Group 1 - The core point of the news is the expansion of strategic partnerships between WeRide and Uber, as well as Pony.ai and Uber, to deploy autonomous Robotaxi services in 15 new international cities over the next five years, including markets in Europe and the Middle East [1] - WeRide and Uber signed a strategic cooperation agreement in September last year, successfully launching Robotaxi services in Abu Dhabi in December, with plans to scale the fleet to 50 vehicles by mid-year [1][2] - Pony.ai is rapidly advancing its Robotaxi services in major domestic cities and globally, having the most partnerships with ride-hailing and taxi platforms among global Robotaxi companies, including Uber and others [2] Group 2 - In March, WeRide obtained a public road testing and operation license for fully autonomous driving in France, meeting European standards for technical safety verification and operational design [2] - The policy support from the government aims for Guangzhou's automotive industry to produce over 3.2 million vehicles and have more than 10,000 autonomous vehicles in commercial operation by 2027 [3]

Core Insights - Uber is expanding its global presence in the robotaxi sector through partnerships with Chinese autonomous vehicle companies, including Pony AI, Momenta, and WeRide [1][2][3] Group 1: Partnerships and Expansion - Uber's partnership with Pony AI aims to launch robotaxis on its platform in a key Middle Eastern market later this year [1] - The collaboration with Momenta will facilitate the launch of robotaxis in Europe by 2026, while WeRide will help expand Uber's services into 15 cities across the Middle East and Europe over the next five years [2] - These new partnerships add to Uber's existing network of over 15 autonomous vehicle collaborations, which primarily include U.S.-based companies like Waymo and May Mobility [3] Group 2: Market Context and Competition - Uber is responding to competitive pressures from companies like Tesla, which is set to launch its robotaxi service in Austin next month, and is also addressing federal probes regarding its subscription practices [4] - Collaborating with Chinese AV firms is seen as a strategic move to leverage their international expansion efforts, as companies like WeRide and Pony are already operating in multiple markets [5][8] Group 3: Operational Details - The initial phase of the robotaxi service will include safety operators in the vehicles until a full commercial launch is achieved [9] - Uber's strong presence in the Middle East, bolstered by its acquisition of Careem in 2019, positions it well for further growth in the region [8]

小马智行"立足中国，着眼全球"战略的重要一步。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据 IPO早知道消息， 小马智行与 Uber 日前 宣布达成全球战略合作，小马智行 Robotaxi服务和车 队将在今年下半年接入Uber平台，共同加速自动驾驶技术商业化落地。 双方合作将于今年在中东市场率先启动，未来计划逐步扩展至更多国际市场。服务上线后，乘客在 Uber App上预约打车行程时，可选择由小马智行Robotaxi车辆提供服务。 该合作是小马智行 "立足中国，着眼全球"战略的重要一步，依托小马智行成熟的L4自动驾驶技术生 态，展现其在全球自动驾驶出行市场上强大的商业化能力。小马智行于4月上海车展发布的第七代车 规级自动驾驶系统方案实现Robotaxi的100%车规级量产，在规模化拓展和成本效益上实现突破。 这一技术迭代与双方战略合作的目标高度契合，未来随着合作拓展至更多市场，Uber平台将安全、 高效地整合小马智行的自动驾驶运力。 小马智行联合创始人、 CEO彭军表示："小马智行的愿景是打造安全、可靠、规模化的自动驾驶技 术，变革人们的日常出行。我们与Ube ...

