金吾财讯 | 美股无人驾驶概念股多股走高，截至发稿，英特尔 (INTC) 涨 5.03%，蔚来 (NIO) 涨 3.13%，小鹏集团 (XPEV) 涨 3.06%，丰田汽车 (TM) 涨 2.71%，特斯拉 (TSLA) 涨 1.92%，福特汽车 (F) 涨 1.65%。消息面上，摩根士丹利新近研报指，无人驾驶出租车最终可能演变为分布式出行网络，而非局限于集中式部署模式，预计到2035年全球车队规模将达约250万辆，到2040年将催生万亿美元市场机遇，单位经济性有望在2028年基本实现盈亏平衡，并于2030年进入规模化运营阶段。该行表示，全球无人驾驶出租车行业正处于由有限试点向早期商业化过渡的关键时期。人工智能进步、硬件成本下降及监管环境日趋明朗正共同推动实际部署加速，部分运营商已在部分城市实现全天候全无人驾驶服务。
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