红星资本局2月4日消息，2月3日，谷歌母公司Alphabet旗下自动驾驶公司Waymo宣布完成160亿美元（约合人民币1110.69亿元）融资，投后估值达到1260亿 美元（约合人民币8746.67亿元），刷新了全球自动驾驶行业融资规模与估值的双重纪录，成为全球最贵的自动驾驶独角兽。 本轮融资将用于加速2026年20余座城市的网约车服务落地，支持捷豹I-PACE改装与极氪RT、现代IONIQ5等新车型测试。 红星资本局注意到，Waymo与极氪的合作从2021年开启。2026年1月7日，Waymo新一代自动驾驶出租车正式更名为Ojai，这款车由极氪打造，原名极氪 RT。 但Waymo也面临安全争议。据悉，2022年至2024年底期间，共发生16起Waymo车辆与铁链、大门等障碍物相撞的事故，所幸并未造成人员伤亡。 资料图 图据图虫创意 谷歌孵化，Waymo估值近8750亿元 但扩张的同时，Waymo正面临安全争议。据证券时报，美国国家公路交通安全管理局（NHTSA）宣布，已对一起涉及Waymo自动驾驶车辆的事故展开调 查。当地时间1月23日，一辆Waymo自动驾驶汽车在加利福尼亚州圣莫尼卡一所小学附近撞倒了一名 ...

以下文章来源于车东西 ，作者迩言 车东西 . 未来汽车看车东西！智能汽车产业专业新媒体车东西专注智能汽车产业创新，重点关注自动驾驶、智能 座舱、整车创新等；用专业视角，大众认知传播智能汽车新技术新体验。 来源丨车东西（ID： chedongxi） 作者 | 郭月 编辑 | 志豪 Waymo拿下全球自动驾驶领域史上最大一笔融资！ 2月3日，Waymo官宣完成了160亿美元（约合人民币1111亿元）的融资，公司投后估值达到1260 亿美元（约合人民币8753亿元）。 Waymo正在接送乘客 2025年，Waymo年订单量增长了超两倍，达到1500万次，迄今为止累计订单量已超过2000万次， 为2026年将在包括东京和伦敦在内的20多个城市开展网约车业务奠定了基础。 Waymo方面还表示，这笔资金注入将帮助其加快向前发展，当前重点是全球扩张，今年会将Waymo Driver带到全球更多城市。 Waymo官宣完成千亿融资 本次融资的投资方阵容庞大，除了母公司Alphabet（谷歌母公司）外，本轮融资由Dragoneer Investment Group、DST Global和Sequoia Capital领投，And ...

这轮融资较Waymo上一轮飙涨了近3倍，不仅是全球自动驾驶领域史上规模最大的一笔投资，更让Waymo的投后估值飙升至1260亿美元（约合人民币8741 亿元），较上一轮450亿美元估值暴涨180%。 自动驾驶史上最大一笔私募融资，被Waymo拿下。 160亿美元，约合人民币1110亿的融资，谷歌母公司Alphabet旗下自动驾驶公司Waymo在其官网上宣布已完成交易。 即便近期Waymo接连出现"翻车"事件，比如非法超越校车，因停电当街"躺平"，紧接着还撞伤儿童等等，仍没有妨碍投资者的热情。 如今的Waymo，已成为目前自动驾驶行业最贵的独角兽企业。 01 越翻车越吸金 2009-2019年十年间，Waymo完全依赖Alphabet的输血，自2020年首次引入外部资本以来，公开披露的融资金额仅仅只有三轮，但累积融资金额已经超过 了104亿，估值也从当初的约300亿美元水涨船高到450亿美元。 最新拿下的这笔资金，不仅一举超过了此前融资之和，还让Waymo最新估值升至1260亿美元，约合人民币8741亿元。 而且每轮融资的投资阵容非常豪华，这轮融资仍然是由母公司Alphabet牵头，还吸引了红杉资本（Sequo ...

