Parkev Tatevosian, CFA 对 $UBER 的判断变化

2026-09-15看涨
《Interesting News for Uber Stock Investors!》
由运营节省所支撑的降价对 Uber 构成利好,因为此举既能拉动需求,又能削弱来自自动驾驶汽车的竞争威胁,同时不损害利润率。

对于Uber股票的投资者来说,有一些值得关注的消息:CEO Dara Khosrowshahi 宣布了公司将如何运用成本节约举措所节省下来的资金,以及公司目前支付的更低保险费。

我认为这对Uber股票的投资者来说确实很重要,值得考虑。

We've got some interesting news for Uber stock investors as the CEO Dara Khosrowshahi announced what he'll be doing with the funds from the cost savings the company has initiated and the lower insurance prices the company is paying.

I think this is really important for Uber stock investors to consider.

2026-09-02看涨
《My Top 10 Stocks to Buy Right Now in September》
UBER被低估,12-18个月内有62%的上涨空间;无人驾驶技术风险被夸大,因为战略合作和投资。

Uber是我接下来要推荐的顶级股票,公允价值估计为123美元,当前市场价格为76美元。鉴于市场价格与公允价值之间的差异,我计算出Uber股票在未来12到18个月内有62%的上涨空间。

Uber is the next top stock I'll recommend here with a fair value estimate at $123, a current market price of $76. Given that difference between market price and fair value, I calculated an upside of 62% for Uber stock over the next 12 to 18 months.

我最兴奋的几点是,这是一个规模化的轻资产平台商业模式。Uber目前并不拥有平台上的任何汽车。它只是将司机和顾客联系在一起,并从该平台上的每笔交易中收取费用。

Couple of things I'm most excited about is this is a scaled asset light platform business model. Uber doesn't own any of the cars on the platform right now. It just brings together drivers and customers and it takes a fee from every transaction on that platform.