数据AI 网络检索发布 2026/05/14 11:00· 入库 2026/5/15 00:42:28
特斯拉称无人监督全自动驾驶即将到来，但现在遇到了问题
原标题：Tesla Said Unsupervised Full Self-Driving Was Coming, and Now It Has a Problem - Yahoo Finance
精华摘要
特斯拉曾宣称其Hardware 3计算机系统（2019年推出）能够实现全自动驾驶，但近期承认该硬件可能无法支持其承诺的“无人监督”FSD功能。这意味着购买Hardware 3车型并支付FSD选装费用的车主可能无法获得预期的完全自动驾驶能力。特斯拉CEO马斯克提出，这些车主可以以折扣价将旧车置换为搭载新硬件的车型，但未明确具体补偿方案。
这一事件对特斯拉的FSD商业化进程构成重大打击。此前，特斯拉通过预售FSD获取了大量现金流，但硬件迭代导致老用户权益受损，可能引发集体诉讼和监管审查。同时，这暴露了特斯拉在自动驾驶硬件路线上的激进策略风险——过度承诺而技术未达标。对于投资者而言，需关注后续诉讼成本及FSD递延收入确认的潜在调整，这或将影响特斯拉的盈利预期和品牌信任度。
原文摘要
- Best gifts for sister-in-law. - Best birthday gifts for her. - Best gifts for mother-in-law. # Tesla Said Unsupervised Full Self-Driving Was Coming, and Now It Has a Problem. It was an extraordinary admission, as Hardware 3 was the computer system Tesla launched in 2019 to deliver full autonomous driving capability. Either way, Tesla customers who bought Hardware 3–equipped cars and paid for FSD have a right to be aggrieved; the lawsuits are going to come thick and fast. “For customers that have bought FSD,” he said, “what we’re offering is essentially a discounted trade-in for cars that hav