聚焦重新评估自动驾驶出租车规模化阶段的出行平台价值-2026-08-自动驾驶(英)。USD1.54-1.82/mile in the US. By anchoring to the cost delta between Robotaxis and private cars across tiered penetration rates, we estimate a TAM of RMB1.1-1.5tn in China (1.5-2x the current ride-hailing market) and USD150-230bn in the US (2.5-3.8x).
聚焦重新评估自动驾驶出租车规模化阶段的出行平台价值-2026-08-自动驾驶(英)。USD1.54-1.82/mile in the US. By anchoring to the cost delta between Robotaxis and private cars across tiered penetration rates, we estimate a TAM of RMB1.1-1.5tn in China (1.5-2x the current ride-hailing market) and USD150-230bn in the US (2.5-3.8x).
聚焦重新评估自动驾驶出租车规模化阶段的出行平台价值-2026-08-自动驾驶(英)。USD1.54-1.82/mile in the US. By anchoring to the cost delta between Robotaxis and private cars across tiered penetration rates, we estimate a TAM of RMB1.1-1.5tn in China (1.5-2x the current ride-hailing market) and USD150-230bn in the US (2.5-3.8x).
覆盖 2026 年,全文共 39 页。
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重点分析了出行、自动驾驶等议题。