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The Motley Fool发布 2026-09-09
The Real Robotaxi Winners (Hint: It's Not Just Tesla)
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Mobileye 是自动驾驶技术领域被低估的领导者,拥有稳固的整车厂合作关系与订单储备,预计其未来角色将大于当前股价所反映的水平。

我想先从 Mobileye 说起。Mobileye 是当今车辆自动驾驶技术的领导者,也就是你的车里可能配备的一级和低端二级自动驾驶技术。

The first one I want to start with is Mobileye. Mobileye is the leader in autonomous technology on vehicles today, level one and low-end level two autonomous technology that you may have in your vehicles.

这就是智能巡航、智能跟车、车道辅助。这些产品基本上已经成为行业标准,而 Mobileye 是为每年 3000 万辆汽车提供芯片和软件的领导者。

This is the smart cruise, smart follow, lane assist. These products have essentially become industry standard, and Mobileye is the leader providing the chips and software for both 30 million vehicles annually.

该公司每年产生约 20 亿美元的收入,并在过去一年产生了 3.88 亿美元的自由现金流。所以这是行业中的领导者,但如今却被投资者严重忽视。

The company generates about $2 billion a year in revenue and generated $388 million in free cash flow over the past year. So this is a leader in the industry but being very overlooked by investors today.

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