[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-alphabets-waymo-will-buy-lucid-or-rivian-predicts-early-uber-investor-ZH":150},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[],{"post":151,"seo":187,"relatedPosts":195,"suggestedPosts":276},{"id":152,"title":153,"date":154,"modified":155,"excerpt":156,"content":157,"wordCount":158,"lang":159,"uri":160,"slug":161,"cloudinaryAssetId":162,"featuredImageOriginalUrl":163,"featuredImageMetadata":164,"author":167,"editor":173,"categories":178,"relatedPosts":184,"seo":185},141865,"Alphabet旗下Waymo将\"收购Lucid或Rivian\"，早期Uber投资者预测","2026-10-26T15:23:00","2026-10-23T19:38:50","\u003Cp>Waymo的汽车问题或许已有更便宜的解决方案\u003C\u002Fp>","\u003Ch2 id=\"h-key-takeaways\" class=\"wp-block-heading\">核心要点\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>据报道，Waymo计划到2027年底将其车队从约4,000辆汽车扩大到20,000辆，其中部分车辆是中国制造且面临高额关税。\u003C\u002Fli>\n\n\n\n\u003Cli>早期Uber投资者Jason Calacanis预测Waymo将收购Lucid或Rivian以获得美国制造的汽车，但收购的可能性看起来不大。\u003C\u002Fli>\n\n\n\n\u003Cli>Alphabet完全有能力收购其中任何一家公司，尽管Lucid在2025年消耗了38亿美元的自由现金流，且这两家汽车制造商都已承诺为Uber的机器人出租车计划提供车辆。\u003C\u002Fli>\n\n\n\n\u003Cli>现代汽车在乔治亚州制造的IONIQ 5机器人出租车预计将在第四季度开始交付给Waymo，因此需关注这些交付情况以及Waymo能否在年底前达到8,000辆汽车的目标。\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>Alphabet (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=29096&tid=260152426\">GOOG\u003C\u002Fa>)\u003C\u002Fstrong> 希望路上有更多的机器人出租车，并且希望速度要快。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Waymo目前拥有约4,000辆汽车。据\u003Ca href=\"https:\u002F\u002Ffinance.yahoo.com\u002Ftechnology\u002Farticles\u002Fwaymo-plans-quintuple-fleet-223708545.html\">Semafor周一报道\u003C\u002Fa>，援引知情人士消息，该公司计划在今年年底前达到8,000辆，并在明年年底前达到20,000辆。这意味着在一年多一点的时间里，车队规模将增长到现在的五倍。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">其中部分车辆来自中国。《纽约邮报》\u003Ca href=\"https:\u002F\u002Fx.com\u002Fnypost\u002Fstatus\u002F2112129573299052583\">报道称\u003C\u002Fa>，Waymo已为其美国车队订购了数千辆中国制造的汽车，这在国会山引发了安全担忧。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">早期\u003Cstrong>Uber (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=144524848&tid=610379350\">UBER\u003C\u002Fa>)\u003C\u002Fstrong>投资者Jason Calacanis在X上\u003Ca href=\"https:\u002F\u002Fx.com\u002FJason\u002Fstatus\u002F2112251918923837602\">直言不讳\u003C\u002Fa>：\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">“从技术上讲，目前并不违法，Waymo只需要为这些汽车支付100%以上的关税……但显然他们需要摆脱这种情况，因为这成本效益不高，而且观感非常糟糕。”\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">AI研究员Joscha Bach\u003Ca href=\"https:\u002F\u002Fx.com\u002FPlinz\u002Fstatus\u002F2112252845328363834\">回复\u003C\u002Fa>说，Waymo已经在其美国工厂将自动驾驶技术集成到这些汽车中。在他看来，困难的部分在于汽车本身，以及在成本上与\u003Cstrong>Tesla (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=27444752&tid=108803915\">TSLA\u003C\u002Fa>)\u003C\u002Fstrong>竞争：“Waymo无法在美国制造出成本能与特斯拉竞争的电动汽车平台。”\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Calacanis的答案？\u003Ca href=\"https:\u002F\u002Fx.com\u002FJason\u002Fstatus\u002F2112256068818805241\">“他们会收购Lucid或Rivian。”\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">（值得一提的是，Calacanis上个月表示他已少量买入了Lucid和Rivian的股票。他称这些是“微小的赌注”，并预计两家公司都将在两年内被收购。）\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR追踪了62位分析师对Alphabet的看法。