智通财经APP获悉，优步(UBER.US)与Starship Technologies宣布达成合作，将利用自动驾驶人行道机器 人解决"最后一英里"配送难题。首批机器人预计今年12月在英国投入运营，明年将扩展至多个欧洲国 家。 Starship的AI驱动机器人已在全球7个国家完成超900万次配送，此次合作将助力优食为欧洲用户提供新 一代配送服务。这些机器人可实现L4级自动驾驶(无需人工干预)，最远配送距离2英里内可在30分钟内 完成交付。 美国市场计划于2027年启动Starship机器人服务。 "自动驾驶配送是我们构想中优食未来图景的重要组成部分，"优步自动驾驶业务全球负责人萨弗拉兹· 马雷迪亚表示，"与Starship的合作将借助其庞大的自动驾驶配送网络，助力优步跨洲际部署该服务能 力。" 过去11年间，Starship旗下2700台机器人已遍布全球15个国家100多个城市。 此次合作是优步通过合作伙伴关系扩展自动驾驶配送业务的最新举措。在美国本土，优步已通过与 Serve Robotics和Avride的合作，在奥斯汀、芝加哥、达拉斯-沃斯堡、迈阿密、洛杉矶、亚特兰大和泽 西市启用机器人配送服务。 ...

Core Insights - DoorDash reported third-quarter earnings that exceeded revenue and order value expectations, but rising operational costs led to profits falling short of forecasts, resulting in a significant drop in stock price post-announcement [1][4] Financial Performance - Total order value increased by 25% year-over-year to $25 billion, surpassing analyst expectations of $24.6 billion, marking the largest growth since mid-2023 [1] - Revenue grew by 27% year-over-year to $3.45 billion, exceeding the market expectation of $3.36 billion [1] - Total costs and expenses surged by 23% year-over-year from $2.6 billion to $3.19 billion [4] - Net profit rose significantly from $162 million ($0.38 per share) to $244 million ($0.55 per share), but fell short of the market expectation of $0.69 per share [4] Strategic Investments - The company plans to increase spending on new products by several hundred million dollars by 2026, alongside investments in internal platforms to enhance operational stability and product development speed [4][5] - DoorDash is focusing on improving developer efficiency through AI tools as part of its investment strategy [4] - The company has engaged in a series of acquisitions, including the recent purchase of Deliveroo, to expand its international presence and enhance restaurant services [6] Future Outlook - DoorDash anticipates continued growth momentum, projecting total order value for the fourth quarter to be between $28.9 billion and $29.5 billion, with adjusted EBITDA expected to range from $710 million to $810 million [6] - The contribution from Deliveroo is expected to add approximately $45 million to the fourth-quarter earnings, with a projected long-term profit increase of about $200 million by 2026 [6]

Sales Performance Summary - NIO delivered 23,231 vehicles in May, a year-on-year increase of 13.1% [3] - XPeng delivered 33,525 vehicles in May, a significant year-on-year increase of 230%, marking the seventh consecutive month of deliveries exceeding 30,000 units [3] - Li Auto delivered 40,856 vehicles in May, up 16.7% year-on-year, with a cumulative delivery of 1,301,531 vehicles as of May 31, 2025 [3] - BYD's passenger car sales reached 376,930 units in May, with 204,369 units being pure electric and 172,561 units being plug-in hybrids [3] - Geely's May sales were 235,208 units, reflecting a year-on-year growth of 46% [4] New Energy Vehicle Trends - Great Wall Motors sold 102,200 new vehicles in May, with 32,638 being new energy models, a year-on-year increase of 32.41% [4] - China FAW's total vehicle sales exceeded 261,300 units in May, with a 69.8% increase in new energy vehicle sales [4] - Xiaomi's automotive division delivered over 28,000 vehicles in May and is preparing for mass production of the Xiaomi YU7 [5][11] Market Developments - JD.com plans to expand its delivery rider workforce to 150,000, having already surpassed 100,000 [7] - Wahaha's shares faced significant price drops in recent auctions, with some shares selling for half their previous value [7] - BYD announced plans to launch a low-cost micro electric vehicle in Japan next year, targeting the $18 billion microcar market [21] Technological Innovations - Musk's Neuralink raised $600 million, setting a record for the brain-computer interface industry, with a pre-money valuation of $9 billion [22] - Zhiyuan Robotics announced its humanoid robot has received certifications from China, the EU, and the US, making it the first to achieve such recognition [21] Automotive Industry Updates - Ford's new model, the Lingrui Heartbeat Edition, was launched at a price of 98,800 yuan, with a government subsidy bringing the effective price down to 83,800 yuan [24] - Audi's Q6L e-tron family has begun pre-sales, featuring Huawei's intelligent driving technology and a charging capability of 270 kW [26]

Core Viewpoint - The autonomous delivery industry is transitioning from stage 1.0 to 2.0, with the expectation of reaching 3.0, which will reshape the logistics landscape [1][4]. Group 1: Development Stages - The past decade has seen autonomous delivery in the 1.0 technology exploration phase, focusing on refining algorithms and enhancing vehicle safety and speed [2]. - The current 2.0 phase emphasizes scenario reconstruction and commercial validation, with the goal of running minimum viable products (MVP) to verify business value in specific contexts [2][3]. - The future 3.0 phase aims to create an integrated ecosystem for autonomous delivery, involving collaboration among manufacturers, logistics companies, and government entities [3]. Group 2: Industry Advancements - Significant advancements have been made in the autonomous delivery supply chain, including a drastic reduction in lidar costs, lowering the overall vehicle cost from 300,000-400,000 yuan to below 100,000 yuan [3]. - Cities like Shenzhen have opened their entire road networks, facilitating large-scale commercial validation [3]. - Collaborations with companies like BYD and CATL are exploring automated battery swapping technology to enhance operational efficiency [3]. Group 3: Key Drivers and Future Outlook - The dual drivers of policy and technology are crucial for the transition to the 2.0 phase, while ecological collaboration is essential for industry success [4]. - Over the next decade, the autonomous delivery network in China is expected to reconstruct urban ecosystems, with a commitment from companies to promote standardized and ecological development in the autonomous driving sector [4].