引言日前,摩根士丹利(大摩)特斯拉分析师Andrew Percoco在最新报告中指出:即使英伟达(NVDA.US)推出了旨在帮助其他汽车制造商构建无人驾驶系统的新技术,特斯拉在自动驾驶领域仍然保持领先地位,“差距非常明显。”摩根士丹利的报告揭示了一个看似矛盾的现象:当英伟达在CES 2026上高调推出能帮传统车企快速追赶的自动驾驶工具时,华尔街却更加确信特斯拉的领先地位至少能维持“数年”。这家投行...
Source Link引言日前,摩根士丹利(大摩)特斯拉分析师Andrew Percoco在最新报告中指出:即使英伟达(NVDA.US)推出了旨在帮助其他汽车制造商构建无人驾驶系统的新技术,特斯拉在自动驾驶领域仍然保持领先地位,“差距非常明显。”摩根士丹利的报告揭示了一个看似矛盾的现象:当英伟达在CES 2026上高调推出能帮传统车企快速追赶的自动驾驶工具时,华尔街却更加确信特斯拉的领先地位至少能维持“数年”。这家投行...
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