Tesla's Model 3/Y deliveries surged 25%. Almost 1.5 million active FSD subscribers globally!
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以下是提供的文字内容的摘要，包含每一个新闻点：
* **汽车业务营收：** 环比增长26%。这是过去12个月中汽车业务营收表现最好的一个季度。尽管停产了价格更高的Model S和X，并推出了起售价更低的入门级Model 3和Y车型，但营收仍实现了这一增长。
* **Model 3和Model Y交付量：** 同比增长25%，这被认为是特斯拉目前可能面临电池供应限制的原因之一。
* **完全自动驾驶 (FSD) 订阅服务：**
* 本季度美国市场所有新交付的特斯拉车辆中，有55%包含了FSD订阅。
* 特斯拉目前在全球拥有近150万活跃的FSD订阅用户。
* 考虑到FSD在全球大多数国家/地区仍未推出，这一全球订阅用户数量显得尤为突出。
* 活跃的FSD订阅量实现了惊人的56%同比增长。
Here's a summary of the provided transcription, including every single news item:
* **Automotive Revenue:** Increased by 26% quarter over quarter. This was the best automotive revenue quarter in the past 12 months. This growth occurred despite the deletion of the higher-priced Model S and X, and the introduction of entry-level Model 3 and Y vehicles (which have the lowest starting prices).
* **Model 3 and Y Deliveries:** Increased by 25% year over year, which is suggested as a reason why Tesla might be currently battery-constrained.
* **Full Self-Driving (FSD) Subscriptions:**
* 55% of all new US Tesla vehicle deliveries in the quarter included an FSD subscription.
* Tesla now has almost 1.5 million active FSD subscribers globally.
* This global subscriber count is notable given that FSD is still not available in most countries worldwide.
* Active FSD subscriptions increased by an impressive 56% year over year.
摘要
Tesla saw a 25% YOY increase in Model 3/Y deliveries. FSD subscriptions are booming, with 55% of new US deliveries including it, reaching nearly 1.5 million global subscribers. Battery constraints may be a factor. #Tesla #FSD #ElectricVehicles #Tech #Automotive
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