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总结
特斯拉宣布将停止以一次性买断方式销售Full Self-Driving（FSD）软件包，并自2月14日起改为仅提供按月订阅服务。该调整由马斯克对外披露，意味着FSD从“高价选配”转向持续性订阅收入模式，可能影响消费者购车与升级决策、二手车残值预期及公司自动驾驶业务的定价与变现节奏，同时也反映其对功能迭代与渗透率提升的考量。
正文
Tesla (TSLA) to stop selling Full Self-Driving package, moves to subscription-only: why it's a big move Electrek Tesla to offer self-driving software only on monthly basis from Feb 14, Musk says Reuters Tesla Driver-Assist System FSD Will Switch to Subscription-Only, Musk Says Bloomberg.com Elon Musk says Tesla's Full Self-Driving will become subscription-only Yahoo Finance Elon Musk Announces Major Change to Tesla's Self-Driving Newsweek
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