海外科技行业特斯拉We，Robot发布会点评：高完成度Cybercab亮相，后续关注Robotaxi落地路径

Investment Rating - The industry investment rating is "Overweight" indicating a positive outlook for the sector [17]. Core Insights - The report highlights Tesla's recent "We, Robot" event, showcasing the Cybercab Robotaxi and Robovan, with a focus on the future commercial model and timeline for Robotaxi deployment [9][10]. - The Cybercab is expected to be produced at a cost below $30,000, with a projected operational cost of approximately $0.2 per mile, significantly lower than the current average of $1 per mile for ride-hailing services in North America [10][11]. - The report emphasizes the importance of the upcoming Model 2, a more affordable vehicle aimed at increasing market share and driving growth [13][14]. Summary by Sections 1. Tesla's "We, Robot" Event Overview - The event featured the introduction of the Cybercab and Robovan, along with plans for unsupervised Full Self-Driving (FSD) capabilities [9][10]. - The Cybercab is a small two-door vehicle designed without a steering wheel or pedals, set for mass production between 2026 and 2027 [10][11]. 1.1 Cybercab and Robovan Launch - The Cybercab will utilize AI5 hardware and support wireless charging, with a production cost under $30,000 [10]. - The Robovan, designed for both passenger and cargo transport, will have an operational cost of 5-10 cents per mile [11]. 1.2 Future Considerations - The report calls for more details on the Robotaxi business model and the anticipated launch of the Model 2, which is crucial for Tesla's growth strategy [13][14]. - The FSD platform is set to undergo significant upgrades, with the AI5 hardware expected to enhance performance dramatically [14]. 1.3 Investment Opinion Analysis - The report identifies potential investment opportunities in companies involved in autonomous driving and Tesla's supply chain, including Desay SV, Hongsoft Technology, and Luxshare Precision [15].