热门中概股多数上涨，纳斯达克中国金龙指数收涨0.87%。小马智行涨10.94%，阿特斯太阳能涨 10.28%，理想、B站、大全新能源至多涨6.9%，晶科能源涨4.90%，蔚来涨4.34%，微博涨3.67%，知 乎、亿航智能、小鹏汽车至少涨2.22%，腾讯音乐、极氪、阿里巴巴至少涨1.92%。 格隆汇9月16日｜美股三大指数集体收涨，道琼斯指数涨0.11%，标普500指数涨0.47%，纳斯达克综合 指数涨0.94%。标普500指数、纳指创收盘新高。大型科技股普涨，谷歌涨超4%并成为第四家市值超过3 万亿美元的美股上市公司。特斯拉、甲骨文涨超3%。 ...

Key Points Pony AI is a Chinese AI tech stock planning to roll out robotaxi service in Qatar. Pony has no profits -- and not a lot of revenue, either. 10 stocks we like better than Pony Ai › Shares of Pony AI (NASDAQ: PONY), which aims to use artificial intelligence to direct driverless vehicles for robotaxi services in China and elsewhere, soared as much as 12% in early trading Monday before retreating a bit in the afternoon -- all on no obvious news. As of 12:10 p.m. ET, Pony AI stock is still u ...

智通财经APP获悉，周一，部分中概股走高，截至发稿，小马智行(PONY.US)涨超11%，文远知行 (WRD.US)涨近4%，阿里巴巴(BABA.US)涨超2%，拼多多(PDD.US)涨超1.5%，京东(JD.US)涨0.5%。 ...

阿联酋 阿联酋 阿联酋航空10月起将部署中国杭州航线 9月10日，阿联酋航空对外宣布，自10月26日起，迪拜往返杭州的每日一班客运航线将采用空客 A350 客机执飞。阿联酋航空副总裁兼首席商务官阿德南·卡 兹姆表示，过去一年公司持续加大在中国内地市场的投入，通过开通新航点和引入最新产品提升乘客体验，此次在杭州航线部署 A350 客机是其深化中国市 场布局的重要举措。（中国民航网） 小鹏"陆地航母"飞行器在哈伊马角首次试飞成功 9月10日，小鹏"陆地航母"飞行器（X3-F）在阿联酋获颁特许飞行证，正式开启在阿联酋多地的有人驾驶飞行测试。当天，哈伊马角酋长 Sheikh Saud bin Saqr Al Qasimi、中国驻阿联酋大使张益明以及几位高级官员，亲自见证了此次首飞。据悉，哈伊马角交通管理局已和小鹏签署谅解备忘录（MoU），以推 动飞行器在政府交通出行、飞行体验、旅游观光、应急救援等场景的应用探索。（海湾时报） 2025年 Q1 阿联酋 GDP 增长3.9%至1240亿美元 据阿联酋联邦竞争力和统计中心统计，阿联酋经济在2025年第一季度强劲增长，国内生产总值（GDP）同比增长3.9%，达到4550亿迪 ...

Pony AI Inc. (NASDAQ:PONY) is one of the best IPO tech stocks to buy now. On September 5, Pony AI Inc. announced a partnership with Mowasalat (“Karwa”), which is Qatar’s largest transportation service provider, to deploy robotaxis on public roads in Doha, the capital of Qatar. Pony.ai has also been expanding its presence across China, Europe, East Asia, and the Middle East. In the initial phase of the said partnership, Pony.ai’s robotaxis have begun testing on public roads in Doha with safety operators on ...

Market Performance - On September 11, US stock indices reached historical highs, with the S&P 500 up 0.85%, Nasdaq up 0.72%, and Dow Jones up 1.36% [1] - Major tech stocks showed mixed results, with Micron Technology rising 7.55%, Tesla up 6.04%, and Apple up 1.43%, while Nvidia, Meta, and Amazon saw slight declines [1] Chinese Stocks - The Nasdaq Golden Dragon China Index increased by 2.89%, with notable gains from companies like Global Data and Century Internet, which rose over 14%, and Alibaba, which rose 8% [1] AI Chip Development - Alibaba and Baidu have reportedly begun using self-designed chips for training their AI models, partially replacing Nvidia's chips, although neither company has confirmed this information [1] Unemployment Claims - The number of first-time unemployment claims in the US reached 263,000, marking the highest level since October 2021, with an increase of 27,000 from the previous week [3] Inflation Data - The US Consumer Price Index (CPI) for August showed a month-on-month increase of 0.4% and a year-on-year increase of 2.9%, while the core CPI rose 0.3% month-on-month and 3.1% year-on-year [5] Federal Reserve Expectations - Following the CPI data, the probability of a 25 basis point rate cut by the Federal Reserve in September is estimated at 89.1%, with a 10.9% chance for a 50 basis point cut [5]

Pony AI (PONY) is accelerating its global expansion with a strategic partnership to deploy robotaxis in Qatar, marking a key milestone in the company's ambitious rollout of autonomous vehicles across the Middle East. Earlier this week, Pony AI announced a partnership with Mowasalat (Karwa), Qatar's largest transportation provider, to test robotaxis on Doha's public roads. This collaboration follows Pony AI's existing presence in Dubai and is a key step toward the company's "autonomous mobility everywhere" ...

