决战特斯拉：Waymo融资160亿美元、估值1100亿！

车智02-01

北京时间2月1日，根据外媒报道，Waymo正在计划以接近1100亿美元的估值，谋求新一轮的融资，融资金额高达160亿美元。其中，Waymo的母公司Alphabet计划继续注资130亿美元，包括红杉资本、数字天空技术集团、龙跃资本等投资人包揽了剩余的额度。据悉，该轮融资计划在本月完成。同时，Waymo官方消息显示，完成了超过2000万次自动驾驶出行服务。距离Waymo在2024年10月完成的上一轮...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

七风哥哥
02-01
七风哥哥
Waymo和FSD差距至少在5年以上！按照FSD的迭代速度（因为特斯拉有自己的服务器群，数据和算力是越来越多的，集群越大，数据越多训练速度就会越快！）所以Waymo注定是会被淘汰的产物！！！
- 王炸女神:
  是的，更何况物理AI，依旧是要有物理基础；硬件10 万美刀的成本，还没有自己的核心制造和产能，更别提成本控制，软硬件兼容性和规模效应了, 很快见分晓！资本用脚投票！

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2608200161?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-02-01 11:03","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2608200161","market":"us","top_or_hot":-1,"title":"决战特斯拉：Waymo融资160亿美元、估值1100亿！","media":"车智","content":"<div>\n<p>北京时间2月1日，根据外媒报道，Waymo正在计划以接近1100亿美元的估值，谋求新一轮的融资，融资金额高达160亿美元。其中，Waymo的母公司Alphabet计划继续注资130亿美元，包括红杉资本、数字天空技术集团、龙跃资本等投资人包揽了剩余的额度。据悉，该轮融资计划在本月完成。同时，Waymo官方消息显示，完成了超过2000万次自动驾驶出行服务。距离Waymo在2024年10月完成的上一轮...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260201153349a6c5b9fd&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>决战特斯拉：Waymo融资160亿美元、估值1100亿！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n决战特斯拉：Waymo融资160亿美元、估值1100亿！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-01 11:03 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260201153349a6c5b9fd&s=b><strong>车智</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间2月1日，根据外媒报道，Waymo正在计划以接近1100亿美元的估值，谋求新一轮的融资，融资金额高达160亿美元。其中，Waymo的母公司Alphabet计划继续注资130亿美元，包括红杉资本、数字天空技术集团、龙跃资本等投资人包揽了剩余的额度。据悉，该轮融资计划在本月完成。同时，Waymo官方消息显示，完成了超过2000万次自动驾驶出行服务。距离Waymo在2024年10月完成的上一轮...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260201153349a6c5b9fd&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"TSYY","symbol_name":"收益增强TSLA ETF-GraniteShares","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260201153349a6c5b9fd&s=b","article_id":"2608200161","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260201153349a6c5b9fd&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2608200161","pubTimestamp":1769914980,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"北京时间2月1日，根据外媒报道，Waymo正在计划以接近1100亿美元的估值，谋求新一轮的融资，融资金额高达160亿美元。同时，Waymo官方消息显示，完成了超过2000万次自动驾驶出行服务。距离Waymo在2024年10月完成的上一轮融资过去了将近15个月，彼时，Waymo的估值超过450亿美元，估值增加了144.4%。Robotaxi行业，终于有公司超过1000亿美元估值了！Waymo在2月份完成新一轮的融资后，想必是为了应对特斯拉的挑战。