大行评级丨花旗:下调优步目标价至110美元,重申“买入”评级

中金财经
Feb 09

  花旗发表研报指,对优步计划在年底前于15个城市推出自动驾驶服务感到鼓舞,此举能突显其混合网络优势,因为每个城市都在逐步推进。在此之前,该行相信优步正在实现可持续增长,因其在MAPC中建立用户终身价值并扩展至密度较低的市场,目前约占全球出行订单的20%,且增长速度比高密度市场快约1.5倍,并预计美国的出行次数和总预订额增长将在2026年持续加速。鉴于强劲的基本面和日益清晰的自动驾驶路线图,花旗重申对优步的“买入”评级,目标价由120美元下调至110美元。   

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