Uber has agreed to acquire the delivery business of Turkey’s Getir, once one of the biggest success stories of the country’s startup ecosystem, the company announced on MondayThe deal will see Uber paying $335 million at the outset to purchase Getir’s food delivery business. The ride-hailing giant will also pay $100 million for a 15% stake in Getir’s grocery, retail and water delivery business, and said it would complete the acquisition of the division over the next few years. Uber is buying the business f ...

值得关注的是，此次战略合作的升级，也让双方此前达成的"未来五年新增 15 座国际城市部署 Robotaxi 服务"计划进入加速阶段。 在落地模式上，文远知行延续了轻资产运营思路，由Uber 或当地第三方合作伙伴负责车队的实际运 营，文远知行则聚焦核心优势，提供自动驾驶技术支持与车队规模化落地的能力。 从当前的运营数据来看，文远知行在中东的 Robotaxi 业务已展现出良好的商业化潜力。在阿布扎比， 其纯无人Robotaxi 服务的单车日均能够完成数十次出行订单，且这一业务在 2025 年已实现经营盈利。 随着车队规模逐步扩展至 1200 辆，文远知行的市场优势将进一步得到巩固。 此次合作是基于双方已有的成熟运营基础展开的规模化扩张。目前，文远知行与 Uber已在阿布扎比落 地Robotaxi 纯无人商业化运营，迪拜和利雅得也已开放 Robotaxi公开运营服务，现阶段文远知行在中东 地区部署的Robotaxi数量已超 200 辆。 近日，自动驾驶科技企业文远知行WeRide与国际出行巨头优步Uber共同宣布升级战略合作：2027年内 在中东阿布扎比、迪拜和利雅得三大核心市场部署至少1200辆Robotaxi ...

近日，自动驾驶科技企业文远知行WeRide与国际出行巨头优步Uber共同宣布升级战略合作：2027年内 在中东阿布扎比、迪拜和利雅得三大核心市场部署至少1200辆Robotaxi，且所有车辆将全部接入Uber App面向公众提供出行服务，这也标志着中东地区Robotaxi市场正式迈入"千辆时代"。 此次合作是基于双方已有的成熟运营基础展开的规模化扩张。目前，文远知行与 Uber已在阿布扎比落 地Robotaxi 纯无人商业化运营，迪拜和利雅得也已开放 Robotaxi公开运营服务，现阶段文远知行在中东 地区部署的Robotaxi数量已超 200 辆。 Uber方面则作出承诺，在获得关键监管批准、完成各城市核心区纯无人 Robotaxi商业化部署等运营里程 碑后，将进一步加码投入，增加Robotaxi 投放数量。 这一超千辆的部署计划，也是中东及北非地区（MENA）迄今为止规模最大的 Robotaxi商业化部署动 作。文远知行创始人兼CEO韩旭对此表示，现有车队的运营成果、中东地区积极开放的监管环境，以及 与Uber的深度合作，成为此次规模扩张的关键支撑，双方的拓展合作也将推动文远知行加速扩张，稳步 向未来五年 ...

Group 1: OpenAI and AI Sector - OpenAI is nearing a monumental $100 billion funding round, which would value the company at approximately $830 billion, driven by a resurgence in growth with ChatGPT exceeding 10% monthly growth [3][7] - Nvidia is reportedly close to investing about $20 billion in OpenAI as part of this funding initiative, highlighting strong investor confidence in the AI sector [3] Group 2: Alphabet's Financial Moves - Alphabet (GOOGL) plans to raise approximately $15 billion through a new US bond sale, aimed at general corporate purposes including debt repayment and investments in AI [4][7] Group 3: Uber's Strategic Acquisition - Uber Technologies Inc. (UBER) is acquiring Getir's food delivery business for $335 million and will invest an additional $100 million for a 15% stake in Getir's broader operations in Türkiye [5][7] Group 4: Offshore Drilling Consolidation - Transocean (RIG) announced its intention to acquire Valaris (VAL) in an all-stock transaction valued at approximately $5.8 billion, creating a combined entity with a pro forma enterprise value of around $17 billion [6][7] Group 5: Ferrari's Electric Vehicle Launch - Ferrari (RACE) has introduced "Ferrari Luce," its new full-electric sports car, with plans for its debut in October 2026, marking a significant entry into the electric vehicle market [8][7] Group 6: MicroStrategy's Bitcoin Strategy - MicroStrategy (MSTR) purchased an additional 1,142 Bitcoin for approximately $90 million, reinforcing its position as a leading corporate holder of Bitcoin [9] Group 7: Currency and Economic Insights - The IMF Chief has downplayed concerns regarding the dollar's short-term fluctuations, noting a 1.2% decline in January 2026, while contextualizing it within a broader historical perspective [10]

