Robotaxi商业化加速上行、UE临近盈亏拐点:Waymo2025年4月单周付费订单量已突破25万单,5月车队保有量超1500台,目标到2026年末再新增2000台,同时2025年将新增运营10座城市;小马智行2025年4月23日发布第七代方案,成本大幅降低,有望迎来UE转正拐点。预计2030、2035年国内Robotaxi市场可达1000+、5000+亿元:目前网约车+出租车市场年保有量接近...
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