2023. 5. 27. 테슬라 소식

1. 테슬라가 HW4가 장착된 모델Y를 제공하기 시작했습니다. 

 

올해 3월에는 모델X에 HW4가 장착되어 주주들을 놀래켰는데, 약 3개월 만에 모델Y까지 확대 장착하고 있네요.

 

Tesla started delivering Model Y with Hardware 4. A customer of the company found several vehicles with distinctive red HW4 cameras that provide excellent resolution.

In March, according to a post by a Tesla car owner on Reddit, it was revealed that the company had begun rolling out Model X with HW4. The owner shared several photos showing the HW4's cameras, which appear to have been positioned in the same way as its predecessors. However, they featured a larger lens. In addition, HW4 offers a resolution of 5 MP, while HW3 had 1.3 MP.

https://www.tesmanian.com/blogs/tesmanian-blog/tesla-probably-started-delivering-model-y-with-hardware-4

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2. 포드가 테슬라의 충전 표준 포트를 채택했습니다. 따라서 2025년 모델을 시작으로 테슬라 NACS 충전 포트가 포드 EV에 장착됩니다.

 

결국 테슬라에 대한 의존성이 강해지는군요. 이것도 다 일론의 전략이었죠.

Ford also announced that, starting with the 2025 model year, it will switch from its existing Combined Charging System (CCS) port to an open-source Tesla NACS charging port. As such, 12,000 Tesla Superchargers will join the Ford Blue Oval charging station network to form a larger charging infrastructure.

https://www.tesmanian.com/blogs/tesmanian-blog/ford-adopts-tesla-charging-port-standard-giving-its-customers-access-to-a-wide-supercharger-network

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3. 최근 일론이 세계 정상급 지도자들과 미팅을 했는데, 이를 모건스탠리에서는 낙관적으로 전망하네요.

 

다만, PT를 상향할 수준까진 아니었나 봅니다. 현재 PT는 $200입니다.

Tesla gets bullish outlook from Morgan Stanley as Elon Musk meets world leaders. He is considering building a new factory. Efficient vehicle delivery always involves localized production.

Morgan Stanley has affirmed Tesla's Overweight rating with a 12-month price target of $200 after company CEO Elon Musk continued meetings with world leaders about future investment opportunities. Analysts have compiled a list of countries whose officials Musk met recently. These meetings demonstrated relevant industrialization goals or other factors making them relevant to Tesla's supply chain.

https://www.tesmanian.com/blogs/tesmanian-blog/tesla-gets-a-bullish-overlook-from-morgan-stanley-as-elon-musk-meets-with-world-leaders

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4. 5월 2일부터 모델3 LR을 미국에서 재주문할 수 있는데, 공식 주행거리는 333 마일 이상이며, 최고 속도는 145mph입니다.

 

333마일은 약 536Km입니다. 

 

The previous 325+ miles that Tesla had listed was followed by “estimated.” The new range rating of 333 miles says “EPA estimated.”

https://www.teslarati.com/tesla-model-3-long-range-epa-range-rating/

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5. 테슬라가 내부 직원을 대상으로 FSD 베타 v 11.4.2 를 릴리즈했습니다. 

 

https://twitter.com/teslascope/status/1662128733850062848?s=20

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