Uber And Lyft Shares Are Falling Wednesday: What's Going On?
Uber And Lyft Shares Are Falling Wednesday: What's Going On?
Uber Technologies Inc. (NYSE:UBER) and Lyft Inc. (NASDAQ:LYFT) shares are trading lower Wednesday following General Motors' announcement that it is winding down its Cruise Robotaxi division. Here's what you need to know.
優步科技公司（紐交所：UBER）和 Lyft Inc.（納斯達克：LYFT）股票週三交易下跌，原因是通用汽車宣佈將結束其 Cruise 機器人出租車部門。以下是您需要了解的內容。
What To Know: Analysts at Bernstein expressed concerns over the implications for rideshare companies like Uber and Lyft, suggesting the news negatively impacts the broader autonomous vehicle (AV) market.
需要了解的內容：Bernstein的分析師對優步和Lyft等共享出行公司的影響表示擔憂，認爲這一消息對更廣泛的自動駕駛汽車（AV）市場產生了負面影響。
Daniel Roeska stated that GM's decision to integrate Cruise's technology into its personal vehicle systems, such as Super Cruise, casts uncertainty over Uber's previously announced AV partnership with Cruise. He noted that the move shifts the financial burden of AV development onto Uber if the company wishes to continue pursuing similar technology, which he described as "an unrealistic and undesirable scenario" for Uber at this stage.
Daniel Roeska 指出，通用汽車決定將Cruise的技術集成到其個人車輛系統中，例如Super Cruise，這讓優步與Cruise之前宣佈的自動駕駛合作關係蒙上了不確定性。他提到，如果優步希望繼續追求類似技術，這一舉動將把自動駕駛技術開發的財務負擔轉移到優步身上。他形容這對優步在這個階段來說是一個 "不現實且不理想的情景"。
Nikhil Devnani added that GM's exit from the robotaxi business raises doubts about the scalability and economic viability of AV technology. He said that GM's decision highlights the challenges of operating and maintaining robotaxi fleets, as well as the significant capital required to scale such networks.
Nikhil Devnani 補充說，通用汽車退出機器人出租車業務讓人對自動駕駛技術的可擴展性和經濟可行性產生懷疑。他表示，通用汽車的決定突顯了運營和維護機器人出租車車隊的挑戰，以及擴大此類網絡所需的巨大資本。
Both analysts emphasized that the winding down of Cruise disrupts the AV partnership ecosystem, consolidating the market further. Companies like Waymo and Tesla, which continue to scale despite high costs, now face less competition. Devnani said the news creates uncertainty for Uber's AV ambitions, which is likely contributing to the stock's sharp decline.
兩位分析師強調，Cruise的結束擾亂了自動駕駛合作生態系統，進一步整合市場。儘管成本高昂，Waymo和特斯拉等公司仍在持續擴展，現在面臨的競爭減少。Devnani表示，這一消息讓優步的自動駕駛雄心陷入不確定，這很可能導致股票的急劇下跌。
The sell-off reflects investor concerns about Uber's potential exposure to the risks and costs of autonomous technology development in the wake of GM's decision. Lyft Inc. shares are also under pressure for similar reasons.
這次拋售反映了投資者對優步在通用汽車決定後可能面臨的自動駕駛技術開發風險和成本的擔憂。由於類似原因，Lyft Inc. 的股票也受到壓力。
Price Action: Uber shares were down 4.43% at $62.09 and Lyft shares were down 3.97% at $15.55 at the time of writing, according to Benzinga Pro.
價格走勢：根據Benzinga Pro的數據，寫作時優步的股票下跌了4.43%，報62.09美元，Lyft的股票下跌了3.97%，報15.55美元。
Image Via Shutterstock.
圖片來源於Shutterstock。
譯文內容由第三人軟體翻譯。
