12/21/2024, 06:14 AM UTC
Uber：驳斥看跌观点UBER: Debunking The Bear Arguments
1、尽管投资者担忧，但UBER强大的平台和自动驾驶汽车合作伙伴关系使其在机器人出租车市场中占据有利地位；2、由于UBER的自动驾驶汽车市场价值被低估以及供需动态，当前的股价下跌被视为买入机会；3、总预订量增速放缓并不令人担忧，对于UBER这样规模的24%增长仍然令人印象深刻，过去的高增长速度扭曲了当前的比较；4、预计高EBITDA增长和股票回购使得估值仍然具有吸引力，暗示未来股价将有显著上涨。1. UBER's strong platform and AV partnerships position it well in the robotaxi market despite investor concerns; 2. The current stock price drop is seen as a buying opportunity due to UBER's underappreciated AV market value and supply demand dynamics; 3. Gross bookings deceleration is not alarming, and 24% growth remains impressive for UBER's size, with past high-growth rates skewing current comparisons; 4. Valuation remains attractive with expected high EBITDA growth and share buybacks, suggesting significant future share price appreciation.---
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