[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciob58bdc16":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dciob58bdc16","投资者押注优步（UBER）短期内仍有上涨空间，尽管面临自动驾驶竞争威胁","\u002Fdoc\u002Fdciob58bdc16","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>美股投资网获悉，得益于与Alphabet(GOOGL)旗下Waymo等自动驾驶公司的合作、以及在新市场的扩张，优步优步(UBER)股价今年迄今上涨了超60%，达到创纪录水平，成为2025年标普500指数中表现第七好的公司。\u003C\u002Fp>\n\u003Cp>优步多年来一直在美国和海外对其核心网约车和配送业务进行新领域投资，推动收入增长——预计2025年收入增幅将达15%。Laffer Tengler Investments高级股票分析师Jamie Meyers表示“优步通过增加杂货、便利品和酒类等产品的配送，在扩大目标市场方面做得很好。”优步还与全球十余家汽车制造商和技术开发商建立了合作伙伴关系。\u003C\u002Fp>\n\u003Cp>不过，这些举措并未完全消除人们对Waymo等自动驾驶出租车服务带来的长期风险的担忧。Waymo目前在旧金山、凤凰城和洛杉矶独立运营，并在奥斯汀和亚特兰大与优步合作。特斯拉(TSLA)则选择单干，上个月开始在奥斯汀测试类似服务。\u003C\u002Fp>\n\u003Cp>近期关于Waymo和特斯拉自动驾驶出租车计划的报道，已引发优步及其较小竞争对手Lyft(LYFT)股价的下跌。Northwestern Mutual Wealth Management首席股票投资组合经理Matt Stucky表示“投资者中普遍存在这样一种观点，即无论竞争格局如何变化，优步都掌握着与消费者在出行方面的关系。但我对该公司的未来发展路径持怀疑态度。”\u003C\u002Fp>\n\u003Cp>Aptus Capital Advisors投资组合经理David Wagner则赞赏了优步与自动驾驶竞争对手合作的策略，并保持看涨。但他也预计，短期内缺乏催化剂的情况下该股股价不会大幅上涨。\u003C\u002Fp>\n\u003Cp>Canaccord分析师George Gianarikas承认，优步拥抱多种自动驾驶服务的策略很可能取得成功，但认为风险不容忽视。他表示“另一种情景同样合理，由少数控制价值链的自动驾驶巨头主导的新世界我们保持灵活性，对两种结果持开放态度，但鉴于不确定性和快速颠覆的可能性，认为‘中性’是恰当的短期评级。”\u003C\u002Fp>\n\u003Cp>不过，优步的投资者正不顾自动驾驶竞争带来的潜在威胁，押注该股在短期内仍有巨大的上涨空间，原因是该公司被认为将受益于美国国会上周通过的“大而美”税收和支出法案中的小费免税条款。美国银行指出，小费免税条款可能会为司机供应提供适度的推动力，这将间接为优步提供支持。\u003C\u002Fp>\n\u003Cp>美银分析师Justin Post测算道“我们预计美国优步司机今年收入约420亿美元。假设2025年美国总预订量880亿美元的7%作为小费，今年美国小费总额将达57亿美元(占司机收入的14%)。按18%的平均税率计算，这意味着司机可节省约10亿美元税款，相当于收入增加2.5%。”\u003C\u002Fp>\n\u003Cp>分析师其团队还指出，最新数据显示优步预订量加速增长。他们得出的核心结论是，在出行价格稳定的情况下，整体积极增长数据对优步的利润率有利。美银予优步“买入”评级，目标价上调至115美元，并将其列为首选股。\u003C\u002Fp>\n\u003Cp>资讯来源：美股投资网 TradesMax.com 美股大数据 StockWe.com\u003C\u002Fp>","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202507-stk\u002FUploaderpity3fh3x5m_2025_07_08_09_48_55.jpg","2025-07-08T16:44:01.75","2025.07.08","2025\u002F07\u002F08",54894,[22],"UBER","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg style=\"display:block;margin-left:auto;margin-right:auto;\" src=\"https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca target=\"_blank\" rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":68,"summaryHtml":73,"aboutTitle":74,"aboutHtml":75,"copyrightHtml":76},[44,47,50,53,56,59,62,65],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fplan",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":60,"url":61},"美股课程","\u002Fcol\u002Fvideos",{"label":63,"url":64},"免责声明","\u002Fdisclaimer",{"label":66,"url":67},"联系我们","\u002FContactUs",[69,70,71,72],"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]