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无惧自动驾驶竞争威胁 投资者押注优步(UBER.US)短期内仍有上涨空间
Zhi Tong Cai Jing· 2025-07-08 13:35
Core Viewpoint - Uber's stock price has increased over 60% this year, reaching record levels, largely due to partnerships with autonomous driving companies like Waymo and expansion into new markets [1][4]. Group 1: Financial Performance and Projections - Uber's revenue growth is expected to increase by 15% by 2025, driven by investments in core ride-hailing and delivery services [4]. - Analysts estimate that Uber drivers' income in the U.S. will be approximately $42 billion this year, with total tips projected to reach $5.7 billion, which could provide a tax savings of about $1 billion for drivers [5][6]. Group 2: Market Position and Competition - Uber has established partnerships with over ten global automotive manufacturers and technology developers, enhancing its market reach [4]. - Concerns remain regarding the long-term risks posed by autonomous taxi services from competitors like Waymo and Tesla, which have begun testing similar services independently [4][5]. Group 3: Analyst Opinions - Some analysts express skepticism about Uber's future growth trajectory despite its strong market position, while others praise its strategy of collaborating with autonomous driving competitors [4][5]. - Bank of America has upgraded Uber's rating to "buy" and raised its target price to $115, citing positive growth data and stable pricing in the ride-hailing market [6].
靠讨好吃饭?一顿饭撑不起一份尊严
Hu Xiu· 2025-06-20 09:28
今年5月,美国众议院通过了一项被称为"小费免税"的法案。 根据这项法案,收小费的员工可以从联邦税中扣除最多2.5万美元的小费收入,预计平均每年能为符合条件的员工省下1800美元。 这项被称为《小费免税法案》(No Tax on Tips Act)的政策,一时间被赞誉为"服务业从业人员罕见的政策胜利"。有人欢呼:"终于有人替劳动者说话 了!"也有人质疑:"为什么不是直接涨工资?" 作为一名来自中国的访问学者,在美国生活近一年,我对"小费"这事始终不太习惯——每次结账时,面对屏幕上的小费按钮,总觉得下手不自然。 这一次小费免税的讨论让我发现到,小费不"小",它背后牵扯的,不只是"给不给""给多少"的选择,更反映了美国服务业制度中深深的裂痕。 在北卡小城生活,外出就餐并不频繁,偶尔去餐厅吃饭,我通常会准备一些现金零钱作为小费。 这种分配机制其实源远流长。小费制度并非美式"感恩文化"的产物,而是带有深刻种族与阶级烙印的历史遗留物。 19世纪末,奴隶制被废除后,大批南方雇主不愿为黑人前奴隶支付全额工资,便借用欧洲贵族社会中的"赏钱"传统,将小费制度化,把"给薪水"的责任悄 悄转嫁给顾客。 这种制度在20世纪初曾受到广泛 ...