有多少人给出“买入”评级？\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">查看Alphabet的买入、持有和卖出评级的完整细分，以及华尔街的收入和盈利预测，所有这些信息都集中在一个地方。超过500,000名投资者使用TIKR来研究像这样的股票。\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">查看Alphabet的分析师评级\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-the-car-is-the-bottleneck\" class=\"wp-block-heading\">汽车是瓶颈\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">中国制造汽车的倒计时已经开始。美国法规限制某些中国软件，以及由中国控制的汽车制造商的销售，从2027年款车型开始。对某些中国连接硬件的限制则从2030年款车型开始。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Waymo有能力处理将其技术集成到汽车中的工作。它正在扩大其位于亚利桑那州梅萨的工厂，目标是达到每年数万辆汽车的生产能力。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">因此，Waymo需要另一个汽车来源，而且要快。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-alphabet-can-afford-either-one\" class=\"wp-block-heading\">Alphabet有能力收购其中任何一家\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">资金不是问题。Alphabet的资本支出从2021年到2025年几乎翻了两番，达到915亿美元。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-20_i50dfef3fdd_GOOG_capex_2021-2025\u002F2026-10-20_i50dfef3fdd_GOOG_capex_2021-2025.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792506073\u002Fimages\u002F2026-10-20_i50dfef3fdd_GOOG_capex_2021-2025\u002F2026-10-20_i50dfef3fdd_GOOG_capex_2021-2025.png?_i=AA\" alt=\"Bar chart from TIKR of Alphabet's capital expenditures, $ billions, fiscal 2021–2025.\" class=\"wp-post-141865 wp-image-141861\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792506073\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792506073\u002Fimages\u002F2026-10-20_i50dfef3fdd_GOOG_capex_2021-2025\u002F2026-10-20_i50dfef3fdd_GOOG_capex_2021-2025.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792506073\u002Fimages\u002F2026-10-20_i50dfef3fdd_GOOG_capex_2021-2025\u002F2026-10-20_i50dfef3fdd_GOOG_capex_2021-2025.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792506073\u002Fimages\u002F2026-10-20_i50dfef3fdd_GOOG_capex_2021-2025\u002F2026-10-20_i50dfef3fdd_GOOG_capex_2021-2025.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792506073\u002Fimages\u002F2026-10-20_i50dfef3fdd_GOOG_capex_2021-2025\u002F2026-10-20_i50dfef3fdd_GOOG_capex_2021-2025.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792506073\u002Fimages\u002F2026-10-20_i50dfef3fdd_GOOG_capex_2021-2025\u002F2026-10-20_i50dfef3fdd_GOOG_capex_2021-2025.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Alphabet (GOOG): 资本支出，单位：十亿美元，2021–2025财年 (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Rivian和Lucid加起来的市值还不到这个数字的三分之一。而且Waymo自己也有资金。它今年筹集了160亿美元的股权，然后本月在没有Alphabet担保的情况下又借了50亿美元。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-rivian-is-the-one-that-makes-sense\" class=\"wp-block-heading\">Rivian是更合理的选择\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">如果Waymo真的要收购，\u003Cstrong>Rivian (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=144746614&tid=1672821289\">RIVN\u003C\u002Fa>)\u003C\u002Fstrong> 是更值得收购的业务。分析师预计，随着R2车型的产量提升，其收入将从2025年到2028年增长近两倍。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-20_i50dfef3fdd_RIVN_revenue_estimates_2023-2028\u002F2026-10-20_i50dfef3fdd_RIVN_revenue_estimates_2023-2028.