特斯拉竟不是汽车公司？

汽车产业前线观察2025-10-10

生活成本上涨的当下，“缩水式通胀”（Shrinkflation）逐渐成为大众热议的话题。这一概念指品牌对消费者熟悉且喜爱的产品重新包装，通过调整尺寸或内容物降低生产成本，售价却未必下降 —— 消费者花同样甚至更多钱，得到的产品品质却打了折扣。如今，这一现象竟出现在汽车领域，特斯拉 Model Y 标准版便是典型例子。一、Model Y 标准版：汽车界 “缩水式通胀” 样本就像家庭装麦片不知不觉变窄...

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JUNJUN CHEN
2025-10-10
JUNJUN CHEN
老虎的文章质量真的好低，低的都没脑子，哪些傻子写的啊，都是ai生成的吧

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CHEN","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":9,"crmLevelSwitch":0,"authorIdStr":"4200548990531302","idStr":"4200548990531302"},"htmlText":"老虎的文章质量真的好低，低的都没脑子，哪些傻子写的啊，都是ai生成的吧","listText":"老虎的文章质量真的好低，低的都没脑子，哪些傻子写的啊，都是ai生成的吧","text":"老虎的文章质量真的好低，低的都没脑子，哪些傻子写的啊，都是ai生成的吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487532240650296","repostId":2574009162,"repostType":2,"repost":{"id":"2574009162","kind":"news","pubTimestamp":1760025719,"share":"https://www.laohu8.com/m/news/2574009162?lang=zh_CN&edition=full","pubTime":"2025-10-10 00:01","market":"us","language":"zh","title":"特斯拉竟不是汽车公司？","url":"https://stock-news.laohu8.com/highlight/detail?id=2574009162","media":"汽车产业前线观察","summary":"尽管目前无法确定特斯拉在 AI 领域的投入是否可行、AI 技术能否盈利，但从其近期推出新车型的表现来看，缺乏足够的诚意与实力支撑。特斯拉 Model Y 标准版引发的争议，不仅是一款车型的 “缩水” 问题，更折射出企业战略定位的迷茫与外界信任的流失。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20251010000745168v206o8cgoorn2ym\"/><p>生活成本上涨的当下，“缩水式通胀”（Shrinkflation）逐渐成为大众热议的话题。这一概念指品牌对消费者熟悉且喜爱的产品重新包装，通过调整尺寸或内容物降低生产成本，售价却未必下降 —— 消费者花同样甚至更多钱，得到的产品品质却打了折扣。如今，这一现象竟出现在汽车领域，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> Model Y 标准版便是典型例子。</p><p>一、Model Y 标准版：汽车界 “缩水式通胀” 样本</p><p>就像家庭装麦片不知不觉变窄一样，特斯拉 Model Y 标准版的 “缩水” 同样直观。在政府 7500 美元电动汽车补贴取消后，特斯拉推出这款更低价位车型，看似是为弥补补贴缺失、降低消费者购车门槛，实则暗藏 “猫腻”。</p><p>雅虎财经指出，消费者花此前相近的钱，买到的 Model Y 标准版定位却略低于高端车型，相当于 “羊毛出在羊身上”，这种情况被称为 “汽车售价缩水式通胀”。原本期待更高配置或更优体验的消费者，最终得到的却是 “减配不减价” 的产品，难免心生不满。</p><p>二、战略反差：押注 AI 与推出 “过时” 车型的矛盾</p><p>更让人疑惑的是特斯拉的战略反差。一方面，特斯拉宣称要推进自动驾驶车队落地、全力押注人工智能（AI），开启改变世界的新征程；另一方面，却在此时推出 Model Y 标准版这类微调 “即将过时” 技术与产品线的车型，显得格外反常，甚至暗藏隐忧。</p><p>文章作者将其比作大型科技公司在全行业发力流媒体服务时，反而推出录像机（VCR），完全跟不上行业主流方向。在 AI 与自动驾驶成为汽车行业未来发展核心的当下，特斯拉此举与自身高调宣扬的战略背道而驰，不禁让外界对其发展重心产生质疑。</p><p>三、质疑升级：特斯拉身份与 AI 目标的双重拷问</p><p>此次推出 “低投入、略带投机意味” 的 Model Y 标准版，让不少人确信特斯拉已不再将自己视为一家汽车公司。而新车型推出过程拖沓且粗糙，定价又不低廉，进一步引发外界对特斯拉及埃隆・马斯克能否实现 AI 领域目标的怀疑。</p><p>尽管目前无法确定特斯拉在 AI 领域的投入是否可行、AI 技术能否盈利，但从其近期推出新车型的表现来看，缺乏足够的诚意与实力支撑。更何况，无论是特斯拉还是马斯克，违背承诺并非首次，这让大众对其 AI 目标的信任度再打折扣。</p><p>特斯拉 Model Y 标准版引发的争议，不仅是一款车型的 “缩水” 问题，更折射出企业战略定位的迷茫与外界信任的流失。