On February 10, 2026, Pony.ai (02026.HK) saw its stock surge by 6.56%, breaking through the 116 HKD mark, as the market reacted strongly. The company announced a strategic partnership with Moore Threads, aimed at advancing L4 autonomous driving technology and its commercialization, sparking strong investor interest in the company's future prospects.

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Major Collaboration: Pony.ai Partners with Moore Threads to Accelerate AI Computing Breakthroughs

Pony.ai and Moore Threads, a leading domestic GPU company, recently announced a strategic collaboration. Together, they will work on accelerating the deployment of L4-level autonomous driving technology. The partnership will focus on optimizing and training Pony.ai's "World Model" and "Virtual Driver System," with Moore Threads providing cutting-edge domestic AI computing power to support the company's technological iteration and large-scale commercialization.

This collaboration is seen as a major breakthrough in the autonomous driving industry, marking significant progress in China's domestic AI computing and autonomous driving fields. Moore Threads' domestic GPUs have now entered the core technology area of autonomous driving, further strengthening Pony.ai's competitive edge in the industry.

New Commercialization Milestone: Mass Production of Robotaxi

In addition to the technological collaboration with Moore Threads, Pony.ai has also made substantial progress in the commercialization of autonomous driving. The company’s mass-produced Robotaxi, developed in partnership with Toyota and GAC Toyota, has officially rolled off the production line and is set to operate on a large scale in several first-tier cities. Based on the Toyota bZ4X EV platform, this driverless taxi marks a new phase in Pony.ai's commercialization of autonomous driving.

The launch of the mass-produced Robotaxi not only accelerates the market deployment of autonomous driving technology but also positions the company for greater market share expansion in the coming years.

Intensified Industry Competition and Rapid Technological Advancements

On the global autonomous driving track, Pony.ai faces fierce competition, particularly from industry giants like Pony.ai, Waymo, and others. As technology progresses and commercial applications accelerate, the competition in the Robotaxi market is becoming increasingly intense. To stay ahead, Pony.ai must continue to innovate technologically and increase its investments in industry chain collaborations and market expansion.

Pony.ai Accelerates Leadership with Dual Push of Domestic AI Computing and Autonomous Driving Commercialization

With its strategic collaboration with Moore Threads, the commercialization of mass-produced Robotaxi, and its leading position in L4-level autonomous driving technology, Pony.ai is moving towards becoming an industry leader. As its stock price surges, market expectations for the company’s future have become more optimistic, and the rapid development of the autonomous driving industry presents new opportunities for its growth.

How to Buy Pony.ai via on uSMART

After logging into the uSMART HK app, click the “Search” button in the top-right corner of the page, enter the ticker code (02026.HK), and navigate to the details page to view transaction details and historical trends. Click the “Trade” button in the bottom-right corner, select the trade type, and submit your order after filling in the transaction conditions.

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