无论哪家自动驾驶玩家胜出，Uber 都是值得买入的股票，因为出行仍需要乘客，而 Uber 已与 30 多家自动驾驶合作伙伴合作，并从预订额中获利。去年营收增长 18%，营业利润率逐年上升至超过 12%，按 17 倍远期市盈率计算，其估值低于标普 500 的 19 倍远期市盈率，不到 Tesla 市盈率的 10%。
逐段跳播
当时，Nvidia 和 Uber 还宣布了推出自动驾驶出租车的计划，这些车辆由 Nvidia 的自动驾驶系统和 Uber 的客运网络提供支持，将于2027年上半年在洛杉矶和旧金山开始运营，并在2028年前扩展到全球28个城市提供无人驾驶服务。
At that time, Nvidia and Uber also announced plans to launch self-driving taxis powered by Nvidia's Autonomous Driving System and Uber's passenger transport network, starting in Los Angeles and San Francisco in the first half of 2027, and expanding to offer driverless services in 28 cities around the world by 2028.
如果你认同这个逻辑，那么该买的股票就是 Uber。无论谁在自动驾驶竞赛中胜出，出租车仍然需要乘客，而 Uber 已经与30多家自动驾驶合作伙伴展开合作。Uber 去年的收入增长了18%。
其营业利润率逐年上升，已超过12%，而且无论哪家汽车制造商最终胜出，只要行程是通过 Uber 预订的，Uber 就能从自动驾驶出租车行程中赚钱。
If you agree with this logic, then the stock to buy is Uber stock. Regardless of who wins the self-driving race , taxis still need passengers, and Uber already works with more than 30 self-driving partners.
Uber's revenue grew by 18% last year. Its operating profit margins have risen every year to over 12%, and it makes money from self-driving taxi rides, regardless of which car manufacturer comes out on top, as long as the rides themselves are booked through Uber.
Uber 股票的估值不到特斯拉市盈率的10%，为17倍远期市盈率，而且它一天处理的行程比 Waymo 一整年处理的还多，尤其是把外卖配送也算进去的话。
Uber's stock is trading at less than 10% of Tesla's multiple, at 17 times forward earnings, and it handles more trips in a single day than Waymo does in a whole year, especially if you add food deliveries.
但关键在于，Uber 作为全球最大的出租车公司，却不拥有任何车辆。
But here's the thing. Uber, the world's largest taxi company , does not own any vehicles.
对于未来的市场，我更希望 Uber 成为自动驾驶出租车所依赖的网络，而 Nvidia 成为机器人用于实时模拟、训练和推理的平台。
For future markets, I would prefer to have Uber as the network that self-driving taxis rely on , and Nvidia as the platform that robots will use for simulation, training, and inference in real time.
Nokia、Uber 和 Nvidia 的股价都低于标普500指数19倍的远期市盈率。
Shares of Nokia, Uber, and Nvidia are all trading below the S&P 500's forward price-to-earnings ratio of 19.