Alphabet Inc.’s Waymo will start offering commercial robotaxi service in the three biggest cities in Texas, pushing ahead with its aggressive expansion plan after a recent setback in New York.The rollout of rides with no safety driver will begin Tuesday in Houston, Dallas and San Antonio, Waymo said in a statement. Operations will be initially be limited to zones of between 25 and 60 square miles (65 to 155 square kilometers), depending on the city. The debut advances Waymo’s goal of starting service this y ...

Core Viewpoint - Uber Technologies (UBER) is experiencing significant volatility as the mobility sector undergoes a structural shift, leading to uncertainty among investors regarding the impact of autonomous vehicle (AV) technology on the company's future [1] Group 1: Company Analysis - Uber is perceived as a "battleground" stock, indicating intense competition and differing opinions on its future prospects [1] - The advancement of AV technology is seen as both a potential threat and an opportunity for Uber, creating a complex investment landscape [1] Group 2: Investment Philosophy - The investment approach focuses on a long-term horizon of 5-10 years, emphasizing investment in companies with strong competitive advantages and durable business models [1] - There is a strategy to initiate smaller positions in emerging companies that are positioned to lead their industries, reflecting a proactive investment stance [1]

⑦【联邦快递起诉美国政府，要求全额退款关税费用】当地时间2月23日，据媒体报道，联邦快递正在 起诉美国政府，要求全额退还该公司已缴纳的所有关税。联邦快递的律师在周一提交给纽约国际贸易法 院的诉状中表示："原告要求被告全额退还原告已向美国缴纳的所有IEEPA关税"。 ⑧【苹果公司宣布计划今年在美国生产部分新款Mac电脑】当地时间2月23日，苹果公司首席运营官萨 比赫·汗在接受媒体采访时表示，苹果今年部分Mac Mini将在美国本土生产。新的制造工作将于今年晚 些时候在休斯顿北部的富士康工厂启动。截至发稿，苹果上涨0.23%。 ②【亚马逊将投资120亿美元在路易斯安那州建设数据中心】当地时间2月23日，亚马逊宣布，将投资 120亿美元在路易斯安那州西北部建设最先进的数据中心园区，以支持云计算技术的发展。该项目是一 项横跨多地点的协调投资，旨在促进区域经济发展。这项投资计划预计将在亚马逊数据中心创造540个 全职工作岗位，并为当地社区带来1710个全职等效岗位。 ④【Anthropic今晚举行Claude产品发布会】北京时间今晚十点半，人工智能初创公司Anthropic将举行在 线直播活动，展示其AI助手Claud ...

Group 1 - Uber plans to acquire SpotHero, a company that provides parking reservation applications for urban centers, sports events, and concerts [1] - The acquisition aims to integrate SpotHero's parking reservation experience into the Uber app, enhancing user convenience when driving [2] - Uber reported better-than-expected revenue for Q4, but provided a conservative profit outlook for the current quarter, leading to a decline in stock price [2] Group 2 - The strongest growth segment for Uber in the last quarter was its delivery business, which has expanded from food delivery to include groceries and retail [2] - Uber's expansion into new markets and regions has solidified its position as the leading ride-hailing company in the United States [2]

通过不断拓展新市场和新业务领域，Uber已稳居美国网约车市场的主导地位。该公司当前市值约为1460 亿美元，而其竞争对手Lyft(LYFT.US)的市值仅略高于50亿美元。在外卖配送领域，Uber则面临着包括 DoorDash(DASH.US)在内的激烈竞争，后者的市值已超过710亿美元。 SpotHero上一次宣布外部融资是在2019年，当时由麦格理资本领投，筹集了5000万美元。这家总部位于 芝加哥的公司于2011年成立，目前宣称其服务覆盖美国和加拿大400多个城市，连接超过13,000个车 库、停车场及代客泊车点。 SpotHero首席执行官马克.劳伦斯在声明中表示："与Uber联手，将使我们能够将这一体验带给数百万司 机，并使停车成为Uber平台的自然组成部分。" Uber表示，此项收购尚需获得监管批准，预计将于今年上半年完成。 Uber Technologies(UBER.US)周一宣布，将收购停车预订应用SpotHero。这家公司主要为拥挤的市中 心、体育赛事及音乐会提供车位预订服务。此举标志着Uber正进一步拓展其核心的网约车与外卖配送业 务之外的版图。 交易条款尚未披露。Uber表示，计划在其 ...

CitriniResearch日前发布报告，详细分析了人工智能（AI）可能给全球经济多个领域带来的潜在风险，导致送餐、 支付和软件类股票周一大幅下跌。 DoorDash.、AmericanExpress、KKR&Co Inc.和Blackstone股价周一盘中均下跌超过8%。 文章中被点名的其他公司，包括Uber、Mastercard、Visa、CapitalOne和Apoll CitriniResearch日前发布报告，详细分析了人工智能（AI）可能给全球经济多个领域带来的潜在风险，导致送餐、 支付和软件类股票周一大幅下跌。 DoorDash.、AmericanExpress、KKR&Co Inc.和Blackstone股价周一盘中均下跌超过8%。 文章中被点名的其他公司，包括Uber、Mastercard、Visa、CapitalOne和Apollo GlobalManagement Inc.，股价也至少下 跌3%。 这篇周日发布的报告在前言中写道： "本文的唯一目的，是对一个此前相对缺乏深入探讨的情景进行建模。 希望读完之后，你能为人工智能让经济变得越来越'奇怪'所带来的潜在尾部风险做好准备。 " Ci ...

