异动解读 | Waymo扩张导致竞争加剧,优步盘中大跌8.45%

异动解读
Dec 06, 2024

优步(UBER)股价今日盘中遭遇重创,大跌8.45%,引发市场广泛关注。分析人士认为,这与Alphabet旗下的自动驾驶服务公司Waymo宣布将进军迈阿密市场有关。

据报道,Waymo计划在2026年前通过其Waymo One应用程序,在迈阿密推出无人驾驶打车服务。这一举措意味着Waymo将直接与优步和Lyft展开竞争。投资人担心,Waymo的进入可能会抢占优步和Lyft的市场份额,从而对二者的业务模式产生冲击。

市场人士指出,近期Waymo已在旧金山地区投放约300辆无人驾驶汽车,导致优步和Lyft司机流量下降。Waymo在迈阿密地区的扩张,进一步加剧了其与优步和Lyft之间的竞争。分析师认为,无人驾驶技术将成为传统网约车平台的"眼中钉",这可能是导致优步股价暴跌的主因。

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