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  • Elon Musk has done pretty well for himself, particularly since his wealth over the past year has doubled to more than 400 billion US dollars.

    埃隆-馬斯克(Elon Musk)的表現相當不錯,尤其是去年他的財富翻了一番,超過了 4000 億美元。

  • But his close relationship with Donald Trump appears to be hurting Tesla's car sales, which were down 17% last year in Australia, and they dropped by more than 30% last month.

    但他與唐納德-特朗普(Donald Trump)的親密關係似乎正在損害特斯拉的汽車銷量,去年特斯拉在澳洲的汽車銷量下降了 17%,上個月的降幅更是超過了 30%。

  • In Europe, it was even worse, especially in France and Germany, where sales last month plummeted by more than 60%.

    歐洲的情況更糟,尤其是法國和德國,上個月的銷售額驟降了 60% 以上。

  • For more on what's behind this, I spoke to Giles Parkinson, founder and editor of The Driven.

    關於這背後的原因,我採訪了《The Driven》的創始人兼編輯 Giles Parkinson。

  • Hello there, Giles.

    你好 賈爾斯

  • Tesla shares have taken quite a hit, as you can see.

    如您所見,特斯拉的股價受到了不小的衝擊。

  • How much of this can be traced to Elon Musk himself and his personal brand?

    這其中有多少可以追溯到埃隆-馬斯克本人及其個人品牌?

  • It's always hard to quantify exactly the effect that Elon Musk is having, but the anecdotal evidence suggests it's very strong.

    埃隆-馬斯克所產生的影響總是難以準確量化,但軼事證據表明,這種影響非常大。

  • You've mentioned Australia.

    你提到過澳洲。

  • Sales in January were one quarter of what they were two years ago.

    1 月份的銷售額只有兩年前的四分之一。

  • Now, the overall market has not been strong, but Tesla has accounted for more than half of the Australian EV market in the last few years.

    現在,整個市場並不強勁,但特斯拉在過去幾年中佔據了澳洲電動汽車市場一半以上的份額。

  • So when they fall, it affects the rest of the market.

    是以,當它們下跌時,就會影響市場的其他部分。

  • We've seen that in Europe also, where the market is probably stronger than it is in Australia.

    我們在歐洲也看到了這一點,那裡的市場可能比澳洲更強大。

  • In Norway, for instance, which is already at 96% electric vehicle share of the market, and has actually been quite strong in the last month, Tesla has slumped quite sharply.

    例如,在挪威,電動汽車的市場份額已經達到 96%,而且在上個月還表現得相當強勁,但特斯拉卻大幅下滑。

  • It used to be the top selling EV in that market.

    它曾是該市場最暢銷的電動汽車。

  • Now it's number six or number seven.

    現在是六號或七號。

  • And we've seen that in France, in Spain, in UK, Germany, Netherlands, Portugal, the share of the number of Tesla sales has fallen significantly.

    我們已經看到,在法國、西班牙、英國、德國、荷蘭、葡萄牙,特斯拉的銷售數量所佔的份額已經大幅下降。

  • And that really has been attributed a lot to the impact of Musk on his brand.

    這在很大程度上歸功於馬斯克對其品牌的影響。

  • And over in the US, Tesla sales have gone backwards as well in the blue state of California, where the company's headquarters used to be.

    而在美國,特斯拉公司總部曾經所在的藍州加利福尼亞州的銷量也出現了倒退。

  • So what can you tell us about that?

    你能告訴我們些什麼?

  • Well, I think that's more of a pushback against Mr. Musk's politics.

    我認為這更像是對馬斯克先生政治主張的反擊。

  • As you say, California is a blue state.

    正如你所說,加州是一個藍色的州。

  • It's the birthplace of Tesla.

    這裡是特斯拉的誕生地。

  • It's where the headquarters used to be.

    總部以前就在那裡。

  • It's where the first manufacturing plant used to be.

    這裡曾是第一製造廠的所在地。

  • It's where he can see so many Teslas on the road.

    在這裡,他可以看到路上行駛著如此多的特斯拉汽車。

  • And we're hearing that people are walking into other car makers and saying, look, I want to buy an electric car, but I don't want to buy Tesla anymore.

    我們聽說,人們走進其他汽車製造商,說,聽著,我想買一輛電動汽車,但我不想再買特斯拉了。

  • And we're also hearing that people who own Teslas are feeling uncomfortable about that and looking to see if they can either sell and shift to another brand.

    我們還聽說,擁有特斯拉汽車的人對此感到不舒服,他們想看看是否可以賣掉特斯拉,轉投其他品牌。

  • It's an extraordinary situation because the Tesla products are really quite admired because of their quality.