Core Viewpoint - The article discusses the current state and future outlook of the automotive industry, focusing on sales data, market trends, and technological advancements in smart driving and electric vehicles [26]. Monthly Production and Sales - In January, the retail market for narrow-sense passenger vehicles was approximately 1.8 million units, a month-on-month decrease of 20.4% but a year-on-year increase of 0.3%. The estimated retail volume for new energy vehicles was around 800,000 units, with a penetration rate of about 44.4% [26]. - In December, the national retail of passenger vehicles was 2.261 million units, a year-on-year decrease of 14.0% but a month-on-month increase of 1.6%. Cumulative retail for 2025 is projected to reach 23.744 million units, a year-on-year growth of 3.8% [26]. - The wholesale of passenger vehicles in December was 2.789 million units, down 9.0% year-on-year and 7.0% month-on-month. Cumulative wholesale for 2025 is expected to be 29.554 million units, a year-on-year increase of 8.8% [26]. - The automotive production and sales in December were 3.296 million and 3.272 million units, respectively, with month-on-month decreases of 6.7% and 4.6%, and year-on-year decreases of 2.1% and 6.2% [26]. Market Performance - The CS automotive sector rose by 0.33% in January, with the CS passenger vehicle index falling by 5.41%. The CS commercial vehicle index increased by 15.59%, while the CS automotive parts index rose by 0.78% [2]. - The automotive sector underperformed compared to the CSI 300 index, lagging by 1.32 percentage points, and also underperformed the Shanghai Composite Index by 3.43 percentage points [2]. Cost Tracking - As of January 20, 2026, prices for float glass, aluminum ingots, and zinc ingots changed by -17.2%, +22.6%, and -2.1% year-on-year, respectively. Month-on-month changes were -1.2%, +10.8%, and +5.6% [2]. Industry Dynamics - Waymo completed a $16 billion financing round, with a post-money valuation of $126 billion, marking one of the largest single financings in the autonomous driving sector in recent years [4]. - Tesla plans to launch a major upgrade of its Optimus robot in Q1 2026, which will enhance its capabilities significantly [5]. - Li Xiang, CEO of Li Auto, stated that Level 4 autonomous driving will be realized by 2028 at the latest, emphasizing the importance of AI in the automotive sector [6]. Government News - A meeting was held by three departments to address the need for order in the new energy vehicle market, emphasizing the importance of innovation and quality while resisting chaotic price wars [16]. - The Shanghai municipal government released a proposal to accelerate the development of smart connected new energy vehicles through collaborative efforts and digital intelligence [17]. Upcoming Models - Several new models are set to launch in February 2026, including the Chery QQ3EV and various models from BMW and Jianghuai Automobile, indicating ongoing innovation and competition in the market [24].

摩根大通首次发布Waymo估值模型，预计这家Alphabet旗下的自动驾驶公司将在未来五年实现爆发式增长。该行预测，到2030年Waymo的年度订 单量将从2025年的1500万次飙升至2.77亿次，复合年增长率高达79%，总预订额将接近60亿美元，占据美国网约车市场约6%的份额。 这一预测发布之际，Waymo刚刚完成160亿美元的融资，估值达到1260亿美元，距离上一轮56亿美元融资仅相隔15个月。Waymo在公告中表示， 新资金将使公司"以前所未有的速度向前推进"。在此期间，Waymo的每周付费订单量已从15万次增长近三倍至超过40万次，2025年全年完成1500 万次订单。 据追风交易台消息，摩根大通分析师Doug Anmuth在2月3日发布的报告中认为，Waymo的车辆规模预计将从2025年底的不到3000辆扩张至2030年 底的超过35000辆，复合年增长率达67%。2026年，Waymo车队规模有望翻倍至约5725辆，提供超过3500万次订单，创造超过8亿美元的总预订 额。 该行认为，自动驾驶将扩大整体市场规模，Waymo的大部分增长将来自增量市场，但也会从Uber和Lyft等传统网约车平台夺取部 ...

