美股频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 对于政府建议设"灵活配额"，但仍需有初始上限，他称，配额的重点不在一个固定数字，而在于维持可 靠性和灵活性，因此建议配额要"动态调整"，并能配合香港未来旅游与整体需求的增长。目前Uber与监 管当局沟通顺利，但最终决定权在政府。他认为初始配额应反映现实，Uber目前有3万名活跃司机，希 望配额能确保服务连续性，同时允许未来增长。对于政府拟向网约车平台收取"征费"以补贴的士行业， 他指出，在澳洲等地已有类似经验，只要设计合理，Uber不反对。 12月12日，Uber行政总裁Dara Khosrowshahi访港时表示，Uber最大竞争优势是全球最成熟的安全技术与 保险系统，有信心取得香港网约车牌照。他赞扬香港政府果断推出网约车监管框架。这是一个重大里程 碑，体现了香港成为领先智慧城市、拥抱科技的前瞻决心。目前正在讨论更细节的执行方案，Uber非常 乐意与政府保持建设性对话，共同推进网约车改革。 ...

Core Insights - Uber's CEO, Dara Khosrowshahi, identifies robotaxis as a "trillion-dollar-plus" opportunity, with a significant growth market in Asia, expecting to operate in over 10 markets in the Asia-Pacific region by next year [1][2] - McKinsey estimates that the shared-mobility market could reach $1 trillion by 2030 if robotaxis and roboshuttles scale effectively [2] - Japan, Hong Kong, and Australia are highlighted as key markets for Uber's robotaxi services, with an emphasis on the need for transportation in both urban and rural areas due to an aging population [3] Industry Dynamics - The autonomous driving sector is characterized by multiple players, indicating it is unlikely to be a "winner-take-all" market, necessitating collaboration with safe partners and regulators [4] - Uber is already witnessing increased demand for robotaxis, particularly in markets like Austin and Atlanta, which are growing faster than other US markets [5] - Despite the hype, the path to profitability in the robotaxi market remains uncertain, with warnings from analysts about overestimations of market potential [6] Financial Considerations - The high production cost of autonomous vehicles, estimated at around $150,000 per Waymo vehicle, has led to financial losses for major players, including Alphabet's "Other Bets" division, which reported a loss of $1.42 billion in Q3 [7]

It's been a very busy week for you. We've been Japan, Korea, Taiwan, Hong Kong. What's been the sort of standout so far, the key takeaways.Well, the key takeaways for us is growth. The APAC market and in particular the North Asia markets as well. They are huge growth markets for us.And if you look, for example, in the rideshare business, over 30% of our global first trips coming into the category come from the APAC region. The area is growing very quickly, including Taxi as well, which is actually one of ou ...

Core Insights - The APAC market, particularly North Asia, is identified as a significant growth area for the company, with a focus on rideshare and autonomous vehicle services [1][2]. Market Growth - Over 30% of global first trips in the rideshare category originate from the APAC region, indicating rapid growth in this area [2]. - The company aims to expand its presence in the Asia-Pacific region, with expectations to operate in over ten markets by next year [5][11]. Regulatory Framework - Establishing a regulatory framework is crucial for the rollout of autonomous rideshare services in Asia, with ongoing discussions with local regulators [3][12]. - Japan is highlighted as a potential market for autonomous services, despite its current regulatory challenges [6][7]. Technology and Partnerships - The company is collaborating with various partners, including Baidu, to enhance its autonomous technology offerings [9][10]. - The autonomous mobility market is projected to exceed $1 trillion, with the company planning to leverage its partnerships to access this market [20]. Financial Position - The company is generating close to $10 billion in free cash flow, which is expected to increase significantly, providing ample capital for investments in autonomous technology [26][27]. - There is an interest in recycling investments in strategic partners like Grab and Didi, although the company does not currently need to raise additional capital [28][29]. Geographic Strategy - The company is experiencing faster growth in suburban and rural markets compared to urban centers, with demand for mobility services in less populated areas [30][31]. - In Japan, there is a commitment to address rural transportation needs, reflecting the company's strategy to support local communities [32]. Competitive Landscape - In India, the company is facing competition from local players like Rapido, which operates on a different business model, but remains optimistic about growth prospects in the region [34][35].

Uber：计划明年在 10 多个市场推出机器人出租车。 ...