    這是一個非常特殊的情況,因為特斯拉的產品確實因其品質而備受推崇。

  • But some people are just finding it really to either buy or retain those cars.

    但有些人卻發現,他們真的無法購買或保留這些汽車。

  • So, Giles, are these weaker sales results a cautionary tale on what happens when a company boss gets too involved in politics?

    那麼,賈爾斯,這些疲軟的銷售業績是否是一個警示故事,告訴我們公司老闆過於參與政治會有什麼後果?

  • Well, I don't think we've ever seen anything quite as extraordinary as Mr. Musk's involvement in politics.

    我認為,我們從未見過像馬斯克先生參與政治這樣非同尋常的事情。

  • I mean, he seemed to have taken such a dominant role in the US administration that no one could really have predicted and no one has ever seen before.

    我的意思是,他似乎在美國政府中佔據了主導地位,這是誰也無法預料的,也是前所未見的。

  • You know, you think about other car makers.

    你知道,你會想到其他汽車製造商。

  • I mean, do we really worry?

    我們真的擔心嗎?

  • Do we know what the head of Toyota or even the Chinese government thinks about its politics?

    我們知道豐田公司甚至中國政府的領導人對其政治有何看法嗎?

  • But there's been something about Mr. Musk's interventions, both in his political actions, but also what he said on Twitter, which is sort of causing quite a reaction amongst consumers.

    但馬斯克先生的干預,無論是他的政治行動,還是他在推特上的言論,都在消費者中引起了不小的反響。

  • And are there any other factors which could be involved, for instance, more competition from Chinese EVs, which tend to be cheaper?

    還有其他因素嗎?例如,來自中國電動汽車的競爭更加激烈,而中國電動汽車的價格往往更低?

  • Well, we're certainly seeing that, and particularly in Australia.

    我們確實看到了這一點,尤其是在澳洲。

  • Tesla used to dominate this market, and now we're seeing those Chinese car makers coming in with lower priced and really quite good quality vehicles.

    特斯拉曾經主宰了這個市場,現在我們看到那些中國汽車製造商正在推出價格更低、品質相當不錯的汽車。

  • There's also issues around inventory.

    還有庫存問題。

  • Some people might have been waiting for the upgraded Model Y, which has been the best selling EV in Australia for a while now and is coming up with an upgrade in six months.

    有些人可能一直在等待升級版的 Model Y,它已經成為澳洲最暢銷的電動汽車,並將在六個月後推出升級版。

  • So maybe some people are delaying their decision on that basis.

    是以,也許有些人會是以而延後做出決定。

  • So it would be wrong to say that Mr. Musk is the only impact on the stock.

    是以,如果說馬斯克先生是影響股價的唯一因素,那就大錯特錯了。

  • There are other factors, but I don't think it would be right to say that he's having no impact.

    還有其他因素,但我不認為說他沒有影響是正確的。

  • So overall, these falling sales, is this just a blip or the start of a more concerning trend for Elon Musk?

    是以,總體而言,銷售額的下降只是一個小插曲,還是埃隆-馬斯克更加擔憂的趨勢的開始?

  • Well, we'll have to wait and see.

    那我們就拭目以待吧。

  • Certainly the signs in Europe and North America are not looking good.

    當然,歐洲和北美的跡象並不樂觀。

  • In Australia, I guess the test here and in other markets will be the success of the new Model Y upgrade.

    在澳洲,我想這裡和其他市場的考驗將是新款 Model Y 升級版的成功與否。

  • But in Australia, it has a big impact because we now have a target for electric vehicles.

    但在澳洲,它的影響很大,因為我們現在有了電動汽車的目標。

  • We're trying to increase the rollout of those.

    我們正試圖加大推廣力度。

  • Tesla has accounted for half the market in just the last year.

    僅在去年,特斯拉就佔據了市場的半壁江山。

  • If they continue to fall, then we're going to see major issues and a much slower uptake of EVs overall, and that's going to have an impact on the whole market, really.

    如果它們繼續下降,那麼我們將看到重大問題,電動汽車的整體普及速度將大大放緩,這將對整個市場產生影響。

  • Giles, thanks a lot for your insights.

    賈爾斯,非常感謝你的真知灼見。

  • Really appreciate it.

    非常感謝。

  • Thank you.

    謝謝。

Elon Musk has done pretty well for himself, particularly since his wealth over the past year has doubled to more than 400 billion US dollars.

埃隆-馬斯克(Elon Musk)的表現相當不錯,尤其是去年他的財富翻了一番,超過了 4000 億美元。

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