特斯拉取消FSD买断制的背后关联马斯克万亿天价薪酬？_老虎社区_美港股上老虎

特斯拉取消FSD买断制的背后关联马斯克万亿天价薪酬？

快科技01-14

快科技1月14日消息，北京时间1月14日下午，特斯拉CEO埃隆·马斯克通过推文释放重磅消息，他表示，2026年2月14日起，特斯拉全自动驾驶（FSD）功能将彻底取消买断制，后续仅支持按月订阅。据悉，特斯拉针对不同市场制定了差异化订阅定价策略：美国市场分为两档，普通用户每月199美元，已购买增强型自动驾驶套餐的用户可享每月99美元的优惠价；该订阅模式已于2025年拓展至澳大利亚和新西兰，两地定价分别...

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明明如晦
·01-14
疯了吧..一个月199美元。又不是L3，什么大冤种会买啊...
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张刘小虎
·01-14
为特斯拉叫好🎉！作为一名消费者，品牌把一个需要高价购买的服务，转化成按月订阅的服务本身就是对自己所提供的服务建立在极大的信心之上的！否则的话，宁愿少卖点也不会轻易的取消，毕竟单次购买的价格可能抵得上5-7年的服务价格！所以一定是消费者更喜欢！作为一名投资者，首先看到的是特斯拉对自己的产品的信心，就是FSD一旦你使用了就不会轻易不再使用！否则怎么会有信心推出按月订阅服务？其次，品牌拥有了调整价格的权利，如果将来的FSD可以更好，品牌是可以涨价的，所以这是一个利好，影响深远的利好！总结，此次调整值得继续买入特斯拉！
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system?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSLA":1.96,"TSLP":0.6,"TSLG":0.6,"TSLR":0.6,"TSLT":0.6,"UFO":0.6,"TSDD":0.6,"TSLI":0.6,"TESL":0.6,"TSLS":0.6,"TSLY":0.6,"TSLQ":0.6,"CRSH":0.6,"TSLW":0.6,"TSYY":0.6,"TSL":0.6,"TSLZ":0.6},"content_text":"快科技1月14日消息，北京时间1月14日下午，特斯拉CEO埃隆·马斯克通过推文释放重磅消息，他表示，2026年2月14日起，特斯拉全自动驾驶（FSD）功能将彻底取消买断制，后续仅支持按月订阅。据悉，特斯拉针对不同市场制定了差异化订阅定价策略：美国市场分为两档，普通用户每月199美元，已购买增强型自动驾驶套餐的用户可享每月99美元的优惠价；该订阅模式已于2025年拓展至澳大利亚和新西兰，两地定价分别为每月149澳元和159新西兰元。为何特斯拉要放弃买断制转向订阅制？有业内人士分析：对特斯拉本身而言，买断制属于“一锤子买卖”，收入一次性到账后缺乏持续增长动力，而订阅制能将用户消费转化为细水长流的稳定收入，这种可预测的营收模式更契合资本市场的偏好。而对车主来说，这一调整同样利好。此前FSD动辄数万元的买断价，让不少想体验自动驾驶的车主望而却步，而订阅制支持按需开通、随时取消的灵活模式，大幅降低了体验门槛。此外，还有业内人事分析指出，此次调整FSD商业模式，一方面是为了通过提升功能渗透率缓解当前特斯拉销量低迷的压力，另一方面更可能与马斯克价值一万亿美元的天价薪酬方案直接相。因为该方案的关键条款明确要求，特斯拉需积累1000万个活跃FSD订阅用户，这也被视作推动此次模式切换的重要动因。","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":"policyRegulatory","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":521689469744176,"gmtCreate":1768401559795,"gmtModify":1768405088895,"author":{"id":"4184491341028372","authorId":"4184491341028372","name":"明明如晦","avatar":"https://static.tigerbbs.com/d8010d9cee471deb212f9cf5f2e7935a","vip":1,"hat":"https://static.tigerbbs.com/646756f1284a5a6480ed02cc4fa7d1d2","crmLevel":2,"crmLevelSwitch":0,"idStr":"4184491341028372","authorIdStr":"4184491341028372"},"htmlText":"疯了吧..一个月199美元。又不是L3，什么大冤种会买啊...","listText":"疯了吧..一个月199美元。又不是L3，什么大冤种会买啊...","text":"疯了吧..一个月199美元。又不是L3，什么大冤种会买啊...