涉及万亿薪酬的决定，马斯克为何将FSD从买断制变为订阅制？_老虎社区_美港股上老虎

涉及万亿薪酬的决定，马斯克为何将FSD从买断制变为订阅制？

凤凰网科技01-15

马斯克凤凰网科技讯北京时间1月15日，特斯拉CEO埃隆·马斯克(Elon Musk)已宣布，未来全自动驾驶系统(FSD)将从买断制变为订阅制。《商业内幕》对此发文称，这一决定关系到马斯克能否拿到高达1万亿美元的薪酬。《商业内幕》指出，“人跟着指标走”是现代商业的理念之一。意思是说，人和企业往往会将行为聚焦在那些被跟踪和奖励的指标上。这个道理也同样适用于科技亿万富翁。马斯克周二在X上发帖称，今年...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

暂无评论

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2603254936?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-01-15 08:36","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2603254936","market":"sh","top_or_hot":-1,"title":"涉及万亿薪酬的决定，马斯克为何将FSD从买断制变为订阅制？","media":"凤凰网科技","content":"<div>\n<p>马斯克凤凰网科技讯 北京时间1月15日，特斯拉CEO埃隆·马斯克(Elon Musk)已宣布，未来全自动驾驶系统(FSD)将从买断制变为订阅制。《商业内幕》对此发文称，这一决定关系到马斯克能否拿到高达1万亿美元的薪酬。《商业内幕》指出，“人跟着指标走”是现代商业的理念之一。意思是说，人和企业往往会将行为聚焦在那些被跟踪和奖励的指标上。这个道理也同样适用于科技亿万富翁。 马斯克周二在X上发帖称，今年...</p>\n\n<a href=\"https://tech.ifeng.com/c/8pvb6xiK79C\">网页链接</a>\n\n</div>\n","source":"fenghuang_stock","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>涉及万亿薪酬的决定，马斯克为何将FSD从买断制变为订阅制？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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涉及万亿薪酬的决定，马斯克为何将FSD从买断制变为订阅制？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-15 08:36 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8pvb6xiK79C><strong>凤凰网科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>马斯克凤凰网科技讯 北京时间1月15日，特斯拉CEO埃隆·马斯克(Elon Musk)已宣布，未来全自动驾驶系统(FSD)将从买断制变为订阅制。《商业内幕》对此发文称，这一决定关系到马斯克能否拿到高达1万亿美元的薪酬。《商业内幕》指出，“人跟着指标走”是现代商业的理念之一。意思是说，人和企业往往会将行为聚焦在那些被跟踪和奖励的指标上。这个道理也同样适用于科技亿万富翁。 马斯克周二在X上发帖称，今年...</p>\n\n<a href=\"https://tech.ifeng.com/c/8pvb6xiK79C\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2326559502.SGD","symbol_name":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","start_time":0,"source_url":"https://tech.ifeng.com/c/8pvb6xiK79C","article_id":"2603254936","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2603254936","pubTimestamp":1768437393,"columns":[],"sourceInfo":{"source_id":"fenghuang_stock","name":"凤凰网"},"weMediaInfo":null,"summary":"马斯克凤凰网科技讯 北京时间1月15日，特斯拉CEO埃隆·马斯克 已宣布，未来全自动驾驶系统将从买断制变为订阅制。马斯克宣布FSD改为订阅制在社交媒体上，马斯克的粉丝与反对者就这一变化的原因展开争论。那么，特斯拉董事会为何将FSD订阅设为马斯克的绩效考核指标呢？因此，《商业内幕》认为，这才是马斯克将FSD从买断制改为订阅制的主要原因。截至发稿，特斯拉尚未就FSD购买调整一事置评。","collect":0,"end_time":0,"defaultTopTitle":"ifeng.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","TSL":"1.25倍做多TSLA ETF-GraniteShares","LU0056508442.USD":"贝莱德世界科技基金A2","BK4574":"无人驾驶","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","TSLG":"2倍做多TSLA ETF-Leverage Shares","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","BK4581":"高盛持仓","TESL":"Simplify Volt TSLA Revolution ETF","TSLI":"2倍做多TSLA ETF-ProShares","BK4543":"AI","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","TSLL":"2倍做多TSLA ETF-Direxion","BK4511":"特斯拉概念","LU1548497426.USD":"安联环球人工智能AT Acc","TSLP":"TSLA收益溢价策略ETF-Kurv","BK4534":"瑞士信贷持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","TSLQ":"2倍做空TSLA ETF-Tradr","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","TSLR":"2倍做多TSLA ETF-GraniteShares","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4516":"特朗普概念","TSLS":"1倍做空TSLA