Robotaxis Winning Investor Confidence on Business Models, Profitability -- Market Talk

Dow Jones

Feb 10

0202 GMT - Investors' confidence in robotaxis has improved over the past few months, driven by tangible progress in robotaxi deployment and regulatory compliance globally, Daiwa analysts write in a note. Pony AI posted unit economics breakeven in Guangzhou in 3Q and in Shenzhen in 4Q, marking a milestone in commercialization, they say. Investors are now moving beyond the grand narrative of robotaxis reshaping the entire mobility landscape and are increasingly focused on business models, unit economics, and realistic timelines to profitability, they say. Daiwa reaffirms its positive stance on China's driving autonomy supply chain and its top picks are Hesai, Pony AI, and Horizon Robotics.(jiahui.huang@wsj.com; @ivy_jiahuihuang)

(END) Dow Jones Newswires

February 09, 2026 21:02 ET (02:02 GMT)

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Investors are now moving beyond the grand narrative of robotaxis reshaping the entire mobility landscape and are increasingly focused on business models, unit economics, and realistic timelines to profitability, they say. Daiwa reaffirms its positive stance on China's driving autonomy supply chain and its top picks are Hesai, Pony AI, and <a href=\"https://laohu8.com/S/HRZRF\">Horizon Robotics</a>.(jiahui.huang@wsj.com; @ivy_jiahuihuang) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 09, 2026 21:02 ET (02:02 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Robotaxis Winning Investor Confidence on Business Models, Profitability -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRobotaxis Winning Investor Confidence on Business Models, Profitability -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-02-10 10:02</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0202 GMT - Investors' confidence in robotaxis has improved over the past few months, driven by tangible progress in robotaxi deployment and regulatory compliance globally, Daiwa analysts write in a note. <a href=\"https://laohu8.com/S/PONY\">Pony AI</a> posted unit economics breakeven in Guangzhou in 3Q and in Shenzhen in 4Q, marking a milestone in commercialization, they say. Investors are now moving beyond the grand narrative of robotaxis reshaping the entire mobility landscape and are increasingly focused on business models, unit economics, and realistic timelines to profitability, they say. Daiwa reaffirms its positive stance on China's driving autonomy supply chain and its top picks are Hesai, Pony AI, and <a href=\"https://laohu8.com/S/HRZRF\">Horizon Robotics</a>.(jiahui.huang@wsj.com; @ivy_jiahuihuang) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 09, 2026 21:02 ET (02:02 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"HSAI","symbol_name":"禾赛","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2610269520","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2610269520","pubTimestamp":1770688920,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0202 GMT - Investors' confidence in robotaxis has improved over the past few months, driven by tangible progress in robotaxi deployment and regulatory compliance globally, Daiwa analysts write in a note. Pony AI posted unit economics breakeven in Guangzhou in 3Q and in Shenzhen in 4Q, marking a milestone in commercialization, they say. Investors are now moving beyond the grand narrative of robotaxis reshaping the entire mobility landscape and are increasingly focused on business models, unit economics, and realistic timelines to profitability, they say. Daiwa reaffirms its positive stance on China's driving autonomy supply chain and its top picks are Hesai, Pony AI, and Horizon Robotics.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"HSAI":"禾赛","BK4124":"机动车零配件与设备","02525":"禾赛-W","09660":"地平线机器人-W","BK1109":"应用软件","UBOT":"Direxion Daily Robotics, Artificial Intelligence & Automation Index Bull 2x Shares"},"translate_title":"机器人出租车赢得了投资者对商业模式和盈利能力的信心——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"02525":1.87,"HSAI":1.87,"09660":1.87,"UBOT":1.81},"content_text":"0202 GMT - Investors' confidence in robotaxis has improved over the past few months, driven by tangible progress in robotaxi deployment and regulatory compliance globally, Daiwa analysts write in a note. Pony AI posted unit economics breakeven in Guangzhou in 3Q and in Shenzhen in 4Q, marking a milestone in commercialization, they say. Investors are now moving beyond the grand narrative of robotaxis reshaping the entire mobility landscape and are increasingly focused on business models, unit economics, and realistic timelines to profitability, they say. Daiwa reaffirms its positive stance on China's driving autonomy supply chain and its top picks are Hesai, Pony AI, and Horizon Robotics.(jiahui.huang@wsj.com; @ivy_jiahuihuang) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 09, 2026 21:02 ET (02:02 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}