刚嘲讽福特“坚持去死”，马斯克后院就起火了

超电实验室

昨天

都因自动驾驶”作者｜王磊编辑｜秦章勇马斯克刚diss完福特，自己后院就起火了。——美国加州给特斯拉开出了一张禁售30天的罚单。昨天，加州机动车管理局在其举行的新闻发布会表示，将暂停特斯拉在加州的销售，原因是涉嫌夸大辅助驾驶功能，将处以暂停销售30天的处罚。当然这个禁售令并不是立即执行，而是给了特斯拉90天的缓冲期，以便特斯拉有时间对其自动驾驶技术的宣传进行调整，这也是加州首次因自动驾驶宣传问题对...

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Y在奥斯汀街头行驶的画面，车内似乎空无一人，甚至没有配备安全监督员。随即这一消息就得到了马斯克的证实，回应称：“测试正在进行中，车内没有人。”特斯拉已经开始在美国得克萨斯州进行全自动驾驶汽车测试。而且马斯克上周在一场活动上也透露，特斯拉Robotaxi将在三周内取消安全员，实现真正无人驾驶载客。也是因此消息，特斯拉股价大涨，周二冲高至489.88美元，市值一夜增加约合人民币3415亿元，总市值约1.63万亿美元，随后更是一度触及495美元，达成历史新高。但没想到，才过了一天，事情就两极反转。也是因此消息，特斯拉股价由涨转跌，下跌近5%，盘前报价467美元每股。按照美国机动车管理局（DMV）的说法，其认定特斯拉官网使用“自动驾驶”（Autopilot）、“全自动驾驶能力”（Full Self-Driving Capability）等术语，暗示车辆具备完全自主驾驶功能，违反加州禁止虚假广告的法律。具体表述如“无需驾驶员操作即可完成行程”、“车辆自动通过路口”等被指夸大。尽管特斯拉强调“需驾驶员主动监督”，但监管机构认为营销语言仍会令消费者产生不切实际预期。而且加州机动车管理局局长史蒂夫·戈登在记者会上强调，核心问题在于营销表述而非技术本身。他表示：“我们真正的要求是让特斯拉尽责，就像他们在其他市场所做的那样——对这些车辆进行恰当的标示。”监管机构希望特斯拉能更清晰、准确地描述其驾驶辅助系统的功能和局限。因此加州的行政法官采纳了加州机动车管理局（DMV）建议，要求特斯拉暂停加州销售30天，但给予90天整改缓冲期，也就是2026年3月中旬才生效。若特斯拉在期限内修改或删除被认定的误导性宣传内容，处罚可撤销。而且根据彭博社的报道称，法官甚至还建议把特斯拉的生产许可证也暂停30天，不过DMV选择暂缓搁置了该建议。尽管如此，特斯拉还是头铁辩称，相关宣传属于“前瞻性声明”，且“从未声称车辆完全自动驾驶”，而且顾客也没发现任何问题，加州销售将继续不受干扰。言外之意，顾客都没质疑，你跟这操什么心。其实这场争议由来已久，早在2021年加州DMV就针对特斯拉的误导性宣传展开调查，在2022年立案，直到今年7月份才正式拉开诉讼，当时，DMV的要求还是暂停特斯拉的制造和经销牌照至少30天，并支付赔偿金。如今虽然生产许可的禁令被暂时搁置，生产节奏不会中断，但即使是暂时的加州销售停滞，也可能对特斯拉的业务造成重大影响，因为加州对特斯拉的意义非凡。其不仅是特斯拉在美国最大的销售市场，加州占特斯拉在美国销量的近三分之一，还拥有位于弗里蒙特的主力整车工厂，市场数据显示，今年前9个月特斯拉在加州售出近13.55万辆汽车。更大隐忧在于，暂时的销售中断势必会引发一系列蝴蝶效应，比如进一步削弱特斯拉在加州的竞争地位，将潜在客户推向竞争对手等等。02吐槽福特开倒车可能马斯克也没想到，前脚刚diss完别人，转眼就在自己身上“现世报”了。前不久，马斯克对传统巨头车企福特下了波“死亡预告”，其在X平台上表示“他们执意要死。”原因是，福特宣布业务调整，进一步推进（Ford+）转型计划，核心是缩减纯电动汽车投资规模，预计将出现约195亿美元的特殊项目支出，大部分计入2025年第四季度，其余计入2026和2027年，涉及现金影响约55亿美元。这些费用主要用于取消电动车型的前期投入、工厂调整等，并正式停产其电动化战略的核心产品——F-150 Lightning纯电皮卡。不仅如此，下一代F-150Lightning将从现款纯电动驱动改为增程型电动架构，同时扩展混合动力车型系列，为大型皮卡和SUV提供增程型电动选项。至于那座曾被认为代表福特电动汽车及电池业务未来的田纳西州蓝椭圆城（Blue Oval City）超级工厂，也将更名为田纳西卡车工厂，并计划在2029年转而生产“经济实惠的燃油动力”卡车。这也是引来马斯克疯狂吐槽的原因。尽管福特对于F-150 Lightning曾寄予厚望，但市场需求并没有达到福特的预期，工厂开工率不足五成，库存高企，生产成本也远超福特预期，陷入了“卖一辆亏一辆”的困境。自2023年以来，福特电动车业务已经累计亏损达130亿美元（约915.6亿元），F-150 Lightning正是亏损的主要来源之一。根据最新计划，到2030年，福特全球销量中混合动力、增程电动车和纯电动车的占比将从2025年的17%提升至50%。而其在四年前还承诺，到2030年其纯电汽车销量将达到总销量的40%以上。过剩的电池产能将过渡到储能领域，利用肯塔基州和密歇根州的全资工厂及磷酸铁锂电池技术，为能源基础设施和数据中心提供电池储能解决方案。计划2027年开始交付电池储能系统（BESS），年产能目标为20吉瓦时（GWh）。福特CEO吉姆・法利对此也解释称，这一调整是由客户需求驱动，当前市场对纯电动汽车的需求低于预期，而混合动力车型更具盈利能力。福特总裁安德鲁・弗里克也表示：“与其继续投入数十亿美元开发已无盈利路径的大型电动汽车，不如将资金重新配置到回报更高的领域，包括更多皮卡和厢式货车的混合动力版本、增程式电动汽车、价格更亲民的电动汽车，以及储能等全新业务机会。”面对突如其来的按下“暂停键”，各方的讨论不止，有网友的评论：福特可能依然认为造电动车主要是为了“减排”，这太过幼稚。更多是为自动驾驶做铺垫。因为一旦汽车实现自动驾驶，内燃机的运营成本将完全不可持续。马斯克也完全赞同这一观点，并抛出一个更犀利的比喻：非自动驾驶的内燃机汽车，就像是一边骑马一边用翻盖手机。并给出了自己的评价，这是在“自取灭亡”。显然，网友的观点戳中了马斯克的心坎，在马斯克看来，自动驾驶才会是特斯拉的未来核心，不过几天之内经历冰火两重天的特斯拉，也是因为自动驾驶。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}