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 ...

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 ...

Technology is transforming transportation in an unprecedented way. Look no further than Uber Technologies (UBER 0.87%) and Tesla (TSLA 1.35%) for examples. Both companies have already altered automotive transport in significant ways. Uber famously reimagined ride- hailing, while Tesla made electric vehicles (EV) a viable alternative to gas-powered cars. Now, they are bringing self-driving automobiles to the masses. Does this latest technological upheaval mean one of these businesses is a great investment fo ...

RT RainsRevenge♦️ (@random3637)you know market is bad when you are cooking instead of ordering uber eats ...

Core Insights - Uber Technologies is in early discussions to acquire the US subsidiary of Pony.ai, a move aimed at strengthening its position in the autonomous vehicle market amid increasing competition from Waymo and Tesla [1][2] - The acquisition could enhance Uber's foothold in self-driving technology, complementing its existing distribution model and potentially leading to superior profit margins [2][4][5] Company Positioning - Uber operates an asset-light platform model, which allows it to control the customer interface and core routing technology without the need for vehicle ownership, providing a structural advantage over competitors [4][5] - The company has transitioned from operating at a loss to becoming profitable, generating substantial cash flow, and currently trades at a reasonable 31x forward earnings [6][8] Financial Performance - Analysts project Uber's earnings to grow at an annual rate of 27.2% over the next three to five years, driven by strong performance across various business segments, including ride-hailing and food delivery [9] - The company has a diversified revenue base, which includes growing operations in freight and logistics, providing multiple long-term growth opportunities [9] Investment Opportunity - For investors seeking exposure to the autonomous vehicle sector, Uber is positioned as a compelling opportunity due to its asset-light model, increasing profitability, and potential acquisition of Pony.ai [10][12] - While Alphabet's Waymo and Tesla are also notable players in the autonomous vehicle space, Uber's combination of scale and capital efficiency makes it a more attractive investment option [11][12]

ATLANTA , June 26, 2025 (GLOBE NEWSWIRE) -- Serve Robotics Inc. (“Serve”) (Nasdaq: SERV), a leading autonomous sidewalk delivery company, today announced the launch of its service in the Atlanta metro area. This market expansion builds on the company’s successful launches in Los Angeles, Miami, and Dallas–Fort Worth as part of Serve’s ongoing collaboration with Uber Eats, the delivery platform of Uber Technologies Inc. (NYSE: UBER). In recent weeks, Serve’s autonomous delivery robots have rolled onto the s ...

RENO, Nev., June 17, 2025 (GLOBE NEWSWIRE) -- GreetEat Corp. (OTC: GEAT), the trailblazing force reshaping how the world connects over food, today announced a game-changing integration with Uber Eats; bringing real-time meal delivery into the heart of virtual meetings and events. Through this strategic alliance, GreetEat’s all-in-one virtual dining platform is now fully embedded with Uber Eats’ global logistics network, enabling hosts to seamlessly provide food and beverages to participants anywhere on Eart ...

