Core Insights - Wolfe Research analyst Emmanuel Rosner forecasts that Tesla's Robotaxi operation could generate $250 billion in revenue by the middle of the next decade [2] Group 1: Revenue Potential - Rosner's analysis suggests that Tesla could be on the verge of generating hundreds of billions of dollars in new revenue from Robotaxi over the next decade [2] - By 2035, the ride-hailing market is expected to be divided with 30% from autonomous vehicles and 70% from human drivers, with Tesla projected to capture 50% of the robotaxi market [8] - Assuming a price of $1 per mile, the total robotaxi opportunity for Tesla carries an equity value estimated at $2.75 trillion [8] Group 2: Risks and Challenges - Financial models for Robotaxi are highly sensitive and primarily driven by assumptions, with the current market largely consisting of combustion engine vehicles [5] - The development of Robotaxi requires significant capital investment, which may pressure Tesla's gross margins and free cash flow until the operation scales [7] - The market size for autonomous vehicles remains uncertain, and if it turns out to be smaller than Rosner's model suggests, Tesla's opportunity could diminish considerably [6]

公开资料显示，该车型为两座纯电自动驾驶车辆，取消方向盘与踏板，完全依赖自动驾驶系统运行，被 定位为Robotaxi网络核心终端。 平完成商业部署 （原标题：方向盘消失之后：特斯拉Robotaxi真要来了） 在安全数据层面，特斯拉披露的统计显示，在监督模式下运行FSD的车辆发生重大碰撞与轻微碰撞前的 平均行驶里程均显著高于人工驾驶水平。其中重大碰撞平均间隔里程约为530万英里，明显高于人工驾 驶平均水平；轻微碰撞平均间隔里程约160万英里，同样远超行业均值。该数据被视为公司推进自动驾 驶商业化的重要技术背书。 2026年2月18日，特斯拉在官方社交平台确认，首辆专为无人出租场景打造的Cybercab已在美国得州超 级工厂正式下线。这标志着其自动驾驶商业化战略从概念验证与测试阶段，进入实车落地阶段。 Cybercab的推出意味着特斯拉自动驾驶战略进入关键执行阶段。公司计划于2026年4月启动规模化生 产，并推动Robotaxi网络逐步落地。此前特斯拉已在美国部分城市开展自动驾驶运营试点，测试商业化 模式与调度体系。马斯克曾表示，在获得监管批准的前提下，未来完全自动驾驶车辆有望覆盖美国相当 比例区域。 整体来看，首 ...

Year to date, shares of electric-car maker Tesla (NASDAQ: TSLA) are down more than 8%. This poor performance is despite CEO Elon Musk's confirmation in a post on X this week that the company expects to begin selling steering-wheel-free all-electric Cybercabs for less than $30,000 before 2027. In addition, he recently doubled down on his prediction that the company will begin producing this two-seat car in April. And this isn't the only potential catalyst for the stock. The company is steadily ramping up ...

Analysts at English multinational bank Barclays predict that Physical AI, including Robots and Robotaxis could make up a $1 trillion market, in what could be a boost to Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk's trillionaire ambitions.A Trillion-Dollar Market For Physical AIAccording to a new research note released by analysts, accessed by Bloomberg on Tuesday, the physical AI sector could transform into a $1 trillion market by 2035.The report comes due to large-scale "advances in brains, brawn and batteries, ...

Alphabet self-driving unit Waymo on Tuesday defended its use of remote assistance personnel in the face of questions from Congress and said they have never been used to move robotaxis in on-road opera... ...

Core Insights - Xiaopeng Motors is set to launch VLA 2.0 in March, significantly enhancing its intelligent driving capabilities with advanced hardware and software integration [1] - The year 2026 is projected to be a pivotal year for Xiaopeng Motors, marking the introduction of Robotaxi services and the launch of multiple new models [2] - The company is expected to see substantial growth in overseas sales, with a focus on expanding into European, Southeast Asian, Middle Eastern, and Latin American markets [3] - 2026 will also witness the mass production of advanced humanoid robots, aimed at commercial applications [4] - Investment recommendations highlight strong product cycles, overseas expansion, and emerging business opportunities in robotics and Robotaxi services [5] Group 1: VLA 2.0 and Intelligent Driving - Xiaopeng Motors will begin rolling out VLA 2.0 in March, featuring 2250 TOPS of in-car computing power and a cloud computing cluster with 30,000 cards [1] - The first batch of vehicles to receive the update includes the 2025 models of P7, G7, and X9, with subsequent models to follow [1] Group 2: Robotaxi and New Models - The company plans to launch three Robotaxi models in 2026, equipped with four Turing chips and a pure vision autonomous driving system [2] - Xiaopeng's first large six-seater SUV, the GX, has begun L4 autonomous driving tests on public roads [2] Group 3: Overseas Expansion - In 2025, Xiaopeng delivered 45,000 vehicles overseas, marking a 96% year-on-year growth, with expectations for continued strong growth in 2026 [3] - The company will introduce three new models in overseas markets, including P7+ and Mona SUVs, while focusing on local production partnerships in Europe, Indonesia, and Malaysia [3] Group 4: Robotics and Future Innovations - Xiaopeng showcased its latest generation Iron robot, with plans for mass production by the end of 2026, targeting commercial service applications [4] Group 5: Investment Outlook - The company anticipates total vehicle sales of approximately 430,000, 570,000, and 840,000 units from 2025 to 2027, with total revenues projected at 75.2 billion, 103.1 billion, and 145.5 billion RMB respectively [5] - The valuation for the partnership with Volkswagen is estimated at 30.3 billion HKD, while the main business is valued at 169.9 billion HKD, leading to a total valuation of 200.2 billion HKD [5]

