Waymo与特斯拉在奥斯汀的推广未冲击传统优步业务——市场评论

投资观察00:43

KeyBanc分析师在最新报告中指出，Waymo和特斯拉自动驾驶出租车在德克萨斯州奥斯汀的部署，似乎并未侵蚀传统网约车服务的需求。这一结论基于分析师近期与优步司机的实地交流。

"目前优步司机在接单量和定价方面均未感受到Waymo或特斯拉带来的任何影响，"分析师强调，"我们认为这印证了自动驾驶车辆正在创造增量出行需求并扩大市场规模的论点。"

报告显示，谷歌母公司Alphabet旗下的Waymo与特斯拉近期均扩大了车队规模。数据表明，在服务区域内，Waymo已占据优步订单量的20%以上。分析师补充道："若存在业务蚕食效应，当前的车队扩张规模足以让司机感知到冲击，但实际情况并非如此。"

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