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"TSYY":"收益增强TSLA ETF-GraniteShares","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","TSLA":"特斯拉","BK4604":"机器人概念","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4527":"明星科技股","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4612":"AI芯片","TSII":"REX TSLA Growth & Income ETF","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","TSL":"1.25倍做多TSLA ETF-GraniteShares","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","TSLG":"2倍做多TSLA ETF-Leverage Shares","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","TSLI":"2倍做多TSLA ETF-ProShares","BK4574":"无人驾驶","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","BK4581":"高盛持仓","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","BK4543":"AI","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","TSLP":"TSLA收益溢价策略ETF-Kurv","BK4511":"特斯拉概念","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","TSLQ":"2倍做空TSLA ETF-Tradr","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","TSLR":"2倍做多TSLA ETF-GraniteShares","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","TSLS":"1倍做空TSLA ETF-Direxion","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4516":"特朗普概念","LU1861215975.USD":"贝莱德新一代科技基金 A2","TSLT":"2倍做多TSLA ETF-T-Rex","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1548497426.USD":"安联环球人工智能AT Acc","BK4592":"伊斯兰概念","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","TSLW":"TSLA周配息ETF-Roundhill","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","TSLY":"TSLA期权收益策略ETF-YieldMax","BK4548":"巴美列捷福持仓","TSLZ":"2倍做空TSLA ETF-T-Rex","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4099":"汽车制造商","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4585":"ETF&股票定投概念","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","BK4555":"新能源车","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0823411888.USD":"法巴消费创新基金 Cap","TSDD":"2倍做空TSLA ETF-GraniteShares","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","TESL":"Simplify Volt TSLA Revolution ETF","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","BK4598":"佩洛西持仓","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4551":"寇图资本持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","07766":"南方两倍做多特斯拉","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0823414478.USD":"法巴经典能源转换基金","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc"},"translate_title":"Decisive battle with Tesla: Waymo raises US $16 billion and has a valuation of 110 billion!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSLI":0.6,"07766":0.6,"TSLP":0.6,"CRSH":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLT":0.6,"TSLS":0.6,"TSLZ":0.6,"TSLO":0.6,"TSLG":0.6,"TSLW":0.6,"TSII":0.6,"TSLY":0.6,"TSLA":1.95,"TESL":0.6,"TSYY":0.6,"TSL":0.6,"TSDD":0.6},"content_text":"北京时间2月1日，根据外媒报道，Waymo正在计划以接近1100亿美元的估值，谋求新一轮的融资，融资金额高达160亿美元。其中，Waymo的母公司Alphabet计划继续注资130亿美元，包括红杉资本、数字天空技术集团、龙跃资本等投资人包揽了剩余的额度。据悉，该轮融资计划在本月完成。同时，Waymo官方消息显示，完成了超过2000万次自动驾驶出行服务。距离Waymo在2024年10月完成的上一轮融资过去了将近15个月，彼时，Waymo的估值超过450亿美元，估值增加了144.4%。Robotaxi行业，终于有公司超过1000亿美元估值了！和大模型公司的估值不再是量级的差别。2024年Robotaxi遇到了前所未有的挑战。