摩根士丹利：特斯拉目前自动驾驶网约车运营成本相较Waymo有优势

Core Viewpoint - Morgan Stanley's report indicates that Waymo is at a disadvantage compared to Tesla in terms of hardware costs for autonomous driving vehicles, with Waymo's operational cost per mile significantly higher than Tesla's [1] Cost Comparison - Waymo's current operational cost is approximately $1.43 per mile, while Tesla's cost is only $0.81 per mile [1] - The disparity in costs raises questions about whether Tesla will maintain a long-term advantage [1] Future Projections - Waymo plans to deploy new vehicles by 2026, which could reduce operational costs to between $0.99 and $1.08 per mile [1] - This potential cost reduction is attributed to testing lower-cost base vehicles from Hyundai and Zeekr, rather than the high-end Jaguar I-Pace models currently used [1] Insurance Cost Implications - If the safety record of autonomous taxis continues to improve, there may be a decrease in insurance costs, further impacting overall operational expenses [1]