$UBER · Joseph Carlson After Hours · 2026-11-02
Uber 当前价值确实不错：公允价值 90 美元对股价 66 美元，意味着约 33% 的上行空间。但他对本周财报持谨慎态度——利润可能推高股价，也可能引发焦虑和下跌——因此他会等财报发布后再做全面评估，并根据进展调整其价值判断。
逐段跳播
这就是为我在Dor Dash和Uber上的投资提供资金的东西。
This is what funded my investments in Dor Dash and Uber.
Uber是投资组合中另一个新的核心持仓，价值24,000美元，亏损1,800美元。占比不到2%。所以，这是我在寻找机会扩大的仓位之一，我考虑过加仓Uber，但他们本周也即将公布财报。
Uber is another new financial center in the portfolio, with a value of $24,000 and a loss of $1,800. It is less than 2 %. So, this is one of the positions I'm looking for opportunities to expand, and I've thought about adding more to Uber, but they're about to announce their earnings this week as well.
Uber的利润可能非常好，股价可能上涨，也可能加剧投资者的焦虑，导致股价下跌。所以，如果我现在想投资Uber，我想我可能会在财报前投入一半金额，另一半在财报后投入，但最稳妥的做法是等到财报发布后，这大概也是我会做的。
Uber's profits could be very good and the stock could rise, or they could cause increased investor anxiety, leading to a price decrease. So, if I wanted to invest money in Uber now, I think I might invest half the amount before the earnings and the other half after, but the safest step is to wait until the earnings are released, and that's what I'll probably do .
所以，这是另一个我会说要保持一定程度谨慎的案例。我对Uber的公允价值估计是90美元。该股目前交易在66美元，这意味着基于该公允价值，我们在这家公司上大约有33%的上涨机会。
So, this is another case I would say with a degree of caution. My fair value for Uber is $90 . The stock is currently trading at 66, which means we have approximately a 33% upside opportunity in the company based on that fair value.
现在，再次强调，我想等到财报发布后再给出全面评估。财报发布后，我将根据看到的进展调整对公司价值的看法。但基于我今天所看到的，我认为Uber在当今市场上提供了真正有价值的股票。
Now, once again, I want to wait until the earnings report to provide a full assessment. When the earnings report is released, I will adjust my opinion about the company's value based on the progress I see.
But, based on what I see today, I think Uber offers really good value stock in today's market.
观察点
这个频道对 $UBER 的历次判断
Joseph Carlson After Hours 在这只股票上共 6 条判断，这里只列相邻的几条。