来源 | 美股研究社 当特斯拉 Robotaxi 在奥斯汀街头悄然载客，当 Waymo 与 Lyft 紧急结盟，一场改写全球出行版 图的竞赛已进入白热化。 昨日，中国自动驾驶领域迎来里程碑式突破。百度旗下萝卜快跑与全球出行巨头 Uber 宣布达成 战略合作，数千辆第六代无人车将接入 Uber 全球网络，率先登陆亚洲和中东市场，并逐步覆盖 全球。 这场被戏称为 "上 Uber 打萝卜"的科技联姻，不仅让百度美股涨近 9% ，更标志着中国自动驾驶 技术首次以"服务输出"模式参与全球竞争，从实验室真正驶向世界的十字街头。 强 强 联 合 ： 百 度 与 U b e r 各 取 所 需 的 战 略 互 补 据悉，百度萝卜快跑宣布与全球最大的移动出行服务平台 Uber 建立战略合作伙伴关系，将萝卜 快跑拓展至全球多个市场，并部署数千台无人驾驶汽车，为更多用户提供安全可靠的无人驾驶出 行服务。 按照计划，今年年底前双方将率先在亚洲和中东地区部署萝卜快跑第六代无人驾驶汽车，未来将 逐步扩展至全球更多市场。服务上线后，乘客可通过 Uber App 呼叫到由萝卜快跑提供服务的无 人驾驶车辆。 百度创始人李彦宏表示： " 我们致 ...

7月15日，萝卜快跑宣布与Uber建立战略合作伙伴关系，将萝卜快跑无人驾驶出行服务拓展 至美国和中国内地以外的全球多个市场。按照计划，数千辆萝卜快跑无人驾驶汽车将接入 Uber全球出行网络。 今年年底前，双方将率先在亚洲和中东地区部署萝卜快跑第六代无人 驾驶汽车，未来将逐步扩展至全球更多市场。服务上线后，乘客可通过Uber App呼叫到由萝 卜快跑提供服务的无人驾驶车辆。 值得一提的是，此次和Uber的合作，也体现出萝卜快跑在美国市场的野心，但美国市场的自动驾驶出行 服务已经有众多头部企业参与竞争。今年6月，特斯拉在美国得州奥斯汀正式推出自动驾驶出租车 Robotaxi服务，美国Robotaxi市场玩家呈现特斯拉、谷歌旗下Waymo以及亚马逊旗下Zoox"三足鼎立"的 局面。据Waymo披露的数据，截至今年6月，其自动驾驶出租车每周订单量已超15万单，较2025年1个 月增长3倍。 采写：南都记者 汪陈晨 "这一合作是全球最具代表性的两家科技公司强强联合，共同定义未来出行。"Uber首席执行官达拉·科 斯罗萨西（Dara Khosrowshahi）表示，"作为世界上最大的移动出行平台，Uber业务涵盖出行、配 ...

2025.07. 16 出行服务是自动驾驶商业化落地的关键场景。按照计划，数千辆萝卜快跑无人驾驶汽车将接入Uber 全球出行网络，今年年底前，双方将率先在亚洲和中东地区部署萝卜快跑第六代无人驾驶汽车，未来 将逐步扩展至全球更多市场。服务上线后，乘客可通过Uber App呼叫到由萝卜快跑提供服务的无人 驾驶车辆。 这不是两家公司第一次合作。早在2014年夏天，百度董事长李彦宏就曾在硅谷到访Uber公司。而 Uber一开始进入中国时，曾将叫车服务、Uber站牌信息等接入百度地图，这也被视为它在华开展本 地化业务的重要一步。当时，正值百度大力布局O2O、"腾讯系"滴滴打车和"阿里系"快的打车激烈争 夺出行战场，2014年百度下场战略性投资Uber。 彼时，百度拥有数亿用户的地图业务和手机搜索，意图加码O2O领域竞争，Uber怀揣拓展中国市场 的野心，二者一拍即合。2014年时，李彦宏谈及此次投资曾对第一财经等媒体说："对于百度来说， 我们有自己的野心，希望不仅在中国，而且在全球的很多国家和市场中都能有很好的发展。" 但不到2年时间，中国网约车市场经历了激烈的竞争与巨额补贴大战，以滴滴收购优步中国而暂告一 段落。百度 ...

U.S. stocks traded mixed midway through trading, with the Nasdaq gaining more than 100 points on Tuesday.The Dow traded down 0.57% to 44,204.33 while the NASDAQ gained 0.71% to 20,786.86. The S&P 500 also rose, gaining, 0.01% to 6,269.15.Check This Out: How To Earn $500 A Month From Morgan Stanley Stock Ahead Of Q2 EarningsLeading and Lagging SectorsInformation technology shares jumped by 1.6% on Tuesday.In trading on Tuesday, materials stocks dipped by 0.9%.Top HeadlineWells Fargo & Company WFC reported be ...

数千辆萝卜快跑无人驾驶汽车将接入Uber全球出行网络，今年年底前，双方将率先在亚洲和中东地区部 署萝卜快跑第六代无人驾驶汽车。 7月15日晚，百度萝卜快跑宣布与移动出行服务平台Uber建立战略合作伙伴关系，将萝卜快跑无人驾驶 出行服务拓展至美国和中国大陆以外的全球多个市场。 截至记者发稿，百度美股上涨超8%，Uber美股开盘下跌2%。 在此之前，萝卜快跑的竞争对手小马智行、Momenta 和文远知行等都曾先后与Uber达成合作布局海外 市场，Uber的"中国朋友圈"正在不断扩大。 出行服务是自动驾驶商业化落地的关键场景。按照计划，数千辆萝卜快跑无人驾驶汽车将接入Uber全球 出行网络，今年年底前，双方将率先在亚洲和中东地区部署萝卜快跑第六代无人驾驶汽车，未来将逐步 扩展至全球更多市场。服务上线后，乘客可通过Uber App呼叫到由萝卜快跑提供服务的无人驾驶车辆。 这不是两家公司第一次合作。早在2014年夏天，百度董事长就曾在硅谷到访Uber公司。而Uber一开始进 入中国时，曾将叫车服务、Uber站牌信息等接入百度地图，这也被视为它在华开展本地化业务的重要一 步。当时，正值百度大力布局O2O、"腾讯系"滴滴打 ...

