Tesla將結束Model S轎車及Model X SUV生產;Musk稱兩個車系會「光榮退役」,因公司正走向以自動化為核心嘅未來 [12][19]。 Tesla官方Q4 2025更新將公司定位由硬件主導,轉向「physical AI company」,並把FSD、Robotaxi、Cybercab及Optimus列為未來基礎 [17]。

Create a landscape editorial hero image for this Studio Global article: What does Tesla’s decision to end Model S and Model X production mean for the company’s shift toward autonomy and Optimus robots?. Article summary: Tesla ending Model S and Model X production signals a sharper strategic pivot: Tesla is deprioritizing older flagship luxury EVs and reallocating capital, factory focus, and investor attention toward “physical AI” — auto. Topic tags: general, general web, user generated. Reference image context from search candidates: Reference image 1: visual subject "## TL;DR FAQ: What is Tesla’s 2026 Great Reset and Why Did They Stop Making the Model S and X? **▼ Q: What is Tesla’s “Great Reset” in 2026?**. A: Tesla is pivoting from being prim" source context "Tesla's Great Reset: Why the Company You Knew is Gone Forever" Reference image 2: visual subject "Tesla ends Model S, X as Frem
Tesla結束Model S同Model X,表面睇似係「少造兩款車」,甚至有人會解讀成Tesla退守電動車市場。但更準確嘅睇法係:Tesla正在改寫自己汽車業務嘅價值來源。
喺2025年第4季業績電話會議上,Elon Musk話係時候讓Model S同Model X項目「光榮退役」(honorable discharge),因為Tesla「正走向一個以自動化為基礎嘅未來」[19]。Tesla自己嘅Q4 2025更新亦用相近講法,指2025年係公司由硬件中心業務,繼續轉型為「physical AI company」嘅關鍵一年 [
17]。
Tesla將會結束Model S轎車同Model X SUV生產。按TechCrunch報道,Musk表示公司會喺下一季製造兩款車嘅最後版本,並會為現有車主提供支援,「只要大家仍然擁有呢啲車」就會繼續支援 [12]。
同時,多篇報道指,位於美國加州Fremont嘅Tesla工廠,相關空間或生產線預期會轉向Optimus人形機械人生產 [1][
6]。
所以,呢個決定有兩層意思。象徵上,Tesla係讓兩款曾經代表品牌高端形象嘅車系退場 [5]。營運上,公司就可以將廠房空間、工程資源同資本規劃,轉向管理層而家更常掛喺口邊嘅下一階段產品:FSD、Robotaxi、Cybercab同Optimus 。
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Tesla將結束Model S轎車及Model X SUV生產;Musk稱兩個車系會「光榮退役」,因公司正走向以自動化為核心嘅未來 [12][19]。
Tesla將結束Model S轎車及Model X SUV生產;Musk稱兩個車系會「光榮退役」,因公司正走向以自動化為核心嘅未來 [12][19]。 Tesla官方Q4 2025更新將公司定位由硬件主導,轉向「physical AI company」,並把FSD、Robotaxi、Cybercab及Optimus列為未來基礎 [17]。
最實際嘅訊號係產能重配:多篇報道指加州Fremont廠房空間或生產線會轉向Optimus製造,但年產量目標仍然係目標,唔等於已經實現 [1][6][18]。
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開啟相關頁面Tesla just pulled the plug on the cars that built its empire. CEO Elon Musk announced Wednesday during the company's earnings call that the Model S sedan and Model X SUV will stop rolling off assembly lines in Q2 2026, marking the end of the vehicles that m...
Elon Musk confirmed Wednesday that Tesla will stop producing its Model S and Model X premium sedans and SUVs, marking the end of an era for its longest-running models, according to reports. The move came as the company pivots toward autonomous technology an...
Tesla will globally discontinue its luxury Model S and Model X electric vehicles in the second quarter of 2026 to repurpose manufacturing lines to build its autonomous humanoid robot Optimus, CEO Elon Musk told investors in a surprise announcement on Thursd...
Tesla is ending production of the Model S sedan and Model X SUV, CEO Elon Musk announced Wednesday during the company’s quarterly earnings call. The company will make the final versions of both electric vehicles next quarter, he said, adding that his compan...