关注 「电动车公社」 和我们一起重新思考汽车 公司动态： 丰田Robotaxi量产下线； 极狐公布问道高端产品系列； 福特2025年全球销量439.5万辆； 小米汽车累计交付超60万台； 以下是上周新能源圈的新闻： 新车上市： 岚图泰山黑武士3月上市； 国内新闻： 固态电池国标将于7月正式发布； 目前关于L3级自动驾驶最新的法规还停留在"试点"，仅仅是允许部分有能力的车企在公开道路上对L3级 自动驾驶进行测试，距离真正的民用L3还有一定距离。因此岚图泰山黑武士，有可能是首款"具备L3级自 动驾驶能力"的量产SUV。但迈出这一步，就证明岚图的L3已在眼前了，期待接下来辅助驾驶的实际表 现。 我国1月份汽车出口68.1万辆； 最高人民法院明确提出 "辅助驾驶不能代替驾驶人成为驾驶主体"； 国际新闻： 欧盟委员会接受大众中国产纯电汽车价格承诺； 新车上市 1、 岚图泰山黑武士3月上市 2月9日，岚图汽车宣布 中国首款量产L3级SUV——岚图泰山黑武士，将在今年3月份上市。 相比现款岚图泰山，黑武士版对外观和内饰进行微调，全身做了黑化处理，内饰加入刺绣等细节， 配备专 属星空顶， 搭载最新的华为乾崑智驾4激光雷达感知 ...

Hangzhou, Feb. 15, 2026 (GLOBE NEWSWIRE) -- On February 11, CaoCao Inc. announced that its Robotaxi fleet in Hangzhou’s Binjiang District had reached 100 vehicles, with operations supported by the company’s Green Intelligent Mobility Hub. As Geely Holding Group’s primary commercial platform for Robotaxi operations, CaoCao has laid out a clear three-phase roadmap, with each stage corresponding to a different level of technological maturity and operational goals. The initial phase focuses on technology valid ...

AITO 问界宣布进入阿联酋市场 2月6日消息，AITO 问界宣布与阿联酋 ADM 达成合作，正式进入阿联酋市场，标志着品牌全球化布局迈出关键一步。此次合作将推动问界智能电动技术走 向国际舞台，加速拓展海外市场版图。今年1月，问界第100万辆量产车在赛力斯超级工厂下线，成为企业发展重要里程碑。此次进军中东，被视为问界加速 国际化战略、提升全球影响力的重要举措。（IT之家） 文远知行携手 Uber，在中东部署超千辆 Robotaxi 2月9日消息，文远知行与 Uber 宣布升级战略合作，计划于2027年前在阿布扎比、迪拜和利雅得部署至少1200辆 Robotaxi，并全部接入 Uber 平台向公众运 营，成为中东及北非地区规模最大的 Robotaxi 商业化项目。目前，双方已在阿布扎比实现纯无人商业运营，在迪拜和利雅得开展公开服务，中东地区在运 营车辆超200辆。未来在获得监管批准并完成关键里程碑后，Uber 将进一步追加投放规模。（南方都市报） 萝卜快跑联合 Uber 在迪拜推出全无人驾驶出行服务 2月10日消息，百度旗下萝卜快跑（Apollo Go）与 Uber 宣布深化合作，计划于2026年第一季度在迪拜 ...

Core Viewpoint - Uber's stock has dropped 6.4% this week following an earnings miss and legal challenges, raising concerns about its profitability and future growth prospects [1]. Earnings Performance - Uber reported Q4 2025 earnings with an adjusted EPS of $0.71, missing the consensus estimate of $0.7788, breaking a seven-quarter streak of earnings beats [1]. - Revenue for the quarter was $14.37 billion, showing a 20% year-over-year growth, but still fell short of expectations [1]. - Analysts have lowered their price targets for Uber, with Arete Research reducing it from $125 to $120, and Citigroup also trimming its target, leading to a new consensus of $105.26, indicating a potential 50% upside from current levels [1]. - Expectations for Uber's adjusted EPS in 2026 have dropped from $4.15 to $3.30, significantly impacting investor sentiment and stock performance [1]. Legal Challenges - A federal jury in Arizona ordered Uber to pay $8.5 million to a woman who was sexually assaulted by a driver, marking the first bellwether trial in a series of pending driver assault cases [1]. - This legal verdict is expected to influence the outcomes of thousands of similar cases, raising concerns about liability for gig-economy platforms [1]. - Sentiment on Reddit turned bearish following the verdict, with significant engagement on posts discussing Uber's liability in the case [1]. Autonomous Vehicle Strategy - Despite recent challenges, Uber has advanced its autonomous vehicle strategy by launching a robotaxi service in downtown Abu Dhabi, covering approximately 70% of the city [1]. - The fleet of robotaxis has quadrupled since December 2024, with plans to deploy at least 1,200 robotaxis across Abu Dhabi, Dubai, and Riyadh by 2027 [1]. - CEO Dara Khosrowshahi emphasized the importance of this strategy for Uber's future, highlighting the potential for improved margins by reducing driver costs, although it requires significant upfront investment [1]. - The stock currently trades at 15 times trailing earnings, reflecting the tension between current profitability and future growth potential [1].