想拿天价薪酬？马斯克变“标配”为“选装”

科工力量01-26

【文/ 观察者网周盛明编辑 / 高莘】特斯拉官方近日宣布，自今年1月22日起，在美国和加拿大销售的新车将不再标配部分“基础辅助驾驶”功能。需要使用这项功能的用户，必须订阅每月99美元的“FSD（监督版）”软件服务。此前，特斯拉为新车标配“基础辅助驾驶”功能，包括“主动巡航控制”和“车道内智能辅助转向”。在政策更新后，美国和加拿大的新车取消了后者。据悉，“车道内智能辅助转向”即“车道保持”功能...

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Musk changes \"standard\" to \"optional\"","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSDD":0.6,"TSLT":0.6,"TESL":0.6,"TSL":0.6,"TSLW":0.6,"TSYY":0.6,"07766":0.6,"TSLY":0.6,"TSLS":0.6,"UFO":0.6,"CRSH":0.6,"TSLQ":0.6,"TSLA":1.96,"TSLI":0.6,"TSLL":0.6,"TSLG":0.6,"TSLZ":0.6,"TSLP":0.6,"TSLR":0.6},"content_text":"【文/ 观察者网 周盛明  编辑 / 高莘】特斯拉官方近日宣布，自今年1月22日起，在美国和加拿大销售的新车将不再标配部分“基础辅助驾驶”功能。需要使用这项功能的用户，必须订阅每月99美元的“FSD（监督版）”软件服务。此前，特斯拉为新车标配“基础辅助驾驶”功能，包括“主动巡航控制”和“车道内智能辅助转向”。在政策更新后，美国和加拿大的新车取消了后者。据悉，“车道内智能辅助转向”即“车道保持”功能，如今中国的大部分车型均标配该功能。特斯拉此举也引发了诸多北美车主的不满。有车主在社交媒体发文称：“包括我在内，很多人订阅FSD只是为了长途旅行，日常通勤则使用基础版的辅助驾驶功能。老实说，（这一政策转变）令人失望。”数据显示，2025年，特斯拉全球累计交付汽车约163.6万辆，较2024年下降约8.6%，这也是特斯拉连续第二年年度交付量下滑。路透社在分析中表示，随着特斯拉销量的放缓，马斯克正在将公司重心转向由AI驱动的自动驾驶技术，并希望将其在私家车和Robotaxi上普及以提升公司的收入。“尽管电动车销售仍是特斯拉主要收入来源，但投资者迫切希望看到公司在人工智能领域实现盈利。特斯拉高达1.4万亿美元的市值估值，在很大程度上正是基于这一预期。”路透社表示。值得注意的是，在促进FSD的订阅率方面，特斯拉近期动作频频。马斯克此前宣布，特斯拉将于今年2月14日之后取消辅助驾驶系统FSD的一次性买断模式，之后用户将只能通过按月订阅的模式使用FSD。目前尚不知晓中国是否也会同步这一政策。马斯克并未就一系列政策转变说明原因。不过外媒猜测，这一举措和马斯克与董事会此前签订的对赌协议有关。去年11月，特斯拉股东批准了马斯克的天价薪酬方案。根据该方案，如果特斯拉能够达成一系列市值和运营里程碑，马斯克将有望获得价值约1万亿美元的股票——其中一个目标就是“实现1000万活跃的FSD订阅用户”。目前，特斯拉尚未透露有多少客户购买或正在按月订阅FSD。近期，特斯拉的FSD由于其营销方式以及安全性而备受争议。去年年底，特斯拉被加州指控夸大FSD系统的能力，误导消费者，特斯拉因此可能面临在加州禁售30天的处罚。来源｜观察者网责任编辑徐殿翔","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2606249439","isCrawlerRequest":true}