$小马智行(PONY_老虎社区_美港股上老虎

淡定的蓝筹小茶馆
10-28

$小马智行(PONY)$Robotaxi未来能不能赚钱？关键看成本和规模化。花旗的研报里提到，小马第七代车的自动驾驶系统BOM成本全球最低，比其他家领先1-2年。硬件折旧更低，RO人车比也高达1:20、年底预计到1:30。自动驾驶不是比酷，是比算得清账。今天冲的很猛哇

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