Morgan Stanley:文远知行创下Robotaxi销售记录 其强劲的海外业务表现令市场瞩目

格隆汇
Yesterday

格隆汇8月2日|Morgan Stanley最新研报评价文远知行(WeRide)“符合预期”,认为其创下Robotaxi销售记录,其强劲的海外业务表现令市场瞩目。下半年Robotaxi业务仍将是核心增长引擎,而全球市场扩张将成为未来发展的基石。 Morgan Stanley对文远知行的乐观预期主要基于: (1)公司推出了搭载2片英伟达Thor芯片的HPC 3.0计算平台,将自动驾驶套件成本降低...

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