异动解读 | 优步盘中大涨5.01%,自动驾驶联盟扩张与行业监管利好提振股价

异动解读
Jun 27

优步(UBER)今日盘中股价大幅上涨5.01%,引起了市场的广泛关注。

消息面上,多重利好共同推动股价走强。首先,优步近期与Stellantis及AI驾驶公司Wayve宣布组建L4级无人驾驶战略联盟,计划在全球多座城市部署自动驾驶出行服务,持续加码Robotaxi商业化布局。同时,优步对自动驾驶初创企业Nuro的总投资承诺已近5亿美元。此外,优步支持的共享出行平台Lime已启动美股IPO路演,优步被列为基石投资者。美国众议院前议长佩洛西近期披露买入优步看涨期权持仓,也进一步提振了市场情绪。

行业层面也传来积极信号。据多家媒体报道,美国最高公路交通监管机构正准备修订车辆安全规定,拟放宽对完全无人驾驶车辆的刹车踏板要求。此举预计将大幅扫清监管障碍,加速专用无人驾驶出租车的规模化量产与商业化落地,为包括优步在内的智驾概念公司带来利好。

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