Core Viewpoint - Palantir Technologies shares have increased by 400% over the past year, with a current market value of $335 billion, while predictions suggest Uber Technologies and CoreWeave could reach $340 billion by late 2028, presenting significant implications for shareholders [1] Group 1: Uber Technologies - Uber holds a 76% share in the U.S. ride-sharing market and ranks second in the restaurant food delivery market with a 24% share, also leading in ride-sharing services in nine other countries and food delivery in eight countries [3] - The company reported a 14% increase in monthly active users and an 18% rise in total trips, leading to a 14% revenue growth to $11.5 billion, driven by mobility and delivery segments, despite a decline in freight sales [4] - Adjusted EBITDA rose by 35% to $1.9 billion, indicating strong operational performance [4] - Although not a traditional AI stock, Uber utilizes AI for route optimization and pricing, with autonomous vehicles seen as a potential catalyst for growth, supported by partnerships with companies like Waymo and Motional [5][6] - Current market value of Uber is $201 billion, with a potential increase to $340 billion by late 2028, suggesting a 69% rise in stock price to $163 per share, equating to annual returns of approximately 16% [7] - Projected earnings growth of 26% annually over the next three to five years could support a valuation of $340 billion at a reasonable 12.4 times earnings by 2028 [8] Group 2: CoreWeave - CoreWeave specializes in cloud infrastructure and software services for AI and high-performance computing, closely collaborating with Nvidia to deploy new technologies [9] - The company was recently ranked as the leading AI cloud by SemiAnalysis, outperforming major competitors like AWS and Microsoft Azure [10] - CoreWeave reported a remarkable 420% revenue increase to $981 million and a 550% rise in adjusted operating income to $162 million [10] - Plans to acquire Core Scientific in an all-stock transaction aim to enhance efficiency through vertical integration, potentially eliminating $10 billion in future lease overhead [11] - This acquisition is expected to lower the cost of capital for CoreWeave, enhancing operational efficiency in deploying AI and HPC workloads [12] - Current market value of CoreWeave is $63 billion, with a potential increase to $340 billion by late 2028, indicating a 440% rise in stock price to $702 per share, translating to annual returns of about 62% [7] - Revenue is forecasted to grow at 69% annually through 2028, supporting a valuation of $340 billion at a more reasonable 20 times sales [12]

特朗普总统的强硬贸易政策正在重塑全球经济版图，令投资者处境更加复杂。他对主要贸易伙伴 的进口货品大规模征收关税，令市场担忧物价上涨、供应链受阻及经济增长放缓。 以下文章来源于英为财情Investing ，作者Jesse Cohen 英为财情Investing . 全球第五大财经门户网站Investing.com中国官方微信，提供全球各国海量金融资讯和实时行情数据，包 括股票股指、外汇、期货、基金、债券、加密货币等。关注全球金融市场动态的投资者千万不可错过。 来源 | 英为财情Investing 在这种挑战环境下，有些公司因为其业务模式独特，较少受到关税成本的冲击，从而能在市场波 动中获得优势。Netflix（NASDAQ:NFLX）和Uber（NYSE:UBER）就是当中的佼佼者。 下面将分析这些公司的特点，以及它们在当前市况下有什么优势。 N e t f l i x （ 网 飞 ） 在特朗普加强贸易关税之际，Netflix凭借其数码优先的业务模式及持续增长的全球订户群，有望 在当前环境中茁壮成长。 与依赖硬件或制造业的同业不同，Netflix的成本主要来自内容制作和版权授权，而非跨境商品贸 易，因此较少受到 ...

Group 1 - Uber Technologies, Inc. is the world's largest ride-sharing platform and has experienced a volatile stock price in recent quarters due to recent progress [1] - The volatility in Uber's stock price is primarily attributed to developments within the company [1] Group 2 - The article does not provide specific financial metrics or performance data related to Uber's stock or operations [1]

What is the vision. What is cloud kitchens for people who don't know. Food is at the center of the human experience, the center of humanity and just how we live.But it's got a lot of problems. Health, cost, convenience. It could be a hell of a lot better.At my last gig, we did Uber Eats. It was a starting point, but the difference with food versus rides is that the infrastructure was already there. You had a bunch of cars that were 98% unutilized, and so you just had to light it up.But to do food right, you ...

Group 1 - The tech sector is demonstrating resilience in a volatile market, with Uber Technologies, Inc. showing a significant shift in investor confidence as its stock performance improves [1] - Uber's shares consolidated after breaking above a key resistance level of $93.55, indicating strong momentum and potential for further upward movement [1][6] - The stock is currently above its 10-day, 50-day, and 100-day moving averages, indicating strength in short-term, intermediate-term, and long-term trends [4][6] Group 2 - The bullish dynamic suggests that previous sellers at the resistance level have exited the market, which may facilitate further price increases for Uber [8] - Analysts assess market strength across three time horizons: short-term, intermediate-term, and long-term, with Uber displaying extreme strength across all three [2][6]