当地时间12月12日，文远知行WeRide、优步Uber与迪拜道路与交通管理局(RTA)联手官宣：Robotaxi公 开运营服务通过Uber App正式登陆迪拜。这一举措助力迪拜推进"2030年25%出行自动化"战略，也让中 东智能出行规模化落地迎来新突破。 即日起，公众可通过Uber App体验文远知行的Robotaxi服务，首批覆盖毗邻公共海滩、游客云集的乌姆 苏盖姆(Umm Suqeim)和朱美拉(Jumeirah)区域。乘客在Uber平台选择"Autonomous"专属入口即可呼叫， 车队管理服务由Tawasul全程提供。 作为中东发展最快的国际化都市之一，迪拜常住人口超400万，出行需求持续旺盛2024年，当地公共交 通、共享出行(含智能App网约车服务)及出租车的总出行量达1.53亿次，其中共享出行用户同比增长 28%，展现出强劲的市场潜力。文远知行与Uber联合推出的Robotaxi公开运营服务，不仅精准匹配市民 与游客日益增长的出行需求，更将为迪拜实现"2030年25%出行自动化"的战略目标注入关键动力。 Uber全球自动驾驶负责人Sarfraz Maredia表示："作为全球最大的人工驾驶与 ...

华见早安之声 市场概述 甲骨文后，博通财报加剧了投资者对AI的焦虑。此外， 报道称甲骨文的一些数据中心项目出现延误，市场情绪进一步被打压。 周四刚收创新高的标普500下挫1.1%，道指和小盘股指也均从历史高位回落， 纳指100盘中跌超2%。本周道指累计涨超1%，连续第三周走高。 半导体指数暴跌超5%，几乎抹去12月以来的所有涨幅。 英伟达跌3.27%、连跌四日。 博通大跌11%，创1月以来最差单日表现。Coreweave大跌10%。 长期美债收益率普涨，10年期涨近3基点。美元跌0.35%、跌破98关口，本周累计跌近1%。 加密货币跟随科技股下挫，比特币跌3.6%， 以太坊跌5.6%。 贵金属受获利了结压力，美股午盘时段均大幅下挫。黄金涨0.44%、一度较日高点4350美元跳水超2%。 纽约银日内跌幅一度达5%，此后跌幅收窄。原油低 位盘整。 亚洲时段，A股探底回升，创业板涨0.97%，可控核聚变、商业航天领涨，电网设备走强，港股高开高走，恒指、恒科指涨超1%，科技股普涨，有色强势。 要闻 中国11月新增社融2.49万亿元， 新增人民币贷款3900亿元， M2-M1剪刀差扩大。 何立峰： 2026要严防"爆雷 ...

Company Developments - Paramount Sky Dance has launched a hostile takeover bid for Warner Brothers Discovery with a $30 per share all-cash offer, following Netflix's $72 billion acquisition of Warner Brothers Discovery Studio and streaming assets, which is under antitrust scrutiny [2] - Paramount's shares rose by 9% as investors anticipate a potential takeover that could significantly impact the streaming industry, while Warner Brothers Discovery shares also increased [3] - Whimo has reported over 450,000 paid robo taxi rides per week, indicating rapid growth in the autonomous vehicle sector and highlighting its lead over competitors like Tesla [4] Market Reactions - The stock of Cabbana surged over 12% after its addition to the S&P 500, marking a year-to-date increase of approximately 120% [6] - Tesla's stock experienced a decline of nearly 3.5% following a downgrade from Morgan Stanley [5] Economic Indicators - The benchmark 10-year yield reached 4.18%, influenced by expectations of a hawkish rate cut and global bond market trends, particularly in Japan [8] - Upcoming earnings reports for AutoZone and Casey's General Store are anticipated, with AutoZone projecting EPS of $3.23-$3.35 on revenue of $4.64 billion, reflecting an 8% year-over-year growth [9][10] - Casey's is expected to report revenue of $4.5 billion with EPS of about $5, continuing its trend of quarterly earnings beats [10] Labor Market Insights - The Job Openings and Labor Turnover Survey (JOLTS) data is expected to show 7.227 million job openings, providing insights into the labor market ahead of the Federal Reserve's decision [12]

Core Viewpoint - The strategic partnership between autonomous driving company Pony.ai and ride-hailing platform Sunshine Travel aims to develop a large-scale autonomous vehicle fleet and promote autonomous driving services in major Chinese cities [1] Group 1: Strategic Partnership - Pony.ai and Sunshine Travel have announced a comprehensive collaboration focused on autonomous driving services [1] - The partnership will leverage Pony.ai's seventh-generation mass-produced autonomous vehicles to establish an autonomous vehicle fleet [1] Group 2: Operational Expansion - The initial fleet is set to launch within this year [1] - The collaboration will expand operations in cities such as Beijing, Guangzhou, Shenzhen, and Shanghai, targeting high-value travel scenarios including city centers, airports, and train stations [1]

