| PONY 小马智行 | | | | --- | --- | --- | | 21.340 + +0.780 +3.79% | | 收盘价 09/23 16:00 美东 | | 21.9701 0.630 +2.95% | | 盘前价 09/24 04:34 美东 | | 第4年8月8日 99 | | ● 快捷交易 | | 是高价 22.920 | 开盘价 21.010 | 成交县 1588.22万 | | 最低价 20.300 | 昨收价 20.560 | 成交额 3.46亿 | | 平均价 21.779 | 市盈率TM 与损 | 总市值 75.82亿 (1) | | 振 幅 12.74% | 市盈率(静) 亏损 | 总股本 3.55亿 | | 换手率 9.09% | 市净率 8.884 | 流通值 37.3亿 | | 52周景高 23.880 | 三 比 -81.98% | 流通股 1.75亿 | | 52周最低 4.110 | 量 比 1.08 | 图 手 1股 | | 历史景高 23.880 | 股息TTM -- | | | 历史景低 4.110 | 股息率ITM -- | | 小马智行(PONY. ...

来源：滚动播报 减肥药制造商Metsera飙升 58.9%，该公司宣布将被辉瑞以 49 亿美元现金收购，辉瑞涨1.0%。经纪业巨 头Compass计划以 16 亿美元全股票交易收购竞争对手Anywhere公司，Anywhere涨55.5%，而Compass下 跌7.9%。Sarepta Therapeutics涨6.8%，BMO将这家生物技术公司的股票评级上调至 "跑赢大盘"，并预测 其股价将翻倍以上。文远知行涨2.3%，将在新加坡推出自动驾驶出租车服务。 ...

上周五(9月19日)大幅收涨10.23%的文远知行(WRD.US)今日美股盘前续涨2.25%，报11.79美元。消息面 上，网约车运营商Grab将与文远知行(WeRide)合作，于2026年开始在新加坡推出自动驾驶出租车服务。 目前正等待监管部门批准。摩根士丹利发研报称，中国自动驾驶出租车的车队规模与运营区域持续扩 大，同时，全球自动驾驶出租车的竞赛已进入新阶段，成为推动中国向L4+级自动驾驶发展的强大催化 剂。(格隆汇) | WRD 文远知行 | | | | --- | --- | --- | | 11.530 ↑ +1.070 +10.23% 收盘价 09/19 16:00 美东 | | | | 11.790 ↑ 0.260 +2.25% | | 盘前价 09/22 04:05 美东 | | 一 5 2 2 8 8 8 同 ♥ 品 | | ● 快捷交易 | | 最高价 11.635 | 开盘价 10.840 | 成交量 2295.82万 | | 最低价 10.390 | 昨收价 10.460 | 成交额 2.56亿 | | 平均价 11.153 | 市盈率TM 亏损 | 总市值 32.81亿(-- | | ...

Core Viewpoint - Lyft announced a partnership with Waymo to launch autonomous taxi services in Nashville next year, aiming to better compete with Uber [1][2] Group 1: Lyft's Partnership with Waymo - The collaboration is expected to enhance Lyft's competitive position against Uber [1] - Lyft's stock initially surged nearly 28% in pre-market trading but closed with a 13% gain, indicating a shift from initial excitement to cautious evaluation of the partnership's potential benefits [1] - Analysts express caution, noting that while the partnership is beneficial, it may not be exclusive, as Waymo's orders will initially be fulfilled through its own app before transitioning to Lyft's platform [1] Group 2: Market Analysis and Implications - Morgan Stanley analyst Brian Nowak highlighted that the partnership showcases the value of Lyft's network, but Nashville is a small market that may not significantly impact Lyft's financial model [2] - The key factors for success will be Lyft's ability to generate strong demand for Waymo's fleet and whether the partnership can expand the overall addressable market for ride-hailing services [2] - Concerns remain regarding Uber's dominant position in the market, with potential pricing and market share pressures on Lyft, especially following Uber's significant market share gains post-pandemic [2]

优步(UBER.US)跌超5%，报92.925美元。消息面上，Lyft将首次与谷歌旗下自动驾驶公司Waymo合作， 于明年在纳什维尔推出自动驾驶出租车服务。这项合作将帮助Lyft更好地与优步竞争。据悉，优步曾于 今年6月与Waymo合作在亚特兰大正式推出自动驾驶出租车叫车服务。(格隆汇) ...

Lyft(LYFT.US)将首次与Alphabet(GOOGL.US)旗下Waymo合作，于明年在纳什维尔推出自动驾驶出租车 服务。这项合作将帮助Lyft更好地与竞争对手优步(UBER.US)抗衡。 Lyft一直在努力追赶其规模更大的竞争对手优步，为其网约车用户提供自动驾驶汽车服务。虽然这标志 着Lyft与Waymo的首次合作，但Waymo早已是优步的合作伙伴。两家公司在2023年达成多年协议，目前 优步已在凤凰城、奥斯汀和亚特兰大提供Waymo出行服务。 Lyft去年11月也签署了多项类似协议，并于上周与May Mobility在亚特兰大启动了其首个商业试点项 目。Lyft预计最早明年将与其他合作伙伴(包括英特尔支持的Mobileye Global Inc.和奥地利的Benteler集 团)在更多美国市场提供自动驾驶出行服务。Lyft还与中国百度(BIDU.US)达成协议，在欧洲提供自动驾 驶出行服务。 与Waymo的合作凸显了Lyft高管过去一年不断强调的观点，即在自动驾驶汽车日益普及的背景下，Lyft 在行业中能发挥的作用。Lyft负责司机体验的执行副总裁Jeremy Bird表示，凭借Flexdriv ...

