合作概述 - 芯片制造商英伟达与出行巨头优步合作推进自动驾驶技术 该消息使优步股价在周四下午上涨3.5% [1] - 合作核心是英伟达的Cosmos World基础人工智能模型 该模型将利用优步海量的真实世界驾驶数据进行训练 [2] - 合作基于英伟达的DGX Cloud基础设施 旨在实现仿真更高精度、加速训练后迭代、确保在挑战性条件下模型行为更可靠三大关键目标 [2] 技术细节与优势 - 优步提供的真实驾驶数据包括机场接送、复杂交叉路口和多变天气条件 用于增强模型模拟和推理不可预测情况的能力 [2] - 利用这些数据可缩短测试周期 并提升在罕见或极端驾驶场景下的性能 [2] - 基础模型能够利用互联网规模的知识而非有限的驾驶数据集 使车辆能从海量训练数据中归纳学习 [3] - 端到端架构允许单一网络将传感器输入直接处理为驾驶决策 从而提升性能并降低工程复杂度 [3] 战略背景与行业影响 - 此次合作建立在英伟达10月20日公司博客文章所描述的更广泛的AI赋能驾驶路线图之上 [3] - 仿真技术是英伟达方法的重要支柱 其Cosmos Predict和Transfer系统可按需生成新的天气、照明和交通条件 [4] - 这些能力由英伟达的DRIVE和DGX计算平台支持 实现从云到车的AI驾驶模型训练、测试和部署 [4] - 合作延伸了人工智能与出行领域日益增长的融合趋势 可能加速可扩展的L4级自动驾驶的实现路径 [6]

合作公告 - 英伟达Drive宣布与Uber合作，使用Uber收集的多样化驾驶场景数据对英伟达Cosmos World基础模型进行后训练[1][3][4] - 合作旨在利用大规模真实驾驶数据训练的基础模型加速自动驾驶技术进步[3] - 消息公布后，Uber股价周四午后攀升至盘中高点，一度涨幅达3.5%[1][6][7] 合作技术目标 - 合作依托英伟达DGX Cloud基础设施，旨在实现更高精度的仿真模拟，显著减少异常情况[5][9] - 目标包括缩短模型训练后的迭代周期，支持可扩展的机器学习运维（MLOps）[9] - 目标还包含使模型在罕见或极端场景下表现更加稳定可靠[9] Uber数据优势 - Uber的出行和配送服务每月在全球范围内运送超过10亿人次和物品[8] - Uber车辆的运营时间更多集中在复杂情况，如恶劣天气、机场接送和拥挤活动等对个人用户而言较为罕见的场景[8] - 与私人车辆相比，Uber车辆每天闲置或停放的时间更少，而用于收集高价值极端案例场景的时间更多[10][12] 数据应用场景 - 以机场接送为例，Uber全天候运营覆盖了各种天气和光照条件，这些场景在其他情况下很难充分采样[13] - 密集的交通、不可预测的行人移动、频繁的变道和突然停车，使机场接送区成为独特的挑战性环境[14] - Uber还可以通过乘客评分、反馈以及车载遥测数据捕捉频繁刹车和加速等指标，进一步提升数据价值[14]

市场表现 - 美国市场在周四出现反弹 [1] - 科技股领涨市场反弹 [1] 市场驱动因素 - 投资者对强劲的企业盈利报告反应积极 [1] - 地缘政治担忧缓解提振市场情绪 [1] - 即将举行的会议消息缓解了地缘政治担忧 [1]

公司合作 - 英伟达正与优步合作开发无人驾驶汽车 [1] - 优步股价涨幅迅速扩大至3.1% [1]

Accessibility StatementSkip Navigation Continue Reading Starting today, athletes, sneaker enthusiasts, and fans alike can browse and purchase everything from the latest sneaker releases, running shoes and lifestyle sneakers to workout apparel and streetwear directly through the Uber Eats app. As always, Uber One members enjoy added perks, including $0 Delivery Fees on eligible orders†. A Win for Sneakerheads Everywhere For more than 80 years, Hibbett has been a trusted destination for families, athletes a ...

投资评级与目标价 - TD Cowen维持对Uber Technologies Inc (UBER)的“买入”评级 目标股价为108美元 [2] 业务表现与增长预期 - 公司总预订额预计在第三季度同比增长19.4% 得益于出行和配送业务的持续增长势头 [3] - 公司EBITDA预计将增长32.6% 主要驱动因素是收入扩张和快速增长的广告业务 [4] - 公司通过成本效率、可控的保险费用以及自动驾驶汽车合作伙伴关系 为持续增长和利润率改善奠定基础 [5] 增长驱动因素与战略举措 - 公司的上行潜力由地域扩张和产品创新驱动 例如企业版Uber、班车服务以及Uber One会员计划的扩展 [4] - 公司作为全球平台 提供网约车、配送、货运服务以及为企业提供人工智能驱动的数据解决方案 [5] 市场地位与认可 - Uber Technologies Inc (UBER)被列为目前最值得投资的13支财富500强股票之一 [1]

Avride Secures Strategic Investment of up to $375M Back to Home Tweet AUSTIN, TX, Avride, a leading developer of autonomous driving technologies, has secured strategic investments and commercial commitments from Uber Technologies, Inc. and Nebius Group. The transaction totals up to $375M. Avride, a leading developer of autonomous driving technologies, has secured strategic investments and commercial commitments from Uber Technologies, Inc. and Nebius Group. The transaction totals up to $375M from Uber ...

Key Takeaways Uber's total gross bookings rose 17% year over year to $46.76B in the second quarter of 2025.Both mobility and delivery segments posted double-digit gross bookings growth in Q2.Uber projects Q3 2025 gross bookings of $48.25-$49.75B, up 17-21% on a constant-currency basis.Uber Technologies (UBER) , the San Francisco-based ride-hailing leader, is gaining from strong growth in gross bookings. Both its mobility and delivery segments are recording healthy double-digit increases in gross bookings, u ...

About this content About Sean Mason Sean Mason is a Senior Journalist at Proactive, having researched and written about Canadian and US equities for 20 years. Sean graduated from the University of Toronto with a BA in history and economics and has also passed the Canadian Securities Course. He previously worked at Investors Digest of Canada, Stockhouse, and SmallCapPower.com. Read more About the publisher Proactive financial news and online broadcast teams provide fast, accessible, informative and action ...

Uber said Wednesday it is launching a $4,000 incentive for drivers to switch to electric vehicles as the ride-hailing giant strives for a fully-electric fleet.Eligible drivers can use the rebate payments to buy new or used EVs in states including New York, California, Colorado and Massachusetts.The policy comes after the Trump administration phased out Biden-era tax credits worth $7,500 for new EV purchases last month.Uber said Wednesday it is launching a $4,000 incentive for drivers to switch to electric v ...