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【Tesla每日快訊】 FSD即將在中國上路?懂車帝ADAS測試透露了什麼秘密?🔥平價Model Y能帶來驚喜嗎?(2025/7/26-1)

Tesla Model Y Analysis - Barron's report suggests investor concerns stem from a potentially difficult period for Tesla and doubts about the sales impact of a lower-priced, scaled-down Model Y [1] - Analysts posit a more affordable Model Y could expand Tesla's market reach by targeting the lower-priced SUV segment, similar to Apple's iPhone strategy, potentially priced $6,000 to $8,000 lower [1] - Challenges for the lower-priced Model Y include navigating the expiration of tax credits (potentially $7,500) and managing initial production ramp-up to avoid cannibalizing existing Model Y sales [1] Full Self-Driving (FSD) and ADAS Performance - In a test conducted by Dongchedi, Tesla's Model 3 and Model X outperformed other brands in ADAS testing, even those using LiDAR, achieving approximately 83% pass rate in key scenarios [1] - Tesla's success in the ADAS test, despite Chinese data export regulations, is attributed to using a world simulator and test track for data training [1][2] - China's Ministry of Industry and Information Technology's new regulations requiring regulatory approval for autonomous driving software upgrades have slowed down Tesla's FSD rollout [2] - Tesla China's head, Tom Zhu, expressed confidence in achieving a 6/6 safety rating, indicating safety is a top priority for regulatory approval of FSD in China [2][3] Regulatory and Market Implications - An analysis suggests the ADAS test results and rankings may serve as a measure to temper over-hyped claims about autonomous driving capabilities, aligning with Chinese regulators' caution against exaggerated ADAS features [3] - Despite potential US-China relations concerns, the approval of Tesla's FSD in China is likely driven by China's focus on long-term electric vehicle development and autonomous driving technology [3] - Elon Musk highlights Tesla's end-to-end AI autonomous driving technology, emphasizing the neural network's reliance on visual information for learning and training, positioning it as a core competitive advantage [3]