$UBER · The Acquirers Podcast · 2026-11-05
Uber 在约 16 倍市盈率下是一个好机会，其盈利每年增长约 25%，并预计未来两年将持续；Uber Eats、Uber One、Uber Black 和 Wait and Save 支撑这一机会。Tesla 不应被低估，其实力正是 Uber 股价下跌的原因。
逐段跳播
他们也写过 Uber，我觉得很有意思。所以，你有一只股票，市盈率大约16倍，而他们的盈利能力每年增长约25%，并且预计未来两年还会持续。
they've also written about Uber, which I found interesting. So, you have a stock that's trading at about 16 times its earnings, and they're growing their profitability by about 25% annually, and this is expected to continue for the next two years.
即使你是 Tesla 的粉丝，你可能已经拥有一辆 Tesla，所以坐进去其实并不那么令人兴奋，但最终还是要看成本。要看便利性，而我认为 Uber 是有机会的，包括他们做的 Uber Eats、Uber One 以及 Uber Black 等不同类型的车型。
Even if you are a Tesla fan, you may already own a Tesla, so riding in one isn't really exciting, but ultimately it will depend on the cost. It will depend on convenience, and I think the opportunity is there for Uber and some of the things they do like "Uber Eats" and "Uber One" and different types of cars like "Uber Black".
他们现在有一个“Wait and Save”功能，如果你不介意等车在25分钟内到达，就可以选择花尽可能少的钱。他们有这些不同的档位。所以，我认为他很好地从估值角度解释了 Uber 所具备的机会。
They now have a "Wait and Save " feature where you can choose to spend as little money as possible if you don't mind waiting for the car to arrive within 25 minutes. They have these different levels.
So, I think he did a really good job of explaining the opportunity available at Uber from an evaluation perspective.
我记得它实现正现金流的时候，我想我看过几次它的财务报表。我觉得它看起来是一家令人印象深刻的公司，而且似乎不需要为它支付过高的估值。那是非常合理的估值，所以我认为这也是一个好机会。
I remember when it achieved positive cash flow , and I think I looked at its financial statements a few times. I think it looks like an impressive company, and it doesn't seem like you need to pay an exorbitant valuation for it.
That's a very reasonable valuation , so I think it's a good opportunity too.
但没错，我不会低估 Tesla，它会很强，这就是 Uber 股价下跌的原因。
But yes, I don't underestimate Tesla, it will be strong, and that's why Uber's stock is down.
这个频道对 $UBER 的历次判断
The Acquirers Podcast 在这只股票上共 2 条判断，这里只列相邻的几条。