异动解读 | 优步盘中大涨5.52%,财报利空消化及自动驾驶布局提振信心

异动解读
Aug 07

优步(UBER)今日盘中股价大涨5.52%,引发市场广泛关注。

此前,公司因第二季度营收略逊预期及第三季度指引偏弱,股价连续两个交易日累计下跌逾5%,市场逐步消化利空,股价出现超跌修复。尽管营收未达预期,但公司第二季度总预订额达580.2亿美元,超出市场预期的571.7亿美元,调整后EBITDA为28.2亿美元,同样好于预期。首席执行官科斯罗萨西将营收不及预期归因于英国会计核算方式变更,并强调消费者支出和劳动力市场依然健康,未见消费降级迹象。

此外,优步宣布未来数年将斥资逾100亿美元推动自动驾驶商业化,计划在年底前将自动驾驶服务覆盖城市从7个扩大至15个。这一战略布局进一步提振了市场对公司的长期信心。

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