The Driverless Download: v2026.29

研报英文原文证据摘录

The Driverless Download: v2026.29

Global Research

24 July 2026ab

The Driverless Download Equities

Americasv2026.29

Automobiles

Joseph Spak, CFA

Waymo advances to autonomous testing in Charlotte. The company has Analyst

completed its initial mapping of city streets and is now operating self-driving vehicles joseph.spak@ubs.com

with Waymo employees behind the wheel as part of the next phase of testing. Future +1-212-713 3089

testing is expected to include fully autonomous employee rides before any public Robert Saltzman

launch, though Waymo has not provided a timeline for commercial service in Charlotte Analyst

(Source). robert.saltzman@ubs.com

+1-212-713 2992

Tesla News: Alejandro Nuno

2Q26 earnings robotaxi commentary. Ambitious goals but need to be cautious Associate Analyst

on roll-outs and scale up given safety concerns. That said, Tesla sees 10% growth alejandro.nuno@ubs.com

in number of unsupervised miles that the fleet drives per week for balance of the +1-212-713 3886

year. We estimate that could mean cumulative unsupervised miles at year end Gabriel Gonzales, CFA

could be 3.2mm from 380k current (and exit at a 15.6mm annualized pace or 4bps Associate Analyst

of US VMT). FSD V15 running on Robotaxis. Autonomous semi not current focus gabriel.gonzales@ubs.com

but maybe in 6+ months (see our full note here). +1-212-713 4866

Patrick Hummel, CFA

Expands robotaxi service to Orlando and Tampa. The launch adds two new

Analyst

Florida markets to Tesla’s autonomous ride-hailing network, which already patrick.hummel@ubs.com

operates in Austin, Dallas, Houston, and Miami (Source). +41-44-239 52 54

Unveils detailed robotaxi crash narratives in NHTSA filings. The company Paul Gong

has released previously redacted narratives associated with its autonomous-driving Analyst