小马智行：六大事件驱动催化剂将至，开启 90 天上行催化观察
Pony AIPony AI(HK:02026)2026-01-16 02:56

15 Jan 2026 08:40:52 ET │ 13 pages We open 90-day upside catalyst watch on Pony AI, considering 6 events ahead: (1) 4Q25 results likely to be decent with one-off gain (estimated ~100x return on Moore Threads investment), (2) Waymo's potential 1Q26 financing round at an implied valuation of 280x 2025 P/S which may re-rate Pony AI's valuation (87x 2025 P/S), (3) Improving investor sentiment on Pony's potential entry into Southbound stock connect in Jun'26, (4) US- China competition in tech area potentially en ...