计算机：特斯拉发布CyberCab，Robotaxi迎奇点时刻

Investment Rating - The report maintains a "Buy" rating for the industry, indicating that the expected performance of related securities will exceed the benchmark index by more than 15% [4]. Core Insights - The launch of Tesla's CyberCab marks a significant milestone for the Robotaxi sector, with expectations for mass production starting in 2026 and operational costs projected to decrease from approximately $1 per mile to about $0.2 per mile [1][2]. - The report highlights the potential for rapid commercialization of Robotaxi services in China, driven by supportive policies and the entry of multiple domestic companies into the market, including Baidu Apollo, Pony.ai, Didi, and others [1][2]. - The demand for autonomous driving solutions is anticipated to grow significantly, with the report drawing parallels between Full Self-Driving (FSD) technology and large language models like GPT, suggesting a broad commercial outlook for the sector [2]. Summary by Sections Industry Overview - The report discusses the unveiling of Tesla's CyberCab and Robovan, emphasizing their innovative features such as the absence of a steering wheel and the use of inductive charging [1]. - It notes that the operational costs of CyberCab are currently high but are expected to decrease significantly, enhancing its competitive edge against traditional taxis [1]. Market Dynamics - The report indicates that the Robotaxi technology is gaining traction in China, with various companies making strides in this field, positioning them to potentially surpass their international counterparts [1]. - It emphasizes the importance of regulatory approvals for the rollout of fully autonomous driving features in vehicles like the Model 3/Y, which are expected to lead the way in the U.S. market [1]. Investment Opportunities - The report suggests focusing on investment opportunities within the intelligent driving sector, recommending companies such as Zhongke Chuangda, Wanjike Technology, and others as potential beneficiaries of the growing market [2].