Major U.S. indices traded higher Monday, with Dow Jones Futures edging up 0.09% to 48,893, the S&P 500 advancing 0.12% to 6,860.50 and the Nasdaq climbing 0.18% to 24,808.25.These are the top stocks that gained the attention of retail traders and investors through the day.Hims & Hers Health Inc. (NYSE:HIMS)Hims & Hers Health shares fell 0.77% to close at $15.51, with an intraday high of $15.80 and a low of $15.16. The stock’s 52-week range is $15.16 to $70.43. In the after-hours trading, the stock fell 8.45 ...

来源：搜狐科技 Citrini Research日前发布报告，详细分析了人工智能（AI）可能给全球经济多个领域带来的潜在风险， 导致送餐、支付和软件类股票周一大幅下跌。 Citrini 报告中特别提到的板块包括：食品配送（DASH -7%，UBER -4%）、支付（AXP -8%，V -5%， MA -6%）、私募信贷/替代货币（OWL -4%，AP -5%，BX -6%）、软件（NOW -4%，CRM -4%）和 IT 服务（INFY -5%）。 DoorDash.、American Express、KKR & Co Inc.和Blackstone股价周一盘中均下跌超过8%。文章中被点名 的其他公司，包括Uber、Mastercard、Visa、Capital One和Apollo Global Management Inc.，股价也至少 下跌3%。 媒体表示，这份报告阴暗的描绘，让近期本已因AI颠覆风险和地缘政治动荡而多次震荡的股市更加焦 虑。 Grizzle Investment Management的投资组合经理Thomas George表示： Citrini Research由James van G ...

Market Overview - The U.S. markets experienced a mixed day, with a focus on the U.S. 2-year yield rising by four basis points following a Supreme Court ruling that raised questions about inflation and interest rates [2][6] - Gold prices increased as investors reacted to the risk-off sentiment in the market, while tech stocks, particularly in the software sector, saw declines of approximately 1.5% [2][4] Technology Sector - The software sector is facing significant pressure, with fears that AI tools may replace traditional software suites, leading to a 30% decline in an index of stocks including Salesforce and Adobe since their record highs [4][70] - Companies like IBM have seen substantial stock declines, with IBM down over 13% amid concerns about AI disruption [70][77] Payment and Delivery Services - PayPal's stock rose nearly 5% due to takeover interest, contrasting with the broader tech sector's struggles [3] - Delivery service companies such as DoorDash and Uber are facing challenges as hypothetical scenarios suggest that AI could disrupt their business models, contributing to stock declines [5][71] Tariff and Trade Implications - The Supreme Court ruling on tariffs has created uncertainty, particularly for major importers like Home Depot and TJX, as the market grapples with the implications of potential tariff changes [6][80] - The Attorney General of Nevada indicated that states are considering actions to recover tariffs collected, which could amount to hundreds of billions of dollars [22][23] Economic Indicators - The current economic environment shows signs of growth, with global growth rates around 2.5% and 3% including emerging markets, while inflation is gradually decreasing [10][17] - The bond market is experiencing a steepening yield curve, driven by long-term inflationary concerns and an excess supply of government debt [12][14] Trucking and Transportation Sector - The trucking industry is witnessing structural changes, with a significant reduction in driver availability leading to higher rates and potential long-term impacts on capacity [57][68] - Demand for transportation services is still down year-over-year, but there are positive indicators such as increased trade volumes and a projected recovery in the second half of the year [59][63]

｜2026年2月24日星期二｜ NO.1 Claude Code更新编程语言优化，IBM跌超13% 点评：该战略强化了市场对自动驾驶从技术验证迈向商业运营阶段的预期，为出行平台、自动驾驶技术 公司及物流板块注入了新的增长动能。 点评：此举显著降低了企业采用智能体技术的门槛，为OpenAI拓展高价值企业市场提供了关键渠道。 NO.3 礼来公司推出减肥药Zepbound新剂型 当地时间2月23日，礼来推出了其热门减肥药Zepbound的新剂型，一支笔即可提供一个月的剂量。最低 剂量级别的起步价为每月299美元。礼来第四季度财报显示，Zepbound在美国的收入达到42亿美元，较 上年同期增长122%。 点评：此举正值竞争对手诺和诺德新药临床数据不及预期之际，进一步强化了礼来在减重药市场的优 势。 NO.4 Uber成立自动驾驶汽车部门 当地时间2月23日，Uber宣布成立名为Uber Autonomous Solutions的新部门，旨在承担与运营无人驾驶出 租车、自动驾驶卡车或人行道送货机器人业务相关的所有任务，包括软件和支持服务。该部门的最终目 标是帮助自动驾驶技术公司降低每英里成本，并加快产品上市速度。Ub ...