1408 ET - Wedbush分析师表示,Lyft最有可能受到自动驾驶汽车的干扰,因此将该股评级从中性下调至表现不佳。分析师指出,该公司在美国网约车市场的暴露程度较高,且产品组合缺乏多样性。他们认为,自动驾驶汽车运营商将更倾向于选择更直接的分销模式,这将使Lyft在自动驾驶领域难以找到专门的发展方向。分析师表示:“我们相信市场低估了自动驾驶汽车可能对Lyft的折现现金流(DCF)价值产生的负面终端价值影响。”目前,Lyft股价下跌2.5%,年初至今上涨50%。(katherine.hamilton@wsj.com)
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