Uber 在 68 美元对 113 美元合理价值下被低估；自动驾驶普及缓慢使其成为具吸引力的买入标的。
逐段跳播
这些是 Amazon、Netflix、Uber、Nvidia、Pinterest、Meta、Visa、Adobe 和 McDonald's。让我解释一下为什么我认为这些股票目前代表着极佳的价值。
These are Amazon, Netflix, Uber, Nvidia, Pinterest, Meta, Visa, Adobe , and McDonald's. Let me explain why I believe these stocks represent excellent value at the moment.
Uber 股价也接近其 52 周最低水平，因为与自动驾驶汽车技术相关的风险促使投资者退出。Uber 股价目前为 68 美元，我计算出其公允价值为 113 美元。我的观点是，自动驾驶汽车技术要变得普及和更广泛可用所需的时间将比预期更长。
这项技术在全球总出行中仍占不到 1%。这个数字在增长，但可能增长缓慢，尤其是在欧洲或美国等地，那里的监管缓慢、官僚作风根深蒂固。在中国等地，我预计这一领域的发展将快于欧洲和美国。
Uber shares are also trading near their lowest level in 52 weeks, as risks related to self- driving car technology are prompting investors to exit. Uber's stock is trading at $68, and I have calculated its fair value at $113.
My view is that self- driving car technology will take longer than expected to become widespread and more widely available . This technology still accounts for less than 1% of total flights worldwide.
This number is growing, but it is likely to grow slowly, especially in places like Europe or the United States where regulation is slow and bureaucracy is deeply entrenched. In places like China, I expect this field to grow faster than in Europe and the United States.
此外，Uber 正在投资自己的自动驾驶汽车技术，与 Lucid 和 Rivian 等公司合作，提供将上线其平台的自动驾驶汽车，同时也希望与一些该技术的供应商建立合作。自动驾驶汽车技术并不只有负面的一面。
Uber 有可能利用这项技术把业务提升到更高的水平。从风险与回报的角度看，我认为这是一个极具吸引力的机会，因此我为自己的投资组合买入了 Uber 股票，并且有兴趣继续加仓。
Furthermore, Uber is investing in its own self-driving car technology, collaborating with companies like Lucid and Rivian to provide self- driving cars that it will list on its platform, and also aims to partner with some providers of this technology.
It's not just the negative aspects of self-driving car technology. There is a possibility that Uber will use this technology to take its business to higher levels. I see it as such an attractive opportunity in terms of risk versus reward that I bought Uber stock for my own portfolio and I am interested in adding more.
这个频道对 $UBER 的历次判断
Parkev Tatevosian, CFA 在这只股票上共 3 条判断，这里只列相邻的几条。