北京时间1月14日晚间，马斯克在社交平台宣布，特斯拉智能辅助驾驶FSD的一次性永久买断方案将于 2026年2月14日正式下架。这意味着，一个月后，特斯拉FSD仅支持订阅。 市场分析认为，特斯拉FSD将正式告别"终身制"，将全面迈向SaaS（软件即服务）订阅模式。相比买断 制来说，订阅制更加灵活，也可能进一步降低车主选择FSD的门槛，因此，市场将此视为提升FSD选购 比例的举措。 有汽车业内人士认为，对特斯拉而言，订阅制更符合商业逻辑。一方面，更低的月费可吸引更多用户体 验，为FSD算法提供更多真实路测数据，加速技术迭代。另一方面，将一次性的销售收入转化为持续、 稳定的经常性收入，有利于降低汽车销售的周期性波动影响。 FSD的一大挑战是应对监管机构的严格审查。去年10月，据美国国家公路交通安全管理局（NHTSA） 披露，缺陷调查办公室（ODI）启动对特斯拉FSD的调查，涉及特斯拉车辆在FSD模式下行驶的交通安 全法规违规行为，包括闯红灯及在公共道路上逆向行驶，涉及多辆装备有该功能的车辆。 特斯拉FSD功能自2016年推出以来，经历了多次迭代升级，从最初的Autopilot辅助驾驶功能逐步发展为 更高级的智能驾驶 ...

Core Insights - Nvidia's DRIVE Hyperion platform is a significant advancement in autonomous driving technology, designed for Level 4 autonomy, featuring advanced hardware and AI capabilities [2][4][12] - The introduction of the Alpamayo family of AI models enhances the DRIVE platform, making it more appealing to car manufacturers and potentially threatening Tesla's market position [1][8][9] - Tesla's upcoming Cybercab robotaxi faces intense competition and is projected to enter mass production by the end of 2026, but it is already lagging behind competitors like Waymo [7][10][13] Nvidia's DRIVE Platform - The DRIVE Hyperion platform includes two AGX Thor in-vehicle computers and a comprehensive sensor suite, enabling advanced autonomous driving features [2] - Nvidia's data center business generates around 90% of its revenue, but the automotive segment is gaining traction with the DRIVE platform [3] - The Alpamayo ecosystem provides a robust foundation for manufacturers to develop Level 4 autonomous vehicles without extensive data collection [8] Tesla's Market Position - Tesla's stock reached an all-time high in 2025 despite a significant decline in EV sales, indicating investor confidence in future products like the Cybercab [6][10] - Ark Invest forecasts that the Cybercab could generate $756 billion in annual revenue by 2029, highlighting the potential for substantial growth [11] - Tesla's current valuation is extremely high, with a price-to-earnings ratio of 297, raising concerns about potential corrections if the Cybercab faces challenges [14][15] Competitive Landscape - Nvidia's advancements in AI and autonomous driving technology could enable various car manufacturers to compete effectively against Tesla in the robotaxi market [4][13] - Waymo is already leading the autonomous ride-hailing sector, completing over 450,000 paid trips weekly, putting additional pressure on Tesla's Cybercab [13] - The competitive environment is intensifying, with Nvidia's technology making it easier for other manufacturers to enter the autonomous vehicle space [15]

2026年1月14日，据公开文件显示，特斯拉已向公司高级副总裁朱晓彤授予共计520021股股票期权，行 权价格为每股435.8美元，授予日期为1月8日。按当日收盘价447.2美元计算，该批期权当前市值约为 2.33亿美元，折合人民币约16.23亿元。 相关文件于当地时间周一提交至美国证券交易委员会，披露了此次股权激励的细节。该批期权自2027年 4月5日起开始逐步归属，每月归属1/48，即每月约10833股，全部归属完毕时间为2031年3月5日。这意 味着朱晓彤需持续在公司任职至该日期，方可完全获得此项激励。 来源：中关村在线 朱晓彤目前担任特斯拉汽车业务高级副总裁，是公司全球管理团队中的关键成员。公开资料显示，他已 在特斯拉任职十余年，在特斯拉上海超级工厂的建设、运营及产能爬坡过程中发挥了重要作用。此外， 特斯拉管理层中另有中国籍高管陶琳，现任公司副总裁。 ...

Core Insights - The electric vehicle maker offers advanced driver assistance features for a one-time payment of $8,000 or a subscription fee of $99 per month in the U.S. [1] Pricing Strategy - The company provides two options for customers to access advanced driver assistance features: a one-time payment of $8,000 or a monthly subscription of $99 [1]

Core Viewpoint - Tesla will transition its Full Self-Driving (FSD) feature from a one-time purchase option to a subscription-only model starting February 14, as announced by CEO Elon Musk [1][2]. Group 1: Subscription Model - Tesla owners currently have the option to purchase FSD for $8,000 or subscribe for $99 per month [2]. - The shift to a subscription model aims to increase customer uptake of the FSD technology, which is deemed critical for Tesla's future [2]. Group 2: Subscription Statistics - As of the third quarter earnings call in October, only about 12% of Tesla's current fleet has subscribed to FSD, indicating a need for improved subscription rates [6]. - The company has seen a decrease in quarterly revenue from FSD compared to the same period last year [6]. Group 3: Regulatory and Legal Challenges - The rollout of FSD has faced regulatory scrutiny, including investigations by the National Highway Traffic Safety Administration regarding crash reporting and incidents involving FSD [7]. - Tesla is also facing potential legal challenges, including a ruling that could ban the sale of vehicles in California due to misleading marketing of its FSD and Autopilot systems [8]. Group 4: Executive Compensation Ties - Boosting FSD subscriptions is a key component of Elon Musk's compensation package, with a target of reaching 10 million subscriptions to unlock a potential payout of $1 trillion [6].

