Joseph Carlson After Hours 对 $UBER 的判断变化

频道资料 →本频道有 2 位标注的说话人：Michael Burry、Wall Street Journal article共 3 条

2026-09-28看涨

《Google Has Fallen Behind》

我认为Uber目前被严重低估。它的股价是68美元。不过，并不能保证它很快就会上涨。我们见过一些公司长期处于被低估的状态。它的市盈率是17倍。虽然所有经济面看起来都很好，但最大的担忧是无人驾驶出租车。

Cyber Cab、Waymo、Zoox，所有这些与Uber竞争的公司。这是它们面临的第一次真正的竞争。

I think Uber is way undervalued at this point. It's trading at $68. Now, there's no guarantee that this one goes up soon. We've seen companies trade at undervaluations for long periods of time.

This one's trading at a 17 Ford PE ratio. While all the economics look really good, the big concern is robo taxis. the Cyber Cab, the Whimo, the Zuks, all these companies competing with Uber.

It's the first real competition that they faced.

看原视频21:13

2026-09-08看涨

《Michael Burry Keeps Buying This Stock》

尽管面临自动驾驶出租车的竞争，Uber凭借其混合模式能更好地应对波动需求，仍具价值。

在Cybertruck发布时，许多投资者得出结论认为Uber已经完了，我也会就此发表一些看法。甚至Ross Gerber也说Uber完蛋了。

So, I'll be giving some thoughts on this as many investors have concluded at the launch of the Cybertruck that Uber is dead. Even Ross Gerber said that Uber is toast.

许多人，包括Ross Gerber，认为最终这将导致Uber被淘汰。我认为人类必须在服务水平上与机器人出租车区分开来，然后他们才能竞争，但总体而言，我认为Uber已经完了。

And many people, including Ross Gerber, believes eventually this will lead to Uber getting cooked. I think humans have to differentiate the service level from the robo-taxis, and then they'll be able to compete, but on a whole, I think Uber's cooked.

看原视频00:46

2026-08-24看涨

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