特斯拉：Lemonade 为使用 FSD 的车主提供低价保险-结合整体保险成本分析；附最新动态

25 January 2026 | 9:11PM EST Equity Research Tesla Inc. (TSLA): Lemonade offering lower pricing for using FSD - putting that into context with broader insurance costs; plus update on Will Bryant +1(212)934-4705 | will.bryant@gs.com Goldman Sachs & Co. LLC Aman Gupta +1(212)357-1549 | aman.s.gupta@gs.com Goldman Sachs & Co. LLC Key investor debates on Tesla's FSD, robotaxi, and auto businesses often center on whether Tesla's approach to AI and car technology (e.g. an end-to-end approach to AI, data access fr ...