未来，特斯拉若想实现 AI 领域的宏伟目标，或许需要先理清自身定位，用更优质的产品与实际行动赢回消费者的信任。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉竟不是汽车公司？</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉竟不是汽车公司？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-10 00:01 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251010000803a6b21910&s=b><strong>汽车产业前线观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>生活成本上涨的当下，“缩水式通胀”（Shrinkflation）逐渐成为大众热议的话题。这一概念指品牌对消费者熟悉且喜爱的产品重新包装，通过调整尺寸或内容物降低生产成本，售价却未必下降 —— 消费者花同样甚至更多钱，得到的产品品质却打了折扣。如今，这一现象竟出现在汽车领域，特斯拉 Model Y 标准版便是典型例子。一、Model Y 标准版：汽车界 “缩水式通胀” 样本就像家庭装麦片不知不觉变窄...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251010000803a6b21910&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","BK4555":"新能源车","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2063271972.USD":"富兰克林创新领域基金","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","TSLL":"2倍做多TSLA ETF-Direxion","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) 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SUSTAINABLE VALUE \"A\" (USD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251010000803a6b21910&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2574009162","content_text":"生活成本上涨的当下，“缩水式通胀”（Shrinkflation）逐渐成为大众热议的话题。这一概念指品牌对消费者熟悉且喜爱的产品重新包装，通过调整尺寸或内容物降低生产成本，售价却未必下降 —— 消费者花同样甚至更多钱，得到的产品品质却打了折扣。如今，这一现象竟出现在汽车领域，特斯拉 Model Y 标准版便是典型例子。一、Model Y 标准版：汽车界 “缩水式通胀” 样本就像家庭装麦片不知不觉变窄一样，特斯拉 Model Y 标准版的 “缩水” 同样直观。在政府 7500 美元电动汽车补贴取消后，特斯拉推出这款更低价位车型，看似是为弥补补贴缺失、降低消费者购车门槛，实则暗藏 “猫腻”。雅虎财经指出，消费者花此前相近的钱，买到的 Model Y 标准版定位却略低于高端车型，相当于 “羊毛出在羊身上”，这种情况被称为 “汽车售价缩水式通胀”。原本期待更高配置或更优体验的消费者，最终得到的却是 “减配不减价” 的产品，难免心生不满。二、战略反差：押注 AI 与推出 “过时” 车型的矛盾更让人疑惑的是特斯拉的战略反差。一方面，特斯拉宣称要推进自动驾驶车队落地、全力押注人工智能（AI），开启改变世界的新征程；另一方面，却在此时推出 Model Y 标准版这类微调 “即将过时” 技术与产品线的车型，显得格外反常，甚至暗藏隐忧。文章作者将其比作大型科技公司在全行业发力流媒体服务时，反而推出录像机（VCR），完全跟不上行业主流方向。在 AI 与自动驾驶成为汽车行业未来发展核心的当下，特斯拉此举与自身高调宣扬的战略背道而驰，不禁让外界对其发展重心产生质疑。三、质疑升级：特斯拉身份与 AI 目标的双重拷问此次推出 “低投入、略带投机意味” 的 Model Y 标准版，让不少人确信特斯拉已不再将自己视为一家汽车公司。而新车型推出过程拖沓且粗糙，定价又不低廉，进一步引发外界对特斯拉及埃隆・马斯克能否实现 AI 领域目标的怀疑。尽管目前无法确定特斯拉在 AI 领域的投入是否可行、AI 技术能否盈利，但从其近期推出新车型的表现来看，缺乏足够的诚意与实力支撑。更何况，无论是特斯拉还是马斯克，违背承诺并非首次，这让大众对其 AI 目标的信任度再打折扣。特斯拉 Model Y 标准版引发的争议，不仅是一款车型的 “缩水” 问题，更折射出企业战略定位的迷茫与外界信任的流失。未来，特斯拉若想实现 AI 领域的宏伟目标，或许需要先理清自身定位，用更优质的产品与实际行动赢回消费者的信任。","news_type":1,"symbols_score_info":{"TSLL":1.5,"TSYW.SI":0.6,"TSLA":1.5}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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