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792506071\u002Fimages\u002F2026-10-20_i50dfef3fdd_RIVN_revenue_estimates_2023-2028\u002F2026-10-20_i50dfef3fdd_RIVN_revenue_estimates_2023-2028.png?_i=AA\" alt=\"Bar chart from TIKR of Rivian's revenue, actual and consensus estimates, $ billions, fiscal 2023–2028.\" class=\"wp-post-141865 wp-image-141862\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792506071\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792506071\u002Fimages\u002F2026-10-20_i50dfef3fdd_RIVN_revenue_estimates_2023-2028\u002F2026-10-20_i50dfef3fdd_RIVN_revenue_estimates_2023-2028.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792506071\u002Fimages\u002F2026-10-20_i50dfef3fdd_RIVN_revenue_estimates_2023-2028\u002F2026-10-20_i50dfef3fdd_RIVN_revenue_estimates_2023-2028.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792506071\u002Fimages\u002F2026-10-20_i50dfef3fdd_RIVN_revenue_estimates_2023-2028\u002F2026-10-20_i50dfef3fdd_RIVN_revenue_estimates_2023-2028.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792506071\u002Fimages\u002F2026-10-20_i50dfef3fdd_RIVN_revenue_estimates_2023-2028\u002F2026-10-20_i50dfef3fdd_RIVN_revenue_estimates_2023-2028.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792506071\u002Fimages\u002F2026-10-20_i50dfef3fdd_RIVN_revenue_estimates_2023-2028\u002F2026-10-20_i50dfef3fdd_RIVN_revenue_estimates_2023-2028.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Rivian (RIVN): 收入，实际值与共识预测，单位：十亿美元，2023–2028财年 (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Uber已经与Rivian签约，订购10,000辆自动驾驶R2 SUV。预计2028年将在旧金山和迈阿密开始提供乘车服务，并且Uber拥有从2030年起额外订购最多40,000辆汽车的选择权。如果Rivian达到某些自动驾驶里程碑，Uber还计划在2031年前向其投资高达12.5亿美元。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>Lucid (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=83747444&tid=1672696960\">LCID\u003C\u002Fa>)\u003C\u002Fstrong> 与Uber有类似的协议，但现金问题要大得多。Uber已承诺购买至少35,000辆Lucid汽车，用于其与Nuro共同开发的机器人出租车服务，其对Lucid的投资承诺总额为5亿美元。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">但Lucid自2021年以来每年都在消耗现金，2025年消耗了38亿美元。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-20_i50dfef3fdd_LCID_fcf_2021-2025\u002F2026-10-20_i50dfef3fdd_LCID_fcf_2021-2025.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792506069\u002Fimages\u002F2026-10-20_i50dfef3fdd_LCID_fcf_2021-2025\u002F2026-10-20_i50dfef3fdd_LCID_fcf_2021-2025.png?_i=AA\" alt=\"Bar chart from TIKR of Lucid's free cash flow, $ billions, fiscal 2021–2025.\" class=\"wp-post-141865 wp-image-141863\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792506069\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792506069\u002Fimages\u002F2026-10-20_i50dfef3fdd_LCID_fcf_2021-2025\u002F2026-10-20_i50dfef3fdd_LCID_fcf_2021-2025.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792506069\u002Fimages\u002F2026-10-20_i50dfef3fdd_LCID_fcf_2021-2025\u002F2026-10-20_i50dfef3fdd_LCID_fcf_2021-2025.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792506069\u002Fimages\u002F2026-10-20_i50dfef3fdd_LCID_fcf_2021-2025\u002F2026-10-20_i50dfef3fdd_LCID_fcf_2021-2025.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792506069\u002Fimages\u002F2026-10-20_i50dfef3fdd_LCID_fcf_2021-2025\u002F2026-10-20_i50dfef3fdd_LCID_fcf_2021-2025.