花旗：英伟达的自动驾驶计划或将支持全球无人驾驶出租车增长

Core Viewpoint - Citigroup analysts predict that NVIDIA's new AI platform, open models, and ecosystem will create demand for autonomous ride-hailing services and support global growth [1] Group 1: Market Growth Projections - The global autonomous taxi market is expected to grow from $4.43 billion in 2025 to $188.91 billion by 2034 [1] - The potential market for autonomous taxis in China is projected to increase from $39 million in 2025 to $67.59 billion by 2035 [1] Group 2: Beneficiaries of Growth - NVIDIA's initiatives may boost investor confidence and directly benefit companies like Pony.ai and WeRide from a software perspective [1] - Automotive manufacturers such as BYD, Geely, Great Wall Motors, SAIC Motor, and Xiaomi, as well as ride-hailing platform Didi, are likely to benefit from the growth of the autonomous taxi industry [1] - In the hardware sector, Chinese lidar sensor manufacturer Hesai Technology is expected to gain from this market expansion [1]