Robotaxis Winning Investor Confidence on Business Models, Profitability -- Market Talk

Dow Jones

02/10

0202 GMT - Investors' confidence in robotaxis has improved over the past few months, driven by tangible progress in robotaxi deployment and regulatory compliance globally, Daiwa analysts write in a note. Pony AI posted unit economics breakeven in Guangzhou in 3Q and in Shenzhen in 4Q, marking a milestone in commercialization, they say. Investors are now moving beyond the grand narrative of robotaxis reshaping the entire mobility landscape and are increasingly focused on business models, unit economics, and realistic timelines to profitability, they say. Daiwa reaffirms its positive stance on China's driving autonomy supply chain and its top picks are Hesai, Pony AI, and Horizon Robotics.(jiahui.huang@wsj.com; @ivy_jiahuihuang)

(END) Dow Jones Newswires

February 09, 2026 21:02 ET (02:02 GMT)

应版权方要求，你需要登录查看该内容

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/news/2610269520"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2610269520\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2610269520?lang=zh_CN&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-02-10 10:02","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2610269520","market":"sg","top_or_hot":-1,"title":"Robotaxis Winning Investor Confidence on Business Models, Profitability -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0202 GMT - Investors' confidence in robotaxis has improved over the past few months, driven by tangible progress in robotaxi deployment and regulatory compliance globally, Daiwa analysts write in a note. <a href=\"https://laohu8.com/S/PONY\">Pony AI</a> posted unit economics breakeven in Guangzhou in 3Q and in Shenzhen in 4Q, marking a milestone in commercialization, they say. Investors are now moving beyond the grand narrative of robotaxis reshaping the entire mobility landscape and are increasingly focused on business models, unit economics, and realistic timelines to profitability, they say. Daiwa reaffirms its positive stance on China's driving autonomy supply chain and its top picks are Hesai, Pony AI, and <a href=\"https://laohu8.com/S/HRZRF\">Horizon Robotics</a>.(jiahui.huang@wsj.com; @ivy_jiahuihuang) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 09, 2026 21:02 ET (02:02 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Robotaxis Winning Investor Confidence on Business Models, Profitability -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRobotaxis Winning Investor Confidence on Business Models, Profitability -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-02-10 10:02</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0202 GMT - Investors' confidence in robotaxis has improved over the past few months, driven by tangible progress in robotaxi deployment and regulatory compliance globally, Daiwa analysts write in a note. <a href=\"https://laohu8.com/S/PONY\">Pony AI</a> posted unit economics breakeven in Guangzhou in 3Q and in Shenzhen in 4Q, marking a milestone in commercialization, they say. Investors are now moving beyond the grand narrative of robotaxis reshaping the entire mobility landscape and are increasingly focused on business models, unit economics, and realistic timelines to profitability, they say. Daiwa reaffirms its positive stance on China's driving autonomy supply chain and its top picks are Hesai, Pony AI, and <a href=\"https://laohu8.com/S/HRZRF\">Horizon Robotics</a>.(jiahui.huang@wsj.com; @ivy_jiahuihuang) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 09, 2026 21:02 ET (02:02 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"UBOT","symbol_name":"Direxion Daily Robotics, Artificial Intelligence & Automation Index Bull 2x Shares","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2610269520","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2610269520","pubTimestamp":1770688920,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0202 GMT - Investors' confidence in robotaxis has improved over the past few months, driven by tangible progress in robotaxi deployment and regulatory compliance globally, Daiwa analysts write in a note. Pony AI posted unit economics breakeven in Guangzhou in 3Q and in Shenzhen in 4Q, marking a milestone in commercialization, they say. Investors are now moving beyond the grand narrative of robotaxis reshaping the entire mobility landscape and are increasingly focused on business models, unit economics, and realistic timelines to profitability, they say. Daiwa reaffirms its positive stance on China's driving autonomy supply chain and its top picks are Hesai, Pony AI, and Horizon Robotics.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"UBOT":"Direxion Daily Robotics, Artificial Intelligence & Automation Index Bull 2x Shares","BK4124":"机动车零配件与设备","BK1109":"应用软件","02525":"禾赛-W","09660":"地平线机器人-W","HSAI":"禾赛"},"translate_title":"机器人出租车赢得了投资者对商业模式和盈利能力的信心——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"09660":1.87,"02525":1.87,"UBOT":1.81,"HSAI":1.87},"content_text":"0202 GMT - Investors' confidence in robotaxis has improved over the past few months, driven by tangible progress in robotaxi deployment and regulatory compliance globally, Daiwa analysts write in a note. Pony AI posted unit economics breakeven in Guangzhou in 3Q and in Shenzhen in 4Q, marking a milestone in commercialization, they say. Investors are now moving beyond the grand narrative of robotaxis reshaping the entire mobility landscape and are increasingly focused on business models, unit economics, and realistic timelines to profitability, they say. Daiwa reaffirms its positive stance on China's driving autonomy supply chain and its top picks are Hesai, Pony AI, and Horizon Robotics.(jiahui.huang@wsj.com; @ivy_jiahuihuang) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 09, 2026 21:02 ET (02:02 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}