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05-02 09:51
目前运营的这几家公司的几款自驾车,哪家费用最低?
全美自动驾驶出租车行业迎来爆发式增长
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年代行业热潮催生了数十家备受追捧的初创企业,纷纷宣称将颠覆私人购车模式。但自动驾驶技术研发成本高昂、复杂城区路况的自动驾驶技术难题、以及严苛的监管环境,导致大量初创公司倒闭。多起重大安全事故,也让无人驾驶车辆的安全性受到愈发严格的审视。</p>\n<p> 摩根士丹利预测,未来三年内,约半数美国民众将能够使用自动驾驶出租车服务。</p>\n<p> 机构估算,美国自动驾驶出行订单将迎来快速增长:2025 年约 1500 万单,今年将增至约 3600 万单;到 2030 年,出行规模预计将接近<strong>7.5 亿单</strong>。</p>\n<p> 部分企业选择独立布局运营,也有企业寻求资金雄厚的合作伙伴,或借助<span><a href=\"https://laohu8.com/S/UBER\">优步</a></span><span></span>等现有平台上线服务。</p>\n<p> 以下为自动驾驶赛道主要玩家当前在美国的运营现状与扩张计划:</p>\n<p> <strong><a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>旗下 Waymo</strong></p>\n<p> 运营状态:已面向普通用户开放载客</p>\n<p> 车队规模:3000 辆已运营城市 / 规划扩张中备注:奥斯汀、亚特兰大地区可通过优步 App 预约乘车</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/6/w361h445/20260502/0588-1fe55245a80d56e8549d470cfc87db9f.png\"/><span></span></div>\n<p> Waymo 目前是自动驾驶出租车行业龙头,落地城市与投放车辆数量均领先同行。在部分市场,Waymo 自动驾驶车辆已可驶入高速公路、承接机场接送订单。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/116/w550h366/20260502/7a7b-9a38fc5a37214db760721cb70c732b16.png\"/><span></span></div>\n<p> Waymo 车队主力为捷豹电动车型,同时正在测试全新定制车型 —— 名为奥哈伊(Ojai)的电动厢式车。</p>\n<p> 公司数据显示,Waymo 车辆在今年 3 月完成<strong>50 万次</strong>出行订单;而 2023 年在旧金山刚开始付费载客的首月,仅完成 1 万单。</p>\n<p> <strong>特斯拉</strong></p>\n<p> 运营状态:已面向普通用户开放载客</p>\n<p> 车队规模:约 600 辆已运营城市 / 规划扩张中备注:旧金山运行车辆仍配备安全驾驶员</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/748/w321h427/20260502/52a2-038825dce77c31772ac3e6d027cf7dfb.png\"/><span></span></div>\n<p> 特斯拉是自动驾驶赛道最受市场关注的企业之一。</p>\n<p> 首席执行官埃隆・马斯克大胆预判:大规模部署数百万辆自动驾驶特斯拉,将彻底改变社会出行方式,并重塑公司发展前景。</p>\n<p> 布局自动驾驶出租车,是特斯拉从传统车企转型为<strong>估值数万亿美元的人工智能与机器人科技公司</strong>的核心战略。</p>\n<p> 特斯拉未官方披露自动驾驶出租车车队数量,行业数据平台 Robotaxi Tracker 统计,过去 30 天内有约 600 辆特斯拉车辆提供自动驾驶载客服务。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/116/w550h366/20260502/8184-89ed4d1dce27599d1444281d045e8315.png\"/><span></span></div>\n<p> 目前特斯拉仅在得克萨斯州开通付费乘车服务。马斯克表示,出于安全考量,公司对服务落地持谨慎态度,计划今年拓展至至少 12 个州。</p>\n<p> <strong><span><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a></span><span></span>旗下 Zoox</strong></p>\n<p> 运营状态:等待监管审批</p>\n<p> 车队规模:100 辆已筹备落地 / 规划扩张中备注:洛杉矶、拉斯维加斯可通过优步 App 预约</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/5/w354h451/20260502/5eeb-f6ec7b7ea0ba17d2a102b15321f63519.png\"/><span></span></div>\n<p> Zoox 成立于 2014 年,是同期诞生的自动驾驶初创企业之一。因融资陷入困境,亚马逊于 2020 年以约<strong>12 亿美元</strong>将其收购。</p>\n<p> 与 Waymo、特斯拉不同,Zoox 不采用改装量产乘用车,而是定制<a href=\"https://laohu8.com/S/00418\">方正</a>造型专属无人车:配备滑动车门、座椅布局类似地铁车厢,车内<strong>无方向盘</strong>,需要获得联邦机动车标准专项豁免才可合法上路运营。