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521689469744176","repostId":2603961681,"repostType":2,"repost":{"id":"2603961681","kind":"news","pubTimestamp":1768394124,"share":"https://www.laohu8.com/m/news/2603961681?lang=zh_CN&edition=full","pubTime":"2026-01-14 20:35","market":"us","language":"zh","title":"特斯拉取消FSD买断制的背后关联马斯克万亿天价薪酬？","url":"https://stock-news.laohu8.com/highlight/detail?id=2603961681","media":"快科技","summary":"快科技1月14日消息，北京时间1月14日下午，特斯拉CEO埃隆·马斯克通过推文释放重磅消息，他表示，2026年2月14日起，特斯拉全自动驾驶 功能将彻底取消买断制，后续仅支持按月订阅。为何特斯拉要放弃买断制转向订阅制？此外，还有业内人事分析指出，此次调整FSD商业模式，一方面是为了通过提升功能渗透率缓解当前特斯拉销量低迷的压力，另一方面更可能与马斯克价值一万亿美元的天价薪酬方案直接相。","content":"<html><body><article><p>快科技1月14日消息，<strong>北京时间1月14日下午，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO埃隆·马斯克通过推文释放重磅消息，他表示，2026年2月14日起，特斯拉全自动驾驶（FSD）功能将彻底取消买断制，后续仅支持按月订阅。</strong></p><p>据悉，特斯拉针对不同市场制定了差异化订阅定价策略：美国市场分为两档，普通用户每月199美元，已购买增强型自动驾驶套餐的用户可享每月99美元的优惠价；该订阅模式已于2025年拓展至澳大利亚和新西兰，两地定价分别为每月149澳元和159新西兰元。</p><p>为何特斯拉要放弃买断制转向订阅制？有业内人士分析：对特斯拉本身而言，买断制属于“一锤子买卖”，收入一次性到账后缺乏持续增长动力，而订阅制能将用户消费转化为细水长流的稳定收入，这种可预测的营收模式更契合资本市场的偏好。</p><p>而对车主来说，这一调整同样利好。此前FSD动辄数万元的买断价，让不少想体验自动驾驶的车主望而却步，而订阅制支持按需开通、随时取消的灵活模式，大幅降低了体验门槛。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260114204423469d152c60l8c9bmwf\"/><p>此外，还有业内人事分析指出，此次调整FSD商业模式，一方面是为了通过提升功能渗透率缓解当前特斯拉销量低迷的压力，另一方面更可能与马斯克价值一万亿美元的天价薪酬方案直接相。因为该方案的关键条款明确要求，特斯拉需积累1000万个活跃FSD订阅用户，这也被视作推动此次模式切换的重要动因。</p></article></body></html>","source":"tencent","collect":0,"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>特斯拉取消FSD买断制的背后关联马斯克万亿天价薪酬？</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260114204424a4c356d7&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","TESL":"Simplify Volt TSLA Revolution ETF","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4604":"机器人概念","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","BK4527":"明星科技股","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","TSYY":"收益增强TSLA ETF-GraniteShares","TSDD":"2倍做空TSLA 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USD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260114204424a4c356d7&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2603961681","content_text":"快科技1月14日消息，北京时间1月14日下午，特斯拉CEO埃隆·马斯克通过推文释放重磅消息，他表示，2026年2月14日起，特斯拉全自动驾驶（FSD）功能将彻底取消买断制，后续仅支持按月订阅。据悉，特斯拉针对不同市场制定了差异化订阅定价策略：美国市场分为两档，普通用户每月199美元，已购买增强型自动驾驶套餐的用户可享每月99美元的优惠价；该订阅模式已于2025年拓展至澳大利亚和新西兰，两地定价分别为每月149澳元和159新西兰元。为何特斯拉要放弃买断制转向订阅制？有业内人士分析：对特斯拉本身而言，买断制属于“一锤子买卖”，收入一次性到账后缺乏持续增长动力，而订阅制能将用户消费转化为细水长流的稳定收入，这种可预测的营收模式更契合资本市场的偏好。而对车主来说，这一调整同样利好。此前FSD动辄数万元的买断价，让不少想体验自动驾驶的车主望而却步，而订阅制支持按需开通、随时取消的灵活模式，大幅降低了体验门槛。此外，还有业内人事分析指出，此次调整FSD商业模式，一方面是为了通过提升功能渗透率缓解当前特斯拉销量低迷的压力，另一方面更可能与马斯克价值一万亿美元的天价薪酬方案直接相。