Autonomous Driving

搜索文档
Hesai Group (HSAI) Inks $40M Lidar Supply Deal with Robotaxi Firm
Yahoo Finance· 2025-09-19 00:40
Hesai Group (NASDAQ:HSAI) is one of the best lidar stocks to buy right now. On September 15, the global leader in lidar solutions for autonomous mobility announced the expansion of its production agreement with a leading robotaxi company in the US. Hesai Group (HSAI) Inks $40M Lidar Supply Deal with Robotaxi Firm Valued at over $40 million, the new deal encompasses deliveries scheduled to be completed by the end of 2026. The company supplies long-range and short-range lidar, affirming its role as a trust ...
Waymo and Via to offer robotaxis for public transit, starting with Arizona
Reuters· 2025-09-18 21:23
Alphabet's Waymo will offer its autonomous rides on Via Transportation's public transit platform, starting with Chandler city in Arizona, the companies said on Thursday. ...
What's Going On With Via Transportation Stock Thursday? - Alphabet (NASDAQ:GOOGL), Via Transportation (NYSE:VIA)
Benzinga· 2025-09-18 21:18
Via Transportation, Inc. VIA shares rose in premarket trading after unveiling a partnership with Alphabet Inc.’s GOOG GOOGL Waymo.The strategic alliance will let public agencies plug fully driverless ride-hailing into their existing networks, starting with Chandler, Arizona’s on-demand microtransit program.The companies said the framework enables agencies using Via’s software to route Waymo vehicles as part of local transit service.Also Read: Tesla Robotaxi Rival Waymo Reaches 96 Million Driverless Miles As ...
LYFT's Waymo Partnership Accelerates Stock to 3-Year High
Youtube· 2025-09-18 02:00
Welcome back to Next Trend Investing. It's time to discuss the latest with Lyft for FOMO today. And joining us is Marley Kaden, host for the Schwab Network.And so Marley, okay, I will say I was looking at this intraday chart. We pulled back from the initial spike we saw right out of the open, but I mean I'm not complaining about a a pretty monstrous move today in lift on the back of this way expanded partnership. Yes.And and still up almost 12%. So, still a considerable move to the upside on this news. Let' ...
Should You Get Too Optimistic on Tesla After Musk's $1B Bet?
ZACKS· 2025-09-17 23:15
Key Takeaways Elon Musk bought $1B of Tesla stock, sparking a rally and renewed investor excitement.Tesla faces delivery declines, revenue pressure, and intensifying EV competition.Ambitious bets on AI, robotaxis, and robotics could take years to impact results.Tesla (TSLA) grabbed headlines on Monday after CEO Elon Musk scooped up $1 billion worth of company shares, signaling a renewed focus. Retail investors cheered it as a vote of confidence, sending the stock up about 4% to cross the $400 mark. The rall ...
Lyft and Waymo are partnering to bring robotaxis to Nashville
TechCrunch· 2025-09-17 21:10
Waymo has struck a deal with ride-hailing company Lyft to launch a robotaxi service in Nashville in 2026.The company said Wednesday it will begin testing its fleet of all-electric and autonomous Jaguar I-Pace vehicles in the Nashville area in the coming months and will open up the service to the public next year. The partnership agreement announced Wednesday comes as Waymo ramps up its robotaxi expansion from its initial commercial market of Phoenix to Atlanta, Austin, Los Angeles, and San Francisco. The A ...
French Ambassador to China Visits WeRide and Experiences Autonomous Driving Solutions
Globenewswire· 2025-09-17 18:22
GUANGZHOU, China, Sept. 17, 2025 (GLOBE NEWSWIRE) -- French Ambassador to China, Mr. Bertrand Lortholary, led a delegation to visit WeRide (Nasdaq: WRD), a global leader in autonomous driving technology, earlier this week, to learn more about the company's operations and future plans in France. The delegation included Mr. Christian Gianella, Minister Counsellor for Economic Affairs at the French Embassy, and Mr. Laurent Legodec, Consul General of France in Guangzhou. They were welcomed by WeRide's Founder ...
