异动 | 小马智行盘中大跌11%,自动驾驶成本降低恐难抵消市场担忧

异动解读
29 Apr

4月29日周二盘中,自动驾驶公司小马智行股价大跌11%,引发市场关注。尽管公司近期传出利好消息,但投资者似乎对其前景仍持谨慎态度。

在利好消息方面,小马智行联合创始人兼首席技术官楼天城透露,公司已将其最先进自动驾驶系统的生产成本降低了70%,单车物料成本从13.7万美元降至4.1万美元。这一重大突破让公司距离单车盈利更进一步。此外,小马智行还在上海车展发布了三款新型无人驾驶车型,并宣布与腾讯达成合作,未来其自动驾驶出行服务将接入腾讯地图和微信平台。

然而,尽管有这些积极进展,投资者似乎仍对小马智行的长期发展持保留态度。分析认为,这可能是因为自动驾驶行业仍面临诸多挑战,如安全问题、监管不确定性以及市场接受度等。此外,尽管成本有所下降,但小马智行目前尚未实现整体盈利,预计最快要到2030年才有可能实现全面盈利,这也可能引发了一些投资者的担忧。

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