Waymo在美国的唯一竞争对手Cruise因为2023年10月的致死事故暂停运营，2024年7月通用停止了Cruise专属无人驾驶车型Origin的研发，并在同年12月宣布退出Robotaxi市场。但利好消息是2024年4月，马斯克在访华前突然宣布在当年8月8日（后来延期到10月10日）发布Robotaxi产品，并且最终发布了Cybercab。如果没有特斯拉的加入，Alphabet是否会继续坚定支持Waymo真的很难讲，因此。Waymo彼时完成的那轮融资，更像是一次续命的钱。彼时，市场上的钱，都疯狂涌向了AI大模型，尤其是美国市场。时间来到了2025年，Robotaxi的发展进入快车道。特斯拉推出了Robotaxi服务，从2025年6月开始副驾驶还有安全员到2025年12月取消安全员，用时只有6个月，而2026年1月下旬，特斯拉在奥斯汀向公众开放无安全员Robotaxi服务。同时，特斯拉也宣布Robotaxi车型Cybercab开始规模量产。对于Waymo来说，2025年更是商业化快速发展的一年，有消息显示，Waymo的年化收入达到了3.5亿美元，相比2024年收入接近翻倍。为了扩大收入规模，Waymo在积极拓展自己的车队，包括和吉利集团极氪合作的自动驾驶车型在2026年1月7日被命名为Ojai，搭载Waymo第六代自动驾驶系统，包括13个摄像头、4个激光雷达和6个毫米波雷达等。相比特斯拉Cybercab的纯视觉路线，Waymo的硬件成本高不少，但美国的Robotaxi客单价高，足以覆盖这部分成本。Waymo在2月份完成新一轮的融资后，想必是为了应对特斯拉的挑战。美国Robotaxi市场，基本上也就是看Waymo和特斯拉了（英伟达和亚马逊都在推进），特斯拉的估值目前就基本上靠Robotaxi概念和Optimus概念支撑了，目前，特斯拉市值接近1.5万亿美元，这个角度看，Waymo估值1100亿美元，其实也是不贵的。Waymo完成新一轮的融资后，对中国的Robotaxi市场也是极大的促进作用。相比美国Robotaxi市场的双雄决战。中国Robotaxi的玩家多一些，包括百度旗下的百度Apollo萝卜快跑、港美股上市公司的文远知行和小马智行，还有滴滴旗下的自动驾驶公司，还有出行平台、主机厂的玩家。其中，主机厂的玩家里面，小鹏要在2026年推出Robotaxi业务。小鹏是学习特斯拉最像的，包括纯视觉的技术路线、涉足机器人业务、推出Robotaxi业务等等，当然了，小鹏还涉足飞行汽车，特斯拉都没有涉足，相比之下，小鹏的市值就比特斯拉小很多，就看二级市场愿意按照特斯拉的逻辑给小鹏估值。Waymo完成新一轮的融资，也宣布开始进军国际市场。对百度Apollo来说，也应该要开启融资，寻求国际资本的支持，将目前在海外市场的触角拓展到更多市场。百度旗下的业务，度小满、昆仑芯都有独立融资或者拆分上市的计划，Apollo也是百度在AI领域投入超过10年的成果，估值确实是不好定，毕竟现在的中美博弈下，软银都不太往中国投大钱了，不过，欧洲和中东的钱应该是很有兴趣的。这点，可以看看进入2026年，外交线多忙就知道了。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"shareholding","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":528111614894664,"gmtCreate":1769954393218,"gmtModify":1769954395711,"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"3500646460202211","idStr":"3500646460202211"},"htmlText":"Waymo和FSD差距至少在5年以上！按照FSD的迭代速度（因为特斯拉有自己的服务器群，数据和算力是越来越多的，集群越大，数据越多训练速度就会越快！）所以Waymo注定是会被淘汰的产物！！！","listText":"Waymo和FSD差距至少在5年以上！按照FSD的迭代速度（因为特斯拉有自己的服务器群，数据和算力是越来越多的，集群越大，数据越多训练速度就会越快！）所以Waymo注定是会被淘汰的产物！！！","text":"Waymo和FSD差距至少在5年以上！按照FSD的迭代速度（因为特斯拉有自己的服务器群，数据和算力是越来越多的，集群越大，数据越多训练速度就会越快！）所以Waymo注定是会被淘汰的产物！！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/528111614894664","repostId":2608200161,"repostType":2,"repost":{"id":"2608200161","kind":"news","pubTimestamp":1769914980,"share":"https://www.laohu8.com/m/news/2608200161?lang=zh_CN&edition=full","pubTime":"2026-02-01 11:03","market":"us","language":"zh","title":"决战特斯拉：Waymo融资160亿美元、估值1100亿！","url":"https://stock-news.laohu8.com/highlight/detail?id=2608200161","media":"车智","summary":"北京时间2月1日，根据外媒报道，Waymo正在计划以接近1100亿美元的估值，谋求新一轮的融资，融资金额高达160亿美元。同时，Waymo官方消息显示，完成了超过2000万次自动驾驶出行服务。距离Waymo在2024年10月完成的上一轮融资过去了将近15个月，彼时，Waymo的估值超过450亿美元，估值增加了144.4%。Robotaxi行业，终于有公司超过1000亿美元估值了！Waymo在2月份完成新一轮的融资后，想必是为了应对特斯拉的挑战。","content":"<html><body><article><p>北京时间2月1日，根据外媒报道，Waymo正在计划以接近1100亿美元的估值，谋求新一轮的融资，融资金额高达160亿美元。</p><p>其中，Waymo的母公司Alphabet计划继续注资130亿美元，包括红杉资本、数字天空技术集团、龙跃资本等投资人包揽了剩余的额度。</p><p>据悉，该轮融资计划在本月完成。同时，Waymo官方消息显示，完成了超过2000万次自动驾驶出行服务。