Name: 国泰君安：美国的Robotaxi产业在螺旋式推进
Uploaded: 2024-10-22T02:33:46.000Z
Duration: 38 s

国泰君安：美国的Robotaxi产业在螺旋式推进

【国泰君安：美国的Robotaxi产业在螺旋式推进】国泰君安发表研报称，全球Robotaxi加速发展，智能驾驶持续推进。美国Robotaxi产业的发展一方面将带动特斯拉(TSLA.US)等整车厂销量的提升以及相关零部件需求的增长，另一方面也将在竞争中加速国内智能驾驶产业链发展。网约车和出租车是Robotaxi的主要目标市场，2023年规模超过700亿美元。近期特斯拉发布Cybercab预计2026-2027年量产，部分厂商将借助Uber(UBER.US)网络扩大覆盖区域，进一步推动美国Robotaxi产业发展。

<p>{!-- PGC_VIDEO:{"duration":38.792,"external_covers":[{"mimetype":"jpeg","source":"poster","thumb_height":540,"thumb_url":"tos-cn-p-0031/dd12156bad8d4a36a11df94819848148_1729564427","thumb_width":960}],"file_sign":"041cf608d9a8fdf8583e1e9e02f2e28e","md5":"041cf608d9a8fdf8583e1e9e02f2e28e","new_video_url":"https://static.jrj.com.cn/platform/video/241022244272324.mp4","partner_vid":"","sp":"toutiao","status":0,"thumb_height":900,"thumb_url":"tos-cn-i-tjoges91tu/b3aa12cd4a4a120e5aeff65fd06f753e","thumb_width":1600,"transcode_cb_time":"1729564544","transcode_status":"3","uri":"tos-cn-i-tjoges91tu/b3aa12cd4a4a120e5aeff65fd06f753e","vid":"v0201fg10000csbgu1vog65kca83vl30","video_cover_url":"https://static.jrj.com.cn/platform/video/2410222044272324.png","video_partner":0,"video_size":{"1080p":{"duration":38.792,"file_size":9450665,"h":900,"w":1600},"high":{"duration":38.792,"file_size":3418022,"h":480,"w":854},"normal":{"duration":38.792,"file_size":2353939,"h":360,"w":640},"ultra":{"duration":38.792,"file_size":6768062,"h":720,"w":1280}},"video_url_type":0,"vname":"国泰君安：美国的Robotaxi产业在螺旋式推进","vu":"v0201fg10000csbgu1vog65kca83vl30"} --}</p><p>【国泰君安：美国的Robotaxi产业在螺旋式推进】国泰君安发表研报称，全球Robotaxi加速发展，智能驾驶持续推进。美国Robotaxi产业的发展一方面将带动特斯拉(TSLA.US)等整车厂销量的提升以及相关零部件需求的增长，另一方面也将在竞争中加速国内智能驾驶产业链发展。网约车和出租车是Robotaxi的主要目标市场，2023年规模超过700亿美元。近期特斯拉发布Cybercab预计2026-2027年量产，部分厂商将借助Uber(UBER.US)网络扩大覆盖区域，进一步推动美国Robotaxi产业发展。</p>

国泰君安：美国的Robotaxi产业在螺旋式推进

评论·0

热门视频