Core Viewpoint - Pony.ai (PONY.US) shares rose over 4% to $14.97 following the announcement of a strategic partnership with Moore Threads focused on L4 autonomous driving technology and its large-scale application [1] Group 1: Strategic Partnership - The collaboration between Pony.ai and Moore Threads aims to enhance the training and optimization of Pony.ai's core technologies, including world models and virtual driver systems [1] - This partnership represents a significant example of collaborative innovation within China's artificial intelligence sector [1] Group 2: Technological Advancements - Pony.ai will be the first to apply domestic AI computing power on a large scale in critical training and simulation processes for autonomous driving [1] - The partnership marks the entry of Moore Threads' fully functional domestic GPU into the core field of autonomous driving [1]

Group 1 - Waymo completed a $16 billion financing round, achieving a post-money valuation of $126 billion, making it the first Robotaxi unicorn to surpass a $100 billion valuation [3][5] - The valuation increased from $45 billion in October 2024 to $126 billion in just over a year, reflecting a doubling in value [3][14] - The financing round was led by prominent investors including Dragoneer Investment Group, DST Global, and Sequoia Capital, with Alphabet contributing approximately $13 billion [6][8] Group 2 - Waymo's journey began in 2009 as a Google internal project and became an independent subsidiary of Alphabet in December 2016 [10][11] - The company launched its first commercial service, Waymo One, in late 2018, rapidly expanding its operations and accumulating significant user data [11][12] - By 2023, Waymo had established stable operations in several major U.S. cities, with weekly paid orders exceeding 450,000 [14] Group 3 - The autonomous driving sector saw a total of $58.2 billion in financing across 35 companies in 2025, nearly tripling the amount from 2023 [18][19] - Recent investments are increasingly focused on companies with clear commercial applications, such as L2 level assisted driving and L4 applications like Robotaxi and autonomous delivery vehicles [19][20] - The competitive landscape is expected to intensify as leading companies secure funding and vie for market share and commercialization progress [20]

Core Viewpoint - WeRide and Uber are expanding their strategic partnership to deploy at least 1,200 Robotaxis across the Middle East, with completion expected by 2027 [1][2]. Group 1: Partnership Expansion - The deployment will cover Abu Dhabi, Dubai, and Riyadh, with all Robotaxis available through the Uber app [2][5]. - The fleet will be progressively scaled up as regulatory approvals and performance milestones are achieved [2][5]. Group 2: Market Impact - This announcement represents the largest Robotaxi commercial commitment in the MENA region, aiming for tens of thousands of Robotaxis globally in the next five years [3]. - The existing fleet in Abu Dhabi is averaging dozens of daily trips per Robotaxi and is on track to achieve breakeven unit economics [6]. Group 3: Operational Model - WeRide follows an asset-light operating model, with Uber or local third-party partners responsible for fleet operations [5]. - Currently, WeRide has more than 200 Robotaxis operating in the region, with plans to expand to 15 cities by 2030 [5]. Group 4: Company Background - WeRide is a leader in the autonomous driving industry, having tested or operated vehicles in over 40 cities across 11 countries [8]. - Uber has facilitated over 72 billion trips since its inception in 2010, focusing on creating opportunities through movement [9].

Core Viewpoint - Pony AI Inc. is set to hold an extraordinary general meeting (EGM) on April 2, 2026, to consider and potentially pass proposed resolutions supported by the board of directors [1]. Group 1: Extraordinary General Meeting (EGM) - The EGM will take place at 11:00 a.m. Beijing time on April 2, 2026, at Datang Industrial Park, Guangzhou, China [1]. - The EGM will follow class meetings for holders of Class A and Class B ordinary shares, which will also occur on the same date and location [2]. - Shareholders and holders of American depositary shares (ADSs) are encouraged to vote in favor of the proposed resolutions [1]. Group 2: Voting Eligibility - Holders of record of the Company's ordinary shares as of February 27, 2026, are entitled to attend and vote at the EGM and the class meetings [3]. - ADS holders must provide voting instructions to Deutsche Bank Trust Company Americas to exercise their voting rights for Class A ordinary shares [3]. Group 3: Company Overview - Pony AI Inc., founded in 2016, is a leader in the mass production and commercialization of autonomous driving technology [4]. - The company focuses on delivering safe and reliable autonomous driving solutions, powered by its proprietary technologies [4]. - Pony AI operates globally, with a vision of "Autonomous Mobility Everywhere," and has established extensive partnerships across the autonomous driving value chain [4].

