Tesla(US:TSLA) Sou Hu Cai Jing·2025-07-02 06:47Group 1 - The marketing strategy employed by Musk for the FSD delivery event is compared to that of Lei Jun, emphasizing the effectiveness of controversy in generating attention [1][2] - The narrative technique of creating tension followed by resolution is noted as a significant improvement over previous PR crises, with the use of a 30-minute unedited video to showcase a "technological breakthrough" [2][4] - Despite the controversies surrounding Tesla's technology, the AI5 chip's upgraded computing power supports complex scenario processing, contributing to the perception of a significant advancement in FSD [6][7] Group 2 - Tesla's FSD faces challenges in the Chinese market due to regulatory compliance and the need for public road video data for model training, leading to issues with adapting to complex traffic conditions [7][9] - The contrast between the North American "tech myth" and the challenges in China highlights the regulatory and scenario training hurdles that Tesla must overcome for global expansion [9] - The implications of Musk's "legal breakthrough" in North America suggest a potential shift in the classification of autonomous driving technologies, raising questions about the feasibility of similar advancements in China [9][10] Group 3 - The innovative delivery method employed by Tesla could redefine automotive industry standards as regulations evolve, moving from passive to active sales models [10][12] - Eliminating intermediaries in the sales process benefits consumers by reducing costs and improving user experience, while also aligning with Musk's vision of transforming Tesla into a "transportation infrastructure service provider" [12][13] - The FSD delivery event serves as a warning to the industry that future competition in smart vehicles will involve not only technology but also ecosystem, data, and policy dynamics [13]