智通财经APP获悉,国泰君安发表研报称,全球Robotaxi加速发展,智能驾驶持续推进。美国Robotaxi产业的发展一方面将带动特斯拉(TSLA.US)等整车厂销量的提升以及相关零部件需求的增长,另一方面也将在竞争中加速国内智能驾驶产业链发展。网约车和出租车是Robotaxi的主要目标市场,2023年规模超过700亿美元。近期特斯拉发布Cybercab预计2026-2027年量产,部分厂商将借助...
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