Investment Rating - The report maintains an "Outperform" rating for the automotive industry [6]. Core Insights - The penetration rate of NOA (Navigation on Autopilot) in urban areas exceeded 20% in November, with Waymo completing a new round of financing amounting to 160 billion yuan [1][17]. - The report highlights significant advancements in smart driving technologies, with L2 and above penetration rates for passenger vehicles reaching 38% in November, a year-on-year increase of 22 percentage points [3]. - Key companies recommended for investment include XPeng Motors, JAC Motors, and Geely for complete vehicles, while Pony.ai and WeRide are recommended for L4 technologies [4]. Summary by Sections Industry News - Waymo completed a new round of financing of 160 billion yuan [1][17]. - Pony.ai partnered with Aitbot to develop high-end Robotaxi services [1]. - WeRide launched its self-developed general simulation platform, WeRide GENESIS [1]. - HoloMatic delivered unmanned mining trucks in bulk [1]. - Hesai Technology led the market in 3D LiDAR shipments for lawnmowers [1]. - XPeng Motors' AD Pro received a major upgrade, becoming the first to mass-produce based on a single Journey® 6M chip [1]. High-Frequency Core Data Updates - The penetration rate of 8MP cameras in passenger vehicles reached 51% in November 2025, up 31 percentage points year-on-year [2]. - NVIDIA's driving chip market share increased to 54.3% [2]. - The penetration rate of LiDAR in passenger vehicles reached 16.6%, a year-on-year increase of 10 percentage points [2]. Smart Driving - The penetration rate of passenger vehicles with L2 and above functions reached 38% in November, with urban NOA at 20.6% [3]. - Sensor penetration rates for front-view cameras, forward millimeter-wave radar, and LiDAR were 69.0%, 58.4%, and 16.6%, respectively [3]. - The penetration rate of driving domain controllers reached 37.2%, a year-on-year increase of 19 percentage points [3]. Investment Recommendations - Recommended companies for complete vehicles include XPeng Motors, JAC Motors, and Geely [4]. - For L4 technologies, recommended companies are Pony.ai and WeRide [4]. - Recommended component suppliers include SUTENG for data acquisition and Horizon Robotics for data processing [4].

21世纪经济报道新质生产力研究院综合报道 早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起看看吧。 【巨头风向标】 谷歌旗下自动驾驶企业Waymo宣布完成160亿美元融资 2月2日，谷歌旗下自动驾驶公司Waymo宣布完成160亿美元融资，公司估值在投后达1260亿美元，这成为自动驾驶领域近年来规 模最大的单笔融资之一。除了母公司Alphabet作为主要投资者继续支持外，本轮融资由Dragoneer投资集团（Dragoneer Investment Group）、DST Global和红杉资本（Sequoia Capital）领投，安德森·霍洛维茨基金（a16z）、穆巴达拉资本、贝塞默风 险投资、银湖资本、老虎环球基金及T. Rowe Price等机构跟投。Waymo披露，2025年公司年订单量同比增长超过两倍，达到 1500万次，截至目前累计订单量已超过2000万次。其无人驾驶出租车服务目前每周提供超过40万次出行。 雷军宣布小米十余篇论文入选ICLR 2026顶会 小米创办人，董事长兼CEO雷军在微博表示，小米团队多篇最新研究成果，入选人工智能领域国际顶级会 ...

赵旭杨 开源证券汽车分析师: 好的，各位领导晚上好。我是开源证券汽车组的赵旭阳。今天感谢大家来参加我们今天的 智驾系列的第九期，关于特斯拉的一些智驾的一些信息的一些更新。以及就是近期那个， 特斯拉，就是美国的这个，高速公路安全管理局，其实也公布了一些智驾的数据。就是尤 其是这个 Robot Taxi 这边吧，一些这个，关于一些事故的一些数据的统计。这个之前其 实有一个这个比较大的一个新闻，然后大家可能觉得这个 Robot Taxi 的这个安全性可能 是产生了一些质疑。 然后这块我们也把这个数据下载下来，然后进行了一些这个分析。由于这个数据本身是包 含所有北美那边的这个 robot taxi 的车辆的，所以其实我们也可以整体性地观察出来的一 些，观察出来一些这个整体行业的一些这个情况。首先就是那个特斯拉的这个财报，财报 里边的话，其实我们觉得对于这个对于这个，我对这个少了一个环节，就是我们先还是把 我们的这个整体的支架的观点，简单给大家。汇报一下。我觉得，就是说整体智驾的这个 热度，我觉得这段这段时间是偏向于比较低位的一个状态的。 这个原因，我觉得主要还是说近期的这个智驾整体的这个催化呀，整体来说是比较小的。 ...

