<p>全球机器人出租车行业正进入高速增长阶段，领先企业如 <strong>Alphabet Inc.</strong> (NASDAQ: GOOGL) <strong>Waymo</strong>、<strong>Tesla Inc</strong>. (NASDAQ: TSLA)、<strong>Baidu Inc.</strong> (NASDAQ: BIDU) <strong>Apollo Go</strong>、<strong>WeRide Inc</strong>. (NASDAQ: WRD) 和 <strong>Pony AI Inc</strong>. (NASDAQ: PONY) 正在推动大规模商业化，依据 <strong>Counterpoint Research</strong> 的报告。</p>
<h2>市场扩张势头增强</h2>
<p>Counterpoint Research 在周二表示，全球机器人出租车服务市场到 2035 年可能达到 1680 亿美元，车队将扩展至 360 万辆，随着行业从试点项目过渡到全面部署。</p>
<h2>美国和中国引领部署竞赛</h2>
<p>该公司预计美国将继续成为创新中心，由 Waymo 和 Tesla 等公司主导。同时，中国通过 Baidu Apollo Go、WeRide 和 Pony AI 等企业加速车队部署，得到了政府支持和较低成本的推动。</p>
<h2>各地区竞争加剧</h2>
<p>Counterpoint Research 表示，主要参与者正在北美、中国和关键全球城市扩展，<strong>Uber Technologies, Inc.</strong> (NYSE: UBER) 和 <strong>Lyft, Inc.</strong> (NASDAQ: LYFT) 等额外竞争者正在扩大合作伙伴关系，随着欧洲和其他地区逐渐开启新的增长机会。</p>
<p>最近，<strong>摩根士丹利</strong> 的 Andrew Percoco 表示，特斯拉扩大其无人监管的机器人出租车车队的能力将推动其 股票表现 在 2026 年，补充说在奥斯汀及其他七个城市的进展，以及其全自动驾驶系统的改进，可能有助于提升需求。</p>
<p><em>照片由 Josiah True 提供，来源于 Shutterstock</em></p>

<p>全球机器人出租车市场预计到 2035 年将达到 1680 亿美元，车队规模将扩大至 360 万辆。Waymo、特斯拉和百度等领先公司正在推动商业化，特别是在美国和中国。预计美国将继续成为创新中心，而中国则加速车队部署。竞争正在加剧，Uber 和 Lyft 等公司正在扩大合作伙伴关系。分析师建议，特斯拉的无人监管机器人出租车车队可能会在 2026 年对其股票表现产生重大影响，这得益于其全自动驾驶系统的进步</p>

<p>The global robotaxi industry is entering a high-growth phase, with leading players like <strong>Alphabet Inc.</strong> (NASDAQ: GOOGL) <strong>Waymo</strong>, <strong>Tesla Inc</strong>. (NASDAQ: TSLA), <strong>Baidu Inc.</strong> (NASDAQ: BIDU) <strong>Apollo Go</strong>, <strong>WeRide Inc</strong>. (NASDAQ: WRD), and <strong>Pony AI Inc</strong>. (NASDAQ: PONY) driving large-scale commercialization, according to <strong>Counterpoint Research</strong>.</p>
<div class="lb-trans"><p>全球机器人出租车行业正进入高速增长阶段，领先企业如 <strong>Alphabet Inc.</strong> (NASDAQ: GOOGL) <strong>Waymo</strong>、<strong>Tesla Inc</strong>. (NASDAQ: TSLA)、<strong>Baidu Inc.</strong> (NASDAQ: BIDU) <strong>Apollo Go</strong>、<strong>WeRide Inc</strong>. (NASDAQ: WRD) 和 <strong>Pony AI Inc</strong>. (NASDAQ: PONY) 正在推动大规模商业化，依据 <strong>Counterpoint Research</strong> 的报告。</p>
</div><h2>Market Expansion Gains Momentum</h2>
<div class="lb-trans"><h2>市场扩张势头增强</h2>
</div><p>Counterpoint Research said on Tuesday that the global robotaxi services market could reach $168 billion by 2035, with fleets expanding to 3.6 million vehicles, as the industry transitions from pilot programs to full-scale deployment.</p>
<div class="lb-trans"><p>Counterpoint Research 在周二表示，全球机器人出租车服务市场到 2035 年可能达到 1680 亿美元，车队将扩展至 360 万辆，随着行业从试点项目过渡到全面部署。</p>
</div><h2>U.S. And China Lead Deployment Race</h2>
<div class="lb-trans"><h2>美国和中国引领部署竞赛</h2>
</div><p>The firm expects the U.S. to remain the innovation hub, led by companies like Waymo and Tesla. At the same time, China drives faster fleet deployment through players like Baidu Apollo Go, WeRide, and Pony AI, supported by government backing and lower costs.</p>
<div class="lb-trans"><p>该公司预计美国将继续成为创新中心，由 Waymo 和 Tesla 等公司主导。同时，中国通过 Baidu Apollo Go、WeRide 和 Pony AI 等企业加速车队部署，得到了政府支持和较低成本的推动。</p>
</div><h2>Competition Intensifies Across Regions</h2>
<div class="lb-trans"><h2>各地区竞争加剧</h2>
</div><p>Counterpoint Research said major players are scaling across North America, China, and key global cities, with additional competitors like <strong>Uber Technologies, Inc.</strong> (NYSE: UBER) and <strong>Lyft, Inc.</strong> (NASDAQ: LYFT) expanding partnerships, as Europe and other regions gradually open up new growth opportunities.</p>
<div class="lb-trans"><p>Counterpoint Research 表示，主要参与者正在北美、中国和关键全球城市扩展，<strong>Uber Technologies, Inc.</strong> (NYSE: UBER) 和 <strong>Lyft, Inc.</strong> (NASDAQ: LYFT) 等额外竞争者正在扩大合作伙伴关系，随着欧洲和其他地区逐渐开启新的增长机会。</p>
</div><p>Recently, <strong>Morgan Stanley’s</strong> Andrew Percoco said Tesla’s ability to scale its unsupervised robotaxi fleet will drive its stock performance in 2026, adding that progress in Austin and in seven additional cities, along with improvements to its Full Self-Driving system, could help boost demand.</p>
<div class="lb-trans"><p>最近，<strong>摩根士丹利</strong> 的 Andrew Percoco 表示，特斯拉扩大其无人监管的机器人出租车车队的能力将推动其 股票表现 在 2026 年，补充说在奥斯汀及其他七个城市的进展，以及其全自动驾驶系统的改进，可能有助于提升需求。</p>
</div><p><em>Photo by Josiah True via Shutterstock</em></p>
<div class="lb-trans"><p><em>照片由 Josiah True 提供，来源于 Shutterstock</em></p>
</div>

Robotaxi Market Set To Explode To $168 Billion, Analysts Say

benzinga_article

谷歌-A

特斯拉

百度

百度-SW

文远知行

小马智行

优步

LYFT

摩根士丹利

谷歌-C

百度集团-SWR

小马智行-W

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

分析师表示，自动驾驶出租车市场预计将增长至 1680 亿美元