畜牧教主马斯克
02-27
waymo成本高且地区局限性高。特斯拉成本低但是软件有效迭代很慢,就算先做出来了无人的士估计也没法真正铺开无监管上路,纯纯糊弄信徒投资者的噱头罢了。
10城 VS 1城,3000辆 VS44辆!Waymo狂奔,特斯拉自动驾驶梦碎?
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00:01","market":"us","language":"zh","title":"10城 VS 1城,3000辆 VS44辆!Waymo狂奔,特斯拉自动驾驶梦碎?","url":"https://stock-news.laohu8.com/highlight/detail?id=2614202967","media":"汽车产业前线观察","summary":"约 3000 辆Waymo 当前运营车辆仅 44 辆特斯拉奥斯汀运营车辆据“无人驾驶出租车追踪网”数据,目前奥斯汀仅有44辆特斯拉无人车在跑。Waymo的车辆早已实现多年无安全员运营,而特斯拉近期虽着手取消安全监督员,但推进十分迟缓。目前,监管机构正在调查Waymo车辆在校车周边的行驶表现,以及一起低速撞伤儿童的事故。显然,目前的天平,正重重地倾向Waymo一端。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20260227001215979v163wae8fbji02i\"/><p>就在本周二,当Waymo宣布在达拉斯、休斯顿等四座<a href=\"https://laohu8.com/S/300778\">新城市</a>开放服务时,另一个名字却显得格格不入——<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>。一边是10座城市的真实运营网络,另一边是埃隆·马斯克口中那个“迟迟未到”的未来。</p><p><strong>01. 扩张:从“试点”到“常态”的加速</strong></p><p>Waymo的扩张速度正在刷新行业的认知。自2009年起步以来,这家隶属于字母表公司的企业,终于在2025年底迎来了爆发。</p><p>数据显示,去年年初,Waymo在旧金山、洛杉矶和菲尼克斯的周订单量仅为20万单;而到了2025年底,这一数字在六座城市中已飙升至40万单。更令人震惊的是其目标:今年年底前,周订单量突破100万单,并将业务拓展至全球至少20座城市。</p><p>本周的扩张公告中,达拉斯、休斯顿、圣安东尼奥和奥兰多正式加入Waymo版图。值得注意的是,这次官宣中只字未提<a href=\"https://laohu8.com/S/UBER\">优步</a>(Uber)。此前,Waymo部分车辆需通过优步平台呼叫,但如今看来,Waymo似乎已底气十足地认为:<strong>自己完全有能力独立实现规模化,无需他人搀扶。</strong></p><p><strong>02. 对比:马斯克的“预期”与现实的“骨感”</strong></p><p>将目光转向特斯拉,画面则截然不同。去年夏天,特斯拉的无人驾驶出租车服务终于在奥斯汀上线,但随后的规模化进程却缓慢得令人咋舌。</p><p><strong>约 3000 辆</strong>Waymo 当前运营车辆</p><p><strong>仅 44 辆</strong>特斯拉奥斯汀运营车辆</p><p>据“无人驾驶出租车追踪网”数据,目前奥斯汀仅有44辆特斯拉无人车在跑。回想去年10月,马斯克曾信誓旦旦地预测:到2025年底,特斯拉将在奥斯汀部署500辆无人车,甚至覆盖美国半数人口。然而现实是,该公司仍仅在奥斯汀运营着寥寥无几的Model Y,且多次未能兑现类似承诺。</p><p>更关键的差距在于“去安全员”的进度。Waymo的车辆早已实现多年无安全员运营,而特斯拉近期虽着手取消安全监督员,但推进十分迟缓。在自动驾驶领域,“有安全员”和“无安全员”之间,隔着整个商业模式的鸿沟。</p><p><strong>03. 隐忧:规模化的挑战从未停止</strong></p><p>当然,Waymo的狂飙并非没有隐忧。雄心勃勃的全球扩张计划绝非一蹴而就。面对各地五花八门的法规,以及在新市场搭建车队管理、充电体系的重任,Waymo仍需如履薄冰。</p><p>此外,安全问题始终是悬在头顶的达摩克利斯之剑。目前,监管机构正在调查Waymo车辆在校车周边的行驶表现,以及一起低速撞伤儿童的事故。在新市场投放几辆车是一回事,将规模扩大到数千辆并确保绝对安全,则是另一番挑战。</p><p>“特斯拉支持者常辩称,凭借庞大的保有量和纯视觉方案,其规模化能力将超越Waymo。或许未来某天他们会被证明是对的,但从当下的时间轴来看,实际发展趋势却截然相反。”</p><p><strong>结语:实干与口号的终极较量</strong></p><p>自动驾驶的下半场,不再是比谁的发布会更炫酷,而是比谁的车队跑得更多、更稳、更安全。</p><p>Waymo用10座城市的实地运营证明了“渐进式路线”的可行性,而特斯拉则仍在为兑现马斯克的宏大预言而挣扎。在这场“现实”与“幻想”的博弈中,时间和里程数是最公正的裁判。</p><p>对于普通用户而言,谁能真正提供安全、便捷的无人出行服务,谁就是赢家。显然,目前的天平,正重重地倾向Waymo一端。