The Driverless Download: v2026.26

研报英文原文证据摘录

The Driverless Download: v2026.26

Global Research

2 July 2026ab

The Driverless Download Equities

Americasv2026.26

Automobiles

Joseph Spak, CFA

VW's Cariad and Bosch end autonomous driving partnership. Both companies Analyst

described the L2 project as a key technological milestone that creates a scalable joseph.spak@ubs.com

foundation for future automated-driving features, with the technology expected to +1-212-713 3089

appear in upcoming production vehicles such as the Volkswagen ID.EVERY1, but Robert Saltzman

collaboration will not continue into L3. Following the partnership’s conclusion, Bosch Analyst

and CARIAD will each retain access to the shared IP / data and continue developing the robert.saltzman@ubs.com

technology independently for future commercial applications (Source). +1-212-713 2992

Alejandro Nuno

Waymo News: Associate Analyst

Waymo and Uber end their robotaxi pilot in Phoenix. Waymo said the alejandro.nuno@ubs.com

vehicles will be reintegrated into its own Phoenix fleet and used for rider services +1-212-713 3886

and DoorDash deliveries, while Uber plans to launch a new autonomous-vehicle Gabriel Gonzales, CFA

partnership in the city. Waymo continues expanding its robotaxi network while Associate Analyst

Uber pursues its strategy of partnering with multiple autonomous-driving gabriel.gonzales@ubs.com

providers (Source). +1-212-713 4866

Patrick Hummel, CFA

Recent recall won't affect Denver rollout timeline (Source).

Analyst

patrick.hummel@ubs.com

Tesla begins public-road testing of its steering-wheel-free Cybercab in Austin.

+41-44-239 52 54

While the vehicle still carries a safety monitor onboard, the test represents a key step

toward Tesla’s goal of deploying fully autonomous, purpose-built robotaxis (Source). Paul Gong

paul.gong@ubs.com