没话找话的解读_老虎社区_美港股上老虎 - 老虎社区

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恒金资本
05-20 20:34

没话找话的解读

异动解读 | 小马智行-W盘中大涨5.61%，因预计Robotaxi成本将降至23万元以下

小马智行-W今日盘中大涨5.61%，引起了市场的广泛关注。消息面上，小马智行此前在2026北京车展上宣布，预计随着车队规模提升，到2027年国内市场Robotaxi总车辆成本将降至23万元人民币以下，还将基于该车型推出海外版本，推进海外市场千台以上部署。公司表示，L4 Robotaxi的成本已低于特斯拉Model 3最低配。若2027年车辆总成本进一步降至23万元以内，单车折旧压力有望继续下降，估算小马自持Robotaxi每日单车成本约277.5元，据深圳数据338元估算单车毛利率可达约18%。

异动解读 | 小马智行-W盘中大涨5.61%，因预计Robotaxi成本将降至23万元以下

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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