地平线机器人 - 拓宽 “驾驶者” 视野
2025-09-17 09:51
**公司 Horizon Robotics (9660 HK)** [1][7] * 公司股票代码9660 HK 当前股价10 17港元 目标价10 50港元 市值1249 069亿人民币[7] * 摩根士丹利给予公司超配评级 行业观点为符合预期[7] * 公司近期升级了Horizon SuperDrive HSD 城市驾驶辅助系统 采用端到端架构并具备强化学习能力[2] * HSD系统即将开始大规模生产[2] **HSD系统技术升级与性能表现** [2][3][4][10] * 端到端架构升级使系统延迟相比之前的基于规则的模型降低了25%至50%[3] * 升级初期导致4至6个月的性能回归 但在过去1至2个月内性能得到显著提升[3] * 测试车型未使用激光雷达 但性能未受影响 不过未遇到复杂场景 物体识别精度有进一步提升空间[4] * 交互感知规划能力远优于前代版本 在转弯、变道和超车时操作更平滑、更接近人工驾驶[4] * 在40分钟的试驾中 升级后的HSD系统在处理各种城市场景时提供了平滑且更接近人工的乘坐体验[10] **J6P+HSD平台优势与商业化** [5][10] * J6P+HSD平台的优势在于其自适应泛化能力 能适应广泛的客户需求[5] * 大多数项目获胜是J6P HSD捆绑方案 仅有少数客户选择在J6P上运行自己的算法[5] * HSD的商业化是公司拓宽长期业务范围的关键一步 将超越当前的大众市场硬件产品[10] * HSD的推出以及多个第三方解决方案将在未来18个月内显著提升中国AD技术的基准[10] **行业竞争格局与发展阶段** [5][10] * L2 5级AD将很快成为先决条件 L3级将成为下一个必须赢得的战场 L4级 Robotaxi也并非遥不可及[5] * L3级将很快成为市场的必争之地 需要更高的计算能力和无缝的软硬件集成[10] **估值方法与风险提示** [11][12][13] * 公司估值采用概率加权DCF模型 看涨概率25% 基准概率50% 看跌概率25% 关键假设WACC为13 1%[11] * 上行风险包括中国ADAS AD采用率增长快于预期 主机厂内部硬件设计延迟 失败 中国其他解决方案提供商准入范围缩小 关键客户基础扩大[13] * 下行风险包括中国ADAS AD采用速度慢于预期 供应链中断 主机厂成功的内部硬件设计计划 中国关键客户的车辆销售压力[13] **其他重要信息** [20][21][22][23][24] * 摩根士丹利在过去12个月内为Horizon Robotics提供了投资银行服务并获得了报酬[20] * 摩根士丹利预计在未来3个月内将寻求或获得Horizon Robotics的投资银行服务报酬[21] * 在过去12个月内 摩根士丹利从Horizon Robotics获得了除投资银行服务外的其他产品或服务报酬[22] * 摩根士丹利与Horizon Robotics存在投资银行客户关系[23] * 摩根士丹利向Horizon Robotics提供过非投资银行、证券相关服务或存在客户关系[24]
Bot Auto CEO on Successful Autonomous Test & TSLA Navigating Regulatory Hurdles
Youtube· 2025-09-17 05:30
Welcome back to Market on Close. I'm Marley Kaden. Autonomous trucking company Bot Auto announced today it achieved the first humanless hub to hub validation run in Houston within two years of the company being found.Now, the truck operated with no one in the cab or remote assistance and navigated real world traffic conditions. With more on this achievement and the future of autonomous driving, let's send it over to Sam Vodis in New York. >> Thanks so much for that, Marley.And I'm very pleased to welcome in ...
Waymo approved to start testing autonomous vehicles at San Francisco International Airport
TechCrunch· 2025-09-17 00:39
Waymo has been granted a permit to start testing its autonomous vehicles at San Francisco International Airport, ahead of the launch of a commercial service.The San Francisco mayor’s office announced Tuesday that the airport, known as SFO, and Waymo have signed a “Testing and Operations Pilot Permit” after years of back-and-forth negotiations. The deal with SFO comes just two weeks after Waymo was cleared to start testing at nearby San Jose Mineta International airport. SFO is not the first airport that Wa ...