金吾财讯 | 特斯拉（TSLA）盘前股价扬升1.03%，暂报360.70美元。消息面上，当前投资者正聚焦将于周四美股收市后在奥斯汀市中心举行的Tesla活动，市场预期Tesla将在活动上宣布，开始在其网约车服务部署定制Robotaxi车辆Cybercab，这也将是Tesla首次推出该类车辆。此前，公司2025年6月起于德州奥斯汀营运Robotaxi服务，一直使用的是Model Y电动SUV接载乘客。
市场媒体报道称，在Tesla活动前，社交媒体用户已发现Cybercab在奥斯汀街道进行测试，且德州监管机构已登记45辆Cybercab。摩通分析员Rajat Gupta此前曾在客户报告中表示，随着Tesla测试Cybercab，Robotaxi扩张“看来已具备良好条件”。而大摩分析员Andrew Percoco在报告中表示，周四活动的重要性高于Tesla以往活动。他指出，“商业部署的实质证据”可能推动股价上升，但若只是简单展示Cybercab，则可能引发抛售。
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