$UBER · The Compound · 2026-11-03
Uber 在最近七次财报中有六次下跌，即便业绩不错也只带来短暂上涨，随后抛售便再度出现；说话者称其 robotaxi 合作并未产出可见的车辆，而 Waymo 在推进，Dara 的沟通没有奏效，股价持续下跌。如果 Uber 明天开盘低于60，他仍会买入。
逐段跳播
好，如果 Uber 明天跌了，如果 Uber 开盘低于 60，我会分享。我会买入。Uber 在过去七份财报中报告了以下情况：它有六次下跌。这是市场上表现最差的股票之一。第一，长期投资这只股票。
它的业绩几乎不重要。即使股票有很好的财报，它上涨了。好报告。对。不，我是说反应是好的。哦，他们说。它可能在接下来 5 天内上涨 7%。他卖掉他赚到的一切。因为归根结底，从他们的角度来看，存在局限性。
是的，这很难。他们与自动驾驶出租车公司有很多关于合作的新闻稿，但人们在街上看到它们并没有实现。而 Waymo 正在全速前进，Uber 几乎不重要他们说什么。即使你看到一天的好上涨，我很确定我从这个阶段。
我认为这是确定的，对你有什么好处？是卖出的日子吗？还是两天？因为第二天或后天，不发布收益报告，所以你将再次回到那个没有新闻的虚空，人们会说，“Uber 完了。”
Okay, if Uber goes down tomorrow, if If Uber opens below 60, I will share. I will buy. Uber has reported the following in their last seven earnings reports: It has fallen six times.
This is one of the worst rides on the market. One, long-term investment in this stock For. It is almost unimportant what their results are. Even when the stock has great reports, And it rises up.
Good report. Right. No, I'm saying the reaction is good. Oh, they said. It might increase by 7 percent. In the next 5 days they He sells everything he earns. . Because at the end of the day, from their perspective There are limitations.
Yes, it's difficult. They are with the automated taxi company Lots of press releases about the partnership but people see them on street Not getting it. And Waymo is going full steam ahead, and Uber It almost doesn't matter what they say.
Even if you see a good one-day rise, which I'm pretty sure I'm from this stage. I think it's certain, what's the benefit to you? Is it a day to sell? Or two? Day? Because the next day or the day after that, Don't publish income reports, so you You will return to that newsless void again, Where people will say, "Uber is over."
我认为 Dara 的沟通策略需要改变。就像，“哦，我们在收益中。我报告了，然后我告诉 Andrew 我和 Ross Sorkin 坐在一起，我很酷。”然后就解决了。但这行不通，朋友。
你 Joe 去上 Rogan 的节目谈谈机器人。我不得不说，混蛋。让我们开始吧。让你像 Elon 一样自动化，我们需要谈谈出租车。有人和你与 Andrew Ross Sorkin 交谈，别担心。你每个季度都在这样做。股价总是下跌。
I think Dara's communication strategy needs to change. It's like, "Oh, we're in the income. I reported, and then I told Andrew I sat down with Ross Sorkin, and I'm so cool. "And it's fixed."
But it's not working, friend. You Joe Go on Rogan's show and talk about robots. I have to say, bastard. Let's get started. Make you automated like Elon We need to talk about taxis.
Someone Talking to you with Andrew Ross Sorkin Don't worry about it. You are every You're doing this in the quarter. The share price is always Decreases.
这个频道对 $UBER 的历次判断
The Compound 在这只股票上共 3 条判断，这里只列相邻的几条。