你的特斯拉可能“太狂野”

Regulatory Environment - The National Highway Traffic Safety Administration (NHTSA) is conducting a new round of regulatory scrutiny on Tesla's Full Self-Driving (FSD) system, focusing on the aggressive driving mode known as "Mad Max" [3][8][9] - The "Mad Max" mode allows for more aggressive maneuvers such as lane changes and following distances, raising concerns about road safety and compliance with driving norms [3][8][9] - NHTSA has initiated inquiries based on reports of 58 traffic violations related to FSD, including 14 accidents and 23 injuries, indicating a serious regulatory focus on the potential risks associated with this driving mode [8][19] Market Performance - Tesla has seen a significant breakthrough in the East Asian market, with South Korea emerging as its third-largest market globally, following the U.S. and China [4][16] - In the third quarter, Tesla delivered 7,974 vehicles in South Korea, maintaining the top position in imported car sales for two consecutive months [16][18] - The growth in South Korea is attributed to favorable government policies, including increased subsidies for electric vehicles and a shift in consumer preferences towards electric SUVs [17][18] Global Strategy and Challenges - Tesla's ability to balance regulatory compliance with user experience is being tested amid these dual narratives of regulatory scrutiny in the U.S. and market growth in South Korea [5][19] - The company achieved a record global delivery of 497,000 electric vehicles in the third quarter, a 7.4% year-over-year increase, driven by strong demand in China and preemptive buying in the U.S. before tax incentives were removed [18][19] - Despite the strong performance, challenges remain, including the potential impact of the U.S. tax credit expiration, aging product lines, and increasing competition in the electric vehicle market [18][19]