Group 1: Acquisition Details - Uber has acquired an 85% controlling stake in Trendyol Go for approximately $700 million in cash, enhancing its market share for Uber Eats in Turkey [1] - Trendyol Go, the food delivery arm of Trendyol Group, delivered over 200 million orders in 2024, generating $2 billion in gross bookings, a 50% increase from the previous year [4] - The acquisition is expected to close in the second half of 2025, allowing users to continue using the Trendyol Go app while Uber integrates key capabilities from Uber Eats over the coming years [5] Group 2: Market Context - The acquisition announcement precedes Uber's first-quarter earnings report, with concerns about consumer spending projected to decline in 2025 due to tariffs [2] - Uber is facing increased competition in the U.S. from DoorDash, which has led to legal action against DoorDash for alleged anticompetitive behavior [6] - DoorDash has also made significant acquisitions, including Deliveroo for $3.86 billion and SevenRooms for $1.2 billion, indicating a competitive landscape in the food delivery sector [7] Group 3: Strategic Expansion - Uber is actively pursuing expansion in various sectors, including autonomous vehicle partnerships across its ride-hail, delivery, and freight verticals [3]

1. 5月6日(周二)美股盘前，美股三大股指期货齐跌。截至发稿，道指期货跌0.77%，标普500指数期货跌0.93%，纳指期货跌1.21%。 个股消息 DoorDash(DASH.US)一季度营收同比增超20%，EBITDA超预期。DoorDash一季度营收同比增长20.7%至30.3亿美元(低于市场预期6000万美元)，净营收利 润率持平于13.1%，贡献利润占比从4.5%微降至4.4%;调整后EBITDA达5.9亿美元(同比增59%，超市场预期5.885亿美元)。公司预计二季度调整后EBITDA为6 亿-6.5亿美元(中间值6.25亿，略低于市场预期6.38亿)，并提示消费需求波动及汇率风险。据悉，该公司Marketplace GOV(总交易额)达231亿美元(同比增 20%，超市场预期229亿美元)，其中杂货品类消费者数量及客单价(尤其易腐食品支出)均创历史新高。 关税冲击阴云压顶，飞利浦(PHG.US)下调年度利润预期。荷兰医疗科技企业飞利浦表示，尽管已采取"大量关税缓解措施"，但美国关税仍将带来2.5亿至3亿 欧元(约合2.83亿至3.4亿美元)的净影响，该公司将下调2025年利润率预期。数据显示， ...

Group 1 - U.S. Treasury Secretary Bessent anticipates progress in U.S.-China trade negotiations in the coming weeks and states that the 145% tariffs imposed on China cannot be sustained long-term [2] - Tesla reports that over 95% of parts for each Model 3 and refreshed Model Y are sourced from China [2] - Elon Musk reveals that Tesla will launch unsupervised Full Self-Driving (FSD) technology in a few months, starting in Austin, Texas, and emphasizes the diminishing presence of manually driven cars in the future [2] Group 2 - CATL is reportedly seeking a $1 billion loan for its expansion in Indonesia, with a loan term of 5 to 7 years to support its joint venture in West Java [2] - WeRide and Uber announce an expansion of their strategic partnership, planning to deploy Robotaxi services in 15 new international cities over the next five years [4] - Pony.ai and Uber have reached a global strategic cooperation agreement, with Pony.ai's Robotaxi services set to integrate into the Uber platform later this year, starting in the Middle East [4] Group 3 - Ant Group plans to separately list its overseas unit Ant International in Hong Kong, currently in discussions with regulators, with no policy barriers reported [4] - DoorDash announces a £2.9 billion acquisition of Deliveroo, marking its expansion into international markets [6] - Sanhua Intelligent Controls states that by 2024, less than 20% of its business will be exported to the U.S., with direct exports from China accounting for less than 5% [6] Group 4 - Apple is expected to enable some AI features in mainland China with support from Alibaba and Baidu, with Baidu's model serving as the core engine [7] - Warren Buffett announces his plan to retire by the end of the year, recommending Greg Abel as his successor [7] - Fujian Zhongwei Semiconductor completes its angel round financing and plans to introduce foreign technology teams for further development [8]