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792506069\u002Fimages\u002F2026-10-20_i50dfef3fdd_LCID_fcf_2021-2025\u002F2026-10-20_i50dfef3fdd_LCID_fcf_2021-2025.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Lucid (LCID): 自由现金流，单位：十亿美元，2021–2025财年 (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">仅这一年的现金消耗就超过了Lucid目前的总市值。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-hyundai-already-builds-waymo-a-us-car\" class=\"wp-block-heading\">现代汽车已经在为Waymo制造美国汽车\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">此外，Waymo不需要拥有一家汽车制造商就能获得美国制造的汽车。\u003Cstrong>现代汽车\u003C\u002Fstrong> (005380) 上个月告诉投资者，首批为Waymo制造的IONIQ 5机器人出租车将在第四季度交付，这些车在其乔治亚州的工厂组装。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">从大型汽车制造商购买汽车意味着无需资助一家消耗现金的公司，也无需处理与Uber的合同。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">不过，现代汽车从未透露将供应多少辆汽车，因此Waymo可能需要不止一个来源才能达到20,000辆的目标。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-don-t-bet-on-a-buyout\" class=\"wp-block-heading\">不要押注收购\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">那么，Waymo会收购Lucid或Rivian吗？我不会指望它。Waymo显然需要美国制造的汽车，Alphabet也可以毫不费力地收购其中任何一家公司。但现代汽车的乔治亚州生产线已经为其提供了一条成本更低的途径，而且这两家汽车制造商都在忙于为Uber生产。如果真的发生交易，我预计会是Rivian，因为其收入正在增长，且R2即将推出。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">我的看法：Waymo很可能不需要进行大规模收购就能解决其汽车问题。对于Alphabet的股东来说，达到20,000辆汽车的目标远比这些车来自谁的工厂重要得多。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">当然，如果现代汽车本季度的首批交付进展缓慢，或者Waymo的车队在年底前远未达到8,000辆，情况可能会迅速改变。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-so-what-is-alphabet-stock-actually-worth\" class=\"wp-block-heading\">那么Alphabet股票的实际价值是多少？\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR让你在一分钟内预测任何股票的未来价格。只需在TIKR的估值模型中输入几个假设，就能看到Alphabet可能的价值。可以从华尔街共识预测开始，或者调整输入参数以反映你对业务的看法。免费使用。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">免费为Alphabet估值\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch3 id=\"h-disclaimer\" class=\"wp-block-heading\">\u003Cstrong>免责声明：\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>请注意，TIKR上的文章并非TIKR或我们的内容团队提供的投资或财务建议，也不是购买或出售任何股票的建议。我们根据TIKR Terminal的投资数据和分析师预测来创建内容。我们的分析可能不包括近期的公司新闻或重要更新。TIKR对提及的任何股票均无持仓。感谢阅读，祝您投资愉快！\u003C\u002Fem>\u003C\u002Fp>",1080,"zh","\u002Fblog\u002Falphabets-waymo-will-buy-lucid-or-rivian-predicts-early-uber-investor","alphabets-waymo-will-buy-lucid-or-rivian-predicts-early-uber-investor","images\u002FGoogle\u002FGoogle","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792784273\u002Fimages\u002FGoogle\u002FGoogle.png?_i=AA",{"altText":165,"imageCredit":166},"Alphabet’s Waymo Will “Buy Lucid or Rivian,” Predicts Early Uber Investor","Luca Sammarco from Pexels via Canva",{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":172},"Roxanna Maglangit","roxtikr","author","",[],{"name":174,"slug":175,"role":176,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":177},"Michael Douglass","MichaelDouglass","editor",[],[179],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},"一般投资","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":165,"metaDesc":186,"opengraphDescription":186,"twitterTitle":165,"twitterDescription":186},"Waymo’s car problem may already have a cheaper