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各类资产的 2026 年完整展望摘要
2025-12-31 16:02
"你们有2026年所有资产的完整展望概要 吗?" 感谢 Dani Wojdyla 整理以下内容……综合了 1000 多⻚的 GS Outlook 资料。 "宏观经济背景依然有利于2026年的股票⻛险……全球经济增⻓2.8%,加上美联储宽 松政策和资本⽀出扩张"……1年期Varswap预计2026年⽇均波动幅度为1.4%,市场机 会众多。 全⽂如下 // 祝您2026年好运 ------------------ 过去⼏周,⾼盛研究部⻔发布了 1000 多⻚ 2026 年展望报告(所有报告都可以在这⾥找到)。 尽管需要探讨的内容很多,但总体⽽⾔,宏观经济环境依然有利于2026年的股市。⾼盛经济学 家预计, 2026年全球经济增⻓将保持强劲,达到2.8%,⾼于市场普遍预期的2.5%。他们预 测,所有地区的经济将持续扩张,同时美联储也 更多一手调研纪要和海外投行研报数据加V:shuimu2026 更多一手调研纪要和海外投行研报数据加V:shuimu2026 更多一手调研纪要和海外投行研报数据加V:shuimu2026 更多一手调研纪要和海外投行研报数据加V:shuimu2026 更多一手调研纪要和海外投行研报数据加V ...
Uber、Lyft宣布与百度达成合作 拟明年英国推Robotaxi试点
Ge Long Hui· 2025-12-31 01:40
Core Viewpoint - Uber and Lyft have announced a partnership with Baidu to launch a pilot program for autonomous taxis (Robotaxi) in the UK next year [1] Group 1: Company Initiatives - Uber plans to initiate a Robotaxi pilot project in London using Baidu's Apollo Go RT6 version, expected to start in the first half of next year and provide commercial services by the end of the year [1] - Lyft's CEO David Risher stated that the company will also utilize Apollo Go RT6 to launch several dozen taxis for testing in the UK next year, pending regulatory approval [1] Group 2: Industry Developments - The collaboration between Uber, Lyft, and Baidu signifies a growing trend in the autonomous vehicle sector, particularly in the ride-hailing industry [1] - The introduction of Robotaxi services in London represents a significant step towards the commercialization of autonomous driving technology in urban environments [1]
Berger Montague PC Investigates Uber Technologies, Inc.'s Board of Directors for Breach of Fiduciary Duty (UBER)
TMX Newsfile· 2025-12-30 14:36
Group 1 - The core issue involves an investigation into Uber's Board of Directors for potential breaches of fiduciary duties, particularly regarding oversight related to rider safety and driver's background checks [1][2]. - The law firm Berger Montague PC is advising Uber shareholders about this investigation and has provided contact information for further inquiries [2]. - Uber is described as a multinational transportation company that offers ride-hailing, courier services, food delivery, and freight transportation through its digital platform [2]. Group 2 - Berger Montague is a prominent law firm specializing in complex civil litigation, class actions, and mass torts, with a history of recovering over $50 billion for clients [3]. - The firm has achieved more than $2.4 billion in post-trial judgments in 2025 alone, indicating its significant role in complex litigation [3].
从阿布扎比驶向全球:文远知行的中东商业化样本
南方财经21世纪经济报道记者郑青亭 阿布扎比、北京报道 近日,自动驾驶科技公司文远知行宣布,其Robotaxi服务已成功落地全球超过10座城市,覆盖北京、广 州、阿布扎比、迪拜、利雅得及新加坡、苏黎世等地。其中,北京、广州及阿布扎比已开启纯无人商业 运营,阿布扎比车队即将实现单车盈亏平衡。 该公司预计,到2025年底,其全球Robotaxi车队规模将达约1000辆,其中中东地区约占200辆,凸显了 该市场在其全球战略中的核心地位。而作为其中的重中之重,阿布扎比正扮演着尤为关键的角色。 11月26日,文远知行与优步(Uber)在阿布扎比正式启动L4级纯无人Robotaxi商业化运营。这不仅是中 东地区的首次,也使阿布扎比成为美国以外首个在Uber平台开通纯无人Robotaxi服务的城市。短短半月 后,文远知行再下一城,在迪拜通过Uber App上线公开运营服务。 随着阿布扎比和迪拜的相继接入,阿联酋在自动驾驶领域的全球领先地位得到巩固,文远知行在中东的 规模化扩张也进一步提速。目前,该公司在中东的自动驾驶车队规模近150辆,其中Robotaxi超100辆。 据悉,其计划未来几年内部署数千辆Robotaxi,20 ...
1 Forever Stock I'll Hold for Dear Life
Yahoo Finance· 2025-12-29 18:20
Key Points Uber has become the global leader in both rideshare and delivery. Revenue continues to rise at double-digit rates. Given its valuation, regulatory troubles are likely priced into Uber stock. 10 stocks we like better than Uber Technologies › When it comes to investing, the market does not offer many "forever stocks." In fact, when one sees the decline and fall of holdings once perceived as forever stocks, such as Sears or Kodak, one might question whether it makes sense to assume any st ...
