《辟谣财知道》注意到，一则 "北京燃油车彻底禁入网约平台" 的消息引发广泛关注。据中国 城市公共交通协会网约车分会消息，自7月20日起，北京燃油车彻底禁入网约平台。 目前，中 国城市公共交通协会网约车分会已经删除了该消息。 据每日经济新闻报道，中国城市公共交通协会网约车分会方面表示："是我们编辑在做每日资 讯时，从自媒体和司机了解到的信息，但 消息的来源和核实存在问题，网页链接已经下架了 。" （声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。） 出品 | 2 1财经客户端 南财快讯工作室 记者 | 杨乔羽 编辑 | 金珊 实习生林芷仪 造车也有"苏超"，谁才是"江苏一哥"？ 有车企宣布：全额补贴豪车税！保时捷遭抢购，"店员已忙疯" SFC 21君荐读 据了解，此前国六以下燃油车已被强制退场。有消息称北京油车司机在注册平台时收到提示， 车辆不满足要求，需要更换绿牌车，而早在2024年北京大兴区人民政府就曾出台过文件鼓励使 用新能源车或者氢能源车从事出租汽车运营。 在此之前，多地已经将燃油车淘汰出了网约车行列。 深圳早在2020年就将燃油车淘汰出了网 约车行列，广州、东莞等多地也不再接受燃油车 ...

中国网约车分会：自7月20日起，北京燃油车彻底禁入网约平台。此前国六以下燃油车已被强制退场，此次政策进一步卡死所有油车入口。这一政策引发网约车司机群体不同反应，开电车的司机叫好，而油车司机面临车辆贬值、贷款未还完等问题，二手市场上网约燃油车价格暴跌。 ...

V i e w p o i n t | 18 Jul 2025 09:03:45 ET │ 40 pages North America Internet Internet Traffic Trends Analysis: Positive Trends for META, PINS, DASH, UBER, and CVNA CITI'S TAKE We aggregated June website traffic from SimilarWeb and app data from Sensor Tower, in partnership with Citi's Research Innovation Lab, and highlight positive trends for META, DASH, UBER, and CVNA while trends for Online Travel, eCommerce, and SMB Servicers were mixed. META's U.S. core apps MAUs +2.3% Y/Y with IG's mins/DAU +15% Y/Y t ...

Group 1: Lucid-Uber Deal Overview - Lucid Group's shares increased by over 36% after announcing a premium robotaxi service deal with Uber Technologies [1] - The deal involves Uber acquiring Lucid Gravity SUVs equipped with Nuro Driver, a Level 4 self-driving system, for a global premium robotaxi service [4][5] - Uber plans to deploy 20,000 or more Lucid vehicles over six years in various markets, with the first launch expected in a major U.S. city next year [5] Group 2: Financial Implications for Lucid - Uber will make "multi-hundred-million-dollar investments" in both Lucid and Nuro, providing significant cash injection [4] - As of Q1 2025, Lucid had cash and short-term investments of $3.61 billion, but a negative free cash flow of $589.9 million, indicating a cash-burn rate of $2.36 billion annually [8] - At the current cash-burn rate, Lucid's cash reserves would last approximately 1.5 years [8] Group 3: Nvidia's Role and Benefits - Nvidia's AI technology is integral to the Nuro Driver system, which will be used in Lucid vehicles for the robotaxi service [9][10] - Each Lucid vehicle will be equipped with an Nvidia DRIVE Thor supercomputer, essential for the Nuro Driver system [12] - The success of the Uber-Lucid-Nuro robotaxi service could lead to increased revenue for Nvidia, as it has partnerships with both Uber and Lucid [15]

Core Insights - The article emphasizes the importance of investing in companies with sustainable business models and growth potential to secure a comfortable retirement, as many Americans feel underfunded for their retirement [1][2]. Company Analysis Amazon - Amazon is a leading player in North American e-commerce, controlling approximately 40% of the market [4]. - The company's cloud computing division, Amazon Web Services, generates about 60% of its total earnings, despite e-commerce accounting for only 16% of total revenue [5]. - Amazon has consistently achieved double-digit sales growth and is expected to maintain this trend due to its adaptability and willingness to enter new business lines [7][9]. - The company has diversified its revenue streams, including over $56 billion in advertising revenue, which surpasses the combined operating profit of its e-commerce segments [8]. Uber Technologies - Uber is capitalizing on a cultural shift away from car ownership, with a significant decline in the number of licensed drivers aged 16 to 19, dropping from 65% in 1995 to about one-third today [11]. - The ride-hailing market is projected to grow at an average annualized rate of over 11% through 2033, driven by declining car ownership [12]. - Uber's delivery revenue grew 22% to nearly $3.8 billion in Q1, now representing over 30% of its total revenue [14]. American Express - American Express operates its own payment network and issues credit cards, providing it with operational advantages over competitors like Visa and Mastercard [16]. - The company focuses on a rewards program that attracts affluent customers, who are less likely to reduce spending during economic downturns [17][18]. - While American Express may not show double-digit growth, it offers consistent revenue and profit growth, supporting dividends and stock buybacks, which have historically outperformed the S&P 500 over the past 30 years [19][20].

