多家外资大行力挺小马智行 看好其股价有望翻倍

Core Viewpoint - Major foreign banks like Goldman Sachs and Bank of America have expressed optimism about the autonomous driving company Pony.ai, predicting significant stock price increases supported by the acceleration of Robotaxi mass production [1][3]. Group 1: Analyst Predictions - Bank of America set a target price of $21 for Pony.ai, implying a potential upside of approximately 66% from its closing price on July 14 [3]. - Goldman Sachs has a more aggressive outlook, with a target price of $26, suggesting the stock could potentially double [3]. - All analysts covering Pony.ai have given it a "buy" rating, with an average target price indicating about 68% upside potential [3]. Group 2: Market Reactions - Despite a bearish report from Grizzly Research questioning Pony.ai's performance and valuation, investors reacted positively, with Pony.ai's stock rising 6% on the same day the report was released [3][4]. - Grizzly Research has a history of shorting Chinese stocks, which has not been successful in the past, leading investors to view their reports as contrarian indicators [3]. Group 3: Company Developments - Pony.ai is set to achieve full-scale expansion of its Robotaxi fleet, particularly in first-tier cities in China, which is expected to enhance profitability [4]. - The company has recently begun road testing its seventh-generation Robotaxi models, with multiple vehicles entering mass production [4][6]. - The seventh-generation autonomous driving system features significant advancements, including a 70% reduction in total system costs compared to previous generations and the use of 100% automotive-grade components [6].