawei's are not "cheap" vehicles...they seem to be priced similar to Tesla, but they're cramming a lot more tech in for the money.
华为的汽车并不“便宜”……它们的价格似乎与特斯拉相似，但它们在同等价位下塞入了更多的技术。
@enighostmaster
Huawei's are not "cheap" vehicles...they seem to be priced similar to Tesla, but they're cramming a lot more tech in for the money.
华为的汽车并不“便宜”……它们的价格似乎与特斯拉相似，但它们在同等价位下塞入了更多的技术。
@spinnymathingy3149
Then there’s BYD,
还有比亚迪。
Then there’s BYD,
还有比亚迪。
@keilder8543
Hopefully they are losing substantial cash on each one they make, otherwise Tesla could be left in the dust
希望他们每卖一辆都亏损巨额资金，否则特斯拉可能会被远远甩在后面。
Hopefully they are losing substantial cash on each one they make, otherwise Tesla could be left in the dust
希望他们每卖一辆都亏损巨额资金，否则特斯拉可能会被远远甩在后面。
@spinnymathingy3149
@ why would you want to hope the price of a competitors product is selling at a loss just so another product can keep selling at a price that’s higher, ? Do you understand that in the short term, and the long term you will only end up paying MORE for less of a product !! Your way the consumer will always loose $$
你为什么希望竞争对手的产品亏本销售，只是为了让另一个产品能以更高的价格继续销售？你明白短期和长期来看，你最终只会花更多的钱买到更少的产品吗！！你这种方式消费者永远都会亏钱！！
@ why would you want to hope the price of a competitors product is selling at a loss just so another product can keep selling at a price that’s higher, ? Do you understand that in the short term, and the long term you will only end up paying MORE for less of a product !! Your way the consumer will always loose $$
你为什么希望竞争对手的产品亏本销售，只是为了让另一个产品能以更高的价格继续销售？你明白短期和长期来看，你最终只会花更多的钱买到更少的产品吗！！你这种方式消费者永远都会亏钱！！
@wl7106
In china,Tesla modelY is 250K RMB,but huawei AITO M9 is 500K RMB
在中国，特斯拉 Model Y 售价 25 万人民币，但华为 AITO M9 售价 50 万人民币。
In china,Tesla modelY is 250K RMB,but huawei AITO M9 is 500K RMB
在中国，特斯拉 Model Y 售价 25 万人民币，但华为 AITO M9 售价 50 万人民币。
@allenpitt5906
Huawei cars are much more expensive than Tesla cars, and they have better sales.
华为汽车比特斯拉汽车贵得多，而且销量更好。
Huawei cars are much more expensive than Tesla cars, and they have better sales.
华为汽车比特斯拉汽车贵得多，而且销量更好。
@garryellis3085
They're coming to Australia because we have zero tariffs. So many brilliant, affordable Chinese EVs to pick from. The competition has finally arrived. Tesla sales are definately getting impacted in Oz anyway.
它们之所以来到澳大利亚，是因为我们这里零关税。有如此多出色且价格合理的中国电动汽车可供选择。竞争终于来了。无论如何，特斯拉在澳大利亚的销量肯定会受到影响。
They're coming to Australia because we have zero tariffs. So many brilliant, affordable Chinese EVs to pick from. The competition has finally arrived. Tesla sales are definately getting impacted in Oz anyway.
它们之所以来到澳大利亚，是因为我们这里零关税。有如此多出色且价格合理的中国电动汽车可供选择。竞争终于来了。无论如何，特斯拉在澳大利亚的销量肯定会受到影响。
@ferfromla
Competition on the world market is going to be intense. All the cars you showed looked more attractive than anything I have seen in the US. You are correct; US companies would be in BIG trouble without tariffs.
全球市场的竞争将非常激烈。你展示的所有汽车看起来都比我在美国见过的任何汽车都更有吸引力。你是对的；如果没有关税，美国公司会有大麻烦。
Competition on the world market is going to be intense. All the cars you showed looked more attractive than anything I have seen in the US. You are correct; US companies would be in BIG trouble without tariffs.
全球市场的竞争将非常激烈。你展示的所有汽车看起来都比我在美国见过的任何汽车都更有吸引力。你是对的；如果没有关税，美国公司会有大麻烦。
@OurTeslaFuture
Awesome to see the competition first hand. Non Tesla legacy brands are in the rear view mirror. Going away faster than we thought
很高兴亲眼看到竞争。非特斯拉的传统品牌已经被远远甩在后面了，比我们想象的消失得更快。
Awesome to see the competition first hand. Non Tesla legacy brands are in the rear view mirror. Going away faster than we thought
很高兴亲眼看到竞争。非特斯拉的传统品牌已经被远远甩在后面了，比我们想象的消失得更快。
@clncl98506
China EV had many luxury and well though out features across brands when I visited about 10 different vendors/showrooms last November. As their mid layer suppliers provide for multiple vendors (usually many "borrowed" features/design), if you can find in one brand, the feature will be found on another. This also creates economy of scale where what we, in the U.S. consider as lux. are simply a standard features there.
去年十一月我参观了大约 10 家不同的供应商/展厅，发现中国电动汽车的各个品牌都拥有许多豪华且精心设计的功能。由于他们的中层供应商为多家供应商供货（通常有许多“借鉴”的功能/设计），如果你在一个品牌中找到某个功能，那么在另一个品牌中也能找到。这也创造了规模经济，在美国我们认为是豪华配置的东西，在那里只是标准配置。
China EV had many luxury and well though out features across brands when I visited about 10 different vendors/showrooms last November. As their mid layer suppliers provide for multiple vendors (usually many "borrowed" features/design), if you can find in one brand, the feature will be found on another. This also creates economy of scale where what we, in the U.S. consider as lux. are simply a standard features there.
去年十一月我参观了大约 10 家不同的供应商/展厅，发现中国电动汽车的各个品牌都拥有许多豪华且精心设计的功能。由于他们的中层供应商为多家供应商供货（通常有许多“借鉴”的功能/设计），如果你在一个品牌中找到某个功能，那么在另一个品牌中也能找到。这也创造了规模经济，在美国我们认为是豪华配置的东西，在那里只是标准配置。
@ray24051
Looks like the "peasants" have upgraded their horse and buggies to flashy cars Lol.
看来“农民”们已经把他们的马车升级成了炫酷的汽车，哈哈。
Looks like the "peasants" have upgraded their horse and buggies to flashy cars Lol.
看来“农民”们已经把他们的马车升级成了炫酷的汽车，哈哈。
@bobbyjones2112
Bring him to America and maybe our auto makers will wake the hell up!
把他带到美国，也许我们的汽车制造商才会彻底醒悟！
Bring him to America and maybe our auto makers will wake the hell up!
把他带到美国，也许我们的汽车制造商才会彻底醒悟！
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