现在来看第三只股票,那就是 Uber。我认为 Uber 的故事多年来已经发生了巨大变化。回顾五年前,投资者在问:Uber 能盈利吗?如今,这已不再是问题。现在他们问的是:这个平台能变得多大?以及他们如何与自动驾驶竞争?
Now for stock number three, which is going to be Uber. And I think Uber story has changed dramatically over the years. Look back 5 years. Investors were asking, will Uber ever make money? Well, today that's no longer a question. Now they're asking, "How large can this platform become? And how do they compete with autonomous driving?"
Uber 已经建立了一个庞大的全球网络,涵盖出行、配送、广告、货运、会员服务,并且正在进入自动驾驶领域。该公司在该领域占据主导地位,出行次数持续攀升,仅在过去 12 个月就完成了超过 147 亿次出行,而 2025 年全年为 135 亿次。
Well, Uber has built an enormous global network. mobility, delivery, advertising, freight, membership, and they're getting into autonomous vehicles. The company dominates in the space and the number of trips continues to climb as they have done over 14.7 billion trips in the past 12 months alone. And that's up from 13.5 billion throughout 2025.