小马智行（PONY）今日盘中大涨5.06%，引发市场广泛关注。
消息面上，小马智行近日宣布，搭载其第七代自动驾驶系统的北汽极狐阿尔法T5 Robotaxi已在深圳开启道路测试。这标志着继广汽埃安霸王龙Robotaxi获得广州和深圳的智能网联汽车道路测试牌照后，小马智行的第七代Robotaxi已有多款车型进入量产阶段，并开始公开道路测试。这一进展显示了公司在自动驾驶技术商业化方面取得的重大突破，大大提振了投资者信心。
另外，高盛最新发布的研报进一步增强了市场对Robotaxi行业前景的乐观预期。报告指出，在政府政策支持、消费者接受度提升以及相关技术快速发展的推动下，预计领先的中国Robotaxi运营商将在未来几年加速商业化进程。高盛将中国Robotaxi市场规模的预测上调9%-35%，预计到2030年和2035年，市场规模分别达140亿美元和612亿美元。这一乐观预测无疑为小马智行等行业领先企业的发展前景增添了更多信心。
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