英文Sawyer Merritt发布 2026/10/30 04:11· 入库 2026/10/31 00:01:11· Sawyer Merritt (@SawyerMerritt)
Tesla新FSD推荐计划放宽限制，老车主也可使用推荐码
原标题：One thing I like about Tesla's new FSD referral program is that, unlike the old …
精华摘要
Tesla推出新版FSD推荐计划，与旧版仅允许首次购车者使用推荐码不同，新计划允许符合条件的现有车主使用推荐码，使推荐人更容易获得奖励。截至第三季度末，Tesla全球付费FSD订阅用户约92.5万，约占其现有车队规模的9%，单季新增26万订阅，日均新增约2800个，创历史新高。北美地区新交付车辆中，75%包含付费FSD订阅注册。
推荐计划放宽至存量车主，本质是把FSD订阅的增长引擎从新车交付转向现有车队的二次变现，这对订阅渗透率提升有直接作用。单季26万新增、日均2800个的速度说明FSD正从尝鲜功能转为可规模化的软件收入来源，9%的渗透率也意味着仍有大量存量车主未被转化。对投资者而言，FSD订阅数据是评估Tesla软件毛利率与自动驾驶商业化进度的关键指标，北美75%的交付绑定率则显示捆绑销售策略正在奏效，后续需关注该比例能否在更多市场复制。
原文摘要
One thing I like about Tesla's new FSD referral program is that, unlike the old program, which only allowed first-time Tesla buyers to use your referral code, the new program allows eligible existing Tesla owners to use it, which should make it easier for the people referring to earn rewards. As of the end of Q3, Tesla had ~925,000 monthly paid FSD subscribers globally (about 9% of its existing fleet), an increase of 260,000 subs in just one quarter, or an average of ~2,800 new subs per day - a record high. 75% of new Tesla deliveries in North America included a paid FSD subscription signup i