月光酱
2026.03.27 16:56

$Pony AI(PONY.US)

Remain bearish. Robotruck growth has stalled; Robotaxi competition is intensifying, with per-vehicle profitability still far from being achieved (operational side only). PS is far higher than Waymo. Without considering worsening risks, the reasonable valuation should be $6.13 per share. Removed from the watchlist.

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