ISTANBUL--(BUSINESS WIRE)--Uber Technologies, Inc. (NYSE: UBER) and Mubadala Investment Company today announced an agreement for Uber to acquire Getir's delivery portfolio in Türkiye, including food, grocery, retail, and water delivery, subject to regulatory approval and other closing conditions. This deal represents another milestone in Uber's continued investment in Türkiye, bringing together Getir and Trendyol Go delivery into the Uber family and further reinforcing Uber's commitment to Türk. ...

Lyft on Monday officially launched teen accounts nationwide in a bid to match competitor Uber.CEO David Risher addressed Lyft's delayed teen accounts rollout, saying the company "wanted to get it right" and is distinguishing itself with parent and driver communication tools. "We've been really thoughtful as we've talked to parents and teens to come up with a product that meets what they both want," he said. The new program will match passengers between 13 and 17 with drivers, and includes safety features su ...

Core Insights - Adyen and Uber have renewed and expanded their global partnership, which began in 2012, to enhance Uber's payment processing capabilities across over 70 countries [1][2]. Group 1: Partnership Expansion - The expanded partnership allows Uber to utilize Adyen's global payments platform to improve performance and offer more alternative payment methods, supporting Uber's international growth [2]. - New territories where Uber is leveraging Adyen's services include the United Arab Emirates, Hong Kong, and the Caribbean, along with local acquiring expansions in Japan, Mexico, New Zealand, and Australia [2]. - The partnership will also focus on integrating high-growth local payment methods such as Pix in Brazil, AfterPay in Australia, and WeChat Pay globally [2][3]. Group 2: Payment Innovation - Adyen and Uber will collaborate on payment innovations, including new payment method integrations and support for new business lines like Uber kiosks in airports and hotels [2][3]. - The kiosks, powered by Adyen terminals, provide a phone-free way for international visitors to book rides, enhancing the user experience for travelers without local data plans [4][5]. Group 3: Company Statements - Trevor Nies from Adyen emphasized the shared commitment to achieving global scale and enhancing Uber's payments experience through new methods and business lines [3]. - Karl Hébert from Uber highlighted the importance of a reliable payment platform for Uber's global growth and the excitement about leveraging Adyen's technology for ongoing innovation [3].

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。 ...

文远知行-W（00800）盘初涨超6%，截至发稿，股价上涨5.42%，现报20.42港元，成交额309.80万港 元。 据文远知行官微消息，2月6日，公司与Uber宣布升级战略合作：双方计划于2027年内在中东地区部署至 少1，200辆Robotaxi，覆盖阿布扎比、迪拜和利雅得三大市场。 根据计划，这1，200辆Robotaxi将全部接入Uber App面向公众提供出行服务。目前，文远知行和Uber已 在阿布扎比开展Robotaxi纯无人商业化运营，并在迪拜和利雅得开放Robotaxi公开运营服务，基于现有 运营基础，双方将持续扩大Robotaxi车队规模。Uber承诺，在获得关键监管批准，以及实现各城市核心 区纯无人Robotaxi商业化部署等运营里程碑后，将进一步投入更多Robotaxi。 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 客户端 文远知行-W（00800）盘初涨超6%，截至发稿，股价上涨5.42%，现报20.42港元，成交额309.80万港 元。 据文远知行官微消息，2月6日，公司与Uber宣布升级战略合作：双方计划于2027年内在中东地区部署至 少1 ...

股票研究 /[Table_Date] 2026.02.08 增长稳健，平台协同与自动驾驶并进 优步(UBER ——优步 FY25Q4 业绩点评 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 秦和平(分析师) | 0755-23976666 | qinheping@gtht.com | S0880523110003 | | 龚浩(研究助理) | 021-23183306 | gonghao2@gtht.com | S0880125090016 | 本报告导读： 规模扩张与盈利能力同步提升；会员体系驱动粘性，跨业务协同进入兑现阶段；自 动驾驶战略持续推进，平台型网络逐步成型。 投资要点： | 财务摘要(百万美元) | 2024 | 2025 | 2026E | 2027E | 2028E | | --- | --- | --- | --- | --- | --- | | 营业收入 | 43,978 | 52,017 | 60,835 | 69,498 | 78,148 | | (+/-)% | 18.1% | 18.9% | ...