高盛：特斯拉-聚焦中国-审视其完全自动驾驶（FSD）及在全球最大市场的市场份额

5 May 2025 | 7:06PM EDT Tesla Inc. (TSLA): Spotlight on China - examining FSD and market share in the biggest global market We believe that Tesla's ability to leverage its Full Self Driving (FSD) software in China will be important for the stock going forward given the size of the China market for vehicles, the increasingly competitive landscape for ADAS software and robotaxi offerings in the region (as detailed by Allen Chang in his report Global Robotaxi: China's Robotaxi market - the road to commercializ ...