软件与服务行业研究：特斯拉CYBERCAB正式下线自动驾驶商业化有望进入实车落地阶段

长江证券股份有...02-25

事件描述2026 年2 月18 日，特斯拉在官方社交平台确认，首辆专为无人出租场景打造的Cybercab 已在美国得州超级工厂正式下线。这标志着其自动驾驶商业化战略从概念验证与测试阶段，进入实车落地阶段。事件评论成本大幅下降，特斯拉Robotaxi 业务有望进入大规模落地阶段。特斯拉无人驾驶电动车Tesla Cybercab 采用两座设计，并采用Tesla Vision 视觉处理系统+端到端...

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软件与服务行业研究：特斯拉CYBERCAB正式下线 自动驾驶商业化有望进入实车落地阶段

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软件与服务行业研究：特斯拉CYBERCAB正式下线自动驾驶商业化有望进入实车落地阶段