$小马智行(PONY_老虎社区_美港股上老虎

$小马智行(PONY)$看很多人讨论Robotaxi 到底是不是网约车生意。我看法很简单：主要看成本结构。小马在财报里把单车经济拆得很清楚，能在一线城市做到单车盈利，这是行业里最难的门槛，也是决定能不能成为网约车规模的关键

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