Group 1 - Uber will begin offering fully autonomous ride-hailing services in select areas of Abu Dhabi, marking a significant milestone since the introduction of drivered services nearly a year ago [1] - Passengers using the Uber app can select the new "autonomous driving" ride type, which is priced similarly to Uber Comfort, increasing their chances of being matched with a self-driving vehicle [1] - The current service area includes a 30-square-mile region where rides from Abu Dhabi airport and other routes will still have safety drivers [1] Group 2 - Uber sold its autonomous driving division in 2020 but has since formed over 20 partnerships to expand autonomous ride-hailing services globally, investing hundreds of millions in companies like WeRide [2] - The company has indicated that these investments may take years to yield returns due to the current scale of autonomous vehicles being far from the number of traditional taxis and ride-hailing vehicles in operation [2] - WeRide reported a net loss of 307 million RMB (approximately 43 million USD) in Q3, a reduction from a loss of 1.04 billion RMB in the same period last year, and has obtained autonomous driving permits in eight countries [2]

经调整每股收益（EPS）：0.63 美元，同比增长34%，符合预期 调整后EBITDA：21亿美元，同比增长35%，创历史新高 过去12个月自由现金流创纪录达85亿美元、宣布200亿美元的股票回购计划 营收细分来看：两驾马车齐飞 周三，Uber（UBER）公布了强劲的第二季度财报，这家网约车巨头营收与总预订额双双超出市场预 期，并同步宣布了一项高达200亿美元的股票回购计划，显示出对公司业务的强烈信心。然而，财报电 话会议上关于如何应对Waymo和特斯拉等竞争对手的无人驾驶出租车战略的讨论，让投资者产生担 忧，导致市场反应冷淡，Uber当天的股价下跌了0.19%，报收于89.22美元，盘后还继续小跌。让我们来 详细拆解下这份报告传递了哪些信号。01Q2财报数据一览 总预订额：467.6 亿美元，同比增长17%，超预期 营收：126.5 亿美元，同比增长18%，超市场预期 总预订额：205.5亿美元，同比增长18%，占总预定额的43.9%； 机场接送、高端车型（Uber Black、Comfort）贡献显著； Uber One会员（3600 万人）拉动了40%以上的Mobility+ Delivery订单。 整 ...