：机器人出租车的机会和单位分析；第二季度预览：近期广告疲软但利润稳定；购买

16 July 2024 2 更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 6437aaa8de6c4611b8ac8998231c2d63 Goldman Sachs Baidu.com Inc. (BIDU) that a global fleet of a few million commercial AVs used for rideshare could be on the road in 2030. China now has c. 4-5mn ridehailing cars total in operation; for illustrative purposes, if we assume 5% Robotaxi penetration in the long term and similar pricing to normal taxis, this would translate to RMB35bn/US$5bn in TAM size. Apart from Robotaxi, Baidu is likely to see near term softness in ad ...