</p><p>距离Waymo在2024年10月完成的上一轮融资过去了将近15个月，彼时，Waymo的估值超过450亿美元，估值增加了144.4%。</p><p>Robotaxi行业，终于有公司超过1000亿美元估值了！和大模型公司的估值不再是量级的差别。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_jpg/XWvFqHKejO12eGice6iaqB1613QOjB02ibYp940uq9X6Ysibia8HZYIQR5APL8WibEMXUqIQKmVPZyuYMc7p1T87NEzA/640?wx_fmt=webp&amp;from=appmsg\"/><p>2024年Robotaxi遇到了前所未有的挑战。</p><p>Waymo在美国的唯一竞争对手Cruise因为2023年10月的致死事故暂停运营，2024年7月通用停止了Cruise专属无人驾驶车型Origin的研发，并在同年12月宣布退出Robotaxi市场。</p><p>但利好消息是2024年4月，马斯克在访华前突然宣布在当年8月8日（后来延期到10月10日）发布Robotaxi产品，并且最终发布了Cybercab。</p><p>如果没有<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的加入，Alphabet是否会继续坚定支持Waymo真的很难讲，因此。Waymo彼时完成的那轮融资，更像是一次续命的钱。</p><p>彼时，市场上的钱，都疯狂涌向了AI大模型，尤其是美国市场。</p><p>时间来到了2025年，Robotaxi的发展进入快车道。</p><p>特斯拉推出了Robotaxi服务，从2025年6月开始副驾驶还有安全员到2025年12月取消安全员，用时只有6个月，而2026年1月下旬，特斯拉在奥斯汀向公众开放无安全员Robotaxi服务。同时，特斯拉也宣布Robotaxi车型Cybercab开始规模量产。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_jpg/XWvFqHKejO12eGice6iaqB1613QOjB02ibYJBne7Pz8295DFuttW47YMIPBj4VWojUZYPrQt8QqTcuy7JZxuhUdmg/640?wx_fmt=jpeg&amp;from=appmsg\"/><p>对于Waymo来说，2025年更是商业化快速发展的一年，有消息显示，Waymo的年化收入达到了3.5亿美元，相比2024年收入接近翻倍。</p><p>为了扩大收入规模，Waymo在积极拓展自己的车队，包括和<a href=\"https://laohu8.com/S/00175\">吉利</a>集团<a href=\"https://laohu8.com/S/ZK\">极氪</a>合作的自动驾驶车型在2026年1月7日被命名为Ojai，搭载Waymo第六代自动驾驶系统，包括13个摄像头、4个激光雷达和6个毫米波雷达等。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_jpg/XWvFqHKejO12eGice6iaqB1613QOjB02ibYQ02NQtr8sz68lwN1Sfibx5RLibK4QXzG6bgodnY6Z4Ok46tobmm1MMbw/640?wx_fmt=jpeg&amp;from=appmsg\"/><p>相比特斯拉Cybercab的纯视觉路线，Waymo的硬件成本高不少，但美国的Robotaxi客单价高，足以覆盖这部分成本。</p><p>Waymo在2月份完成新一轮的融资后，想必是为了应对特斯拉的挑战。</p><p>美国Robotaxi市场，基本上也就是看Waymo和特斯拉了（<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>都在推进），特斯拉的估值目前就基本上靠Robotaxi概念和Optimus概念支撑了，目前，特斯拉市值接近1.5万亿美元，这个角度看，Waymo估值1100亿美元，其实也是不贵的。</p><p>Waymo完成新一轮的融资后，对中国的Robotaxi市场也是极大的促进作用。</p><p>相比美国Robotaxi市场的双雄决战。中国Robotaxi的玩家多一些，包括<a href=\"https://laohu8.com/S/BIDU\">百度</a>旗下的<a href=\"https://laohu8.com/S/09888\">百度</a>Apollo萝卜快跑、港美股上市公司的文远知行和<a href=\"https://laohu8.com/S/PONY\">小马智行</a>，还有滴滴旗下的自动驾驶公司，还有出行平台、主机厂的玩家。其中，主机厂的玩家里面，小鹏要在2026年推出Robotaxi业务。</p><p>小鹏是学习特斯拉最像的，包括纯视觉的技术路线、涉足机器人业务、推出Robotaxi业务等等，当然了，小鹏还涉足飞行汽车，特斯拉都没有涉足，相比之下，小鹏的市值就比特斯拉小很多，就看二级市场愿意按照特斯拉的逻辑给小鹏估值。</p><p>Waymo完成新一轮的融资，也宣布开始进军国际市场。对百度Apollo来说，也应该要开启融资，寻求国际资本的支持，将目前在海外市场的触角拓展到更多市场。百度旗下的业务，度小满、昆仑芯都有独立融资或者拆分上市的计划，</p><p>Apollo也是百度在AI领域投入超过10年的成果，估值确实是不好定，毕竟现在的中美博弈下，软银都不太往中国投大钱了，不过，欧洲和中东的钱应该是很有兴趣的。</p><p>这点，可以看看进入2026年，外交线多忙就知道了。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>决战特斯拉：Waymo融资160亿美元、估值1100亿！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n决战特斯拉：Waymo融资160亿美元、估值1100亿！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-01 11:03 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260201153349a6c5b9fd&s=b><strong>车智</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间2月1日，根据外媒报道，Waymo正在计划以接近1100亿美元的估值，谋求新一轮的融资，融资金额高达160亿美元。