Core Viewpoint - The article discusses the experience of working as a food delivery rider in Melbourne, highlighting the financial aspects, working conditions, and the overall lifestyle benefits associated with this gig economy job. Group 1: Income and Earnings - In Melbourne, food delivery riders can earn through platforms like Uber Eats, DoorDash, and Panda Delivery, with a focus on starting with Uber Eats [5] - The initial incentive for new riders includes a bonus of 400 AUD for completing 40 deliveries in the first month, which can significantly offset living costs [10] - A delivery rider working part-time can earn between 600 to 700 AUD monthly from deliveries, with additional earnings from platform bonuses and tips, leading to a total income of around 2400 to 2500 AUD when combined with other part-time work [20] Group 2: Working Conditions - The flexibility of working hours allows riders to choose their schedules, with many opting for peak meal times to maximize earnings [17] - Riders report a generally respectful environment from both the platform and customers, with no strict delivery deadlines imposed by Uber Eats [25][26] - The article notes that the working philosophy in Melbourne promotes a relaxed attitude towards time and efficiency, contrasting with faster-paced environments [50] Group 3: Challenges and Safety - Delivery riders face challenges such as navigating busy sidewalks and dealing with unpredictable weather, which can affect delivery times [29][42] - The article mentions safety concerns, particularly for those riding bicycles in mixed traffic, highlighting the need for caution [39] - Riders are provided with some level of protection through insurance for work-related injuries, although it differs from full-time employment benefits [43] Group 4: Lifestyle and Personal Growth - The experience of working as a delivery rider is described as a way to explore the city and engage with different neighborhoods, contributing to personal growth and reducing anxiety [51][53] - The article emphasizes the importance of work-life balance, suggesting that working fewer than 30 hours a week can lead to a fulfilling lifestyle in Melbourne [22][21] - The overall sentiment is that working in the gig economy, particularly in food delivery, can be a valuable and enriching experience despite its challenges [46]

Core Viewpoint - The article highlights the frugal lifestyle of Guo Lusi, a billionaire and founder of the AI startup Scale AI, emphasizing that true wealth does not require ostentatious displays of luxury [1][2][3]. Group 1: Personal Philosophy and Lifestyle - Guo Lusi, despite her billionaire status, prefers a modest lifestyle, often opting for budget-friendly choices like wearing clothes from Shein and using an old Honda Civic for transportation [3][4]. - She believes that the need to showcase wealth is a trait of millionaires, while billionaires do not feel the same pressure to prove their success [4][5]. - Guo Lusi's approach to life is summarized by her belief that "pretending to be poor can help one stay rich," reflecting a mindset that values substance over superficiality [3][5]. Group 2: Wealth Perception and Social Dynamics - The article discusses how many billionaires adopt a low-key lifestyle to avoid societal backlash against wealth, with Guo Lusi stating that there is a cultural sentiment in the U.S. that resents billionaires [7]. - She acknowledges that many wealthy individuals have gone through a phase of flaunting their wealth but eventually realize the futility of such behavior [7][6]. - The article contrasts Guo Lusi's frugality with the more extravagant lifestyles of some millionaires, suggesting that true wealth is often accompanied by a desire for authenticity rather than ostentation [4][6].

Core Insights - Uber Technologies has partnered with Five Below to allow customers to use the Uber Eats app for delivery from over 1,500 stores, enhancing customer convenience and expanding Uber Eats' offerings beyond food [1][3]. Group 1: Partnership and Strategy - The partnership enables customers to access a variety of budget-friendly items, including toys, games, and beauty products, with no delivery fee for Uber One loyalty program members [2]. - This collaboration aligns with Uber Eats' strategy to diversify its non-food retail offerings and enhance digital commerce for retailers [3]. Group 2: Financial Performance - Uber has shown impressive stock performance, with a year-to-date gain of 40.4%, outperforming the S&P 500 index and rival Lyft [4][8]. - The company has consistently surpassed earnings estimates, with an average beat of 212.3% over the last four quarters [7]. Group 3: Market Opportunities - Uber is focusing on the robotaxi market, which is projected to grow from $0.4 billion in 2023 to $45.7 billion by 2030, indicating a compound annual growth rate (CAGR) of 91.8% from 2025 to 2030 [9]. - The company has diversified its business model beyond ridesharing into food delivery and freight, which is crucial for risk reduction [10]. Group 4: Financial Strategy - In 2024, Uber generated a record $6.9 billion in free cash flow and announced a $1.5 billion accelerated stock buyback program, reflecting confidence in its business strategy [11]. - However, Uber's long-term debt has increased by 45.6% to $8.3 billion at the end of 2024 compared to 2019, raising concerns about its financial leverage [12]. Group 5: Valuation Concerns - Uber's current valuation is considered stretched, with a price-to-earnings ratio of 26.92X, significantly higher than the industry average of 17.97X [14].