fix",{"title":188,"description":189,"twitterTitle":188,"twitterDescription":189,"author":168,"articlePublisher":190,"articlePublishedTime":154,"articleModifiedTime":155,"twitterLabel1":191,"twitterData1":192,"ogTitle":188,"ogDescription":189,"ogUrl":160,"ogImage":163,"ogImageWidth":193,"ogImageHeight":194,"ogImageSecureUrl":163,"ogImageAlt":165,"twitterImage":163},"Alphabet’s Waymo Will “Buy Lucid or Rivian,” Predicts Early Uber Investor","Waymo’s car problem may already have a cheaper fix","TIKR.com","预计阅读时间","2 minutes",1200,630,[196,212,229,244,261],{"id":183,"title":197,"date":198,"excerpt":199,"wordCount":200,"uri":201,"slug":202,"cloudinaryAssetId":203,"featuredImageOriginalUrl":204,"featuredImageMetadata":205,"author":206,"categories":209,"relatedPosts":211},"Borr Drilling股价下跌8%，因\"Prospector 5\"号钻井平台在加蓬海域发生\"穿透事件\"而沉没","2026-10-26 15:19:38","这里以人为本，然后对股东来说还有一个重大的保险问题",709,"\u002Fblog\u002Fborr-drilling-sinks-8-as-prospector-5-rig-goes-down-off-gabon-in-punch-through-event","borr-drilling-sinks-8-as-prospector-5-rig-goes-down-off-gabon-in-punch-through-event","images\u002Fanxious-man-biting-his-nails-falling-red-chart\u002Fanxious-man-biting-his-nails-falling-red-chart","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793024270\u002Fimages\u002Fanxious-man-biting-his-nails-falling-red-chart\u002Fanxious-man-biting-his-nails-falling-red-chart.png?_i=AA",{"altText":197},{"name":174,"slug":207,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":208},"michaeldouglass",[],[210],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":213,"date":214,"excerpt":215,"wordCount":216,"uri":217,"slug":218,"cloudinaryAssetId":219,"featuredImageOriginalUrl":220,"featuredImageMetadata":221,"author":222,"categories":226,"relatedPosts":228},"策略下跌2%，因暂停比特币购买，加密货币市场\"避险\"情绪蔓延","2026-10-26 15:16:40","比特币机器目前正在反向运转。",724,"\u002Fblog\u002Fstrategy-sinks-2-as-it-pauses-bitcoin-buying-amid-risk-off-crypto-slide","strategy-sinks-2-as-it-pauses-bitcoin-buying-amid-risk-off-crypto-slide","images\u002Fgrim-older-man-in-a-dark-suit-falling-chart-over-a-city\u002Fgrim-older-man-in-a-dark-suit-falling-chart-over-a-city","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793026166\u002Fimages\u002Fgrim-older-man-in-a-dark-suit-falling-chart-over-a-city\u002Fgrim-older-man-in-a-dark-suit-falling-chart-over-a-city.png?_i=AA",{"altText":213},{"name":223,"slug":224,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":225},"David Hanson","davidtikr",[],[227],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":230,"date":231,"excerpt":232,"wordCount":233,"uri":234,"slug":235,"cloudinaryAssetId":236,"featuredImageOriginalUrl":237,"featuredImageMetadata":238,"author":239,"categories":241,"relatedPosts":243},"AST SpaceMobile股价下跌3%，因Viasat敦促FCC驳回其\"存在致命缺陷\"的海外频谱申请","2026-10-26 15:00:00","频谱之争在所难免",730,"\u002Fblog\u002Fast-spacemobile-sinks-3-as-viasat-urges-fcc-to-reject-its-fatally-flawed-overseas-spectrum-bid","ast-spacemobile-sinks-3-as-viasat-urges-fcc-to-reject-its-fatally-flawed-overseas-spectrum-bid","images\u002FAST-SpaceMobile-1\u002FAST-SpaceMobile-1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792788877\u002Fimages\u002FAST-SpaceMobile-1\u002FAST-SpaceMobile-1.png?