其中，Waymo的母公司Alphabet计划继续注资130亿美元，包括红杉资本、数字天空技术集团、龙跃资本等投资人包揽了剩余的额度。据悉，该轮融资计划在本月完成。同时，Waymo官方消息显示，完成了超过2000万次自动驾驶出行服务。距离Waymo在2024年10月完成的上一轮...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260201153349a6c5b9fd&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSYY":"收益增强TSLA ETF-GraniteShares","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","TSLA":"特斯拉","BK4604":"机器人概念","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4527":"明星科技股","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4612":"AI芯片","TSII":"REX TSLA Growth & Income ETF","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","TSL":"1.25倍做多TSLA ETF-GraniteShares","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","TSLG":"2倍做多TSLA ETF-Leverage Shares","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","TSLI":"2倍做多TSLA ETF-ProShares","BK4574":"无人驾驶","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","BK4581":"高盛持仓","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","BK4543":"AI","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","TSLP":"TSLA收益溢价策略ETF-Kurv","BK4511":"特斯拉概念","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","TSLQ":"2倍做空TSLA ETF-Tradr","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","TSLR":"2倍做多TSLA ETF-GraniteShares","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","TSLS":"1倍做空TSLA ETF-Direxion","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4516":"特朗普概念","LU1861215975.USD":"贝莱德新一代科技基金 A2","TSLT":"2倍做多TSLA ETF-T-Rex","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1548497426.USD":"安联环球人工智能AT Acc","BK4592":"伊斯兰概念","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","TSLW":"TSLA周配息ETF-Roundhill","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","TSLY":"TSLA期权收益策略ETF-YieldMax","BK4548":"巴美列捷福持仓","TSLZ":"2倍做空TSLA ETF-T-Rex","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4099":"汽车制造商","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4585":"ETF&股票定投概念","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","BK4555":"新能源车","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0823411888.USD":"法巴消费创新基金 Cap","TSDD":"2倍做空TSLA ETF-GraniteShares","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","TESL":"Simplify Volt TSLA Revolution ETF","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","BK4598":"佩洛西持仓","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4551":"寇图资本持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","07766":"南方两倍做多特斯拉","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0823414478.USD":"法巴经典能源转换基金","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260201153349a6c5b9fd&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2608200161","content_text":"北京时间2月1日，根据外媒报道，Waymo正在计划以接近1100亿美元的估值，谋求新一轮的融资，融资金额高达160亿美元。