智通财经APP获悉，周四，特斯拉(TSLA.US)涨逾2%，报479.44美元。消息面上，特斯拉目前正在奥斯汀启动完全无人驾驶Robotaxi测试，车内无安全监督员和乘客，标志着其自动驾驶商业化进入关键验证阶段。大摩分析师Andrew S Percoco在最新研报中表示，特斯拉成功移除安全监督员并改善安全指标的能力，可能是验证其Robotaxi战略的最重要近期催化剂。
大摩预计特斯拉将在2026年显著增加Robotaxi车队规模至1000辆，并到2035年达到100万辆的规模。凭借每英里0.59美元的成本优势，特斯拉不仅在无人驾驶出行市场占据先机，更将为其完全自动驾驶(FSD)的全面推广积累关键数据和监管依据。
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