(以下内容从东吴证券《全球Robotaxi商业化拐点将现看好国内L4公司出海再扬帆》研报附件原文摘录)核心结论全球共享出行市场正经历从人力驱动向自动化转型的关键窗口期,呈现出显著的区域分化特征。北美关键词:存量博弈与政策封锁。北美网约车市场由Uber与Lyft双寡头垄断,定价权稳固。Robotaxi领域Waymo一家独大,Tesla激进搅局。受2025年美国商务部软硬件禁令影响,中国...
Source Link(以下内容从东吴证券《全球Robotaxi商业化拐点将现看好国内L4公司出海再扬帆》研报附件原文摘录)核心结论全球共享出行市场正经历从人力驱动向自动化转型的关键窗口期,呈现出显著的区域分化特征。北美关键词:存量博弈与政策封锁。北美网约车市场由Uber与Lyft双寡头垄断,定价权稳固。Robotaxi领域Waymo一家独大,Tesla激进搅局。受2025年美国商务部软硬件禁令影响,中国...
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