无方向盘、无踏板！特斯拉Cybercab正式投产马斯克预警初期产量将“非常缓慢”

每日经济新闻04-27 18:14

4月25日，特斯拉中国发布消息，确认无方向盘、无脚踏板的特斯拉赛博无人驾驶电动车Cybercab正式投产。据悉，该车型最早于2024年10月10日在特斯拉“WE, ROBOT”发布会上正式亮相。今年2月，特斯拉Cybercab比原计划提前两个月量产下线。　　公开资料显示，特斯拉Cybercab取消传统驾驶操控部件，完全依靠FSD（Full Self-Driving，完全自动驾驶）系统运行。核心配置...

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Tesla Cybercab Officially Goes into Production, Musk Warns Initial Production Will Be 'Very Slow'","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/b3bc60c3d9b496516273f8c8ada2832b","symbols_score_info":{"NVDA":0.6,"TSLW":0.6,"TSYY":0.6,"TSLZ":0.6,"07766":0.6,"TLA":0.6,"TSLP":0.6,"MSFT":0.6,"TSLS":0.6,"TSLY":0.6,"TSLR":0.6,"AAPL":0.6,"UFO":0.6,"TESL":0.6,"TSLO":0.6,"TSII":0.6,"TSLA":1.97,"TSLQ":0.6,"TSDD":0.6,"AMZN":0.6,"TSL":0.6,"TSLI":0.6,"META":0.6,"GOOG":0.6,"TEST":0.6,"TSLG":0.6,"CRSH":0.6,"TSLT":0.6},"content_text":"4月25日，特斯拉中国发布消息，确认无方向盘、无脚踏板的特斯拉赛博无人驾驶电动车Cybercab正式投产。据悉，该车型最早于2024年10月10日在特斯拉“WE, ROBOT”发布会上正式亮相。今年2月，特斯拉Cybercab比原计划提前两个月量产下线。　　公开资料显示，特斯拉Cybercab取消传统驾驶操控部件，完全依靠FSD（Full Self-Driving，完全自动驾驶）系统运行。核心配置为纯视觉Tesla Vision方案，搭载8颗高清摄像头与FSD V14端到端模型。 　　图片来源：新浪微博（@特斯拉）　　特斯拉方面表示，Cybercab的价格应该不高于3万美元，其落地场景是商用打车，单次乘车费用预估0.2美元/英里（约合人民币0.89元/公里）。　　业内观点认为，Cybercab的正式投产，标志着特斯拉自动驾驶战略进入关键执行阶段。目前在Robotaxi市场，主要玩家分为两派：一派以Waymo为代表，搭载激光雷达等多传感器，直达L4级自动驾驶；另一派以特斯拉为代表，由L2级辅助驾驶渐进到L4级自动驾驶，通过同一套自动驾驶软件打通量产车与Robotaxi。　　当前，针对自动驾驶路径，尤其是L3是否应该被跳过，业内仍存争议。4月22日，千里科技董事长、阶跃星辰董事长印奇表示，L2到L4的渐进路线无法跨越，千里科技与特斯拉一致，都采用渐进式路线，而非Waymo那样一步到位实现L4级自动驾驶。　　他指出，“现在越来越多的人认可特斯拉的路线，但不是每一家公司都能走。以Waymo的方案去做一个新城市的开城，成本非常高，体验并不好”。　　4月24日，轻舟智航联合创始人、董事长兼CEO于骞也向《每日经济新闻》记者分析称：“要想实现完全的无人驾驶，使Robotaxi真正大范围普及，一定要通过构建一个更强的大脑来实现，只靠打补丁、冗余，是永远无法实现的。” 　　图片来源：每经记者黄辛旭摄　　在安全数据层面，特斯拉财报显示，截至2026年第一季度末，特斯拉FSD订阅量达到128万，同比增长51%，环比增长约16%。目前，特斯拉的Robotaxi项目主要依赖2025款Model Y车型，服务范围已扩大至得克萨斯州的休斯顿及达拉斯，并取消安全员运营。特斯拉CEO马斯克预计，到今年年底，特斯拉Robotaxi服务将扩展至美国十几个州。　　值得注意的是，Cybercab虽已正式投产，但监管层面的“许可”仍是其能否上路的关键。长江证券分析认为，随着Cybercab逐步实现规模化量产，其成本端优势将是保障特斯拉Robotaxi业务大规模落地关键要素之一，但监管仍是Cybercab合法上路的重要前提，由于目前美国联邦车辆安全标准是基于人工控制系统制定的，多地法规仍要求车辆保留人工控制装置。　　此外，马斯克也直言，受全新供应链限制，Cybercab初期产量将“非常缓慢”，预计到今年年底才能实现指数级增长。　　截至记者发稿，特斯拉股价报376.30美元/股，上涨0.7%，总市值1.41万亿美元。（文章来源：每日经济新闻）","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":"productRelease","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"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":"4.42.0","shortVersion":"4.42.0","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/2630674563","isCrawlerRequest":true}

无方向盘、无踏板！特斯拉Cybercab正式投产 马斯克预警初期产量将“非常缓慢”

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无方向盘、无踏板！特斯拉Cybercab正式投产马斯克预警初期产量将“非常缓慢”