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杰富瑞:百度的Robotaxi业务可能在竞争中脱颖而出

Jefferies Financial: Baidu's Robotaxi business may stand out in competition.

Breakings ·  Jul 24 15:07

Jefferies Financial analysts cited an industry expert in a research report stating that Baidu's Robotaxi business may stand out in the competition due to its extensive geographic coverage, technology, and resources. They believe that the potential market size of Robotaxi could reach 1 trillion RMB in the next few years, and Baidu has a leading position in 11 cities with more than 6 million cumulative rides. They suggest that investors should pay attention to key indicators such as average order value, subsidies, safety costs, and depreciation, and also added that the key factor in achieving unit economic balance is the proportion of fully self-driving orders. Jefferies Financial maintains a buy rating on Baidu and keeps its target price at HKD 168.00.

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