Musk posted on social media platform X that Tesla plans to launch driverless taxis (robotaxis) on August 8. Promises to launch fully autonomous cars have long been the key to Tesla's high valuation. In recent weeks, Tesla released the latest version of driver assistance software called Fully Automated Driving (FSD) to consumers. Tesla previously said that the next generation of car platforms will include cheaper cars and fully automated taxis.

Since the fourth quarter of 2023, Tesla FSD based on an “end-to-end neural network” has continued to be upgraded, with a cumulative mileage of 1 billion miles. The latest FSD V12.3 version allows continuous driving for several days without manual takeover. According to the Minsheng Securities Research Report, as the inflection point in Tesla's FSD usage rate appears, new autonomous driving force cities are being implemented at an accelerated pace, and Xiaopeng is starting a new business model, intelligent driving is gradually ushering in a triple inflection point in technology, user acceptance, and business models. It is optimistic about high-quality autonomous vehicle companies with relatively leading intelligent layouts and an upward product cycle and brand cycle.

According to the Finance Federation's theme library, among the relevant listed companies:

Bethel was the first company in China to achieve mass production of a one-box solution and entered the field of line control. The company's intelligent electronic control products mainly include electronic parking brake systems, anti-lock braking systems, electronic stability control systems, line control systems, etc.

Tianzhun Technology said on the investor interactive platform that Tianzhun edge computing domain controllers can be used in various intelligent driving application scenarios such as Robotaxis, Robobuses, Robotrucks, construction vehicles, low-speed unmanned delivery vehicles, and sweepers.