1. Report Industry Investment Rating There is no information about the industry investment rating in the report. 2. Core Views of the Report - The prices of various commodities in the chemical and agricultural sectors showed different trends on February 4, 2026, compared to the previous day [4]. - The macro - economic news includes rumors of VAT rate hikes in some industries, major corporate mergers and IPO plans, and policy directions in different fields [6][7]. - For different commodity futures, the market conditions are affected by supply - demand relationships, seasonal factors, and macro - economic factors, and corresponding trading strategies are proposed [11][13][15]. - In the stock market, A - shares showed a general upward trend on February 3, while欧美 stocks declined. Different sectors had different performances, and trading strategies are suggested for different investors [22][23]. 3. Summary by Relevant Catalogs 3.1 Chemical Industry - On February 4, 2026, most chemical futures showed price increases, such as natural rubber with a 0.803% increase, 20 - number rubber with a 0.955% increase, and asphalt with a 0.997% increase. Only PVC and caustic soda showed price decreases, with PVC down 0.335% and caustic soda down 0.863% [4]. 3.2 Macro - Economic News - Rumors of VAT rate hikes in the financial and Internet value - added service industries, especially in the game industry from 6% to 32%, turned out to be false [6]. - SpaceX merged with xAI, with the combined company valued at $1.25 trillion, and an expected IPO later this year [6]. - 30 provinces in China have set their GDP growth targets for 2026, with many economic powerhouses aiming for over 5% growth [6]. - Multiple commercial aerospace companies are in the process of going public, and they may list on the stock market intensively in the next one or two years [7]. - The Ministry of Industry and Information Technology emphasizes technological breakthroughs in future industries such as 6G, quantum technology, etc. [7]. - The Hong Kong Monetary Authority announced a financial technology promotion blueprint and will launch four flagship projects [7]. - There were disputes about OpenAI's attitude towards Nvidia's AI chips, but Nvidia's investment plan in OpenAI is still progressing [7]. - Different Fed officials have different views on interest - rate cuts. Waymo completed a new round of $16 billion in financing, with a post - investment valuation of $126 billion [8]. 3.3 Main Commodity Morning Meeting Views 3.3.1 Agricultural Products - **Sugar**: The supply - demand situation is loose both at home and abroad. The domestic sugar price is expected to remain in a weak and volatile state. It is advisable to be cautious when short - selling and focus on short - selling opportunities after a rebound [11]. - **Corn**: The market faces seasonal selling pressure before the Spring Festival and weakening demand. The price is in a high - level volatile state. It is recommended to wait and see, with the upper pressure at 2275 yuan and the lower support at 2250 yuan [11]. - **Peanut**: The price is expected to continue to fluctuate at the bottom in the short term. The lower support levels are 8000 yuan and 7900 yuan, and the upper pressure is 8100 yuan [11]. - **Pig**: The supply of pigs is temporarily tightened before the Spring Festival, and the futures market is expected to remain volatile [11][13]. - **Egg**: The spot market is stable, and the futures market shows a pattern of near - term strength and long - term weakness, seeking downward support [13]. - **Jujube**: The price is expected to remain stable in the short term. The downstream demand is fragmented, and the futures market is seeking downward support [13]. - **Cotton**: The supply has a long - term bullish factor of expected yield reduction, but the high inventory suppresses the upward space. The price is expected to remain in a high - level volatile state. It is advisable to operate cautiously on the long side, with the support range at 14500 - 14600 yuan [13]. 