曹操出行(02643)今日盘中大幅上涨8.76%，市场关注度显著提升。
消息面上，公司日前宣布在杭州市滨江区投放的Robotaxi（自动驾驶出租车）规模已达到100辆，标志着其Robotaxi2.0阶段的关键起步。同时，公司在杭州启用了全球首个具备自动换电、清洁、调度等功能的“绿色智能通行岛”，旨在提升大规模自动驾驶车队的自动化运营能力。
多家机构对此表示看好。东吴证券指出，公司Robotaxi商业化路径清晰，正在构建车辆技术运营的生态闭环。国泰海通证券认为，公司战略已由“N立方”升级为“F立方”，锚定完全智能化定制车、无人驾驶及自动化运营体系。依托吉利“千里智驾”的技术支持，公司计划于2026年推出L4级Robotaxi定制车型，并设定了“十年百城千亿”的全球战略目标。市场预期，随着自动驾驶技术降低司机成本，Robotaxi业务有望重塑行业盈利天花板，这成为推动股价上涨的主要动力。
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