Johnsonk
02-27
你非要自己骗自己，那也没有办法
10城 VS 1城，3000辆 VS44辆！Waymo狂奔，特斯拉自动驾驶梦碎？
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
yifannafiy
02-27
yifannafiy
楼上那个“就算…估计…”句式好，可以一直用下去，只要别人在进步，你就可以一直估计，估计错了也没关系，把人家实现了的放在“就是”后面，再把人家的发展目标放在“估计”后面就可以了。一时丢人一时爽，一世丢人一式爽
无妨_6288
02-27
无妨_6288
你再吹老马也不会理你，反而觉得你是个小丑🤡
什么也没有了～
APP内打开
发表看法
2
3
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":537005272646040,"tweetId":"537005272646040","gmtCreate":1772125775069,"gmtModify":1772125777386,"author":{"id":3563357612600728,"idStr":"3563357612600728","authorId":3563357612600728,"authorIdStr":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":94,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>你非要自己骗自己，那也没有办法</p></body></html>","htmlText":"<html><head></head><body><p>你非要自己骗自己，那也没有办法</p></body></html>","text":"你非要自己骗自己，那也没有办法","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/537005272646040","repostId":2614202967,"repostType":2,"repost":{"id":"2614202967","kind":"news","pubTimestamp":1772121691,"share":"https://www.laohu8.com/m/news/2614202967?lang=zh_CN&edition=full","pubTime":"2026-02-27 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 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\">\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":{"BK4581":"高盛持仓","TSLT":"2倍做多TSLA ETF-T-Rex","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","BK4543":"AI","TSLW":"TSLA周配息ETF-Roundhill","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","TSLY":"TSLA期权收益策略ETF-YieldMax","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","TSLZ":"2倍做空TSLA ETF-T-Rex","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1861215975.USD":"贝莱德新一代科技基金 A2","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4592":"伊斯兰概念","TSLA":"特斯拉","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","BK4548":"巴美列捷福持仓","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","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","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4585":"ETF&股票定投概念","TESL":"Simplify Volt TSLA Revolution ETF","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4555":"新能源车","TEST":"YieldMax TSLA Performance & Distribution Target 25 ETF","LU0823411888.USD":"法巴消费创新基金 Cap","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4550":"红杉资本持仓","SG9999015978.USD":"利安颠覆性创新基金A","BK4588":"碎股","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","BK4551":"寇图资本持仓","BK4598":"佩洛西持仓","07766":"南方两倍做多特斯拉","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","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","TLA":"GraniteShares Autocallable TSLA ETF","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","TSDD":"2倍做空TSLA ETF-GraniteShares","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","TSYY":"收益增强TSLA ETF-GraniteShares","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","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4099":"汽车制造商","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4604":"机器人概念","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4527":"明星科技股","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","TSII":"REX TSLA Growth & Income ETF","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","TSL":"1.25倍做多TSLA ETF-GraniteShares","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","TSLG":"2倍做多TSLA ETF-Leverage Shares","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","TSLI":"2倍做多TSLA ETF-ProShares","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4516":"特朗普概念","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4612":"AI芯片","BK4085":"互动家庭娱乐","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","TSLP":"TSLA收益溢价策略ETF-Kurv","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4511":"特斯拉概念","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","TSLQ":"2倍做空TSLA ETF-Tradr","BK4534":"瑞士信贷持仓","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","BK4574":"无人驾驶","LU0234572021.USD":"高盛美国核心股票组合Acc","TSLR":"2倍做多TSLA ETF-GraniteShares","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","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","TSLS":"1倍做空TSLA ETF-Direxion","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260227001218954224aa&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2614202967","content_text":"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。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优步（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：自己完全有能力独立实现规模化，无需他人搀扶。02. 对比：马斯克的“预期”与现实的“骨感”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。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。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。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":{"TSLR":0.6,"TSLQ":0.6,"TSLO":0.6,"TSLG":0.6,"TSLY":0.6,"TESL":0.6,"07766":0.6,"TSLI":0.6,"TEST":0.6,"TSLA":1.91,"TSLP":0.6,"TSLS":0.6,"TSDD":0.6,"TSLW":0.6,"TSLT":0.6,"TSL":0.6,"TLA":0.6,"TSII":0.6,"CRSH":0.6,"TSLZ":0.6,"TSYY":0.6}},"isVote":1,"tweetType":1,"viewCount":103,"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":29,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":537044053578496,"commentId":"537044053578496","gmtCreate":1772135156178,"gmtModify":1772135160576,"authorId":3548965887849927,"author":{"id":3548965887849927,"idStr":"3548965887849927","authorId":3548965887849927,"name":"yifannafiy","avatar":"https://static.tigerbbs.com/b74f50f8831724d4755944ec42127d83","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.05.10","exceedPercentage":"93.24%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":537005272646040,"objectIdStr":"537005272646040","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"楼上那个“就算…估计…”句式好，可以一直用下去，只要别人在进步，你就可以一直估计，估计错了也没关系，把人家实现了的放在“就是”后面，再把人家的发展目标放在“估计”后面就可以了。一时丢人一时爽，一世丢人一式爽","text":"楼上那个“就算…估计…”句式好，可以一直用下去，只要别人在进步，你就可以一直估计，估计错了也没关系，把人家实现了的放在“就是”后面，再把人家的发展目标放在“估计”后面就可以了。一时丢人一时爽，一世丢人一式爽","html":"楼上那个“就算…估计…”句式好，可以一直用下去，只要别人在进步，你就可以一直估计，估计错了也没关系，把人家实现了的放在“就是”后面，再把人家的发展目标放在“估计”后面就可以了。一时丢人一时爽，一世丢人一式爽","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":537052409487560,"commentId":"537052409487560","gmtCreate":1772137274880,"gmtModify":1772144682559,"authorId":4089292669533110,"author":{"id":4089292669533110,"idStr":"4089292669533110","authorId":4089292669533110,"name":"无妨_6288","avatar":"https://static.tigerbbs.com/5e6c1aa128ea2d5db1ebd583ea79c727","vip":1,"crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":537005272646040,"objectIdStr":"537005272646040","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"你再吹老马也不会理你，反而觉得你是个小丑🤡","text":"你再吹老马也不会理你，反而觉得你是个小丑🤡","html":"你再吹老马也不会理你，反而觉得你是个小丑🤡","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/537005272646040"}
精彩评论