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汽车行业特斯拉全球前瞻行业研究：从特斯拉宏图第三篇章看智能汽车-20230303-西部证券

特斯拉宏图计划第三篇章，FSD BETA安全性是人类驾驶的6倍。特斯拉第三宏图计划最终目标为，打造安全性为人类驾驶10倍的自动驾驶系统。从每次发生事故的行驶里程看，当前阶段FSD BETA测试版安全性是人类驾驶的6倍。根据马斯克，HW4.0平台安全性有望达到现在的HW3.0平台约2倍。特斯拉2023年投资者大会披露HW4.0平台元件数超7000，预计比HW3.0的近5000元件大幅提升，我们预计，

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