可以整改，但不认“虚假宣传” 特斯拉为何硬刚加州车管所？

财圈社

02/27

【文/财圈社&道哥说车麻建宇】在全球汽车行业，特斯拉从来都是话题的中心。这不，又干了一件惊天动地的大事。外媒报道，特斯拉已正式向加利福尼亚州政府提起法律诉讼，旨在推翻该州机动车辆管理局(下称：加州车管所）此前关于其自动驾驶系统涉嫌“虚假广告”的行政裁决。如果只是看到这里，你可能觉得没什么，最多说一句，特斯拉挺刚。但有趣的是，根据加州行政听证办公室(OAH)于2025年底作出的初步裁定，特斯拉的...

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麻建宇】在全球汽车行业，特斯拉从来都是话题的中心。这不，又干了一件惊天动地的大事。外媒报道，特斯拉已正式向加利福尼亚州政府提起法律诉讼，旨在推翻该州机动车辆管理局(下称：加州车管所）此前关于其自动驾驶系统涉嫌“虚假广告”的行政裁决。如果只是看到这里，你可能觉得没什么，最多说一句，特斯拉挺刚。但有趣的是，根据加州行政听证办公室(OAH)于2025年底作出的初步裁定，特斯拉的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260227210707a726f4b6&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1861220033.SGD","symbol_name":"Blackrock Next Generation Technology A2 SGD-H","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260227210707a726f4b6&s=b","article_id":"2614856678","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260227210707a726f4b6&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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Why does Tesla insist on the California DMV?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSLI":0.6,"TLA":0.6,"TSLS":0.6,"TSLR":0.6,"TSYY":0.6,"07766":0.6,"TSLA":1.96,"TSLW":0.6,"TSDD":0.6,"TEST":0.6,"TSLZ":0.6,"TSLY":0.6,"TSLT":0.6,"TSLP":0.6,"TSLQ":0.6,"TESL":0.6,"CRSH":0.6,"TSLG":0.6,"TSLO":0.6,"TSII":0.6,"TSL":0.6},"content_text":"【文/财圈社&道哥说车 麻建宇】在全球汽车行业，特斯拉从来都是话题的中心。这不，又干了一件惊天动地的大事。外媒报道，特斯拉已正式向加利福尼亚州政府提起法律诉讼，旨在推翻该州机动车辆管理局(下称：加州车管所）此前关于其自动驾驶系统涉嫌“虚假广告”的行政裁决。如果只是看到这里，你可能觉得没什么，最多说一句，特斯拉挺刚。但有趣的是，根据加州行政听证办公室(OAH)于2025年底作出的初步裁定，特斯拉的术语使用被定性为误导性行为，并面临被暂停州内车辆销售许可的严厉处罚风险。对于有可能降下的监管惩罚，特斯拉于2026年初采取了措施，通过修改官方描述并增加“Supervised(受监督)”后缀等手段，于2月17日通过了加州车管所的合规审查，暂时化解了牌照被吊销的危机。也就是说，特斯拉对加州车管所的诉讼，是在其根据监管要求整改后提出的！按照常理来看，整改了不就相当于承认自己错了？可特斯拉整改后居然认为加州车管所对其的“指控”毫无事实依据，从而硬刚加州车管所？意气用事，还是简单的不服气？或许，特斯拉的想法就隐藏在其简单的诉求中——推翻虚假宣传的裁决。本已和平收场 特斯拉却突然再掀争斗特斯拉与加州车管所此项纠纷的历史节点可追溯至2021年，当时加州DMV启动了针对特斯拉品牌营销策略的深度调查，核心争议点在于其产品命名是否会让消费者产生“车辆已实现完全无人驾驶”的错觉。2025年底，双方的纠纷看起来迎来了结局。经过长期调查，DMV正式认定：特斯拉长期使用Autopilot（自动辅助驾驶）和FSD（完全自动驾驶）这两个名称，构成虚假宣传和误导消费者，打算暂停特斯拉在加州的新车销售与注册资格30天。加州是美国最大的汽车市场，也是特斯拉的大本营，一旦真的停售，对销量、口碑、股价都是致命打击，而特斯拉此时决定“战略让步”。目前，特斯拉将其部分自动化驾驶辅助系统更名为“完全自动驾驶（辅助模式）”（Full Self-Driving Supervised），且仅以订阅形式提供。加州车管所表示特斯拉已妥善修改，无需暂停其新车销售与注册资格。到这里，监管达到了规范宣传的目的，特斯拉避免了实质性损失，消费者也能更清晰地认知功能边界。本以为事件画上了一个圆满的句号，但特斯拉反手起诉了加州车管所，要求推翻虚假宣传的裁决。特斯拉律师在诉状中辩称，加州车管所的裁定毫无依据，既未提供有效证据证明消费者因相关术语产生误解，也忽略了特斯拉在用户购买和使用全流程中，已通过多种方式反复明确告知功能边界，不存在误导行为。简单翻译一下特斯拉的潜台词：我可以改名字，是为了配合你，但这不代表我承认我“虚假宣传”。你给我定的这个罪名，我不认，必须彻底删掉。为何坚决“翻案”改都改了，罪名是什么重要吗？不就是一个“罪名”吗？至于闹到法庭、硬刚监管吗？改都改了，什么罪名重要吗？作为旁观者，这些可能是我们不解的地方。但对于特斯拉来说，这个“虚假宣传”的裁定，是一枚埋在Robotaxi路线上的定时炸弹，一旦帽子扣实在了，特斯拉的故事，也就没法讲了。与此同时，反诉的时机也比较巧妙，2026—2027年，被马斯克定为Robotaxi商业化落地的关键窗口。更有意思的是，春节假期后，没有后视镜，没有方向盘，甚至没有刹车踏板的特斯拉Cybercab已然下线，开始为特斯拉博取未来了。它无法容忍这样的关键时刻——在“自动驾驶”方面被扣上虚假宣传的帽子。毕竟特斯拉未来十年、二十年的增长逻辑，可能早已不只是“卖车”。借用马斯克的原话：“那些还在将我们视为一家传统汽车公司的人，都将彻底错判未来。”而从马斯克以及特斯拉近年来的动向来看，Robotaxi其实是特斯拉未来的一个极重要的增长极。那么一旦“虚假宣传”被法律坐实，其对特斯拉Robotaxi业务的打击将是致命的：等于官方盖章，特斯拉长期夸大自动驾驶能力；全球各国监管机构在审批Robotaxi时，会直接把这份裁定当作“黑历史”；特斯拉想要在任何一个地区落地真正的无人驾驶服务，审批难度成倍增加。可以说，裁定不撤，Robotaxi的未来就永远戴着枷锁。所以，特斯拉不要“宽容处理”，只要“彻底翻案”，不是“少罚点”，不是“改个名就行”，而是加州车管所必须承认错了，特斯拉没有虚假宣传，看起来，更像是原则性对抗。如果改名字是战术让步，那么起诉加州车管所就是战略死守。值得一提的是，一旦认定特斯拉自动驾驶虚假宣传，FSD的技术信仰会也会被动摇，须知，特斯拉的市值从来与销量、利润无关，更多在于其自动驾驶技术以及前瞻性的布局，一旦技术信仰崩塌，后果可想而知。更现实一点来讲，就在不久前，特斯拉因为Autopilot相关的致死事故，被判赔偿高达2.43亿美元，如果“虚假宣传”裁定保留在案，特斯拉之后面临的，可能是诉讼的无底洞……","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":"policyRegulatory","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}