Tesla(US:TSLA) 大鱼聊电动·2025-10-08 04:13Market Analysis and Consumer Perception - The new standard versions of Model 3 and Y are perceived by some consumers as more expensive than previous high-end versions due to the expiration of the $7,500 federal tax credit [1] - Some analysts believe the price reduction, though seemingly small, crosses a psychological threshold, potentially attracting a larger consumer base [1] - Concerns exist that the standard versions may cannibalize sales of the premium versions, leading to lower overall profit margins for Tesla's automotive business [1] - Tesla's move to introduce standard versions is seen by some as a defensive strategy against competitors engaging in price wars, aiming to establish a new price baseline [2] Tesla's Strategic Vision - Tesla's ultimate goal is to deploy as many FSD (Full Self-Driving) capable mobile computing platforms as possible, with each Tesla vehicle becoming a data node and revenue-generating asset in a future Robotaxi network [2] - The company is focusing on developing next-generation AI chips for Cybercab and humanoid robot Optimus, rather than prioritizing interior materials for entry-level models [2] - Tesla is sacrificing traditional automotive comfort features to lower the barrier to entry for its core AI products, positioning the standard versions as specialized deployment vehicles for Tesla AI [2] Technological Advancements and Future Prospects - The FSD 14.1 version has been officially released, with a tenfold increase in neural network parameters, significantly improving capabilities [2] - Tesla has stopped FSD upgrades for older HW3 hardware, as the future AI5 chip's computing power will be 3-5 times that of HW4, making backward compatibility impossible [2]