值得一提的是，在今年以前，Uber长期都与Waymo展开无人驾驶网约车服务。目前，双方在美国的奥 斯汀和亚特兰大已经部署了通过Uber App提供Waymo的自动驾驶网约车服务。 今年10月，Waymo还曾与Uber支持的网约车公司Moove合作，计划在明年进军英国市场。这些无人驾驶 车辆已经在12月正式于伦敦开启测试。 不过，近几个月来，Waymo自动驾驶车型在美国遭遇的多起使用问题，或许是其合作伙伴开始选择中 国自动驾驶公司的原因。 （文/观察者网 张家栋 编辑/高莘） 据《华尔街日报》当地时间12月22日报道，美国网约车公司Uber和Lyft正在英国与百度达成合作，并开 启自动驾驶出租车的试验计划。 百度自动驾驶出车辆内部图片 盖蒂图片社 该信息表明，随着全球范围内无人驾驶出租车的推广加速，各公司正竞相在亚洲和欧洲等地区抢占先 机。同时，在中美自动驾驶竞争中，中国自动驾驶企业也正得到越来越多全球化企业的认可。 Uber表示，公司将根据英国启动自动驾驶汽车试验计划，于2026年上半年在伦敦与百度旗下自动驾驶出 租车公司Apollo Go合作开展试点项目。两家公司于今年7月首次宣布合作，并计划在全球范围内通 ...

特斯拉首席执行官埃隆·马斯克（Elon Musk）不久前在 X 上发文，对竞争对手 Waymo 予以暗讽，称该 公司"从来就没有真正胜出的机会"，并表示"这一点事后回看将显而易见"。 目前，特斯拉与谷歌旗下的 Waymo 是美国自动驾驶领域的两大主要推动者，双方均在美国运营无人驾 驶网约车服务。不过，特斯拉在得克萨斯州奥斯汀的车辆中仍配备有"安全监督员"（Safety Monitor）， 而在旧金山湾区的运营中则安排人员坐在驾驶座上。，到今年年底，奥斯汀的运营将完全取消所有安全 监督员。 作为美国无人驾驶浪潮中的两大核心企业，双方的竞争关系显而易见。两家公司已在奥斯汀和旧金山湾 区就地理围栏（geofence，即服务区域）展开多次交锋。 Waymo 的战略聚焦于大型城市，而特斯拉则表示其自动驾驶能力将扩展至全球每一辆特斯拉车辆。这 正是两者之间真正的差异所在。此外，特斯拉使用自有车型，而 Waymo 的车队则包含多个制造商提供 的不同车型。 在技术路线上，双方也存在根本分歧：特斯拉坚持纯视觉（vision-only）方案，而 Waymo 则依赖包括 激光雷达（LiDAR）在内的多种传感器，马斯克曾将激光雷达称 ...

Market Overview - The U.S. stock market showed mixed results with the Nasdaq up by 0.12%, the S&P 500 up by 0.03%, and the Dow Jones down by 0.05% [1] Company Highlights - Nvidia's stock rose over 1.5% ahead of its Q3 earnings report for fiscal year 2026, with reports indicating that Saudi Arabia has been approved to purchase a significant amount of U.S. AI chips [1] - Tesla's shares increased by over 1% after receiving approval to begin offering autonomous ride-hailing services in Arizona [1] - Nokia's stock fell by 7.6% following the announcement of a strategic restructuring plan, which will divide the company into two departments: network infrastructure and mobile networks [1] - Target's shares dropped by 2.5% as its Q3 same-store sales growth fell short of expectations, leading the company to lower its full-year profit guidance [1]

盘前市场动向 1. 11月19日(周三)美股盘前，美股三大股指期货齐涨。截至发稿，道指期货涨0.25%，标普500指数期货涨0.45%，纳指期货涨 0.53%。 | = US 30 | 46,205.80 | 46,216.30 | 45,992.00 | +114.10 | +0.25% | | --- | --- | --- | --- | --- | --- | | = US 500 | 6,646.90 | 6,648.60 | 6,594.60 | +29.50 | +0.45% | | = US Tech 100 | 24,633.90 | 24,641.30 | 24,366.90 | +130.80 | +0.53% | 2. 截至发稿，德国DAX指数涨0.40%，英国富时100指数涨0.15%，法国CAC40指数涨0.05%，欧洲斯托克50指数涨0.18%。 | 德国DAX30 | 23,264.66 | 23,264.66 | 23,105.52 | +91.61 | +0.40% | | --- | --- | --- | --- | --- | --- | | 器 英国富时100 | ...

Core Viewpoint - Tesla has received approval to offer autonomous ride-hailing services in Arizona, marking a significant step in its expansion of the robotaxi business [1] Group 1: Regulatory Approval - The Arizona Department of Transportation granted Tesla a transportation network company license on November 17, allowing the use of autonomous driving systems for public vehicle operation with human safety operators [1] - This license facilitates Tesla's plans to provide ride-hailing services in the Phoenix area, building on its existing permits for testing autonomous vehicles [1] Group 2: Business Expansion - Tesla's focus is shifting towards autonomous driving, robotics, and artificial intelligence, with investors closely monitoring the pace of its robotaxi business expansion [1] - The company is already offering driverless taxi services in Austin and ride-hailing services in the San Francisco Bay Area, which are not classified as fully autonomous [1] - CEO Elon Musk has stated the goal to launch ride-hailing services by the end of the year in Arizona, Nevada, and Florida [1]

Core Insights - John Krafcik, former CEO of Waymo, expressed skepticism about Tesla's recently launched autonomous ride-hailing service in the San Francisco Bay Area [2] - Tesla's service, initiated in July, is currently limited to invited users and requires a human safety monitor in the driver's seat due to lack of full autonomous vehicle deployment permits in California [2] - Krafcik emphasized that the presence of a human staff member in the vehicle means Tesla has not truly launched a Robotaxi service [2] Company Developments - Tesla's ride-hailing service is expected to open to the public next month, as announced by CEO Elon Musk [2] - In Austin, Texas, due to more lenient regulations, the safety monitor is positioned in the passenger seat [2] - Krafcik stated he does not intend to personally experience Tesla's service [2] Industry Context - Waymo launched a similar early rider program in Arizona in 2017, which also included a safety driver and required passengers to sign non-disclosure agreements [3] - Since late 2020, Waymo has been providing fully autonomous paid services in Phoenix and has expanded to cities including San Francisco, Los Angeles, and Austin, with over 1,500 Robotaxis in operation [3]