Core Viewpoint - Uber is partnering with Lucid Group to develop a fleet of robotaxis, marking a shift in the autonomous driving conversation away from Tesla and Waymo [1][2] Group 1: Partnership Details - Uber will invest $300 million into Lucid to support the production of at least 20,000 vehicles over the next six years, which will be equipped with autonomous driving software from Nuro [6] - Lucid joins other companies like Waymo and WeRide in Uber's autonomous vehicle ecosystem, indicating a strategic approach by Uber to collaborate with various manufacturers rather than developing its own vehicles [4] Group 2: Lucid's Financial Performance - Lucid's production and delivery figures have shown inconsistency, with production numbers ranging from 1,728 to 3,386 vehicles across different quarters, and deliveries fluctuating between 1,967 and 3,109 [8] - The gross margin for Lucid has been negative, with figures such as -134% in Q1 2024 and -89% in Q4 2024, indicating significant financial challenges [8] Group 3: Market Position and Risks - The deal may not be sufficient for Lucid to compete with established players like Waymo and Tesla, as the timeline for producing 20,000 vehicles lacks urgency amid increasing competition [11] - There are concerns regarding execution risks for Lucid, as the partnership appears to be more of a public relations move rather than a solid foundation for growth [12][13]

Uber drivers are waiting to see the company's future driverless cars successfully dodge potholes before they start looking for new jobs. On Thursday, Uber said it would invest $300 million in electric vehicle maker Lucid as part of a deal to put robotaxis on the roads of a major US city in 2026. Uber is also partnering with startup Nuro on the autonomous driving technology.The deal comes as competitors already have driverless cars on the streets. Waymo is ferrying riders around cities like Phoenix and San ...

Group 1: Core Deal Insights - Uber Technologies, Inc. has made a multi-billion dollar investment in Lucid Motors Group, Inc. to deploy over 20,000 Lucid robotaxis on its ride-hailing platform over the next six years, starting in a major U.S. city next year [1] - The partnership is seen as a significant growth opportunity for Lucid, which sold about 10,000 EVs last year, helping to validate its position in the electric vehicle sector [3] - The deal is part of Uber's broader strategy of leveraging partnerships across the autonomous vehicle landscape rather than developing self-driving technology independently [4] Group 2: Strategic Implications - The partnership is influenced by the Saudi Arabia Public Investment Fund (PIF), which holds significant stakes in both Uber and Lucid, suggesting that cross-ownership may have facilitated the deal [5] - The economic viability of the venture is questioned, particularly regarding the profitability of rides in high-cost vehicles like Lucid's Gravity SUV, which starts at $95,000 [6][7] - The announcement is viewed as a "breakout moment" for autonomous vehicles, indicating increased competition and innovation in the sector, although the sustainability of the business model remains uncertain [8]

Core Insights - Uber Technologies has entered a partnership with Baidu to deploy autonomous vehicles in Asia and the Middle East, aiming to enhance its presence in the autonomous delivery market [1][9] - The collaboration combines Baidu's AI technology with Uber's distribution capabilities, planning to integrate thousands of Baidu's Apollo Go autonomous vehicles into Uber's platform [2][4] - Uber's strategy focuses on leveraging external partnerships to minimize R&D costs while expanding its robotaxi services [4][6] Partnership Details - The multi-year agreement will allow riders to request trips fulfilled by fully driverless Apollo Go vehicles through the Uber app [3] - In addition to Baidu, Uber has partnered with Lucid Group and Nuro to add 20,000 self-driving Lucid vehicles equipped with Nuro's software to its network over the next six years [3][9] Market Position and Strategy - Uber's asset-light approach through strategic partnerships positions it favorably in the lucrative robotaxi market, allowing for rapid scaling of autonomous services as technology matures [4][5] - The company’s extensive network of drivers and customers provides a unique advantage in quickly deploying autonomous services [5][6] Financial Performance - Uber's shares have increased by 50.1% this year, significantly outperforming the Zacks Internet-Services industry's decline of 1.4% [8] - The company's current valuation stands at a 12-month forward price-to-sales ratio of 3.45X, indicating it is relatively inexpensive compared to its industry peers [10] Earnings Estimates - The Zacks Consensus Estimate for Uber's earnings has been revised upward for 2025 and 2026, reflecting positive market sentiment [11][12]

在外卖补贴战如火如荼之时，网约车也正处在低价竞争的"泥淖"。南都记者获悉，日前，广东清远、江 西鹰潭、浙江宁波等多地召开网约车座谈会，就低价竞争等问题约谈部分网约车平台。与此同时，多地 网约车运力过剩的问题还在持续，近两年，多地发布网约车市场运力饱和预警，提示司机谨慎选择进入 该行业。 严禁平台变相强制司机低价接单 7月14日，清远市交通运输局对滴滴出行、花小猪打车、高德出行3家网约车聚合平台进行约谈。约谈提 到，近期收到网约车司机大量投诉，主要涉及订单价格偏低、平台抽佣高问题。"聚合平台利用其流量 优势收集了市民出行信息，掌握分派订单的权力，随意调整让利价格和派单规则，部分聚合平台为抢占 市场份额，甚至出现打'价格战'的情况，导致网约车平台、网约车司机基本权益受损收入降低，涉嫌利 用不正当价格行为扰乱市场秩序。" 多地网约车运力过剩加剧低价竞争 约谈提到，同时，聚合平台未依法履行落实许可信息核验责任。据相关数据显示，目前清远市非合规订 单大部分来源聚合平台派送，聚合平台未按照相关工作要求落实对接入的网约车平台、网约车和驾驶员 经营许可情况开展核验，扰乱网约车市场秩序。 约谈提出，网约车聚合平台要制定科学、合 ...