智通财经APP获悉，高盛发布研报称，小马智行(PONY.US)在中国一线城市的自动驾驶出租车业务正在稳步扩张，车辆和ADK成本的降低有望改善盈利能力，同时公司正逐步从自动驾驶出租车运营商转型为软件供应商，其SaaS业务模式具有广阔的市场前景。看好该公司并维持“买入”评级。
公司管理层称，对公司在2025年实现扩大自动驾驶出租车车队的规模预期乐观，预计车辆和自动驾驶套件(ADK)的成本将有所下降。这一预期主要基于以下几点：1）通过强化世界模型训练提升了虚拟驾驶员的能力；2）与北汽蓝谷、广汽埃安和丰田的合作促进了新车型的大规模生产；3）公司网约车合作伙伴网络的持续扩展有助于降低客户获取成本。
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