证券研究报告 | 2025年09月08日 小马智行（PONY.O） 优于大市 单二季度收入同比增长 76%，Robotaxi 规模化运营持续推进 2025Q2 公司实现营收 2146 万美元，同比增长 76%。2025Q2，公司实现 收入为 2146 万美元，同比增长 75.9%，环比增长 53.5%，净利润为-5310 万美元（2024Q2 为-3072 万美元，2025Q1 为-4299 万美元），调整后净 利润（即加回股权激励费用后的净利润）为-4589 万美元（2024Q2 为-3005 万美元，2025Q1 为-3398 万美元）。分业务来看，1）2025Q2，公司 Robotaxi 服务收入为 153 万美元，同比增长 157.8%，其中乘客车费收入同比增长 超过 300%，强劲的增长主要得益于用户使用量的扩大、一线城市的旺盛 需求以及部署车辆数量的增加。2）2025Q2，公司 Robotruck 服务收入 为 952 万美元，同比减少 9.9%。3）2025Q2，公司授权和应用收入为 1041 万美元，同比大幅增长 901.8%，主要得益于驾驶域控制器交付量的增加。 2025Q2，公司毛利率同比 ...

We hosted Pony AI's management team on Sep 4 at our Asia Leaders Conference 2025. The discussions focused on Gen-7 Robotaxi production, driverless Robotaxi commercialization, and overseas market expansion. Overall, management maintains the target to produce 1,000+ Gen-7 Robotaxi vehicles by end of this year, after starting mass production of Gen-7 Robotaxi model from June, driving scale ramp up of Robotaxi fleet and improving profitability. The company received permit for fully driverless commercial operati ...

Core Insights - The article highlights the dual forces of cost reduction and efficiency improvement, alongside the transformative potential of Robotaxi technology, which are igniting renewed enthusiasm in the capital markets for mobility companies [1][2]. Performance Growth - Major ride-hailing companies have reported significant growth in their financial performance. For instance, Didi's revenue for the first half of 2025 reached 109.67 billion yuan, a 9.7% increase from the previous year, with a second-quarter revenue of 56.4 billion yuan, up 10.88% year-on-year. Adjusted net profit for the second quarter was 3.069 billion yuan, a remarkable 108% increase from the previous year [3]. - Cao Cao Travel, the second-largest ride-hailing platform, achieved a revenue of 9.456 billion yuan in the first half of 2025, marking a 53.5% year-on-year growth. The company's gross margin improved by 1.4 percentage points to 8.4%, while adjusted net loss narrowed to 330 million yuan, significantly improving its loss ratio by 4.6 percentage points [5]. - Ruqi Travel, although smaller, reported a 61.7% increase in revenue to 1.676 billion yuan, with its ride-hailing service revenue growing by 86% [7]. Robotaxi Development - Robotaxi technology is seen as a catalyst for market excitement. Didi plans to launch 1,000 to 2,000 Robotaxi vehicles in collaboration with GAC by the end of 2026, with a long-term goal of deploying one million vehicles by 2030 [11][13]. - Cao Cao Travel has launched its autonomous driving platform and completed over 15,000 kilometers of testing by June 2025, with plans to introduce L4-level Robotaxi models by the end of next year [13][15]. - Ruqi Travel's Robotaxi orders surged by over 470% year-on-year, reflecting strong market demand [15]. Market Valuation and Investor Sentiment - The future valuation of mobility companies is increasingly tied to their growth potential, particularly in the Robotaxi sector, which is expected to significantly enhance growth expectations [17]. - Following strategic partnerships, such as the one between Pony.ai and Uber, stock prices have surged, indicating strong investor confidence in the Robotaxi market [17][19]. - The overall market sentiment is buoyed by positive financial performances and technological advancements in the Robotaxi space, with companies like Baidu and Pony.ai also reporting substantial growth in their Robotaxi operations [16][19]. Future Outlook - Goldman Sachs projects that by 2030, the number of operational Robotaxi vehicles in China could reach 500,000, supported by favorable policies and ongoing technological innovations [20]. - The article emphasizes the importance of continuous investment in research and development to optimize costs and enhance user experience in the Robotaxi sector [20][21].