其中，Waymo的母公司Alphabet计划继续注资130亿美元，包括红杉资本、数字天空技术集团、龙跃资本等投资人包揽了剩余的额度。据悉，该轮融资计划在本月完成。同时，Waymo官方消息显示，完成了超过2000万次自动驾驶出行服务。距离Waymo在2024年10月完成的上一轮融资过去了将近15个月，彼时，Waymo的估值超过450亿美元，估值增加了144.4%。Robotaxi行业，终于有公司超过1000亿美元估值了！和大模型公司的估值不再是量级的差别。2024年Robotaxi遇到了前所未有的挑战。Waymo在美国的唯一竞争对手Cruise因为2023年10月的致死事故暂停运营，2024年7月通用停止了Cruise专属无人驾驶车型Origin的研发，并在同年12月宣布退出Robotaxi市场。但利好消息是2024年4月，马斯克在访华前突然宣布在当年8月8日（后来延期到10月10日）发布Robotaxi产品，并且最终发布了Cybercab。如果没有特斯拉的加入，Alphabet是否会继续坚定支持Waymo真的很难讲，因此。Waymo彼时完成的那轮融资，更像是一次续命的钱。彼时，市场上的钱，都疯狂涌向了AI大模型，尤其是美国市场。时间来到了2025年，Robotaxi的发展进入快车道。特斯拉推出了Robotaxi服务，从2025年6月开始副驾驶还有安全员到2025年12月取消安全员，用时只有6个月，而2026年1月下旬，特斯拉在奥斯汀向公众开放无安全员Robotaxi服务。同时，特斯拉也宣布Robotaxi车型Cybercab开始规模量产。对于Waymo来说，2025年更是商业化快速发展的一年，有消息显示，Waymo的年化收入达到了3.5亿美元，相比2024年收入接近翻倍。为了扩大收入规模，Waymo在积极拓展自己的车队，包括和吉利集团极氪合作的自动驾驶车型在2026年1月7日被命名为Ojai，搭载Waymo第六代自动驾驶系统，包括13个摄像头、4个激光雷达和6个毫米波雷达等。相比特斯拉Cybercab的纯视觉路线，Waymo的硬件成本高不少，但美国的Robotaxi客单价高，足以覆盖这部分成本。Waymo在2月份完成新一轮的融资后，想必是为了应对特斯拉的挑战。美国Robotaxi市场，基本上也就是看Waymo和特斯拉了（英伟达和亚马逊都在推进），特斯拉的估值目前就基本上靠Robotaxi概念和Optimus概念支撑了，目前，特斯拉市值接近1.5万亿美元，这个角度看，Waymo估值1100亿美元，其实也是不贵的。Waymo完成新一轮的融资后，对中国的Robotaxi市场也是极大的促进作用。相比美国Robotaxi市场的双雄决战。中国Robotaxi的玩家多一些，包括百度旗下的百度Apollo萝卜快跑、港美股上市公司的文远知行和小马智行，还有滴滴旗下的自动驾驶公司，还有出行平台、主机厂的玩家。其中，主机厂的玩家里面，小鹏要在2026年推出Robotaxi业务。小鹏是学习特斯拉最像的，包括纯视觉的技术路线、涉足机器人业务、推出Robotaxi业务等等，当然了，小鹏还涉足飞行汽车，特斯拉都没有涉足，相比之下，小鹏的市值就比特斯拉小很多，就看二级市场愿意按照特斯拉的逻辑给小鹏估值。Waymo完成新一轮的融资，也宣布开始进军国际市场。对百度Apollo来说，也应该要开启融资，寻求国际资本的支持，将目前在海外市场的触角拓展到更多市场。百度旗下的业务，度小满、昆仑芯都有独立融资或者拆分上市的计划，Apollo也是百度在AI领域投入超过10年的成果，估值确实是不好定，毕竟现在的中美博弈下，软银都不太往中国投大钱了，不过，欧洲和中东的钱应该是很有兴趣的。这点，可以看看进入2026年，外交线多忙就知道了。","news_type":1,"symbols_score_info":{"TSLI":0.6,"07766":0.6,"TSLP":0.6,"CRSH":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLT":0.6,"TSLS":0.6,"TSLZ":0.6,"TSLO":0.6,"TSLG":0.6,"TSLW":0.6,"TSII":0.6,"TSLY":0.6,"TSLA":1.95,"TESL":0.6,"TSYY":0.6,"TSL":0.6,"TSDD":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":528290595316912,"gmtCreate":1769998100048,"gmtModify":1769998104219,"authorId":3548665181418139,"author":{"id":3548665181418139,"idStr":"3548665181418139","authorId":3548665181418139,"name":"王炸女神","avatar":"https://static.tigerbbs.com/9a680106e60d4cdced54bd0f61f1cc44","vip":1,"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":528111614894664,"type":1,"supId":0,"prevId":0,"content":"是的， 更何况物理AI， 依旧是要有物理基础； 硬件10 万美刀的成本， 还没有自己的核心制造和产能， 更别提成本控制， 软硬件兼容性和规模效应了, 很快见分晓！ 资本用脚投票！","text":"是的， 更何况物理AI， 依旧是要有物理基础； 硬件10 万美刀的成本， 还没有自己的核心制造和产能， 更别提成本控制， 软硬件兼容性和规模效应了, 很快见分晓！ 资本用脚投票！","html":"是的， 更何况物理AI， 依旧是要有物理基础； 硬件10 万美刀的成本， 还没有自己的核心制造和产能， 更别提成本控制， 软硬件兼容性和规模效应了, 很快见分晓！ 资本用脚投票！"}],"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2608200161","isCrawlerRequest":true}