特斯拉收紧FSD功能转移政策引车主争议

盖世汽车网03-05

盖世汽车讯特斯拉于2026年2月下旬悄然调整全自动驾驶(FSD)功能转移政策，将资格条件由“订单截至2026年3月31日”变更为“车辆交付截至2026年3月31日”，该变动已引发车主群体激烈讨论。公司表示，将为初始交付窗口在截止日期前的订单履行FSD转移承诺；对不符合条件者提供全额定金退款，并援引条款中长期存在的“本计划随时可能变更”表述作为依据。此次调整影响范围较广，尤其波及...

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Merritt在一条浏览量超70万的帖文中系统梳理了政策变更对Cybertruck早期预订者的影响路径，获得广泛共鸣。特斯拉未就争议作出进一步政策让步。公司重申用户可随时取消订单并获全额退款，但未宣布恢复原条款或设置过渡安排。分析指出，该事件折射出车企在商业化节奏与用户预期之间日益凸显的张力：一方面需强化收入确定性，另一方面亦面临早期支持者对契约精神与品牌信任的更高要求。与此同时，华尔街机构对特斯拉技术路线给出积极评价。美国银行于近日重启对特斯拉股票的覆盖，给予“买入”评级及460美元目标价，较此前2025年初的中性立场明显转向。报告将FSD技术定义为“领先的消费级自动驾驶解决方案”，特别肯定其纯视觉架构(Tesla Vision)的战略价值——尽管技术实现难度高于行业通行的多传感器方案，但具备显著的成本优势与规模化潜力。报告还指出，依托现有量产车队持续积累的真实道路数据，特斯拉在Robotaxi商业化路径上拥有更强的盈利适配性。供应链层面，特斯拉正加速推进AI芯片产能布局。据韩国媒体The 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