特斯拉从“卖车”转向“软件SAAS”？马斯克：FSD将暂停“一次性付费模式”，只接受“按月订阅”_老虎社区_美港股上老虎

特斯拉从“卖车”转向“软件SAAS”？马斯克：FSD将暂停“一次性付费模式”，只接受“按月订阅”

华尔街见闻01-15

特斯拉CEO马斯克宣布，公司将停止以一次性付款方式出售全自动驾驶（FSD）系统，转而仅提供按月订阅服务。1月14日，马斯克在社媒平台发帖称，特斯拉将在2月14日后停售FSD系统的一次性购买选项，仅保留月度订阅方式。他未详细说明做出这一决定的原因。分析认为，这一战略调整反映出特斯拉正在从主要销售电动汽车转向自动驾驶和机器人业务，同时寻求扩大高利润率的订阅收入。周三特斯拉股价下跌1.8%。2025年...

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href=https://wallstreetcn.com/articles/3763327><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉CEO马斯克宣布，公司将停止以一次性付款方式出售全自动驾驶（FSD）系统，转而仅提供按月订阅服务。1月14日，马斯克在社媒平台发帖称，特斯拉将在2月14日后停售FSD系统的一次性购买选项，仅保留月度订阅方式。他未详细说明做出这一决定的原因。分析认为，这一战略调整反映出特斯拉正在从主要销售电动汽车转向自动驾驶和机器人业务，同时寻求扩大高利润率的订阅收入。周三特斯拉股价下跌1.8%。2025年...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3763327\">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":"TSL","symbol_name":"1.25倍做多TSLA 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Musk: FSD will suspend \"one-time payment model\" and only accept \"monthly subscriptions\"","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/f828bdb115ee58f96669ad4d82c75476","symbols_score_info":{"TSL":0.6,"TSDD":0.6,"TSLR":0.6,"TSLP":0.6,"TSLI":0.6,"TSLZ":0.6,"UFO":0.6,"TSLQ":0.6,"TSLW":0.6,"TSLT":0.6,"TSLA":1.97,"CRSH":0.6,"TSLY":0.6,"TSYY":0.6,"TSLS":0.6,"TSLG":0.6,"TESL":0.6},"content_text":"特斯拉CEO马斯克宣布，公司将停止以一次性付款方式出售全自动驾驶（FSD）系统，转而仅提供按月订阅服务。1月14日，马斯克在社媒平台发帖称，特斯拉将在2月14日后停售FSD系统的一次性购买选项，仅保留月度订阅方式。他未详细说明做出这一决定的原因。分析认为，这一战略调整反映出特斯拉正在从主要销售电动汽车转向自动驾驶和机器人业务，同时寻求扩大高利润率的订阅收入。周三特斯拉股价下跌1.8%。2025年特斯拉销量下降9%，第四季度销量同比下滑16%。目前，电动汽车销售仍占特斯拉收入的四分之三。截至2025年末，约12%的特斯拉汽车拥有FSD的月度或终身订阅服务。订阅制取代买断模式根据特斯拉官网信息，该公司目前在美国以8000美元的一次性付款或每月99美元的订阅方式提供FSD系统。该系统可帮助驾驶员更轻松地变道，并在其他车辆和物体周围导航，但并未使车辆实现完全自动驾驶，仍需驾驶员保持全程专注。多年来，马斯克一直宣传FSD有潜力将每辆特斯拉转变为完全自动驾驶车辆。部分特斯拉客户曾支付高达15000美元的一次性费用，以获得FSD的终身使用权，期待他们的车辆最终能通过软件升级实现完全自动驾驶。尽管特斯拉在自动驾驶方面取得进展，但目前商业化版本的FSD尚未实现完全自动驾驶。向客户提供的FSD版本可以在街道上导航和自动泊车，但如果出现问题会解除自动模式，需要驾驶员迅速接管。早期用户面临硬件困境拥有旧款车型的特斯拉车主无法使用最新版本的软件，因为他们的车辆搭载的是旧版硬件。特斯拉已承认需要通过提供硬件升级来解决这些客户的问题，但尚未明确具体时间和方式。首席财务官Vaibhav Taneja在10月的投资者电话会议上表示：我们确实想先解决自动驾驶问题，然后再回过头来找办法照顾这些客户。这些客户非常重要，他们是早期支持者。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}