红星资本局2月4日消息，2月3日，谷歌母公司Alphabet旗下自动驾驶公司Waymo宣布完成160亿美元（约合人民币1110.69亿元）融资，投后估值达到1260亿 美元（约合人民币8746.67亿元），刷新了全球自动驾驶行业融资规模与估值的双重纪录，成为全球最贵的自动驾驶独角兽。 本轮融资将用于加速2026年20余座城市的网约车服务落地，支持捷豹I-PACE改装与极氪RT、现代IONIQ5等新车型测试。 红星资本局注意到，Waymo与极氪的合作从2021年开启。2026年1月7日，Waymo新一代自动驾驶出租车正式更名为Ojai，这款车由极氪打造，原名极氪 RT。 但Waymo也面临安全争议。据悉，2022年至2024年底期间，共发生16起Waymo车辆与铁链、大门等障碍物相撞的事故，所幸并未造成人员伤亡。 资料图 图据图虫创意 谷歌孵化，Waymo估值近8750亿元 但扩张的同时，Waymo正面临安全争议。据证券时报，美国国家公路交通安全管理局（NHTSA）宣布，已对一起涉及Waymo自动驾驶车辆的事故展开调 查。当地时间1月23日，一辆Waymo自动驾驶汽车在加利福尼亚州圣莫尼卡一所小学附近撞倒了一名 ...

Core Viewpoint - The U.S. government will no longer provide tax credits for electric vehicles starting September 30, leading to a surge in electric vehicle sales in July, but a potential significant drop in sales is expected in the fourth quarter, particularly affecting companies like Tesla [1][3]. Sales Surge - In July, U.S. consumers purchased nearly 130,100 new electric vehicles, a month-on-month increase of 26.4% and a year-on-year increase of nearly 20%, marking the second-highest monthly sales on record [3]. - Electric vehicle sales accounted for 9.1% of total passenger car sales in July, reaching a historical high [3]. - The average transaction price for new electric vehicles was $55,689, which, when combined with the $7,500 tax credit, made prices competitive with gasoline vehicles [4]. Impact on Automakers - The end of tax credits is expected to negatively impact sales for automakers, with Tesla's CEO warning of "difficult quarters" ahead due to reduced government support [5]. - Tesla reported a 12% year-on-year decline in total revenue, with a 51% drop in regulatory credit income further affecting profitability [5]. - Analysts suggest that automakers may offer larger discounts to compensate for the loss of tax credits to maintain sales [4]. Second-Hand Market Opportunities - The $4,000 tax credit for used electric vehicles will also end on September 30, but the second-hand electric vehicle market is expected to continue growing due to its cost-effectiveness [7]. - Approximately two-thirds of used electric vehicles do not qualify for federal tax credits, meaning the policy change will have limited impact on this market [7]. - The annual operating cost of electric vehicles is estimated to be about $800 higher than gasoline vehicles, but used electric vehicles can save owners over $900 annually due to lower fueling and maintenance costs [8].