萝卜快跑，跑向海外

Core Viewpoint - The development of technology is crucial for national interests, and the competition in the AI and Robotaxi sectors is not only about corporate survival but also about establishing global standards and rules [2][4]. AI and Robotaxi Growth - The emergence of AI agents has sparked enthusiasm across industries, with significant advancements in underlying technologies and algorithms driving the global rollout of Robotaxi services [3][4]. - The Chinese company "LuoBo Kuaipao" has expanded internationally, launching operations in Dubai and Abu Dhabi, and forming partnerships with major ride-hailing platforms like Uber and Lyft [3][7]. Competition Among Major Players - The competition among leading Robotaxi companies, including Waymo, Tesla, and LuoBo Kuaipao, has intensified, with each company rapidly expanding their operational territories [6][7]. - LuoBo Kuaipao is recognized as the fastest in global expansion, leveraging its technological capabilities and experience in diverse regulatory environments [8][10]. Regulatory Challenges - The lack of unified global standards for autonomous driving complicates the large-scale deployment of Robotaxi services, with varying regulations across regions [10][12]. - LuoBo Kuaipao's partnership with Lyft is significant as it may become the first to achieve large-scale deployment in Europe, where regulations are particularly stringent [10][12]. Market Potential - The Robotaxi market is entering a commercial phase, with projections indicating that by 2030, the global Robotaxi fleet could reach approximately 50 million vehicles, creating a market value of around $10 trillion [20][21]. - The competition for Robotaxi services involves multiple industries, including AI, automotive, and logistics, making it a critical battleground for future regulatory authority [20][22]. Strategic Moves - Lyft's acquisition of the European ride-hailing platform FreeNow and its partnership with LuoBo Kuaipao highlight strategic efforts to penetrate the European market [12][17]. - The collaboration between LuoBo Kuaipao and Lyft has positively impacted Lyft's stock performance, indicating market confidence in this partnership [15][17].