_i=AA",{"altText":230},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":240},[],[242],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":245,"date":246,"excerpt":247,"wordCount":248,"uri":249,"slug":250,"cloudinaryAssetId":251,"featuredImageOriginalUrl":252,"featuredImageMetadata":253,"author":254,"categories":258,"relatedPosts":260},"戴尔股价一个月内重挫18.5%，因巴克莱下调评级：尚未出现\"有意义的AI拐点\"","2026-10-26 14:50:00","一个合理的问题，而且股价更便宜了",704,"\u002Fblog\u002Fdell-sinks-18-5-in-a-month-on-barclays-downgrade-no-meaningful-ai-inflection-yet","dell-sinks-18-5-in-a-month-on-barclays-downgrade-no-meaningful-ai-inflection-yet","images\u002Fskeptical-older-man-falling-chart-and-trading-screens\u002Fskeptical-older-man-falling-chart-and-trading-screens","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792794883\u002Fimages\u002Fskeptical-older-man-falling-chart-and-trading-screens\u002Fskeptical-older-man-falling-chart-and-trading-screens.png?_i=AA",{"altText":245},{"name":255,"slug":256,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":257},"Rexielyn Diaz","rexietikr",[],[259],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":262,"date":263,"excerpt":264,"wordCount":265,"uri":266,"slug":267,"cloudinaryAssetId":268,"featuredImageOriginalUrl":269,"featuredImageMetadata":270,"author":271,"categories":273,"relatedPosts":275},"美光股价上涨，因美国银行与高管会晤后对存储芯片行业\"态度渐趋乐观\"","2026-10-26 14:45:04","而支撑其发展的交易协议现已延伸至2031年。",721,"\u002Fblog\u002Fmicron-rises-as-bank-of-america-gets-incrementally-more-positive-on-memory-after-executive-meetings","micron-rises-as-bank-of-america-gets-incrementally-more-positive-on-memory-after-executive-meetings","images\u002FFIGS-stock-Minerva-Studio-via-Canva_143986501d8\u002FFIGS-stock-Minerva-Studio-via-Canva_143986501d8","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792701086\u002Fimages\u002FFIGS-stock-Minerva-Studio-via-Canva_143986501d8\u002FFIGS-stock-Minerva-Studio-via-Canva_143986501d8.png?_i=AA",{"altText":262},{"name":174,"slug":207,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":272},[],[274],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],[277,297,312,326,341,361,376,391,406],{"id":183,"title":278,"date":279,"excerpt":280,"wordCount":281,"uri":282,"slug":283,"cloudinaryAssetId":284,"featuredImageOriginalUrl":285,"featuredImageMetadata":286,"author":287,"categories":291,"relatedPosts":296},"过去12个月上涨13%，Arista Networks股票能否在2026年带来更佳回报？","2026-10-26 12:57:00","Arista股票一年内上涨了10%。查看TIKR估值模型对ANET上行空间的预测，其目标价预计在2028年12月前达到275美元。",1099,"\u002Fblog\u002Farista-networks-stock-valuation-anet-2026","arista-networks-stock-valuation-anet-2026","images\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793010558\u002Fimages\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva.png?_i=AA",{"altText":278},{"name":288,"slug":289,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":290},"Aditya 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12:45:00","SoFi股价一年内下跌了51%。来看看TIKR估值模型对SOFI上行空间的看法，其目标价为到2028年12月达到22美元。",1081,"\u002Fblog\u002Fsofi-stock-valuation-sofi-2026","sofi-stock-valuation-sofi-2026","images\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793015325\u002Fimages\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva.png?