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/116/w550h366/20260502/d789-4dd705e8c7445e1a551714b9a48e7480.png\"/><span></span></div>\n<p> 目前 Zoox 正等待监管批准,尚未开通付费载客服务。</p>\n<p> <strong>优步 Uber</strong></p>\n<p> 运营状态:已面向普通用户开放载客</p>\n<p> 车队规模:300 辆已合作运营 / 持续扩张备注:用户可通过优步 App 预约 Waymo、Zoox 及其他平台的自动驾驶车辆</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/796/w363h433/20260502/218d-3fb15de85bc92d781da55b515564b5bf.png\"/><span></span></div>\n<p> 2020 年出售自家自动驾驶业务部门后,优步转变战略:不再自研无人车,转而与外部企业合作,通过参股、批量采购车辆等方式布局赛道。这也改变了优步以往轻资产聚合出行平台的商业模式。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/109/w550h359/20260502/6663-b49439850fedb8c6ac6a266bb64ae269.png\"/><span></span></div>\n<p> 优步已与数十家车企、自动驾驶服务商达成合作,包括 Waymo、Zoox 以及 Moia、Motional 等行业玩家。近期还与电动汽车厂商里维安、露西德签约,计划采购数万辆新能源车型。</p>\n<p> <strong>大众旗下 Moia</strong></p>\n<p> 运营状态:配备人类安全驾驶员测试中</p>\n<p> 车队规模:30 辆备注:目前仅在奥斯汀开展测试,暂无商业化运营计划</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/778/w337h441/20260502/d531-d52bd5acb16391079f03a5e5369f6b5d.png\"/><span></span></div>\n<p> Moia 是德国<a href=\"https://laohu8.com/S/0P6N.UK\">大众集团</a>旗下自动驾驶子公司,2016 年成立,初衷是抵御科技新势力对传统私家车行业的颠覆冲击。</p>\n<p> 车型基于大众 ID.Buzz 电动厢式车打造,设计致敬经典大众复古巴士。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/116/w550h366/20260502/7456-0805cfb2784bdac476f9f66f4e8b9bef.png\"/><span></span></div>\n<p> Moia 正在开展道路测试,计划 2026 年通过优步 App 落地洛杉矶、通过 Beep 平台落地奥兰多服务;目标明年初车队规模扩充至约 100 辆。</p>\n<p> <strong>现代旗下 Motional</strong></p>\n<p> 运营状态:已面向普通用户开放载客</p>\n<p> 车队规模:200 辆已运营城市 / 规划扩张备注:计划 2026 年底拉斯维加斯车队规模突破 200 辆</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/776/w332h444/20260502/f773-e8f77cf8face8d3bad1a42b7d39a9c07.png\"/><span></span></div>\n<p> Motional 为韩国<span>现代汽车</span><span></span>集团旗下自动驾驶板块,自 2021 年起在拉斯维加斯开展路测。</p>\n<p> 今年 3 月,Motional 在拉斯维加斯正式开通付费自动驾驶出租车服务,接入优步预约渠道。现阶段车辆仍配备安全驾驶员,计划 2026 年底推出完全无人驾驶服务。同时也在匹兹堡测试车辆,但尚未公布商业化落地计划。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/116/w550h366/20260502/e132-40b713aaec1cb20d39b59785ec331230.png\"/><span></span></div>\n<p> Motional 无人车基于现代艾尼氪 5 电动车改装,整车在现代新加坡工厂组装生产。</p>\n<p> <strong>Nuro</strong></p>\n<p> 运营状态:道路测试阶段</p>\n<p> 车队规模:100 辆</p>\n<p> Nuro 由谷歌自动驾驶项目两名前工程师于 2016 年创立。首款产品为小巧烤面包机造型无人车,主打生鲜、包裹自动配送。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/751/w359h392/20260502/a3ae-d129b4b13e797488e513e947a7b2ae12.png\"/><span></span></div>\n<p> 公司累计融资约 23 亿美元,投资方包括优步、<span>软银</span><span></span>。2025 年与优步、<a href=\"https://laohu8.com/S/DLX\">豪华</a>电动车厂商露西德达成合作,联合研发自动驾驶出租车。