每经记者｜岳楚鹏 每经编辑｜何小桃 兰素英 ⑥【Lyft在亚特兰大推出自动驾驶车队】当地时间9月10日，网约车公司Lyft和自动驾驶汽车初创公司May Mobility表示，他们将从10日开始在亚特兰大推 出试点自动驾驶出租车服务。截至发稿，Lyft涨0.35%。 ⑦【凯雷、红杉等据称成为星巴克中国的最终竞购者】当地时间9月11日，据媒体援引知情人士透露，投资公司凯雷集团、殷拓集团、红杉资本集团和博 裕资本正在准备对星巴克中国业务的控股权提出最终报价。消息人士称，星巴克已要求他们在10月初之前提交具有约束力的投标。截至发稿，星巴克上涨 0.33%。 ⑧【波音与机械师工会达成临时协议，有望结束罢工】当地时间9月10日，机械师工会官员宣布，波音防务部门已与其达成临时协议，可能结束在圣路易 斯地区设施持续五周的工人罢工。 ⑨北京时间9月11日20:30，美国8月CPI数据公布。经济学家普遍预测8月核心CPI环比上涨0.3%，同比上涨3.1%，这一水平仍远高于美联储2%的目标。 （免责声明：本文内容与数据仅供参考，不构成投资建议，使用前核实。据此操作，风险自担。） 记者|岳楚鹏 ①【三大期指齐涨】截至发稿，道指期货涨 ...

Core Insights - Tesla's Dojo supercomputer project has been terminated, while Waymo is advancing its autonomous driving services in Denver and Seattle, highlighting a divergence in the autonomous driving industry [1][20]. Group 1: Dojo Project - Tesla announced the dissolution of the Dojo team and the termination of the supercomputer project in August 2025, marking the end of a six-year effort [1][6]. - The Dojo was designed to train Tesla's Full Self-Driving (FSD) neural networks and was expected to achieve significant computational power by 2024 [4][5]. - Despite substantial investment and development, the project was deemed a "dead end" by Elon Musk, leading to the departure of key personnel and the formation of a new company, DensityAI [6][8]. Group 2: Tesla's New Strategy - Following the termination of Dojo, Tesla has shifted its focus to the Cortex training cluster, which consists of 50,000 H100 GPUs, enhancing FSD performance [9][11]. - Tesla has signed a $16.5 billion order with Samsung for AI6 chips, indicating a strategic pivot from in-house chip development to partnerships [11] . Group 3: Waymo's Expansion - Waymo is set to launch autonomous taxi services in Denver and Seattle, with testing beginning under human supervision [12][14]. - The company plans to expand its services to ten new cities by 2025 and has already established operations in several major cities [14][15]. Group 4: Global Competition - The competition in the autonomous driving sector has intensified, particularly between companies in the U.S. and China, with various firms pursuing different technological paths [15][20]. - Notable developments include Baidu's Apollo Go service and the introduction of Robotaxi GXR by Chinese company WeRide in Singapore [15][20]. Group 5: Future of Autonomous Driving - The termination of the Dojo project and Waymo's service expansion signify a pivotal moment in the autonomous driving industry, with three distinct paths emerging: Tesla's vertical integration strategy, Waymo's gradual expansion, and the AI network approach represented by companies like MogoMind [20][21].

Core Viewpoint - Waymo, a subsidiary of Alphabet, is set to launch autonomous taxi services in Denver, Colorado, and Seattle, Washington, laying the groundwork for future commercial operations [1] Group 1: Service Launch - Waymo will introduce autonomous taxi services equipped with the fifth-generation Waymo Driver in Jaguar I-PACE and the sixth-generation Waymo Driver in Zeekr RT vehicles [1] - The company has been familiarizing itself with the Seattle area since 2022, having tested vehicles in Bellevue [1] - Waymo aims to expand its autonomous taxi operations to a broader metropolitan area in Seattle [1] Group 2: Future Plans - Initially, the vehicles will be manually driven before transitioning to autonomous operation [1] - Waymo hopes to offer fully autonomous taxi services in Denver and Seattle by next year, pending regulatory approval [1] - Currently, Waymo provides paid autonomous taxi services in Phoenix, San Francisco, Los Angeles, Austin, and Atlanta, with plans to expand to Miami, Washington D.C., and Dallas [1]

Core Insights - Tesla's stock price has risen for the fourth consecutive day, indicating a potential recovery of momentum lost recently [1] - The company launched an autonomous taxi service in Austin, Texas, in June, contributing to the positive stock performance [1] - The estimated delivery date for the Model Y has been extended from one to three weeks to four to six weeks, signaling increased orders and demand [1] Demand Factors - The increase in demand is partly attributed to the federal tax credit of up to $7,500 for vehicle purchases, which is set to expire due to the tax and spending bill passed on July 4 by Trump [1] - Some buyers may be rushing to purchase vehicles before the subsidy expires, potentially driving demand forward [1]