智联汽车系列深度之38暨机器人系列深度之29:ROBOTAXI的加速渗透元年!

申万宏源研究
01 Jul

核心观点:Robotaxi的商业化拐点产业阶段:2025或将成为Robotaxi加速渗透元年Waymo在旧金山出圈,口碑反转、份额反转、加速扩张,Robotaxi行业实质性拐点或到来。特斯拉垂直一体化自研,2024年10月发布Robotaxi和Robovan,渐进式Robotaxi初步验证,或成为无人驾驶市场的大号鲶鱼,可能颠覆跨越式L4技术方案。经过复盘发现,不易感知的技术进步、Robotaxi...

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