2025.06. 23 本文字数：1052，阅读时长大约2分钟 作者 | 第一财经 钱童心 当地时间6月22日，特斯拉自动驾驶出租车（robotaxi）首次在美国奥斯汀上路，首批试运行投放约 10辆Model Y，用于接载付费乘客。 "我们谨慎的做法是从少量车型开始，确认一切进展顺利后再扩大规模，"马斯克表示。特斯拉首批推 出的自动驾驶出租车配备无人机监管的全自动驾驶（FSD Unsupervised）版本 。马斯克此前介 绍，这些自动驾驶出租车内不会配备人类安全驾驶员，但特斯拉员工将对车队进行远程监控。 自2016年以来，马斯克一直向特斯拉的投资者、客户和粉丝承诺，该公司将很快推出一款能够在没 有人工干预或驾驶员监督的情况下安全运送乘客的自动驾驶汽车。但这一承诺直到今天才迈出了第一 步。 特斯拉CEO马斯克在社交媒体平台X上称这一刻是"十年努力的巅峰"。他还表示："特斯拉的人工智 能芯片和软件团队是内部从零开始建立的。" 分析师认为，特斯拉的股价很大程度上取决于交付自动驾驶出租车和人形机器人的能力。 目前，谷歌旗下自动驾驶公司Waymo是美国唯一一家提供完全商业化自动驾驶出租车服务的公司。 Waymo表示， ...

Core Insights - Tesla has launched its autonomous taxi service in Austin, Texas, with an initial fleet of approximately 10 Model Y vehicles for paid passenger rides, marking a significant step in its long-promised autonomous driving capabilities [1][3] - The autonomous taxis will operate without human safety drivers, but Tesla employees will remotely monitor the fleet, utilizing a fully automated driving version known as FSD Unsupervised [1][4] - Elon Musk described this launch as the culmination of ten years of effort, emphasizing that Tesla's AI chip and software teams were built from the ground up [4] Company Strategy - Tesla's strategy for autonomous taxis is more ambitious compared to competitors like Waymo, relying primarily on camera-based systems and computer vision rather than expensive sensors like LiDAR [4] - Analysts believe that the success of Tesla's autonomous taxi service and humanoid robots will significantly impact the company's stock price [4][5] - Wedbush analyst Dan Ives predicts that the launch of autonomous taxis could lead to a "golden age" for Tesla's autonomous driving, with the company's market value potentially exceeding $2 trillion by the end of next year [4] Market Context - Waymo is currently the only company in the U.S. providing fully commercialized autonomous taxi services, having achieved 10 million rides in May, with 250,000 paid rides per week [4] - The development of Tesla's autonomous driving technology may face challenges, particularly from legal regulations, as new laws in Texas are set to be introduced [5] - The industry defines autonomous vehicles as having at least "Level 4" capabilities for full driverless operation under certain conditions, with "Level 5" being the highest level of autonomy [5]