今日盘中，自动驾驶技术公司文远知行（WRD）股价大跌5.17%，引发市场关注。此次下跌可能与近期投行对该公司的收入预期下调有关。
据报道，国际投行摩根大通日前大幅调低了对文远知行的收入预期。摩根大通将文远知行2025年的预测收入由9.5亿元下调至6.20亿元，降幅达35%。这一消息可能引发了投资者对公司短期增长前景的担忧，从而导致股价下跌。
尽管文远知行在最新的一季度财报中展现出一些积极信号，如Robotaxi业务收入占比提升至22.3%，毛利率达到35%，但公司仍面临商业化落地的挑战。财报显示，文远知行2025年一季度净亏损为3.851亿元，持续的亏损状况也可能影响投资者信心。
值得注意的是，自动驾驶行业整体仍处于投入期，需要大量资金支持技术研发和商业化落地。文远知行能否在保持技术创新的同时加快商业化进程，将成为决定其未来发展的关键因素。投资者将继续关注公司在技术突破、成本控制和收入增长等方面的进展。
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