因为该方案的关键条款明确要求，特斯拉需积累1000万个活跃FSD订阅用户，这也被视作推动此次模式切换的重要动因。","news_type":1,"symbols_score_info":{"TSLA":1.96,"TSLP":0.6,"TSLG":0.6,"TSLR":0.6,"TSLT":0.6,"UFO":0.6,"TSDD":0.6,"TSLI":0.6,"TESL":0.6,"TSLS":0.6,"TSLY":0.6,"TSLQ":0.6,"CRSH":0.6,"TSLW":0.6,"TSYY":0.6,"TSL":0.6,"TSLZ":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":521674084803216,"gmtCreate":1768397874416,"gmtModify":1768397899129,"author":{"id":"3552345491954384","authorId":"3552345491954384","name":"张刘小虎","avatar":"https://static.tigerbbs.com/a98b80cc3ea6a038c66079dc11295f1b","vip":1,"hat":"https://static.tigerbbs.com/0206e77c664ff62fedc2875e590df9c9","crmLevel":7,"crmLevelSwitch":0,"idStr":"3552345491954384","authorIdStr":"3552345491954384"},"htmlText":"为特斯拉叫好🎉！ 作为一名消费者，品牌把一个需要高价购买的服务，转化成按月订阅的服务本身就是对自己所提供的服务建立在极大的信心之上的！否则的话，宁愿少卖点也不会轻易的取消，毕竟单次购买的价格可能抵得上5-7年的服务价格！所以一定是消费者更喜欢！ 作为一名投资者，首先看到的是特斯拉对自己的产品的信心，就是FSD一旦你使用了就不会轻易不再使用！否则怎么会有信心推出按月订阅服务？其次，品牌拥有了调整价格的权利，如果将来的FSD可以更好，品牌是可以涨价的，所以这是一个利好，影响深远的利好！ 总结，此次调整值得继续买入特斯拉！","listText":"为特斯拉叫好🎉！ 作为一名消费者，品牌把一个需要高价购买的服务，转化成按月订阅的服务本身就是对自己所提供的服务建立在极大的信心之上的！否则的话，宁愿少卖点也不会轻易的取消，毕竟单次购买的价格可能抵得上5-7年的服务价格！所以一定是消费者更喜欢！ 作为一名投资者，首先看到的是特斯拉对自己的产品的信心，就是FSD一旦你使用了就不会轻易不再使用！否则怎么会有信心推出按月订阅服务？其次，品牌拥有了调整价格的权利，如果将来的FSD可以更好，品牌是可以涨价的，所以这是一个利好，影响深远的利好！ 总结，此次调整值得继续买入特斯拉！","text":"为特斯拉叫好🎉！ 作为一名消费者，品牌把一个需要高价购买的服务，转化成按月订阅的服务本身就是对自己所提供的服务建立在极大的信心之上的！否则的话，宁愿少卖点也不会轻易的取消，毕竟单次购买的价格可能抵得上5-7年的服务价格！所以一定是消费者更喜欢！ 作为一名投资者，首先看到的是特斯拉对自己的产品的信心，就是FSD一旦你使用了就不会轻易不再使用！否则怎么会有信心推出按月订阅服务？其次，品牌拥有了调整价格的权利，如果将来的FSD可以更好，品牌是可以涨价的，所以这是一个利好，影响深远的利好！ 总结，此次调整值得继续买入特斯拉！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521674084803216","repostId":2603961681,"repostType":2,"repost":{"id":"2603961681","kind":"news","pubTimestamp":1768394124,"share":"https://www.laohu8.com/m/news/2603961681?lang=zh_CN&edition=full","pubTime":"2026-01-14 20:35","market":"us","language":"zh","title":"特斯拉取消FSD买断制的背后关联马斯克万亿天价薪酬？","url":"https://stock-news.laohu8.com/highlight/detail?id=2603961681","media":"快科技","summary":"快科技1月14日消息，北京时间1月14日下午，特斯拉CEO埃隆·马斯克通过推文释放重磅消息，他表示，2026年2月14日起，特斯拉全自动驾驶 功能将彻底取消买断制，后续仅支持按月订阅。为何特斯拉要放弃买断制转向订阅制？此外，还有业内人事分析指出，此次调整FSD商业模式，一方面是为了通过提升功能渗透率缓解当前特斯拉销量低迷的压力，另一方面更可能与马斯克价值一万亿美元的天价薪酬方案直接相。","content":"<html><body><article><p>快科技1月14日消息，<strong>北京时间1月14日下午，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO埃隆·马斯克通过推文释放重磅消息，他表示，2026年2月14日起，特斯拉全自动驾驶（FSD）功能将彻底取消买断制，后续仅支持按月订阅。</strong></p><p>据悉，特斯拉针对不同市场制定了差异化订阅定价策略：美国市场分为两档，普通用户每月199美元，已购买增强型自动驾驶套餐的用户可享每月99美元的优惠价；该订阅模式已于2025年拓展至澳大利亚和新西兰，两地定价分别为每月149澳元和159新西兰元。</p><p>为何特斯拉要放弃买断制转向订阅制？