Core Viewpoint - Pony.ai has experienced significant stock price increases, driven by strategic partnerships and potential plans for a confidential listing in Hong Kong, reflecting strong market expectations for its future growth [1][2][4]. Group 1: Stock Performance and Market Reactions - Pony.ai's stock surged over 47% on May 6 and later increased by over 16% before closing on May 13, marking a 336.7% rebound from its low on April 22 [1]. - The market's positive sentiment is fueled by news of a strategic partnership with Uber and rumors of a potential confidential listing in Hong Kong [1][2]. Group 2: Listing and Regulatory Environment - The Hong Kong Stock Exchange has launched a "Special Technology Companies Route," allowing companies to submit listing applications confidentially, which could benefit Pony.ai [2]. - The Chinese regulatory environment is increasingly supportive of high-quality Chinese companies returning to the domestic and Hong Kong markets [2]. Group 3: Business Operations and Partnerships - Pony.ai is a key player in China's autonomous driving sector, with stable operations in major cities and over 45 million kilometers of autonomous driving data accumulated [3]. - The company has established partnerships with multiple ride-hailing platforms, including Uber, WeChat, and Alipay, enhancing its user base and service accessibility [3]. Group 4: Commercialization and Technology Development - The partnership with Uber aims to integrate Pony.ai's Robotaxi services into Uber's platform by the second half of 2025, marking a critical step towards commercialization [5][6]. - Pony.ai's seventh-generation autonomous driving system is the first globally to achieve L4-level capabilities using automotive-grade components, significantly enhancing safety and operational efficiency [6][7]. Group 5: Market Potential and Growth Projections - The Chinese Robotaxi market is projected to grow from $54 million in 2025 to $47 billion by 2035, indicating a potential 757-fold increase over ten years [7]. - The anticipated scale of Robotaxi fleets could reach 1.9 million vehicles by 2035, representing 25% of shared mobility vehicles [7]. Group 6: Shareholder Confidence and Strategic Moves - Pony.ai's founders have voluntarily extended their share lock-up period by 540 days, covering approximately 22.9% of the company's total issued shares, reflecting confidence in the company's long-term strategy [8][9]. - This move aims to strengthen market trust and support the company's sustainable growth during a critical phase of Robotaxi commercialization [8][9].

Uber Technologies on Wednesday unveiled a range of new offerings such as shared fixed-route rides and expanded membership passes, targeting consumers seeking cost-effective ways to travel.The ride-sharing app has been looking to invest in more affordable transport and delivery offerings to widen its user base and combat slowing revenue growth in an uncertain economic environment.Uber’s new “Route Share” ride option will cost half as much as the company’s UberX ride-hail service, by providing pickups every 2 ...

特斯拉CEO马斯克：希望将Robotaxi引入沙特。 ...

Federal safety investigators have sent Tesla a detailed list of questions on its upcoming robotaxi service as part of an investigation into how the company’s “Full Self-Driving (Supervised)” software operates in low-visibility conditions.The National Highway Traffic Safety Administration’s Office of Defects Investigation wants the additional information about Full Self-Driving (Supervised) — or “FSD” — in order to “understand how Tesla plans to evaluate its vehicles and driving automation technologies for u ...

On May 7, San Francisco, CA-based Uber Technologies (UBER) , which provides ride-hailing, food delivery and freight (leasing vehicles to third parties) services through its Mobility, Delivery, and Freight segments, respectively, released mixed first-quarter 2025 results. While earnings per share surpassed the Zacks Consensus Estimate, revenues fell short of the same. The revenue miss in the March quarter naturally disappointed investors, resulting in the stock declining 4.3% since the earnings release. The ...

Lyft(LYFT.O)首席执行官：亚特兰大ROBOTAXI将在"小型试点"中配备安全驾驶员。 ...

Tesla (TSLA 5.06%) reported a relatively weak first quarter less than a month ago, but investors have been piling into the stock anyway. That continued today with Tesla shares soaring 5.7% as of 10:45 a.m. ET.That gives the stock a nearly 30% return since it reported first-quarter results on April 22. It's all about ChinaInvestors shrugged off a poor first quarter after the company said it was still planning to launch its fully autonomous driving technology on the roads in June. Additionally, CEO Elon Musk ...

Tesla’s (TSLA) grip on the world’s largest EV market is slipping. In April, the company sold just 58,459 vehicles in China, down nearly 6% from a year ago. The figure also reflected a steep 26% drop from March, according to data from the China Passenger Car Association. In the first four months of 2025, Tesla’s China sales have declined over 18% year over year to 231,213 units.The numbers are raising red flags. While local rivals are posting strong growth, Tesla is struggling with an aging product lineup an ...

制作日期： 2025/05/08 隔夜夜盘市场走势 1. 国内商品期货夜盘收盘普遍下跌，能源化工品多数下跌，玻璃跌 2.96%，纯 碱跌 2.7%，原油跌 1.52%，PVC 跌 1.37%，乙二醇跌 1.14%，甲醇跌 1.11%，苯 乙烯跌1.04%。黑色系全线下跌，焦煤跌2.57%，焦炭跌2.45%，铁矿石跌1.12%。 农产品多数下跌，豆一跌 1.58%，白糖跌 1.09%。基本金属全线下跌。沪铝跌 1.55%，沪锡跌 0.94%，沪铜跌 0.74%，沪铅跌 0.57%，沪锌跌 0.49%。沪金涨 0.07%，沪银跌 1.15%。 2. 国际贵金属期货普遍收跌，COMEX 黄金期货跌 1.47%报 3372.60 美元/盎司， COMEX 白银期货跌 2.31%报 32.61 美元/盎司。美联储维持利率政策，通胀和经 济前景不确定性加剧市场波动，同时贸易政策的不确定性继续影响避险资产需 求。 地址：北京市朝阳区朝阳门外大街甲6号万通中心D座20层（100020） 总机：010-8535 6666 资讯早间报 本公司具备期货交易咨询业务资格，请务必阅读最后一页免责声明。 地址：北京市朝阳区朝阳门外大街甲 ...

The auto industry is entering rough terrain. In early April, the United States slapped a 25% tariff on imported vehicles, and just days ago, it rolled out another 25% duty on auto parts that don't comply with United States- Mexico-Canada Agreement rules. These new tariffs are set to drive up costs for automakers by tens of billions of dollars, costs that could ultimately hit consumers through higher car prices. The demand for vehicles is likely to soften, while supply chain chaos is expected to increase. As ...