06/22/2025, 04:41 AM UTC
优步：不要忽视自动驾驶这一显而易见的问题Uber: Do Not Ignore The Autonomous Elephant In The Room
1、优步财务表现强劲，但面临自动驾驶竞争对手带来的长期风险；2、股票溢价反映市场对自动驾驶技术过度乐观，增长预期过于激进；3、Waymo和特斯拉等竞争对手威胁优步核心网约车业务，可能导致市场对其重新估值。1. Uber demonstrates strong financial performance but faces long-term risks from autonomous vehicle competition; 2. The stock's premium valuation reflects excessive optimism about autonomous tech, with aggressive growth estimates; 3. Competitors like Waymo and Tesla threaten Uber's core ridesharing model, risking future market re-rating.---
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