5月3日，Momenta与Uber联合宣布，双方达成战略合作协议，将自动驾驶车辆引入Uber平台，共 同推进国际市场自动驾驶Robotaxi商业化落地。 这对于Mome n t a，或者整个自动驾驶行业来说，都有着重大意义。 Ub e r是全球领先的出行公司，出行业务覆盖全球多个国家和地区。 而 Mome n t a 是 目 前 市 场 占 有 率 最 高 的 辅 助 驾 驶 方 案 供 应 商 之 一 ， 自 2 0 2 3 年 1 月 至 2 0 2 4 年 1 0 月，Mome n t a市场占有率超过6 0%。 并且就在上海车展期间，Mome n t a和合作伙伴智己联合宣布，双方联合打造的IM AD 智能辅 助驾驶正式出海。 Mome n t a的产品战略一直都是"一个飞轮两条腿"，现在这两条腿，都跨向了海外。 从全国都能开 变成全球都能开 我们都知道在国内的量产和规模化上，Mome n t a做的是最好的之一，量产辅助驾驶的客户已 经涵盖了中德日美等多个国家的合资品牌。 过去两年，自主品牌和供应商卷的是全国都能开；现在的格局是，Mome n t a这样的供应商， 已经携手Ub e r这样的出行公司 ...

5月6日，文远知行与优步(Uber)共同宣布扩大战略合作，计划未来五年将新增15座国际城市，部署自动 驾驶Robotaxi服务，包含欧洲、中东等区域的国际市场。此次合作升级展现了文远知行和优步正凭借顶 尖的自动驾驶技术引领未来出行，将加速双方实现用自动驾驶出行服务全球用户的共同愿景。(人民财 讯) ...

Core Insights - Uber and WeRide are expanding their commercial robotaxi partnership to 15 additional cities over the next five years, following the launch of their service in Abu Dhabi five months ago [1][3] - The expansion will include cities in Europe, and WeRide's robotaxi services will be accessible through the Uber app, similar to Uber's collaboration with Waymo [2][3] - The partnership aims to focus on cities outside of China and the United States, with plans to add Dubai to their existing operations in Abu Dhabi [3] Company Partnerships - Uber has established over 15 partnerships with various autonomous vehicle technology companies in the past two years, covering ride-hailing, delivery, and trucking sectors [4] - Recent partnerships include collaborations with May Mobility, Volkswagen, and Momenta, indicating a strategic push in the autonomous vehicle space [4] - The most notable partnership in the U.S. is with Waymo, which is currently operational in Austin and soon to be in Atlanta [5]

Core Viewpoint - BofA Securities analyst Justin Post maintains a Buy rating on Uber Technologies, Inc with a price target increase to $96 from $95, ahead of the quarterly earnings report on May 7 [1] Financial Estimates - For Q1, Post estimates Uber's bookings at $43.5 billion and revenue at $11.73 billion, exceeding Street estimates of $42.9 billion and $11.62 billion respectively [1] - The EBITDA estimate of $1.89 billion is also higher than the Street's estimate of $1.84 billion [2] - Projected Q2 bookings are $47.65 billion compared to the Street estimate of $45.79 billion, with revenue expected at $12.94 billion versus the Street estimate of $12.34 billion [7] Growth Projections - Mobility bookings growth is projected at 21% excluding foreign exchange, indicating a deceleration compared to BAC card data showing stable Online Transit spending [2] - Stable 18% growth is expected for Delivery, although Online Delivery growth has decelerated by 1 point compared to Q4 [4] - The Grocery & Retail segment is anticipated to contribute an additional 2 points to growth in Q1 due to new partnerships [4] New Verticals and Innovations - The contribution from New Verticals is viewed positively as Uber invests in new products like Uber Teen and autonomous vehicles [3] - The partnership with Volkswagen to deploy autonomous vehicles in multiple cities, starting in Los Angeles, is significant, with testing of the "ID. Buzz" planned for late 2025 [6] Autonomous Vehicle Developments - Early data from the Waymo launch on the Uber app in Austin suggests a successful ramp-up, with Uber focusing on tools to enhance autonomous vehicle adoption [5] - CEO Elon Musk's comments on Tesla's plans for fully autonomous paid rides in June may drive further Auto OEM AV development and partnerships with Uber [7] Market Performance - Uber's stock closed higher by 1.36% at $85.43 [8]