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花旗:英伟达的自动驾驶计划或将支持全球无人驾驶出租车增长
Xin Lang Cai Jing· 2026-01-06 06:25
花旗分析师在一份报告中写道,英伟达新的人工智能平台、开放模型和生态系统应会创造对无人驾驶出 租车的需求并支持全球增长。花旗预测,全球无人驾驶出租车市场将从2025年的44.3亿美元增长到2034 年的1,889.1亿美元。中国的无人驾驶出租车总潜在市场将从2025年的3,900万美元增至2035年的675.9亿 美元。英伟达的举措可能会增强投资者的信心,并从软件层面直接利好小马智行和文远知行。比亚迪、 吉利汽车、长城汽车、上汽集团和小米集团等汽车制造商,以及叫车平台滴滴,也可能从无人驾驶出租 车行业的增长中受益。在硬件方面,中国激光雷达传感器制造商禾赛科技将受益。 ...
美股异动丨Lyft盘前涨2.5%,预计Q4总预订额高于分析师平均预期
Ge Long Hui· 2025-11-06 09:29
Group 1 - Lyft reported third-quarter revenue of $1.689 billion, a year-over-year increase of 10.7%, marking a record high, although slightly below analyst expectations [1] - Adjusted core earnings for the quarter were $138.9 million, slightly lower than the expected $140 million [1] - Total bookings reached a record $4.8 billion, up 16% year-over-year [1] Group 2 - The number of rides taken during the quarter was 248.8 million, reflecting a 15% year-over-year growth [1] - Active passenger count increased to 28.7 million, representing an 18% year-over-year rise [1] - For the fourth quarter, Lyft expects total bookings to be between $5.01 billion and $5.13 billion, exceeding the average analyst expectation of $4.98 billion [1]