特斯拉拟明年年中停产Cybertruck，产能转向Cybercab与机器人
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马斯克宣布，特斯拉计划于明年年中左右在得克萨斯超级工厂逐步停止 Cybertruck 生产，将业务重心全面转向机器人与 AI 领域，腾出产能制造无人驾驶出租车 Cybercab 与 Optimus 人形机器人。Cybertruck 销量不及预期，分析师估算其累计交付仅约 70,000 辆，2026 年第三季度包含该车在内的其他车型交付量仅为 8,300 辆；关于其年销目标，早先报道称此前设定的年销目标为 250,000 辆，后续报道则称目标为 20 万辆。另一方面，Cybercab 采用拆箱式制造流程，配备 47.6 千瓦时电池组与单台 163 千瓦电机，目前已在美国佛州、得州和加州多个区域投入网约车运营，并在中国展出技术设计，暂不涉及国内销售或商业化运营。
AI-generated from reports · Updated 34 min ago
Developments
2 developments
- Nov 6 19:01 · 2 reports特斯拉拟砍掉Cybertruck转向机器人与AIHacker News · AI：Tesla to phase out Cybertruck production, shifting full focus to robotics and AI
- Nov 6 15:27 · 2 reports特斯拉拟明年年中减产Cybertruck为Cybercab增产腾空间The Verge · AI 筛选：Tesla Plans to Wind Down Cybertruck Production Next Year to Make Way for Cybercab
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- Hacker News · AISelectedTesla to phase out Cybertruck production, shifting full focus to robotics and AI
Tesla announced it will phase out Cybertruck production at its Texas Gigafactory by mid-next year to free up capacity for its Cybercab robotaxi and Optimus humanoid robot. Cybertruck sales fell short of the 200,000 annual target, with deliveries of "other models"—which include the vehicle—reaching just 8,300 units in Q3 2026.
- Hacker News · AITesla 计划停产 Cybertruck，Musk 将重心转向机器人与 AI
Tesla 计划停产 Cybertruck 车型，Musk 将业务重心转移至机器人与 AI 领域。该举动意味着 Tesla 正在收缩 Cybertruck 项目，转而将重心聚焦于机器人和人工智能方向的发展。
- The Verge · AI 筛选SelectedTesla Plans to Wind Down Cybertruck Production Next Year to Make Way for Cybercab
Tesla CEO Elon Musk announced that the company will begin winding down Cybertruck production at the Texas Gigafactory around mid-next year to free up capacity for scaling Cybercab output. The Austin facility is currently the sole assembly site for the Cybertruck, which analysts estimate has delivered only around 70,000 units since launch—far below the original annual target of 250,000 vehicles.
- IT之家 · AI 筛选特斯拉计划明年年中在得州工厂缩减 Cybertruck 生产以增产 Cybercab
马斯克宣布特斯拉将于明年年中左右在得克萨斯州超级工厂逐步缩减 Cybertruck 生产，为无人驾驶出租车 Cybercab 增产腾出空间。Cybercab 采用拆箱式制造流程，配备 47.6 千瓦时电池组与单台 163 千瓦电机，目前已在美国佛州、得州和加州多个区域投入网约车运营。该车型已在中国北京、上海等地展出技术设计，但暂不涉及国内销售或商业化运营安排。
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