尽管优步达成自动驾驶协议，Waymo与特斯拉仍被视为行业领导者——市场评论_老虎社区_美港股上老虎

尽管优步达成自动驾驶协议，Waymo与特斯拉仍被视为行业领导者——市场评论

投资观察03-14 01:07

尽管优步持续与小型自动驾驶技术提供商达成合作协议，韦德布什证券公司仍对其在自动驾驶出租车领域与特斯拉和Waymo竞争的能力持悲观态度。优步的合作协议需要较长时间才能形成规模效应，且面临显著的执行风险；与此同时，由谷歌母公司Alphabet持有的Waymo与特斯拉公司，仍在持续构建其人工智能基础设施、数据收集系统及自有车队。

分析师指出："虽然我们肯定优步在当前背景下对业务的良好管控，但我们依然认为市场份额终将向具备规模优势的领先自动驾驶运营商集中。"

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