</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>10城 VS 1城,3000辆 VS44辆!Waymo狂奔,特斯拉自动驾驶梦碎?</title>\n<style 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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\">\n10城 VS 1城,3000辆 VS44辆!Waymo狂奔,特斯拉自动驾驶梦碎?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-27 00:01 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260227001218954224aa&s=b><strong>汽车产业前线观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>就在本周二,当Waymo宣布在达拉斯、休斯顿等四座新城市开放服务时,另一个名字却显得格格不入——特斯拉。一边是10座城市的真实运营网络,另一边是埃隆·马斯克口中那个“迟迟未到”的未来。01. 扩张:从“试点”到“常态”的加速Waymo的扩张速度正在刷新行业的认知。自2009年起步以来,这家隶属于字母表公司的企业,终于在2025年底迎来了爆发。数据显示,去年年初,Waymo在旧金山、洛杉矶和菲尼克斯...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260227001218954224aa&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":{"IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","TSLY":"TSLA期权收益策略ETF-YieldMax","BK4588":"碎股","BK4550":"红杉资本持仓","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","TSLZ":"2倍做空TSLA ETF-T-Rex","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","BK4551":"寇图资本持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 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Y,且多次未能兑现类似承诺。更关键的差距在于“去安全员”的进度。Waymo的车辆早已实现多年无安全员运营,而特斯拉近期虽着手取消安全监督员,但推进十分迟缓。在自动驾驶领域,“有安全员”和“无安全员”之间,隔着整个商业模式的鸿沟。03. 隐忧:规模化的挑战从未停止当然,Waymo的狂飙并非没有隐忧。雄心勃勃的全球扩张计划绝非一蹴而就。面对各地五花八门的法规,以及在新市场搭建车队管理、充电体系的重任,Waymo仍需如履薄冰。此外,安全问题始终是悬在头顶的达摩克利斯之剑。目前,监管机构正在调查Waymo车辆在校车周边的行驶表现,以及一起低速撞伤儿童的事故。在新市场投放几辆车是一回事,将规模扩大到数千辆并确保绝对安全,则是另一番挑战。“特斯拉支持者常辩称,凭借庞大的保有量和纯视觉方案,其规模化能力将超越Waymo。或许未来某天他们会被证明是对的,但从当下的时间轴来看,实际发展趋势却截然相反。”结语:实干与口号的终极较量自动驾驶的下半场,不再是比谁的发布会更炫酷,而是比谁的车队跑得更多、更稳、更安全。Waymo用10座城市的实地运营证明了“渐进式路线”的可行性,而特斯拉则仍在为兑现马斯克的宏大预言而挣扎。在这场“现实”与“幻想”的博弈中,时间和里程数是最公正的裁判。对于普通用户而言,谁能真正提供安全、便捷的无人出行服务,谁就是赢家。显然,目前的天平,正重重地倾向Waymo一端。","news_type":1,"symbols_score_info":{"TSLA":1.91,"TSLP":0.6,"TSLG":0.6,"TSLR":0.6,"TSLT":0.6,"TEST":0.6,"TSDD":0.6,"TSLI":0.6,"TSLO":0.6,"TESL":0.6,"TSII":0.6,"TSLS":0.6,"TLA":0.6,"TSLY":0.6,"TSLQ":0.6,"07766":0.6,"CRSH":0.6,"TSLW":0.6,"TSYY":0.6,"TSL":0.6,"TSLZ":0.6}},"isVote":1,"tweetType":1,"viewCount":222,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":139,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/536998368900592"}
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