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特斯拉 Model S/X 本季度末停產，美國官網部分專屬車漆已不支持單獨選配
💡Tesla reallocates factory for Optimus robots, major embodied AI manufacturing shift.
⚡ 30-Second TL;DR
有什麼變化
Model S/X 於三月底停產。
為什麼重要
加速特斯拉機器人焦點，釋放 Optimus 資源，S/X 銷量疲弱。顯示向具身 AI 轉型，影響投資者對非電動車成長看法。
下一步行動
Follow Tesla Fremont Optimus production news for humanoid robot supply chain insights.
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關鍵要點
- •Model S/X 於三月底停產。
- •美國官網月光銀車漆不再單獨選配。
- •弗里蒙特工廠產能轉 Optimus 人形機器人。
- •車型銷量低，未來聚焦 Model 3/Y/Cybertruck。
- •馬斯克確認，機器人產能調整。
🧠 深度解析
背景與延伸：來自公開資料，非原文內容。引用 4 個來源。
🔑 增強重點摘要
- •Elon Musk announced the production wind-down during Tesla's Q4 2025 earnings call on January 28, 2026, specifying end by Q2 2026 (June 30).[1][2]
- •Model S/X deliveries declined sharply, with 'Other Models' (including Cybertruck/Semi) at 50,850 units in FY 2025, and S/X likely around 30,000 or less (e.g., ~6,000 S and 13,000 X).[2][3]
- •Tesla maintained 100,000 units annual capacity for S/X at Fremont but operated at a fraction for years amid sales drop over 30% YoY by late 2024.[2]
🔮 前景展望AI analysis grounded in cited sources
Tesla Fremont factory Optimus production line operational by Q3 2026
No new automotive flagship models planned to replace S/X
Musk confirmed no automotive replacements, focusing strategy on Model 3/Y/Cybertruck and robotics.[1]
⏳ 時間線
2012-06
Model S launched, starting Tesla's flagship sedan production.
2015-09
Model X launched as Tesla's flagship SUV.
2024-12
Q4 2024 'Other Models' deliveries at 23,640 units amid sales decline.
2025-12
Q4 2025 'Other Models' deliveries at 11,642 units; FY total 50,850.
2026-01
Musk announces S/X production end by Q2 2026 in Q4 2025 earnings call.
📎 來源 (4)
Factual claims are grounded in the sources below. Forward-looking analysis is AI-generated interpretation.
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原始來源： IT之家 ↗
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