相比廉价版Model Y，阿里更像特斯拉的救星_老虎社区_美港股上老虎

相比廉价版Model Y，阿里更像特斯拉的救星

蓝鲸财经2025-07-29

作者：源Auto 潘卓伦虽然在2025年Q2财报电话会议上马斯克说了9次“很艰难”，但特斯拉还是有后手的。7月27日，据知名汽车媒体@42号车库爆料，特斯拉销量担当Model Y有计划推出配置精简化的车型，其将这款车称为“传说中的廉价版Model Y”。据悉，该Model Y衍生车型将取消玻璃天幕以及后排屏幕，另外现款在售Model Y标志性的漫反射尾灯设计也会被简化。该车型如果顺利落地，结合其...

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四国大战
·2025-07-29
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Y衍生车型将取消玻璃天幕以及后排屏幕，另外现款在售Model Y标志性的漫反射尾灯设计也会被简化。该车型如果顺利落地，结合其减配的程度，Model Y家族的起售价下探至20万元人民币以内并非痴人说梦。加上日前特斯拉官宣即将在国内推出的加长版6座车型，Model Y家族的市场覆盖范围，预计将会从当前的26.35万-31.35万元扩充到20万-35万元，同时适配二孩家庭等更多用车需求。事实上，特斯拉要推出新车降低价格门槛的消息已在市场流传多年，甚至其售价也有一个准确的数字——2.5万美元。对于这款平价特斯拉车型，有人称之为“Model 2”，也有人叫它“Model Q”，但绝大部分人都预料这款车会是一款全新车型。如果特斯拉的平价新车只是一款廉价版Model Y，会令不少人失望。例如曾经拥有价值数亿元人民币特斯拉股票的机构FutureFund LLC，其合伙人加利·布莱克（Gary Black）接受媒体采访时就表示已经减持特斯拉，原因是担心平价新车只是精简版Model Y会缺乏吸引力。不过对于特斯拉来说，打着Model Y全球最畅销新能源车的旗号去“收割”更多市场份额，显然是更高效和切合实际的决策。毕竟，特斯拉已经没有太多精力去折腾一款全新车型。据特斯拉最新的财报，其今年第二季度的营收约224.96亿美元，同比下滑12%，净利润为11.72亿美元，同比减少16%，虽然截至2025年6月30日所持有的现金及现金等价物为367.82亿美元相对稳定，但其自由现金流同比暴跌89%至1.46亿美元，在2024年第三季度，这一数字还是27.4亿美元。种种数据显示，特斯拉的抗风险能力正在减弱。而生产制造一款全新车型，一直是特斯拉的最大风险之一，例如跳票4次、延期2年才启动交付的Cybertruck，以及跳票8年至今仍未量产的Roadster 2。因此，基于现款在售Model Y研发加长版6座车型和精简版车型，对于特斯拉来说，是风险更小的做法。这样的解决方案下，产品新鲜感可能不足的弊端马斯克也清楚，所以这位特斯拉掌门人也坦言要扭转颓势还有另一个关键。“FSD是公司最大的需求驱动力。”在财报电话会议上，马斯克反复提到辅助驾驶系统FSD是特斯拉的核心竞争力，称其坚信FSD将会在全球多个重要市场获批，并计划在今年年底推出。其中，中国作为特斯拉最重要的区域市场，7月27日源Auto从特斯拉中国方面了解到，特斯拉智能辅助驾驶系统（驾驶员监管版）目前还在等待监管部门审核，2025年在中国进一步落地的计划没有改变。而特斯拉FSD辅助驾驶系统落地中国的卡点，或掌握在数据本地合作企业的手里。今年3月，有媒体报道阿里巴巴旗下阿里云或将为特斯拉中国的FSD落地提供GPU数据中心服务。当时一位阿里云高层人士就相关问题回应媒体时仅给出一个模棱两可的说法：“目前特斯拉正在和国内本土企业普遍接触。”需要留意的是，作为一家云计算及人工智能科技企业，目前阿里云有一系列重点项目证明其对敏感数据的处理有独到之处，例如阿里云近期中标的建设银行智能编码项目，以及工商银行将阿里Qwen模型应用于智能风控等。如果阿里云成为特斯拉中国的数据服务合作伙伴，其有望成为后者在数据合规和安全方面的有力支撑。而FSD的落地，则有望令特斯拉全系车型的市场竞争力大幅提升。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":461800752193680,"gmtCreate":1753762705157,"gmtModify":1753762811082,"author":{"id":"3557486813997240","authorId":"3557486813997240","name":"四国大战","avatar":"https://static.tigerbbs.com/41783ec2dfe4842b5a4e34880f5c2f1e","vip":1,"crmLevel":9,"crmLevelSwitch":1,"idStr":"3557486813997240","authorIdStr":"3557486813997240"},"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/461800752193680","repostId":2555085185,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}