</p>\n<p> 协议约定,优步将采购<strong>3.5 万辆</strong>搭载 Nuro 软硬件系统的露西德车型,计划 2032 年前部署至全球数十座城市。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/59/w550h309/20260502/aad1-8f6a24fc4c48711b7c5dfb1d4f1493c7.png\"/><span></span></div>\n<p> 双方已开展道路实测,预计今年在旧金山及周边地区推出首项商业化服务。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在新浪财经APP</div>\n</div>\n<p>责任编辑:郭明煜 </p>\n</div></body></html>","source":"sina","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>全美自动驾驶出租车行业迎来爆发式增长</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\">\n全美自动驾驶出租车行业迎来爆发式增长\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-02 00:52 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2026-05-02/doc-inhwmkwz3083439.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>谷歌旗下 Waymo、特斯拉及其他五家无人驾驶出租车企业,正争相在美国数十座城市落地运营服务\n 内容速览\n 自动驾驶出租车正在美国各大城市快速扩张;摩根士丹利预估,三年内全美半数人口将可使用自动驾驶网约车服务。\n 历经近十年的热度炒作、行业遇冷再到再度回暖,自动驾驶出租车如今开始在美国越来越多的城市上路运营。\n 目前,Waymo、特斯拉、Zoox 以及一众知名度较低的无人驾驶企业,已在加州...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-05-02/doc-inhwmkwz3083439.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","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","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","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)","LU2360107325.USD":"BGF FUTURE OF TRANSPORT \"A4\" (USD) INC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" 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CHIP EQUITY \"A\" ACC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","BK4505":"高瓴资本持仓","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","TSLA":"特斯拉","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","NVDA":"英伟达","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-05-02/doc-inhwmkwz3083439.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2632646167","content_text":"谷歌旗下 Waymo、特斯拉及其他五家无人驾驶出租车企业,正争相在美国数十座城市落地运营服务\n 内容速览\n 自动驾驶出租车正在美国各大城市快速扩张;摩根士丹利预估,三年内全美半数人口将可使用自动驾驶网约车服务。\n 历经近十年的热度炒作、行业遇冷再到再度回暖,自动驾驶出租车如今开始在美国越来越多的城市上路运营。\n 目前,Waymo、特斯拉、Zoox 以及一众知名度较低的无人驾驶企业,已在加州、得克萨斯州及多个其他州的街头投入自动驾驶车辆运行。\n 2010 年代行业热潮催生了数十家备受追捧的初创企业,纷纷宣称将颠覆私人购车模式。但自动驾驶技术研发成本高昂、复杂城区路况的自动驾驶技术难题、以及严苛的监管环境,导致大量初创公司倒闭。多起重大安全事故,也让无人驾驶车辆的安全性受到愈发严格的审视。\n 摩根士丹利预测,未来三年内,约半数美国民众将能够使用自动驾驶出租车服务。\n 机构估算,美国自动驾驶出行订单将迎来快速增长:2025 年约 1500 万单,今年将增至约 3600 万单;到 2030 年,出行规模预计将接近7.5 亿单。\n 部分企业选择独立布局运营,也有企业寻求资金雄厚的合作伙伴,或借助优步等现有平台上线服务。\n 以下为自动驾驶赛道主要玩家当前在美国的运营现状与扩张计划:\n 谷歌旗下 Waymo\n 运营状态:已面向普通用户开放载客\n 车队规模:3000 辆已运营城市 / 规划扩张中备注:奥斯汀、亚特兰大地区可通过优步 App 预约乘车\n\n Waymo 目前是自动驾驶出租车行业龙头,落地城市与投放车辆数量均领先同行。