Recently, the stock prices of some autonomous driving companies have rebounded significantly, and the reasons behind this are noteworthy.

$Pony AI(PONY.US): Previously plummeted by over 80%, with a cumulative rebound of 132% from the bottom;

$WeRide(WRD.US): Previously plummeted by over 80%, with a cumulative rebound of 35% from the bottom;

On the news front, several companies are actively seeking collaborations. For example, Pony.ai has partnered with tech giants like $Uber Tech(UBER.US) and Tencent, injecting a strong boost for commercialization. Meanwhile, WeRide has further expanded its partnership with Uber, making autonomous driving solutions more affordable and accessible to global users.

However, the autonomous driving sector remains fraught with uncertainty.

WeRide's previous collaboration with NVIDIA once triggered a 140% surge in its stock price, leading to two trading halts during the session. Later, WeRide experienced a continuous decline in its stock price in the U.S. market, dropping from $44 to $6, a nearly 80% plunge! This has also stirred unease in the market about the prospects of autonomous driving.

Factors such as technological breakthroughs, regulatory progress, and commercialization efforts intertwine, making the autonomous driving sector highly volatile. To mitigate the risk of capital withdrawal, the ability to commercialize quickly, achieve a positive revenue cycle, and establish self-sustaining capabilities has become an increasingly urgent task. In the future, whoever can scale commercial applications first will become the true "pioneer."