Robotaxi两天后上线，测试车提前街头现身，特斯拉股价基本收复上周跌幅

华尔街见闻06-11

包括马斯克（Elon Musk）在内的特斯拉（Tesla Inc.）高管近日推出一段视频，画面中一辆特斯拉robotaxi在美国德州奥斯汀无驾驶员的情况下行驶，暗示该公司在这座城市推出机器人出租车服务已进入最后阶段。分析认为，这标志着马斯克在人工智能和自动驾驶领域战略转型迈出的重要一步，也意味着机器人出租车大规模扩张的时代即将到来。分析师表示，即将进行的机器人出租车测试以及其结果，将是特斯拉股价...

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Y在奥斯汀著名旅游区南国会大道（South Congress Avenue）附近行驶，车门上标有“robotaxi”字样，后方还跟有一辆看似用于支援的车辆。这段视频发布在马斯克的社交平台X上，马斯克本人也在其账号上进行了转发。特斯拉自动驾驶团队负责人埃卢斯瓦米（Ashok Elluswamy）同样转发了这段视频，他最近刚接手“擎天柱”（Optimus）人形机器人项目的领导工作。虽然马斯克和特斯拉尚未公布确切的上线日期，但媒体此前报道称，特斯拉计划于6月12日开始在奥斯汀运营机器人出租车网络。公司已开始测试将用于初期运营的自动驾驶Model Y SUV。在奥斯汀的部分地区，已有人目击带有制造商车牌、车内有人类驾驶员的Model Y行驶。这些车辆预计将搭载特斯拉“完全自动驾驶”（Full Self-Driving）系统的“无人监督”版本。马斯克在另一则X帖文中表示，视频中的车辆使用的是一套新版本的软件。马斯克一直将特斯拉的未来押注在机器人、自动化和人工智能上。他表示，奥斯汀的机器人出租车服务将从一个很小的规模起步，初期可能仅有10至20辆车，随后逐步扩展。目前尚不清楚谁将成为这项服务的首批用户、将使用哪款应用程序，以及乘车费用将会是多少。此前，Waymo的机器人出租车已经在美国多个城市运营，包括凤凰城、旧金山、洛杉矶和奥斯汀，目前投放车辆已达1500辆。高盛分析师德莱尼（Mark Delaney）带领的团队周一向客户发布了一份报告，称自动驾驶汽车如今已经正式进入共享出行和货运的商业化阶段，而且这种技术将在2030年代持续向实体经济大规模渗透。特斯拉迎来关键一周 股价反弹 基本收复上周跌幅随着robotaxi即将投入运营，特斯拉本周迎来关键节点。此前，马斯克与美国总统特朗普总统的矛盾持续发酵，导致特斯拉股价暴跌近15%，市值蒸发超过1500亿美元，原因是马斯克公开批评特朗普所推动的共和党支出法案，引发两人骂战。尽管特朗普上周五略微缓和了态度，但他在本周末接受媒体采访时表示，短期内“无意”与马斯克对话，表明两人关系尚未改善。周一盘前，特斯拉股价一度下跌4%，但随后回升，收盘上涨4.6%。周二，特斯拉股价收涨5.67%。从上周四暴跌后，特斯拉股价已经上涨14.5%，基本收复了马斯克与特朗普撕逼造成的跌幅。周一当天早上，两位分析师下调了特斯拉的股票评级，理由都提到了马斯克与特朗普的冲突给公司前景带来的负面影响。Argus分析师塞莱斯基（Bill Selesky）将特斯拉评级由“买入”下调为“持有”，并表示：“我们担心，特朗普总统与马斯克之间的口水战，再加上电动车税收抵免即将到期，可能会进一步打击消费者对特斯拉的需求。”不过，他也指出，从长远来看，特斯拉仍具有吸引力。Baird分析师卡洛（Ben Kallo）也发表类似看法，将评级从“跑赢大盘”下调至“中性”。他指出：“这次马斯克和特朗普之间的事件，突显出马斯克个人政治行为所带来的关键人物风险。”他补充说，特斯拉与政府的密切关系是一把“双刃剑”，而上周的风波就体现了其中的负面影响。分析师：robotaxi对特斯拉至关重要不过，两位分析师都认为，即将进行的机器人出租车测试以及其结果，将是特斯拉股价长期的重要推动力。根据计划，特斯拉将在测试初期推出大约10至20辆无人出租车，并视测试效果决定是否扩大规模。在测试过程中，一旦机器人出租车遇到事故或陷入交通困境，特斯拉将通过远程操作员介入，这一安全措施虽值得肯定，但也可能限制测试速度和规模扩展。特斯拉坚定支持者、Wedbush分析师艾夫斯（Dan 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