在部分市场,Waymo 自动驾驶车辆已可驶入高速公路、承接机场接送订单。\n\n Waymo 车队主力为捷豹电动车型,同时正在测试全新定制车型 —— 名为奥哈伊(Ojai)的电动厢式车。\n 公司数据显示,Waymo 车辆在今年 3 月完成50 万次出行订单;而 2023 年在旧金山刚开始付费载客的首月,仅完成 1 万单。\n 特斯拉\n 运营状态:已面向普通用户开放载客\n 车队规模:约 600 辆已运营城市 / 规划扩张中备注:旧金山运行车辆仍配备安全驾驶员\n\n 特斯拉是自动驾驶赛道最受市场关注的企业之一。\n 首席执行官埃隆・马斯克大胆预判:大规模部署数百万辆自动驾驶特斯拉,将彻底改变社会出行方式,并重塑公司发展前景。\n 布局自动驾驶出租车,是特斯拉从传统车企转型为估值数万亿美元的人工智能与机器人科技公司的核心战略。\n 特斯拉未官方披露自动驾驶出租车车队数量,行业数据平台 Robotaxi Tracker 统计,过去 30 天内有约 600 辆特斯拉车辆提供自动驾驶载客服务。\n\n 目前特斯拉仅在得克萨斯州开通付费乘车服务。马斯克表示,出于安全考量,公司对服务落地持谨慎态度,计划今年拓展至至少 12 个州。\n 亚马逊旗下 Zoox\n 运营状态:等待监管审批\n 车队规模:100 辆已筹备落地 / 规划扩张中备注:洛杉矶、拉斯维加斯可通过优步 App 预约\n\n Zoox 成立于 2014 年,是同期诞生的自动驾驶初创企业之一。因融资陷入困境,亚马逊于 2020 年以约12 亿美元将其收购。\n 与 Waymo、特斯拉不同,Zoox 不采用改装量产乘用车,而是定制方正造型专属无人车:配备滑动车门、座椅布局类似地铁车厢,车内无方向盘,需要获得联邦机动车标准专项豁免才可合法上路运营。\n\n 目前 Zoox 正等待监管批准,尚未开通付费载客服务。\n 优步 Uber\n 运营状态:已面向普通用户开放载客\n 车队规模:300 辆已合作运营 / 持续扩张备注:用户可通过优步 App 预约 Waymo、Zoox 及其他平台的自动驾驶车辆\n\n 2020 年出售自家自动驾驶业务部门后,优步转变战略:不再自研无人车,转而与外部企业合作,通过参股、批量采购车辆等方式布局赛道。这也改变了优步以往轻资产聚合出行平台的商业模式。\n\n 优步已与数十家车企、自动驾驶服务商达成合作,包括 Waymo、Zoox 以及 Moia、Motional 等行业玩家。近期还与电动汽车厂商里维安、露西德签约,计划采购数万辆新能源车型。\n 大众旗下 Moia\n 运营状态:配备人类安全驾驶员测试中\n 车队规模:30 辆备注:目前仅在奥斯汀开展测试,暂无商业化运营计划\n\n Moia 是德国大众集团旗下自动驾驶子公司,2016 年成立,初衷是抵御科技新势力对传统私家车行业的颠覆冲击。\n 车型基于大众 ID.Buzz 电动厢式车打造,设计致敬经典大众复古巴士。\n\n Moia 正在开展道路测试,计划 2026 年通过优步 App 落地洛杉矶、通过 Beep 平台落地奥兰多服务;目标明年初车队规模扩充至约 100 辆。\n 现代旗下 Motional\n 运营状态:已面向普通用户开放载客\n 车队规模:200 辆已运营城市 / 规划扩张备注:计划 2026 年底拉斯维加斯车队规模突破 200 辆\n\n Motional 为韩国现代汽车集团旗下自动驾驶板块,自 2021 年起在拉斯维加斯开展路测。\n 今年 3 月,Motional 在拉斯维加斯正式开通付费自动驾驶出租车服务,接入优步预约渠道。现阶段车辆仍配备安全驾驶员,计划 2026 年底推出完全无人驾驶服务。同时也在匹兹堡测试车辆,但尚未公布商业化落地计划。\n\n Motional 无人车基于现代艾尼氪 5 电动车改装,整车在现代新加坡工厂组装生产。\n Nuro\n 运营状态:道路测试阶段\n 车队规模:100 辆\n Nuro 由谷歌自动驾驶项目两名前工程师于 2016 年创立。首款产品为小巧烤面包机造型无人车,主打生鲜、包裹自动配送。\n\n 公司累计融资约 23 亿美元,投资方包括优步、软银。2025 年与优步、豪华电动车厂商露西德达成合作,联合研发自动驾驶出租车。\n 协议约定,优步将采购3.5 万辆搭载 Nuro 软硬件系统的露西德车型,计划 2032 年前部署至全球数十座城市。\n\n 双方已开展道路实测,预计今年在旧金山及周边地区推出首项商业化服务。\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:郭明煜","news_type":1,"symbols_score_info":{"TESL":0.6,"TEST":0.6,"TSDD":0.6,"UBER":1.87,"TSLZ":0.6,"TSLR":0.6,"TSLT":0.6,"07766":0.6,"TSLP":0.6,"AAPL":0.6,"NVDA":0.6,"TLA":0.6,"TSII":0.6,"TSLO":0.6,"UBEW":0.6,"AMZN":1.85,"UBRL":0.6,"MSFT":0.6,"TSLI":0.6,"TSL":0.6,"TSLA":1.9,"TSLW":0.6,"TSLG":0.6,"META":0.6,"TSLY":0.6,"TSYY":0.6,"TSLS":0.6,"CRSH":0.6,"TSLQ":0.6}},"isVote":1,"tweetType":1,"viewCount":3,"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":46,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/559738929611776"}
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