US Stocks Move|Pony.ai Rises Over 3% Pre-market; Citi Says Nvidia’s AI Ecosystem Will Boost Robotaxi Growth
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By:格隆汇
Glonghui January 6|Pony.ai (PONY.US) is up 3.22% pre-market, trading at $16.99. According to reports, Citi has released a report stating that Nvidia's launch of a new generation of artificial intelligence platforms, open models, and its ecosystem is expected to drive demand for autonomous robotaxis and support global economic growth. Citi estimates that the global autonomous robotaxi market will expand from $443 million in 2025 to $18.891 billion by 2034. The addressable market for autonomous robotaxis in China is expected to grow from $39 million in 2025 to $6.759 billion by 2035. In addition, CLSA has initiated coverage on Pony.ai with an “Outperform” rating and a US stock target price of $22. The report expects the group to achieve adjusted operating profit breakeven by 2029, with short-term share price drivers focusing on commercialization progress. The firm expects that from 2026 onwards, the commercialization of driverless taxis will see exponential growth, driven by the maturity of L4 technology, economically viable vehicle and hardware costs, and increased user acceptance. (Glonghui)
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