Autonomous Driving Initiatives - Uber plans to launch robotaxi services in over 10 markets by the end of next year [1] - The company is in discussions with regulators regarding the rules for autonomous rides [1]

Group 1 - Uber Technologies closed at $85.65, with a daily increase of +1.77%, outperforming the S&P 500's gain of 0.21% [1] - Prior to the recent trading day, Uber's shares had decreased by 10.06%, underperforming the Computer and Technology sector's gain of 2.05% and the S&P 500's gain of 0.89% [1] Group 2 - The upcoming earnings report for Uber is projected to show an EPS of $0.82, reflecting a significant drop of 74.45% year-over-year, while revenue is expected to reach $14.29 billion, indicating a growth of 19.49% [2] - Full-year estimates predict earnings of $5.35 per share and revenue of $51.92 billion, representing year-over-year increases of +17.32% and +18.05%, respectively [3] Group 3 - Recent modifications to analyst estimates for Uber suggest changing near-term business trends, with positive revisions indicating analyst optimism about the company's profitability [4] - The Zacks Rank system, which incorporates estimate changes, currently ranks Uber Technologies at 3 (Hold), with a Forward P/E ratio of 15.74, indicating a discount compared to the industry's Forward P/E of 19.81 [6] Group 4 - The Internet - Services industry, which includes Uber, is part of the Computer and Technology sector and currently holds a Zacks Industry Rank of 85, placing it in the top 35% of over 250 industries [7]

Core Insights - Uber is expanding its grocery and alcohol retail partnerships with new regional additions, including Stater Bros. Markets, Kowalski's Markets, and Big Red Liquors, enhancing its local offerings across the U.S. [1][4] Group 1: New Partnerships - The new partnerships will allow customers in Southern California, Minnesota, and the Midwest to access more regional favorites through the Uber and Uber Eats apps [2][4] - Stater Bros. is recognized for its high-quality meats and produce, Kowalski's for its gourmet selections, and Big Red for its local wines and craft spirits, catering to holiday hosting needs [3][4] Group 2: Growth in Retail Business - 2025 has been a significant year for Uber's grocery and retail business, with over 1,000 new retailers added globally and more than 50,000 retail locations across the U.S. [4][5] - The expansion includes well-known national brands alongside regional partners, emphasizing the importance of local brands in community identity [5][4] Group 3: Customer Experience - Uber One members benefit from $0 Delivery Fees on eligible grocery and retail orders, enhancing the shopping experience [3][4] - The process for customers includes selecting local stores, adding items to the cart, and tracking orders in real-time [7]

>> ALL RIGHT WE'RE BACK. WE DO HAVE A TRADE ALERT STEPHANIE LINK JOINING US NOW. SO THIS KIND OF SURPRISED ME.ALTHOUGH MAYBE I SHOULDN'T HAVE BEEN BASED ON WHAT SOME OTHERS ARE DOING LATELY WITH UBER. SO YOU SOLD IT OKAY JOE SOLD IT YESTERDAY. BRYNN SOLD IT LAST MONTH.TELL ME WHY YOU DID THAT. AND THEN I HAVE OWNERSHIP HERE. I WILL FIGHT ABOUT IT.GO AHEAD. >> WELL, FIRST I WAS UP ON THE NAME, SO I DID TAKE SOME PROFITS LONG TERM. I LOVE THE STORY. I LOVE THE CONCEPT.THE TOTAL ADDRESSABLE MARKETS ARE REAL AN ...

Core Viewpoint - Uber Technologies (UBER) stock has decreased by 5.5% recently, currently priced at $84.16, but is considered an attractive investment opportunity with a potential target price of $109 due to strong operational performance and financial health [2][4]. Valuation - UBER's valuation appears moderate compared to the broader market, indicating a balanced assessment of its stock price [5]. Growth - UBER has experienced an average growth rate of 19.6% over the last three years, with revenues increasing by 18% from $42 billion to $50 billion in the past 12 months. Quarterly revenues rose by 20.4% to $13 billion in the most recent quarter [7]. Profitability - UBER's operating income over the last 12 months was $4.6 billion, reflecting an operating margin of 9.2%. The company generated nearly $9.0 billion in operating cash flow, with a cash flow margin of 18.1% and a net income of approximately $17 billion, indicating a net margin of 33.5% [8]. Financial Stability - UBER had a debt of $13 billion at the close of the most recent quarter, with a market capitalization of $175 billion, resulting in a debt-to-equity ratio of 6.5%. The cash (including cash equivalents) amounts to $9.1 billion out of total assets of $63 billion, leading to a cash-to-assets ratio of 14.3% [9]. Downturn Resilience - UBER has performed significantly worse than the S&P 500 index during various economic downturns, with notable declines during the 2022 inflation shock and the 2020 COVID pandemic. The stock has shown a tendency to recover fully from steep declines, indicating potential volatility [10][12].