巴克莱：特斯拉-Robotaxi 上线整体顺利，但核心问题在于规模化路径

Equity Research U.S. Autos & Mobility 23 June 2025 Tesla, Inc. Robotaxi Launch Takes: largely smooth, but better question is on path of scaling Key takes: 1. Tesla Robotaxi launched y'day in Austin - largely uneventful, no major issues; 2. Bulls view launch as start of a new era, with revenue on driverless rideshare critical milestone; 3. Better question ahead is on scaling and path to converge w/Waymo - we caution against overoptimism. Tesla's Robotaxi launch in Austin, Texas was rather uneventful with no ...