卖方Pierre Ferragu发布 2026/09/04 15:32· 入库 2026/9/5 00:00:52· Pierre Ferragu (@p_ferragu)
特斯拉Cybercab活动反响平淡，但低成本驱动单元引关注
原标题：Interesting take. I could see a drive unit that can fit in my backpack, a RIM as…
精华摘要
特斯拉在奥斯汀举办Cybercab活动，正式宣布该双座无方向盘车辆加入机器人出租车队。尽管活动前试图控制舆论，但反应平平。分析师Pierre Ferragu指出，其驱动单元可放入背包，整车制造成本低于2万美元，并能在车内逗留整晚。
该事件显示特斯拉在降低制造成本和推进自动驾驶方面取得进展，但市场反应冷淡可能反映投资者对短期商业化前景的疑虑。低成本驱动单元若量产，将强化特斯拉的成本优势，但无方向盘设计仍需监管批准，实际部署时间表尚不确定。
原文摘要
Interesting take. I could see a drive unit that can fit in my backpack, a RIM assembled two-seater that visibly costs less than $20,000 to manufacture at scale, and I was able to hang out in said vehicle for the whole evening across Austin. Non-event? Well… [QT @garyblack00]: Despite efforts to control the narrative, $TSLA ‘s Cybercab event was largely a bust. Following a short presentation that formally announced the vehicle’s inclusion into the robotaxi fleet, attendees were able to take rides in the new two-seat vehicle without pedals or steering