1车≈百亿美元市值，特斯拉Robotaxi带飞华尔街预期

Core Viewpoint - Tesla's Robotaxi service has officially launched its trial operation, generating significant market excitement and a substantial increase in Tesla's stock price, reflecting high investor expectations for the future of autonomous taxi services [2][3][7]. Company Summary - Tesla's CEO Elon Musk has initiated the trial operation of the Robotaxi service after a six-year buildup, using Model Y vehicles equipped with SAE Level 2 autonomous driving technology, which still requires a safety driver [3][4]. - The trial involved a prominent tech influencer who documented his experience, leading to a surge in Tesla's stock price by 8.23%, adding nearly $100 billion to its market capitalization [3][7]. - The stock closed at $348.68 per share, marking the largest single-day increase since April 25, with a total market value reaching $1.12 trillion [7]. Market Expectations - Investor sentiment is polarized, with some analysts projecting a bright future for Tesla's Robotaxi, estimating that by 2029, 90% of Tesla's valuation could stem from this service [7][8]. - Conversely, some investment firms express skepticism about the speed of Tesla's expansion and the limited number of Robotaxis currently in operation, suggesting that regulatory constraints may hinder growth [8][9]. Competitive Landscape - Tesla's Robotaxi is not the only player in the autonomous taxi market; Waymo has already established a public trial operation in several cities, achieving significant ride volumes and safety improvements compared to human drivers [8][9]. - Analysts note that Tesla's Robotaxi may only represent a fraction of the value of Waymo's operations, with concerns about the high capital expenditures associated with Tesla's Full Self-Driving (FSD) technology [9][10]. - Other competitors like Zoox and Cruise also face regulatory challenges similar to Tesla, but they are also working towards launching their own autonomous taxi services [9][10].