_i=AA",{"altText":298},{"name":288,"slug":289,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":308},[],[310],{"name":293,"slug":294,"uri":295,"description":171,"postsCount":183},[],{"id":183,"title":313,"date":299,"excerpt":314,"wordCount":315,"uri":316,"slug":317,"cloudinaryAssetId":318,"featuredImageOriginalUrl":319,"featuredImageMetadata":320,"author":321,"categories":323,"relatedPosts":325},"过去12个月仅上涨9%，Palantir股票能否在2026年带来更好的回报？","Palantir股价一年来仅上涨4%。查看TIKR估值模型对PLTR上行空间的预测，其目标价至2028年12月将达到529美元。",1024,"\u002Fblog\u002Fpalantir-stock-valuation-pltr-2026","palantir-stock-valuation-pltr-2026","images\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793003212\u002Fimages\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c.png?_i=AA",{"altText":313},{"name":288,"slug":289,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":322},[],[324],{"name":293,"slug":294,"uri":295,"description":171,"postsCount":183},[],{"id":183,"title":327,"date":328,"excerpt":329,"wordCount":330,"uri":331,"slug":332,"cloudinaryAssetId":333,"featuredImageOriginalUrl":334,"featuredImageMetadata":335,"author":336,"categories":338,"relatedPosts":340},"过去12个月下跌56%，AppLovin股票能否在2026年带来更好回报？","2026-10-26 12:33:00","AppLovin股价在过去一年下跌了60%。来看看TIKR估值模型对APP上行潜力的分析，其给出的目标价为到2028年12月达到366美元。",1139,"\u002Fblog\u002Fapplovin-stock-valuation-app-2026","applovin-stock-valuation-app-2026","images\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793013215\u002Fimages\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2.png?_i=AA",{"altText":327},{"name":288,"slug":289,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":337},[],[339],{"name":293,"slug":294,"uri":295,"description":171,"postsCount":183},[],{"id":183,"title":342,"date":343,"excerpt":344,"wordCount":345,"uri":346,"slug":347,"cloudinaryAssetId":348,"featuredImageOriginalUrl":349,"featuredImageMetadata":350,"author":351,"categories":355,"relatedPosts":360},"埃克森美孚股价创下收盘新高，布伦特原油突破116美元。展望2030年该股走势","2026-10-26 07:55:00","埃克森美孚10月23日收盘创下183.21美元的历史新高，当时布伦特原油价格突破每桶116美元，目前其股价已超过华尔街分析师的平均目标价。该公司首席财务官表示，与先锋自然资源合并的协同效应已翻倍，且埃克森的目标是通过更少的油井使二叠纪盆地的采收率翻倍，这是公司可控的一项成本杠杆。",791,"\u002Fblog\u002Fexxonmobil-stock-hit-a-record-close-as-brent-topped-116-heres-where-the-stock-could-go-by-2030","exxonmobil-stock-hit-a-record-close-as-brent-topped-116-heres-where-the-stock-could-go-by-2030","images\u002F13-10\u002F13-10","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976181\u002Fimages\u002F13-10\u002F13-10.png?_i=AA",{"altText":342},{"name":352,"slug":353,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":354},"Wiltone 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07:50:00","Rivian股价在收购一家人工智能模拟初创公司次日触及52周低点，延续了数周前开始的19%跌幅。10月29日的财报如今必须证明其成本结构能够承载自动驾驶研发支出。",925,"\u002Fblog\u002Frivian-hit-a-52-week-low-the-day-after-buying-an-ai-simulation-startup-heres-what-october-29-has-to-show","rivian-hit-a-52-week-low-the-day-after-buying-an-ai-simulation-startup-heres-what-october-29-has-to-show","images\u002F12-10_145310df477\u002F12-10_145310df477","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976166\u002Fimages\u002F12-10_145310df477\u002F12-10_145310df477.png?