Wedbush Securities managing director Dan Ives has reaffirmed his bullish stance on Tesla Inc. (NASDAQ:TSLA), predicting domination of the Robotaxi market by the company this year.Tesla Will Own 80% Of The Robotaxi MarketIn an interview with the Schwab Network on Tuesday, the investor reiterated his bullish stance. "Base case $600, bull case $800," Ives said about TSLA stock, adding that 2026 was the "most important year" for the company and Elon Musk amid an autonomous driving and Robotics push.Ives did out ...

来源：环球网 【环球网科技综合报道】1月14日消息，据路透社报道称，特斯拉首席执行官埃隆·马斯克宣布，自2026 年2月14日起，公司旗下的"全自动驾驶"（Full Self-Driving，简称FSD）软件将仅以月度订阅形式向用 户提供，不再支持一次性买断选项。 目前，特斯拉在美国市场为车主提供两种FSD（监督驾驶版）获取方式：一次性支付8000美元，或按月 订阅99美元。该系统属于高级驾驶辅助功能，要求驾驶员始终保持注意力，并在必要时随时接管车辆控 制。 值得注意的是，美国国家公路交通安全管理局（NHTSA）已于2025年对约288万辆配备FSD系统的特斯 拉汽车展开正式调查，起因是收到50余起与该系统相关的交通违规报告及多起碰撞事故。作为回应，特 斯拉已在面向消费者的FSD产品描述中加入"监督驾驶"（Supervised）字样，以明确其技术定位。（青 云） ...

1.【特斯拉Cybertruck销售持续低迷，去年在美国仅售出2万余辆】根据Cox Automotive周二发布的数 据，特斯拉去年在美国售出了20237辆Cybertruck，较2024年销量下降了近一半，而且去年第四季度的销 量同比下降了68%。这一数字与马斯克在2023年Cybertruck下线之前设定的每年25万辆的销量目标相差甚 远。 （新浪财经） 2.【小米汽车：车主课堂今年计划开课600场以上】1月14日，小米汽车宣布，2026年小米汽车车主课堂将 在全国门店开展，首期活动报名已开启。今年计划开课600场以上，将覆盖全国50多个城市，全程免费。 （界面新闻） 3.【阿维塔高管回应南宁撞车事故：排除车辆问题导致】1月13日晚间，针对此前的南宁撞车事故，阿维 塔科技副总裁雍军发文表示，已关注到这起事故，并且已经第一时间跟进核实。结合交警部门的反馈与 后台数据分析，事发时车辆全程处于人工驾驶状态，也已排除是因车辆问题导致的事故。目前受伤当事 人伤势轻微，公司正全力协助客户进行保险定损等相关事宜。（东方财富网） 4.【 特斯拉2月14日起停售FSD买断版，全面转向订阅制模式】 1月14日消息，马斯克在社 ...

本文来自微信公众号： 巨潮WAVE ，作者：小卢鱼，头图来自：视觉中国 刚刚过去的2025年，曾饱受质疑的"木头姐"凯茜·伍德 （Cathie Wood） 以一场漂亮的翻身仗宣告回 归，其管理的ARKK近一年涨幅达35.5%，涨幅几乎是标普500指数的两倍。 就在市场惊叹其业绩时，她没有丝毫停歇，新年伊始便展开了例行的积极调仓。 以下文章来源于巨潮WAVE ，作者小卢鱼 巨潮WAVE . 融入时代巨潮，发现商业决策。 她一如既往地贯彻着"卖出阶段性成果，买入未来种子"的策略，获利了结的同时，将弹药迅速转向她 心目中更具成长性的明日之星，继续保持其标志性的All in风格。 本轮调仓最显著的特征是大规模、成体系地增持基因编辑与基因组学公司，从基因疗法、测序工具到 合成DNA，ARKK几乎布局了该前沿领域的整个产业链。 特斯拉无疑是木头姐的第一大重仓股，去年6月木头姐公开表示增持公司股票时，直接称特斯拉 为"地球上最大的人工智能项目"。 回到她开始投资特斯拉的2016年，那时市场对电动车的接受度远不如今天，传统汽车制造商还在观 望，而木头姐已经想得很明白了——特斯拉不仅是家汽车公司，更是电动汽车革命的领导者，将彻 ...

Garry Tan, President and CEO of Y Combinator, criticized California's economic conditions just days after venture capitalist and White House AI and crypto czar David Sacks suggested that the accelerator open an office in Austin to reduce its exposure to the state's rising fiscal and political pressures. Tan Highlights California’s Economic FailuresTan quoted a Financial Times opinion piece stating California has “the nation’s highest unemployment rate, its highest homeless population, its highest median hou ...