呢件事唔代表Tesla唔再重視汽車。相反,Tesla係將「車」重新定位。
喺Q4 2025更新入面,Tesla話公司已推進FSD(Supervised,即仍然需要監督嘅自動駕駛功能)、推出Robotaxi服務、開始安裝Cybercab生產線,並微調一個接近生產準備狀態嘅Optimus版本 [17]。
換句話講,Tesla而家講嘅故事,唔再只係「賣一架電動車畀你」。車輛更多被包裝成Tesla AI、自動駕駛同機械人技術嘅實體平台。
呢個分別好重要。Model S同Model X係成熟嘅高端產品;FSD、Robotaxi同Cybercab,則代表Tesla嘗試將未來價值創造嘅中心,放喺自動駕駛之上 [17][
19]。如果策略成功,Tesla嘅商業模式就可以超越單純賣車。相反,如果策略未能兌現,公司就等於用一部分高端電動車傳統,去換取一批目前仍未喺資料中證明經濟效益嘅新業務。
最具體嘅營運訊號係:廠房再利用。
多個報道指,Fremont工廠嘅部分生產線或空間會改作Optimus生產 [1][
6][
15]。Tesla官方更新亦將Optimus同FSD、Robotaxi、Cybercab一齊放喺「physical AI」轉型脈絡之內,並指公司已微調一個接近生產準備狀態嘅Optimus版本 [
17]。
但要分清楚:呢啲並唔證明Optimus已經係一門大規模、成熟賺錢嘅商業生意。更準確講,Tesla正將Optimus由一個未來產品故事,推前到製造優先事項。部分業績電話會議摘要提到,Tesla未來目標可達每年最多100萬部Optimus,但喺現有證據入面,呢仍然係目標,而唔係已交付嘅產量 [18]。
外部業績電話會議摘要亦指,Tesla預期2026年資本開支會超過200億美元,用於工廠、AI基建同新生產線投資 [18]。如果FSD、Robotaxi、Cybercab同Optimus真係可以規模化,今次停產Model S/X就會被視為一次提前重新分配資源。
但懷疑一方同樣有道理。Model S同Model X係已知產品,有品牌價值;Robotaxi同人形機械人就要跨過技術、監管、製造同商業化多重關口。現有來源能夠證明Tesla嘅策略意圖同資源轉移,但未能證明自動駕駛或Optimus可以按Tesla期望時間表,帶來有意義而可重複嘅盈利 [17][
18][
19]。
對現有Model S同Model X車主,TechCrunch報道引述Musk稱,Tesla會喺車主仍持有車輛期間繼續提供支援 [12]。
至於準買家,就進入「最後一批」心態。Musk表示公司會喺下一季製造兩款車嘅最後版本 [12]。如果你本身就想買Model S或Model X,呢個消息意味選擇窗口正在收窄;但如果你關心嘅係Tesla未來產品路線,重點反而係公司愈來愈將資源放喺自動駕駛同機械人。
Tesla停產Model S同Model X,最重要唔係「少咗兩款車」,而係一個優先次序訊號。公司正用一部分高端電動車歷史,換取更多產能、注意力同敘事一致性,去押注自動駕駛同Optimus。
如果FSD、Robotaxi、Cybercab同Optimus最終成為可規模化商業產品,呢次轉身有機會創造新價值 [17]。但以目前證據而言,能夠確認嘅只係Tesla已表明方向並開始調配資源;真正嘅經濟成果,仍然要等公司證明。
On Wednesday, during the Q4 2025 Earnings Call, Musk confirmed that Tesla would bring closure to the two models, ending their production and making way for the manufacturing efforts of the Optimus robot: “It is time to bring the Model S and Model X programs...
Profitability $4.4B GAAP operating income in 2025; $1.4B in Q4 $3.8B GAAP net income in 2025; $0.8B in Q4 $5.9B non-GAAP net income1 in 2025; $1.8B in Q4 2025 marked a critical year for Tesla as we further expanded our mission and continued our transition f...
Q4-2025 Earnings Call AI Summary Earnings Call on Jan 28, 2026 CapEx Surge: Tesla expects capital expenditures to exceed $20 billion in 2026 as it invests heavily in factories, AI infrastructure, and new production lines, marking a major step-up from prior...
Travis Axelrod: Good afternoon, everyone, and welcome to Tesla's fourth quarter 2025 Q&A webcast. My name is Travis Axelrod of Investor Relations. I am joined today by Elon Musk, Vaibhav Taneja, and a number of other executives. Our Q4 results were announce...