瑞银：特斯拉-Robotaxi 网络的机遇

ab 23 June 2025 Powered by YES UBS Evidence Lab Global Research Tesla, Inc. The Tesla Robotaxi Network opportunity Investor focus on robotaxi is high. With Tesla launching their first robotaxi service in Austin, investor focus on the autonomous ride-hailing opportunity is very high. As such, we take a look at the opportunity. Net, if all goes according to plan (technology, regulatory, building and scaling a network, etc.) the opportunity can be significant - potentially a 2.3mm vehicle fleet by 2040 generat ...