花旗喊话抄底优步(UBER.US)：2029年前有望成全球最大自动驾驶出行撮合平台 49%股价上涨空间在招手

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智通财经APP获悉，花旗研究分析师罗纳德·乔西表示，随着自动驾驶汽车作为可靠网约车选项的部署竞赛不断推进，优步(UBER.US)凭借不断扩大的自动驾驶(AV)合作伙伴阵容以及其规模优势领先竞争对手，有望“在2029年前实现其成为全球最大自动驾驶出行撮合平台的目标”。自今年2月初公布第四季度业绩以来，优步已宣布达成七项新的或扩展的自动驾驶合作关系，其中包括最近与Rivian(RIVN.US)达成合作...

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href=http://www.zhitongcaijing.com/content/detail/1417778.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，花旗研究分析师罗纳德·乔西表示，随着自动驾驶汽车作为可靠网约车选项的部署竞赛不断推进，优步(UBER.US)凭借不断扩大的自动驾驶(AV)合作伙伴阵容以及其规模优势领先竞争对手，有望“在2029年前实现其成为全球最大自动驾驶出行撮合平台的目标”。自今年2月初公布第四季度业绩以来，优步已宣布达成七项新的或扩展的自动驾驶合作关系，其中包括最近与Rivian(RIVN.US)达成合作...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1417778.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0642271901.SGD","symbol_name":"Janus Henderson Horizon Global Technology Leaders A2 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R2机器人出租车，并拥有额外4万辆的选择权。乔西还指出，人工智能(AI)技术进步将显著缩短自动驾驶部署的时间并降低成本，尤其是优步与英伟达(NVDA.US)的合作，“应当能够推动实现完整无驾驶员的全栈L4级自动驾驶部署”。他在报告中表示：“我们预计未来1至3年供应将开始加速增长，而优步的出行市场平台将成为需求增长的关键驱动力。”优步最近还宣布将投资1亿美元，在洛杉矶、达拉斯和旧金山建设快速充电站网络，并与EVgo(EVGO.US)在纽约、波士顿、旧金山和洛杉矶建立了“利用率保障协议”。优步首席执行官达拉·科斯罗萨西在最近一次财报电话会议上表示：“我们比以往任何时候都更加相信，自动驾驶汽车将为优步释放一个数万亿美元规模的机会。”乔西认为，这是一个优步具备独特优势能够实现的目标。他表示：“随着自动驾驶汽车在全球范围扩张，我们认为凭借其规模优势，优步是最有可能受益的公司之一。”因此，鉴于今年以来股价因持续的对自动驾驶的担忧而下跌10%，乔西认为投资者应当利用当前股价错位带来的机会。他表示：“我们承认市场对自动驾驶长期竞争格局和定价问题存在担忧。但我们同样认为，优步的自动驾驶战略能够推动更多自动驾驶车辆进入市场。优步持续提升市场份额，我们认为这一趋势将延续，并帮助公司跨越自动驾驶规模化拐点阶段。”乔西重申对优步的“买入”评级，并给出110美元目标价，这一目标价较上周五收盘价存在49%的上涨空间。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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