特斯拉FSD将取消买断制 订阅成唯一选项

Group 1 - The core point of the article is that Tesla will discontinue the one-time purchase option for its Full Self-Driving (FSD) software on February 14, 2026, transitioning to a subscription-only model, which is seen as a move towards a Software as a Service (SaaS) approach [1][2] - The FSD feature has evolved since its launch in 2016, with the current buyout price in the U.S. being $8,000 (approximately 56,000 RMB) and in China being 64,000 RMB [1] - The subscription pricing for FSD in North America was initially set at $199 per month but was later reduced to $99 per month, making the buyout equivalent to about 81 months of subscription [1] Group 2 - Tesla is currently experiencing a sales downturn, having lost its position as the world's largest electric vehicle manufacturer to BYD in 2025, prompting the company to focus on technology projects like FSD to create new revenue streams [3] - The shift to a subscription model aligns with the critical period of FSD technology iteration and the potential launch in the Chinese market, as lower monthly fees could attract more users and provide valuable real-world data for algorithm improvement [4] - Regulatory scrutiny poses a challenge for FSD, with investigations into safety violations under the FSD mode, including running red lights and driving in reverse on public roads [4]