金吾财讯 | 小鹏汽车(XPEV)盘前涨超7%，截至发稿，报23.32美元。消息面上，花旗研报指出，小鹏汽车虽然目前正处于量化小鹏新业务盈利能力上行的早期阶段，但相信这将为股票带来良好市场情绪，并有助其估值从过去新能源车的估值水平，逐步提升至与AI、科技及Robotaxi连结的更高溢价水平。花旗认可小鹏早一步进入新Robotaxi业务，预测中国Robotaxi车队规模将从2025年的3,800辆，增长至2030年的53.8万辆，以及2035年的230万辆；2025至2030年的年均复合成长率(CAGR)为169%，2030至2035年年均复合成长率为34%，中国Robotaxi总可及市场将以229%年均复合成长率(2025至2030年)激增至2030年的150亿美元，并以35%年均复合成长率(2030至2035年)于2035年达到680亿美元。
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