3.3.2 Energy and Chemicals - **Caustic Soda**: The fundamentals are in an oversupply situation, and attention should be paid to the impact of supply - side changes on prices [13]. - **Coking Coal and Coke**: The prices of coking coal in the production areas have declined, and the replenishment of steel and coking enterprises is coming to an end. The prices are expected to fluctuate and run [13]. - **Log**: The price is expected to maintain a relatively strong and volatile state, but the upward space is limited. It is advisable to adopt a volatile trading strategy, with the upper pressure at 805 yuan and the lower support at 795 yuan [13][15]. - **Pulp**: The supply - demand situation is weak. The price is expected to be under pressure and run weakly in the short term. It is recommended to wait and see or try short - selling lightly when the price is high, with the upper pressure at 5300 yuan/ton and the lower support at 5250 yuan/ton [15]. - **Offset Printing Paper**: The supply - demand relationship is in a weak balance. It is recommended to wait and see. If the price effectively breaks below 4030 yuan, the downward space may be opened [16]. 3.3.3 Non - ferrous Metals - **Copper and Aluminum**: The copper price is under pressure due to market uncertainties and the rising US dollar index. The aluminum supply is increasing, the demand is showing signs of stabilization, and the inventory accumulation speed has slowed down, but the structural contradiction remains. The market sentiment has stabilized, and attention should be paid to macro - risks [18]. - **Alumina**: The fundamentals are in an oversupply situation, waiting for new market drivers [20]. - **Rebar and Hot - Rolled Coil**: The demand is weakening as the holiday approaches, and the steel prices are expected to be under slight pressure and run weakly [20]. - **Silicon Ferrosilicon and Manganese Silicon**: The overall fundamentals are relatively healthy, but the market lacks expected drivers. The prices are expected to run weakly with a narrowing range, and the cost provides certain support. It is advisable to have a callback - and - long - biased trading idea and pay attention to the macro - atmosphere [20]. - **Lithium Carbonate**: The price rebounded strongly after a sharp decline, showing strong support below. It is expected to maintain a high - level volatile state in the short term. It is recommended to wait and see, with the upper pressure at 151880 yuan and the lower support at 137520 yuan [20][22]. 3.3.4 Options and Finance - **Stock Index Options**: On February 3, A - shares showed a general upward trend, and different stock index futures and options had different performance indicators. Trend investors can focus on the strength - weakness arbitrage opportunities between varieties, and volatility investors can hold short - wide - straddle positions to short - sell volatility. The stock market is likely to fluctuate in the two weeks before the Spring Festival, and attention should be paid to structural opportunities [22]. - **Stock Market**: A - shares closed higher on February 3, with active performance in some concept sectors. The欧美 stock market declined, and technology stocks were under pressure. The trading strategy is to participate in the rebound lightly when the price stabilizes after a sharp decline, not to chase the rise, and to realize profits when the price rises [22][23].

除来自Alphabet的支持外，本轮融资由龙舟投资集团（Dragoneer Investment Group）、总部位于俄罗斯 的投资集团数位天空科技（DST Global）和红杉资本领投，其他投资者包括美国私人风险投资公司安德 里森·霍罗威茨（Andreessen Horowitz）、穆巴达拉资本（Mubadala Capital）、柏尚投资（Bessemer Venture Partners）、银湖资本（Silver Lake）、老虎全球管理（Tiger Global）、普徕仕投资管理公司 （T. Rowe Price）和淡马锡私人控股有限公司等。Waymo表示，融资将用于驱动业务扩张。 Waymo的Robotaxi 东方IC 规模持续扩张 此前于2024年10月，Waymo在上一轮融资中筹集了56亿美元（约合人民币388.5亿元），估值超过450亿 美元（约合人民币3122亿元）。安德里森·霍罗威茨、银湖资本、老虎全球管理和普徕仕投资管理公司 是其主要投资者。 目前，Waymo的无人驾驶出租车（Robotaxi）已在美国道路上行驶超过1.25亿英里（约合2亿公里）， 预计今年将在美国旧金山、洛杉矶、凤凰 ...