华尔街投行Wedbush发布报告指出，优步及其投资者尚未充分认识到公司正面临来自Waymo和特斯拉的严峻挑战。分析师在报告中明确表示："我们不认同优步关于自动驾驶行业将呈现碎片化发展的判断。"他们强调，实体人工智能技术对规模化运营和海量数据收集具有极高要求，"最终仅有少数企业能成功部署确保消费者安全出行的核心技术"。
报告进一步预测，在美国市场，Waymo和特斯拉最有可能成为行业领军者。值得注意的是，优步25%的利润来源于其前二十大核心城市，而Waymo与特斯拉预计将在年底前进军这些关键市场。分析师警告称，这种市场重叠可能对优步的盈利基础构成直接冲击。
（本文根据市场公开信息整理，不构成投资建议）
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