有业内人士分析：对特斯拉本身而言，买断制属于“一锤子买卖”，收入一次性到账后缺乏持续增长动力，而订阅制能将用户消费转化为细水长流的稳定收入，这种可预测的营收模式更契合资本市场的偏好。</p><p>而对车主来说，这一调整同样利好。此前FSD动辄数万元的买断价，让不少想体验自动驾驶的车主望而却步，而订阅制支持按需开通、随时取消的灵活模式，大幅降低了体验门槛。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260114204423469d152c60l8c9bmwf\"/><p>此外，还有业内人事分析指出，此次调整FSD商业模式，一方面是为了通过提升功能渗透率缓解当前特斯拉销量低迷的压力，另一方面更可能与马斯克价值一万亿美元的天价薪酬方案直接相。因为该方案的关键条款明确要求，特斯拉需积累1000万个活跃FSD订阅用户，这也被视作推动此次模式切换的重要动因。</p></article></body></html>","source":"tencent","collect":0,"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 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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特斯拉取消FSD买断制的背后关联马斯克万亿天价薪酬？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-14 20:35 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260114204424a4c356d7&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技1月14日消息，北京时间1月14日下午，特斯拉CEO埃隆·马斯克通过推文释放重磅消息，他表示，2026年2月14日起，特斯拉全自动驾驶（FSD）功能将彻底取消买断制，后续仅支持按月订阅。据悉，特斯拉针对不同市场制定了差异化订阅定价策略：美国市场分为两档，普通用户每月199美元，已购买增强型自动驾驶套餐的用户可享每月99美元的优惠价；该订阅模式已于2025年拓展至澳大利亚和新西兰，两地定价分别...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260114204424a4c356d7&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","TESL":"Simplify Volt TSLA Revolution ETF","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4604":"机器人概念","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360107168.USD":"BGF NEXT 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USD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260114204424a4c356d7&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2603961681","content_text":"快科技1月14日消息，北京时间1月14日下午，特斯拉CEO埃隆·马斯克通过推文释放重磅消息，他表示，2026年2月14日起，特斯拉全自动驾驶（FSD）功能将彻底取消买断制，后续仅支持按月订阅。据悉，特斯拉针对不同市场制定了差异化订阅定价策略：美国市场分为两档，普通用户每月199美元，已购买增强型自动驾驶套餐的用户可享每月99美元的优惠价；该订阅模式已于2025年拓展至澳大利亚和新西兰，两地定价分别为每月149澳元和159新西兰元。为何特斯拉要放弃买断制转向订阅制？有业内人士分析：对特斯拉本身而言，买断制属于“一锤子买卖”，收入一次性到账后缺乏持续增长动力，而订阅制能将用户消费转化为细水长流的稳定收入，这种可预测的营收模式更契合资本市场的偏好。而对车主来说，这一调整同样利好。此前FSD动辄数万元的买断价，让不少想体验自动驾驶的车主望而却步，而订阅制支持按需开通、随时取消的灵活模式，大幅降低了体验门槛。此外，还有业内人事分析指出，此次调整FSD商业模式，一方面是为了通过提升功能渗透率缓解当前特斯拉销量低迷的压力，另一方面更可能与马斯克价值一万亿美元的天价薪酬方案直接相。因为该方案的关键条款明确要求，特斯拉需积累1000万个活跃FSD订阅用户，这也被视作推动此次模式切换的重要动因。","news_type":1,"symbols_score_info":{"TSLA":1.96,"TSLP":0.6,"TSLG":0.6,"TSLR":0.6,"TSLT":0.6,"UFO":0.6,"TSDD":0.6,"TSLI":0.6,"TESL":0.6,"TSLS":0.6,"TSLY":0.6,"TSLQ":0.6,"CRSH":0.6,"TSLW":0.6,"TSYY":0.6,"TSL":0.6,"TSLZ":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":2,"repostSize":2,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}