<p>全球機器人出租車行業正進入高速增長階段，領先企業如 <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) 正在推動大規模商業化，依據 <strong>Counterpoint Research</strong> 的報告。</p>
<h2>市場擴張勢頭增強</h2>
<p>Counterpoint Research 在週二表示，全球機器人出租車服務市場到 2035 年可能達到 1680 億美元，車隊將擴展至 360 萬輛，隨着行業從試點項目過渡到全面部署。</p>
<h2>美國和中國引領部署競賽</h2>
<p>該公司預計美國將繼續成為創新中心，由 Waymo 和 Tesla 等公司主導。同時，中國通過 Baidu Apollo Go、WeRide 和 Pony AI 等企業加速車隊部署，得到了政府支持和較低成本的推動。</p>
<h2>各地區競爭加劇</h2>
<p>Counterpoint Research 表示，主要參與者正在北美、中國和關鍵全球城市擴展，<strong>Uber Technologies, Inc.</strong> (NYSE: UBER) 和 <strong>Lyft, Inc.</strong> (NASDAQ: LYFT) 等額外競爭者正在擴大合作伙伴關係，隨着歐洲和其他地區逐漸開啓新的增長機會。</p>
<p>最近，<strong>摩根士丹利</strong> 的 Andrew Percoco 表示，特斯拉擴大其無人監管的機器人出租車車隊的能力將推動其 股票表現 在 2026 年，補充説在奧斯汀及其他七個城市的進展，以及其全自動駕駛系統的改進，可能有助於提升需求。</p>
<p><em>照片由 Josiah True 提供，來源於 Shutterstock</em></p>

<p>全球機器人出租車市場預計到 2035 年將達到 1680 億美元，車隊規模將擴大至 360 萬輛。Waymo、特斯拉和百度等領先公司正在推動商業化，特別是在美國和中國。預計美國將繼續成為創新中心，而中國則加速車隊部署。競爭正在加劇，Uber 和 Lyft 等公司正在擴大合作伙伴關係。分析師建議，特斯拉的無人監管機器人出租車車隊可能會在 2026 年對其股票表現產生重大影響，這得益於其全自動駕駛系統的進步</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>全球機器人出租車行業正進入高速增長階段，領先企業如 <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) 正在推動大規模商業化，依據 <strong>Counterpoint Research</strong> 的報告。</p>
</div><h2>Market Expansion Gains Momentum</h2>
<div class="lb-trans"><h2>市場擴張勢頭增強</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 在週二表示，全球機器人出租車服務市場到 2035 年可能達到 1680 億美元，車隊將擴展至 360 萬輛，隨着行業從試點項目過渡到全面部署。</p>
</div><h2>U.S. And China Lead Deployment Race</h2>
<div class="lb-trans"><h2>美國和中國引領部署競賽</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>該公司預計美國將繼續成為創新中心，由 Waymo 和 Tesla 等公司主導。同時，中國通過 Baidu Apollo Go、WeRide 和 Pony AI 等企業加速車隊部署，得到了政府支持和較低成本的推動。</p>
</div><h2>Competition Intensifies Across Regions</h2>
<div class="lb-trans"><h2>各地區競爭加劇</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，主要參與者正在北美、中國和關鍵全球城市擴展，<strong>Uber Technologies, Inc.</strong> (NYSE: UBER) 和 <strong>Lyft, Inc.</strong> (NASDAQ: LYFT) 等額外競爭者正在擴大合作伙伴關係，隨着歐洲和其他地區逐漸開啓新的增長機會。</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，特斯拉擴大其無人監管的機器人出租車車隊的能力將推動其 股票表現 在 2026 年，補充説在奧斯汀及其他七個城市的進展，以及其全自動駕駛系統的改進，可能有助於提升需求。</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，來源於 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

文遠知行

小馬智行

優步

LYFT

摩根士丹利

谷歌-C

百度集團-SWR

小馬智行-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

分析師表示，自動駕駛出租車市場預計將增長至 1680 億美元