Market Overview - The stock market closed mixed, with the Dow up 0.5% (259 points), while the NASDAQ fell 1.5% [1][2] - The S&P 500 was down about 0.5%, but the equal-weighted S&P 500 index closed up nearly 1% at a record high [2][3] - Small-cap indices showed varied performance, with the Russell 2000 down 0.7% and the S&P 600 up 0.9% [3] Sector Performance - The Dow Jones transports surged over 2% for three consecutive days, totaling an 8% increase, a trend not seen since May 2025 [4] - The materials sector led gains, with gold and silver trades up over 2%, followed by energy, which also rose by 2% [5] - The technology sector was the biggest loser, down 2.82%, with significant declines in major tech stocks like AMD (down 17%) and Palantir (down 11%) [5][6] Alphabet's Q4 Earnings - Alphabet reported Q4 operating income of $35.93 billion, slightly below the expected $36.95 billion, with total revenue of $113.83 billion, exceeding the estimate of $111.4 billion [9][10] - Google Cloud revenue was reported at $17.66 billion, surpassing the estimate of $16.2 billion, indicating strong performance in that segment [10][24] - The company projected 2026 capital expenditures between $175 billion and $185 billion, significantly higher than the consensus estimate of $120 billion, leading to a drop in stock price by about 6% in after-hours trading [11][12] Qualcomm's Q1 Results - Qualcomm reported Q1 EPS of $3.50, exceeding estimates of $3.41, with revenue of $12.3 billion, also better than the expected $12.2 billion [34][35] - The outlook for Q2 revenue is projected between $10.2 billion and $11 billion, below the previous estimate of $11.18 billion, due to headwinds from memory shortages in the smartphone market [36][40] - Qualcomm is diversifying its business beyond smartphones, focusing on markets like PC chips and robotics [37][38] Investment Strategies - A neutral stance on equities is maintained, with an underweight position in U.S. stocks compared to international markets, driven by attractive valuations overseas [43][45] - The current market environment shows targeted selling primarily in technology, with a focus on quality investments outside the tech sector [47][48] - Concerns about future earnings growth and valuation in the tech sector, particularly among the Magnificent Seven, are leading to a cautious investment approach [53][56]

小马智行-W(02026)发布公告，截至2025年12月31日止年度(报告期)集团预期于报告期内取得亏损净额 介乎约6900万美元至8600万美元，而截至2024年12月31日止年度亏损净额为2.75亿美元，及Pony AI Inc. 应占亏损净额介乎约1.26亿美元至1.43亿美元，而截至2024年12月31日止年度Pony AI Inc.应占亏损净额 为2.74亿美元。亏损净额及 Pony AI Inc.应占亏损净额收窄的主要原因是由于报告期内对上市公司的投 资的公允价值变动收益增长所致。集团未来的财务表现可能因为(其中包括)本集团所持有公开交易股票 价格的波动而发生变动。 ...

Waymo has completed a $16bn financing round that values the autonomous driving company at $126bn on a post-money basis. The investment was led by Dragoneer Investment Group, DST Global and Sequoia Capital. Its parent Alphabet remains the largest shareholder, while Andreessen Horowitz and Mubadala Capital also participated. Other backers included Bessemer Venture Partners, Silver Lake, Tiger Global, T Rowe Price, BDT & MSD Partners, CapitalG, Fidelity Management & Research Company, GV, Kleiner Perkins, ...

Waymo (WAYMO), the autonomous driving arm of Alphabet (GOOG) (GOOGL), has raised $16B in a new funding round, boosting its post-money valuation to $126B. “This infusion of capital will ensure we are positioned to move forward with unprecedented velocity, while maintaining ...

Waymo联合首席执行官Tekedra Mawakana和Dmitri Dolgov强调，此次融资"以安全性为基石"。据Waymo 披露，其自动驾驶系统Waymo Driver在统计数据上的安全性已优于人类驾驶。两位CEO表示："我们已 从概念验证阶段迈向商业化规模化，新资金将助力公司以'前所未有的速度'发展，同时保持行业领先的 安全标准。" 作为Alphabet旗下独立子公司，Waymo的融资历程始终与母公司战略深度绑定。此次160亿美元融资 中，Alphabet的出资比例未公开，但业内普遍认为其仍是最大投资方。分析指出，Alphabet通过持续注 资，既为Waymo提供了稳定的资金保障，也避免了外部资本干预技术路线，确保其专注于长期目标。 据报道，本轮融资是Waymo自独立运营以来规模最大的一笔资金注入，也是Alphabet持续加码自动驾驶 赛道的最新动作。2024年10月，Waymo在C轮融资中筹集56亿美元，估值达450亿美元，同时获得 Alphabet承诺的50亿美元多年期投资。此次160亿美元融资后，Waymo估值较上一轮增长180%，较2023 年初的约300亿美元翻三倍以上。 来源：环球网 【 ...

IT之家 2 月 3 日消息，Alphabet 旗下的自动驾驶企业 Waymo 宣布完成 160 亿美元（IT之家注：现汇率约合 1114.24 亿元人民币）融资，计划今年将无人驾 驶出租车车队拓展至全球十余个新城市，其中包括伦敦与东京。 参与本轮投资的大型投资方还包括安德森・霍洛维茨基金（Andreessen Horowitz）、穆巴达拉资本（Mubadala Capital），以及柏尚风险投资（Bessemer Venture Partners）、银湖资本（Silver Lake）、老虎环球基金（Tiger Global）和普徕仕（T. Rowe Price）。其余投资方包括 BDT 与 MSD 合伙公司、 CapitalG、富达管理研究公司、GV、凯鹏华盈、Perry Creek Capital 以及淡马锡。 Waymo 联合首席执行官 Mawakana 和 Dolgov 在一篇博客文章中写道："这一里程碑建立在安全性的基础上，而如今，Waymo 的安全性在统计数据上已经优 于人类驾驶。我们不再是在验证一个概念，而是在将商业现实规模化。" Waymo 表示，所筹资金将用于驱动业务扩张，公司过去一年的发展 ...