特斯拉宣布2月14日后停止FSD买断销售，全面转向月度订阅模式

Core Insights - Tesla CEO Elon Musk announced that the company will stop selling the Full Self-Driving (FSD) product as a one-time purchase after February 14, 2026, shifting to a subscription-only model for this feature [2] - The subscription model will take effect on February 15, 2026, meaning consumers will no longer have the option to make a one-time payment for FSD after the cutoff date [2] - The current monthly subscription fee for FSD in the U.S. is $99, applicable to vehicles equipped with basic or enhanced driving systems [2] Pricing and Features - The Enhanced Autopilot package is priced at 32,000 yuan, adding features like smart navigation, lane changes, and parking assistance to the basic package [4] - The Smart Autopilot package, the highest tier available, costs 64,000 yuan and integrates all features from both the basic and enhanced packages, with advanced functionalities expected to be released later [4] Strategic Implications - The termination of the one-time purchase option is seen as a key move to enhance Tesla's software monetization capabilities, allowing for a more stable cash flow through ongoing subscription services [4] - The subscription model lowers the entry barrier for users to experience autonomous driving technology, potentially increasing user retention [4] - However, there are challenges in localizing the FSD system for the domestic market, with reports of performance issues in complex driving conditions compared to some local competitors [4]