在现任美国总统唐纳德·特朗普于2024年11月5日胜选前后的数周之内，特斯拉（Tesla）的股价经历了公 开上市股票历史上最惊人的涨势之一，在短短一个多月的时间里，其股价涨幅超过50%，市值增加了近 5,000亿美元。 这一波涨势扭转了特斯拉在过去三年来的颓势。此前，这家电动汽车制造商的基本面持续恶化，首席执 行官埃隆·马斯克屡次未能兑现其关于全自动驾驶汽车和经济型大众市场车型的承诺，令投资者大失所 望。但在2024年10月，马斯克承诺将在2025年的年中开始生产期待已久的Cybercab无人驾驶出租车。更 为重要的是：在2024年的美国总统大选过后，投资者认为马斯克作为特朗普经济团队里备受瞩目的成员 的新身份，有望引领特斯拉重振雄风。马斯克通过美国政府效率部（Department of Government Efficiency）在削减联邦官僚机构方面取得的初步成果，唤醒了特斯拉的支持者们对马斯克那种化不可 能为可能的魔力的信念。 埃隆·马斯克的政治活动引发争议，而这一情况对特斯拉的销量与股价造成负面影响。图片来源：Chip Somodevilla—Getty Images 然而，这种魔力很快就消失了。如今 ...

极目新闻评论员 石平 据报道，特斯拉从中国向美国运送Cybercab无人驾驶出租车和Semi电动卡车零部件的计划被暂停。特斯拉的Model S/X新车，因为是在美国生产的，面临高 额的关税，在中国已经没有销售的可能，因此停止预订。 更严重的是，因为受美国关税政策和其个人言论的影响，特斯拉同样成为欧洲消费者抵制的对象。2025年一季度，特斯拉在欧洲市场销量全线暴跌。德国、 丹麦、瑞典等主要市场跌幅均超过50%，荷兰市场也接近腰斩。瑞银将特斯拉全年交付预期从220万辆大幅下调至170万辆。 据央视新闻消息，当地时间4月22日，特斯拉首席执行官埃隆·马斯克表示，他计划在5月"大幅"减少为特朗普政府工作，以专注于特斯拉。 马斯克（左）和特朗普有过短暂的蜜月期（图源：央视新闻） 在这个时间节点上，马斯克的决定引起了很多解读，一个结论是：马斯克快撑不住了。 马斯克快撑不住了，是因为特斯拉快撑不住了。第一季度的数据显示，特斯拉净收入为4.09亿美元，与去年同期相比下降71%。截至22日下午，特斯拉股价 收于每股238美元，较年初下跌近37%。 为什么会这样？与他自己有关，也与特朗普有关。 说与他自己相关，是因为他牵头的政府 ...

Core Viewpoint - The article discusses the imminent establishment of a complete operational ecosystem for Robotaxi, highlighting the collaboration between Didi and GAC Aion in producing the first mass-produced autonomous vehicle, which is expected to drive the commercialization of Robotaxi services [1][5][20]. Group 1: Robotaxi Market Developments - From 2024 onwards, several autonomous driving companies are expected to achieve breakthroughs in the Robotaxi sector, attracting renewed industry attention [6]. - Waymo has opened public ride-hailing services in multiple cities, with weekly ride volumes exceeding 175,000 [7]. - Tesla plans to launch its Cybercab autonomous taxi by 2026, with projected operational costs of approximately $0.2 per mile and expected revenues of around $115 million by 2027 [9][10]. - The global market for Robotaxi is anticipated to reach significant scale by 2026, with widespread adoption expected by 2030 [10]. Group 2: Didi's Strategic Positioning - Didi has been investing in autonomous driving technology since 2016, recognizing its strategic importance as the market shifts towards autonomous vehicle services [28][30]. - The company has established a robust operational framework, with daily average orders exceeding 35.3 million domestically and 11 million internationally, providing a strong foundation for Robotaxi integration [18][30]. - Didi's collaboration with GAC Aion aims to leverage advanced manufacturing capabilities and resources, enhancing its competitive edge in the Robotaxi market [23][24]. Group 3: Technological and Operational Readiness - The successful commercialization of Robotaxi requires three key components: autonomous driving systems, operational vehicles, and operational platforms, which Didi is well-positioned to fulfill [15][27]. - Didi's autonomous driving division has developed core software and hardware capabilities, including a self-developed laser radar and a comprehensive computing platform for intelligent driving [31]. - The partnership with GAC Aion has resulted in a vehicle that meets global standards and is ready for mass production, indicating Didi's preparedness for the upcoming market launch [22][20].