The Motley Fool 对 $UBER 的判断变化

2026-09-11看涨
《3 Hated Stocks Wall Street Gave Up On》
UBER 相对其持续增长以及作为出行/外卖聚合平台的领先地位而言被低估,这一优势将延续,尽管市场担忧自动驾驶汽车的竞争。

好,我想带到市场上讨论的第二只股票,其实这里还有另一只附带提到的,是 Uber。Uber 是我全年一直看好的公司之一,但市值 1500 亿美元,市盈率按前瞻口径只有约 16 倍,差不多,约 17 倍。

对于一家不仅持续保持两位数增长、而且增速超过 20% 的公司来说,这个估值相当合理。

All right, the second stock that I wanted to bring to the market, and I've actually got another tag along here, is Uber. And Uber is one of these companies that I've been bullish on all year, but $150 billion market cap, price earnings multiple is only about 16 on forward basis, it's similar, it's about 17.

So pretty reasonable valuation for a company that is consistently growing not only in double digits, but in excess of 20%.

2026-09-09看涨
《The Real Robotaxi Winners (Hint: It's Not Just Tesla)》
随着自动驾驶/机器人技术的普及,Uber 将从中受益,因为它是那些没有自有网络的供应商的核心需求聚合方。

第一个是 Uber,理解 Uber 的方式是:它是自动驾驶汽车出行需求的聚合者。所以,无论你是想给自己叫一辆车、想让人送餐,还是从商店下单,Uber 都会是人们越来越多地选择、用来完成更多服务的那个应用。

The first is Uber, and the way to think about Uber is the aggregator of demand for rides in autonomous vehicles. So, whether you're looking for a ride for yourself, if you want some food delivered, or you're ordering from a store, Uber is going to be the app that people choose more and more to get more services done.