受韦德布什下调评级并警示自动驾驶出租车冲击风险影响，Lyft股价下跌

Core Viewpoint - Lyft's stock rating has been downgraded from "neutral" to "underperform" by Wedbush, leading to a 2.1% decline in its share price, while Uber experienced a slight drop of 0.8% [1][2] Group 1: Company-Specific Insights - Lyft is highly concentrated in the U.S. ridesharing market with a single business model, making it more vulnerable to risks compared to Uber [2] - Wedbush has lowered Lyft's target price from $20 to $16 following the downgrade [2] Group 2: Industry Trends - The market is underestimating the negative impact of autonomous vehicles and robotaxi services on companies like Lyft and Uber [2] - The robotaxi market is still in its early stages, but the upcoming year is expected to be critical and potentially challenging for ridesharing companies [2] - Waymo, a subsidiary of Alphabet valued at $100 billion, plans to launch operations in 20 cities, indicating significant advancements in the robotaxi sector [2] - As Waymo transitions from a developmental phase to offering services primarily through its own platform, 2026 could be a difficult year for the ridesharing industry if this trend continues [2]