高盛：自动驾驶出租车商业化推进车队规模有望扩大

智通财经

昨天

智通财经APP获悉，高盛发布研报称，对自动驾驶出租车商业化服务区域的扩大持积极态度，在上海，获得许可证的自动驾驶出租车运营商可在指定区域向公众提供完全无人驾驶的自动驾驶出租车服务并收取费用。这将支持自动驾驶出租车行业的发展，同时技术不断进步、大规模部署带来的物料清单(BOM)成本下降以及自动驾驶出租车运营商、汽车原始设备制造商(OEM)和资产所有者之间生态系统的拓展也将起到推动作用。

高盛指，在 2025 年 7 月举办的世界人工智能大会(WAIC)期间，上海向小马智行(PONY.US)、百度集团-SW(09888)、文远知行(WRD.US)、锦江出租车、大众交通(600611.SH)和上汽集团(600104.SH)等公司颁发了智能网联汽车示范运营许可证。

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