Core Insights - WeRide has officially launched the trial operation of its Robotaxi GXR and Robobus in Ras Al Khaimah, UAE, marking its first deployment in the region and integration into the local public transport system [1][15] Group 1: Partnership and Collaboration - WeRide is the sole partner selected for the smart transportation strategy in Ras Al Khaimah, paving the way for larger-scale commercialization of its autonomous driving products in the UAE [1] - A memorandum of understanding (MoU) was signed between WeRide and Ras Al Khaimah Transport Authority (RAKTA) to provide advanced autonomous driving technology solutions, operational support, and training [10][12] Group 2: Operational Details - The trial operation includes the deployment of WeRide's Robobus on Al Marjan Island, connecting key hotels and tourist attractions with a total of 9 stops [6][15] - The commercial operation of both products is expected to officially start in early 2026, initially with safety personnel in the vehicles, transitioning to fully autonomous operation as per UAE regulations [7] Group 3: Government and Regulatory Support - The launch is a significant milestone in RAKTA's 2030 Integrated Mobility Plan, which aims to integrate various transportation modes into the existing network while promoting urban sustainability [10] - RAKTA is developing a regulatory framework for the autonomous driving industry in line with international best practices, supported by WeRide's expertise [10][15]

Core Insights - WeRide has launched its Robotaxi GXR fleet on Uber's new "Autonomous" category in Abu Dhabi, marking Uber's first global rollout of an autonomous driving option [1] - WeRide is the only Robotaxi company operating publicly in markets outside the US and China in partnership with Uber [1] Group 1: Service Launch and Operations - The Robotaxi service in Abu Dhabi covers areas including Yas Island, Saadiyat Island, Al Reem Island, and Al Maryah Island, as well as routes to Zayed International Airport [2] - Since the launch of the "Autonomous" category, total weekly orders have increased by approximately 20% [2] - WeRide began public operations in Abu Dhabi in 2021 and signed a strategic partnership with Uber in September 2024, with the fleet going live on the Uber platform in December 2024 [3] Group 2: Future Expansion Plans - WeRide is accelerating its expansion in the Middle East, having partnered with Uber and the Dubai Roads and Transport Authority (RTA) to obtain a Robotaxi trial operation license, aiming for fully autonomous operations by 2026 [5] - In July 2025, WeRide received the first autonomous driving license in Saudi Arabia, initiating a pilot project covering King Khalid International Airport and key areas in Riyadh [5] - The company plans to expand its autonomous vehicle fleet in the Middle East to between 500 and 1,000 units, with a goal of deploying tens of thousands of Robotaxis by 2030 [5]

Core Viewpoint - Waymo, a subsidiary of Alphabet, is transitioning from a pilot project to a regional scale operation in the Robotaxi market, with significant growth in order volume and operational metrics, despite ongoing financial losses [3][11]. Group 1: Order Growth and Operational Metrics - Waymo's order volume has doubled over the past year, with total mileage exceeding 100 million miles, and plans to expand to more cities and increase fleet size in the coming year [3][4]. - By the end of 2024, Waymo's total order volume surpassed 4 million, with weekly orders stabilizing at 150,000, indicating a tenfold increase within a year [4][5]. - As of May 2025, Waymo announced it had completed over 10 million orders, with projections suggesting it could reach 11 million by June 2025 [5][6]. Group 2: Fleet Expansion and Coverage - Waymo currently operates over 1,500 vehicles across four major cities, with plans to increase this number to 3,500 by 2026 [10][11]. - The service area of these cities covers approximately 496 square miles (about 1,285 square kilometers), allowing for a vehicle density that enhances response times and service availability [10][11]. Group 3: Financial Performance and Profitability Analysis - Waymo has not yet achieved profitability, with significant losses reported in Alphabet's "Other Bets" segment, which includes Waymo's operations [14][33]. - In Q1 2025, the "Other Bets" segment generated approximately $450 million in revenue but incurred a loss of about $1.2 billion [14][33]. - Despite the high operational costs, Waymo's estimated daily revenue per vehicle is around $644, with a gross margin close to 65%, indicating potential for profitability if operational metrics improve [31][33]. Group 4: Strategic Expansion and Market Positioning - Waymo's expansion into new cities like Atlanta, Miami, and Washington D.C. is driven by the need to capitalize on market opportunities and establish itself as a leading brand in autonomous ride-hailing [11][35]. - The company aims to leverage economies of scale to improve its revenue structure while continuing to invest heavily in research and development [34][35].

Core Insights - The financial report of WeRide, dubbed the "first global Robotaxi stock," for Q2 2025 shows significant growth, with revenue reaching 127 million yuan, a year-on-year increase of 60.8% [1] - The Robotaxi segment has seen remarkable performance, generating 45.9 million yuan in revenue, a staggering year-on-year increase of 836.7%, marking a record high for the company since its inception [1] Group 1: Company Performance - WeRide's Q2 revenue from Robotaxi accounted for 36.1% of total revenue, the highest proportion since 2021 [1] - The company has expanded its fleet in Abu Dhabi threefold since launching Robotaxi services in collaboration with Uber in December 2024 [1] - Each vehicle in operation can complete dozens of trips during a 12-hour shift, with each trip typically exceeding six kilometers, showcasing the operational efficiency [1] Group 2: Strategic Partnerships - The collaboration with Uber has significantly boosted WeRide's Robotaxi business, leveraging Uber's extensive user base and operational framework [2] - This partnership allows for a combination of WeRide's autonomous driving technology with Uber's platform resources, facilitating user experience and market education [2] Group 3: Industry Outlook - The Robotaxi market is poised for growth due to technological advancements, improved regulations, and increased user acceptance [3] - WeRide has established a first-mover advantage through its technological accumulation and global strategy, indicating substantial future growth potential [3] - The company has achieved over 2,200 days of safe operation for its Robotaxi, providing valuable experience for future market expansions [3]