美股異動丨禾賽盤前漲超1% 高盛料2035年中國Robotaxi市場規模可達470億美元
禾賽(HSAI.US)盤前漲1.67%,報16.46美元。高盛近期發研報指,預計到2030年,將有50萬輛Robotaxi在中國10多個城市運營,這一領域不再侷限於技術可行性探討,而是轉向如何實現商業化落地。高盛認爲,隨着消費者接受度在一線城市的提升、人力司機供應趨緊以及政府和保險行業的助力,Robotaxi成爲自動駕駛技術最早且最顯而易見的商業化路徑之一,預計到2035年中國Robotaxi市場總規模可達470億美元,且有望實現盈利,2026年開始在一線城市實現正毛利率。(格隆匯)

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