ETF-Direxion","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4592":"伊斯兰概念","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","TSLT":"2倍做多TSLA ETF-T-Rex","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","TSLW":"TSLA周配息ETF-Roundhill","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","BK4548":"巴美列捷福持仓","TSLY":"TSLA期权收益策略ETF-YieldMax","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","TSLZ":"2倍做空TSLA ETF-T-Rex","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","BK4099":"汽车制造商","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","BK4585":"ETF&股票定投概念","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4555":"新能源车","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4550":"红杉资本持仓","BK4588":"碎股","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","TSLA":"特斯拉","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","BK4551":"寇图资本持仓","BK4598":"佩洛西持仓","LU0823411888.USD":"法巴消费创新基金 Cap","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","SG9999015978.USD":"利安颠覆性创新基金A","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2063271972.USD":"富兰克林创新领域基金","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","UFO":"Procure Space ETF","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","TSDD":"2倍做空TSLA ETF-GraniteShares","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","TSYY":"收益增强TSLA ETF-GraniteShares","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4604":"机器人概念","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","BK4527":"明星科技股","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4612":"AI芯片","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC"},"translate_title":"Why did Musk change FSD from a buyout system to a subscription system when it comes to a decision involving trillions of salaries?","themeId":"62b39f856adb738825cb9eb041302e66","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSLW":0.6,"TSLA":1.96,"TSL":0.6,"TSLZ":0.6,"TSLP":0.6,"TSLG":0.6,"TSLY":0.6,"TSLT":0.6,"UFO":0.6,"TSLS":0.6,"TSDD":0.6,"CRSH":0.6,"TESL":0.6,"TSLL":0.6,"TSYY":0.6,"TSLR":0.6,"TSLQ":0.6,"TSLI":0.6},"content_text":"马斯克凤凰网科技讯 北京时间1月15日，特斯拉CEO埃隆·马斯克(Elon Musk)已宣布，未来全自动驾驶系统(FSD)将从买断制变为订阅制。《商业内幕》对此发文称，这一决定关系到马斯克能否拿到高达1万亿美元的薪酬。《商业内幕》指出，“人跟着指标走”是现代商业的理念之一。意思是说，人和企业往往会将行为聚焦在那些被跟踪和奖励的指标上。这个道理也同样适用于科技亿万富翁。 马斯克周二在X上发帖称，今年2月14日后，特斯拉将停止直接销售FSD，想用的车主只能按月订阅。马斯克宣布FSD改为订阅制在社交媒体上，马斯克的粉丝与反对者就这一变化的原因展开争论。和往常一样，这一讨论过于极端。马斯克的粉丝们把这一调整视作马斯克天才特质的又一证明。批评者则辩称，这恰好证明FSD不好用，注定要失败。但是，真相往往在别的地方。《商业内幕》认为，马斯克此举旨在完成他的绩效目标。去年，特斯拉股东批准了马斯克的1万亿美元薪酬方案，其中设有多个苛刻目标。只有特斯拉达标，他才能获得这1万亿美元的奖励。根据特斯拉的股东委托书，马斯克的薪酬方案共有四个产品目标，其中第二项就是：“实现1000万个活跃FSD订阅”。马斯克需要完成1000万个活跃FSD订阅对于特斯拉来说，加速达成这一里程碑的一个途径就是取消一次性买断FSD的选项。到2月中旬时，任何考虑购买FSD的用户将只能选择订阅。那么，特斯拉董事会为何将FSD订阅设为马斯克的绩效考核指标呢？因为订阅模式是更稳定的业务。与依赖一次性大额购买、收入波动较大的模式相比，投资者更青睐订阅业务带来的持续性收入。纯粹的FSD订阅模式也使得特斯拉在未来定价调整上拥有更大灵活性。因此，《商业内幕》认为，这才是马斯克将FSD从买断制改为订阅制的主要原因。记住：永远不要低估财务激励的力量。截至发稿，特斯拉尚未就FSD购买调整一事置评。(作者/箫雨)更多一手新闻，欢迎下载凤凰新闻客户端订阅凤凰网科技。想看深度报道，请微信搜索“凤凰网科技”。","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,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}