2026年4月17日，高盛发布文远知行(00800)首次覆盖研究报告，给予文远知行买入评级及目标价54.23港元，该目标价相较于4月16日的收盘价21.56港元有151.5%的上升空间。
高盛认为，文远知行作为自动驾驶技术的领导者，其Robotaxi运营服务收入增加和车队规模扩张、在国内及海外市场的先发优势以及用户体验的持续优化，将共同支持公司业务的增长前景。
高盛提到日前文远知行在国内和海外Robotaxi部署的最新进展，例如其在迪拜及利雅得的商业化Robotaxi公众服务及在瑞士、斯洛伐克等欧洲地区的业务落地等。此外，文远知行依托轻资产业务模式实现车队铺排效率的提升并获取经常性服务收入。与此同时高盛认为，文远知行持续推进的技术迭代与提升，叠加车辆成本的下降趋势，将进一步优化Robotaxi的业务模式。
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