Uber: The Transformation Is Far From Over (NYSE:UBER)
Seeking Alpha· 2025-12-29 17:58
Uber Technologies, Inc. ( UBER ) has been on an absolute tear, with the stock being up close to 65% at one point this year. After a meaningful pullback the stock is still up 34% for the year, outpacingFollower of the markets. My investment style is mostly looking for asymmetrical risk/reward opportunities on the long and short side. I utilize a mixture of stock and derivatives positions in my investment approach. The time horizon of my investments varies.For some more investment insights or if you want to m ...
Uber: The Transformation Is Far From Over
Seeking Alpha· 2025-12-29 17:58
Uber Technologies, Inc. ( UBER ) has been on an absolute tear, with the stock being up close to 65% at one point this year. After a meaningful pullback the stock is still up 34% for the year, outpacingFollower of the markets. My investment style is mostly looking for asymmetrical risk/reward opportunities on the long and short side. I utilize a mixture of stock and derivatives positions in my investment approach. The time horizon of my investments varies.For some more investment insights or if you want to m ...
Uber, Lyft Team Up With Baidu to Start Robotaxi Trials in UK
Insurance Journal· 2025-12-29 16:44
Core Insights - Uber Technologies Inc. and Lyft Inc. are collaborating with Baidu Inc. to test driverless taxis in the UK, reflecting the competitive landscape of autonomous ride-sharing services globally [1][2] - Uber plans to initiate a pilot program with Baidu's Apollo Go RT6 robotaxis in London in the first half of 2026, with expectations for commercial services to launch before the end of next year [1][2] - Lyft is also set to conduct trials in the UK next year, pending regulatory approval, using the same type of vehicles [2] Company Strategies - Uber has shifted from in-house development of autonomous driving, which it abandoned in 2020, to forming partnerships with various robotaxi companies [5] - Uber's CEO has indicated plans to offer driverless services in over 10 markets by the end of next year [5] - Lyft has signed a deal with Baidu to deploy robotaxis in Europe, indicating a similar strategy to Uber [6] Industry Trends - The global rollout of robotaxis is accelerating, with companies like Baidu, Weride Inc., and Alphabet Inc.'s Waymo leading the market [2] - Other ride-hailing platforms, such as Southeast Asia's Grab, are also partnering with Chinese firms to enhance their autonomous vehicle offerings [6] - Despite the growth in the sector, profitability of the robotaxi model remains uncertain, as companies like Pony AI Inc. and Weride continue to incur losses [6]
Uber Technologies (UBER) Partners With Lyft and Baidu to Launch Driverless Taxi Trials in UK
Yahoo Finance· 2025-12-28 15:59
Uber Technologies, Inc. (NYSE:UBER) is one of the Best Affordable Stocks to Buy According to Analysts. On December 22, Reuters reported that companies including Uber Technologies, Inc. (NYSE:UBER), Lyft, and Chinese Baidu have partnered to launch driverless taxi trials in the UK by next year. As a result of this partnership, Baidu’s Apollo Go RT6 will join ride-hailing platforms in London by 2026. In addition, Wayve, which is a London-based startup, is also expected to launch its trials in 2026, driven by ...
'Great Potential,' Uber CEO Dara Khosrowshahi Says Of Japan, As He Targets '10-Plus Markets' Despite Robotaxis Costing About $150K Each
Yahoo Finance· 2025-12-27 21:00
Core Insights - The global shift towards driverless rides is accelerating, with Japan identified as a significant opportunity for autonomous fleets by Uber's CEO Dara Khosrowshahi [1][2] Group 1: Market Potential - Japan is highlighted as having "great potential" for robotaxis, with a focus on targeting "10-plus markets" despite the high production costs of autonomous vehicles, estimated at about $150,000 each [2][3] - The aging population in Japan presents a long-term transportation challenge, particularly in rural areas where mobility options are limited, creating a demand for autonomous solutions [3] Group 2: Regional Expansion - Several Asia-Pacific markets, including Hong Kong and Australia, are seen as viable for wider deployment of autonomous services once regulatory conditions improve [4] - The demand for ride-hailing services is rising across the Asia-Pacific region, supporting Uber's next phase of autonomous growth [3][4] Group 3: Industry Partnerships - Uber's strategy focuses on partnerships with companies developing autonomous driving systems rather than manufacturing vehicles itself, collaborating with over 20 partners globally [5][6] - Key partners include Baidu, WeRide, Pony.ai in China, and Waymo in the U.S., allowing Uber to integrate various self-driving platforms into its marketplace [6] Group 4: Competitive Landscape - The autonomous sector is unlikely to be dominated by a single company, as multiple firms are advancing similar technologies simultaneously [7] - Uber's approach involves supporting multiple systems while closely working with regulators, which is deemed critical for expanding autonomous fleets [7]