_i=AA",{"altText":362},{"name":352,"slug":353,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":372},[],[374],{"name":357,"slug":358,"uri":359,"description":171,"postsCount":183},[],{"id":183,"title":377,"date":378,"excerpt":379,"wordCount":380,"uri":381,"slug":382,"cloudinaryAssetId":383,"featuredImageOriginalUrl":384,"featuredImageMetadata":385,"author":386,"categories":388,"relatedPosts":390},"Robinhood股票在10月发布第三季度财报前下跌了15%。以下是其到2030年的潜在走向","2026-10-26 07:45:00","Robinhood在10月27日财报发布前，两个交易日累计下跌6.73%，走势与Coinbase同步。10月22日的两项进展指向可能不会在其加密货币收入项中体现的加密活动：比特币价格合约以及Morpho为其股票代币推出的首个借贷市场。",854,"\u002Fblog\u002Frobinhood-stock-fell-15-in-october-before-its-q3-report-heres-where-it-could-go-by-2030","robinhood-stock-fell-15-in-october-before-its-q3-report-heres-where-it-could-go-by-2030","images\u002F11-11_145309e717b\u002F11-11_145309e717b","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976143\u002Fimages\u002F11-11_145309e717b\u002F11-11_145309e717b.png?_i=AA",{"altText":377},{"name":352,"slug":353,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":387},[],[389],{"name":357,"slug":358,"uri":359,"description":171,"postsCount":183},[],{"id":183,"title":392,"date":393,"excerpt":394,"wordCount":395,"uri":396,"slug":397,"cloudinaryAssetId":398,"featuredImageOriginalUrl":399,"featuredImageMetadata":400,"author":401,"categories":403,"relatedPosts":405},"沃尔玛股价10月上涨15%，尽管盈利预测并未上调。以下是其到2031年的潜在走势","2026-10-26 07:40:00","沃尔玛股价在9月30日至10月23日期间上涨了15.4%，但分析师对其未来12个月的每股收益（EPS）预估仍维持在3.00美元。几乎全部涨幅都源于更高的估值倍数，而公司此前在11月19日发布的业绩指引中，预计每股收益增长仅为0%至3%。",832,"\u002Fblog\u002Fwalmart-stock-rose-15-in-october-without-a-higher-earnings-forecast-heres-where-it-could-go-by-2031","walmart-stock-rose-15-in-october-without-a-higher-earnings-forecast-heres-where-it-could-go-by-2031","images\u002F10-14_145308a5c00\u002F10-14_145308a5c00","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976123\u002Fimages\u002F10-14_145308a5c00\u002F10-14_145308a5c00.png?_i=AA",{"altText":392},{"name":352,"slug":353,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":402},[],[404],{"name":357,"slug":358,"uri":359,"description":171,"postsCount":183},[],{"id":183,"title":407,"date":408,"excerpt":409,"wordCount":410,"uri":411,"slug":412,"cloudinaryAssetId":413,"featuredImageOriginalUrl":414,"featuredImageMetadata":415,"author":416,"categories":418,"relatedPosts":420},"苹果短暂超越英伟达，英伟达股价跌幅达12%。苹果股票到2030年可能走向何方","2026-10-26 07:35:00","苹果公司于10月23日短暂超越英伟达，成为全球市值最高的公司，股价创下351.73美元的历史新高。其人工智能战略所需资本支出极少，但以38倍的市盈率来看，11月2日公布的利润率数据将决定其估值倍数。",845,"\u002Fblog\u002Fapple-briefly-topped-nvidia-as-nvidias-slide-reached-12-heres-where-apple-stock-could-go-by-2030","apple-briefly-topped-nvidia-as-nvidias-slide-reached-12-heres-where-apple-stock-could-go-by-2030","images\u002F9-15_1453077213e\u002F9-15_1453077213e","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976106\u002Fimages\u002F9-15_1453077213e\u002F9-15_1453077213e.png?_i=AA",{"altText":407},{"name":352,"slug":353,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":417},[],[419],{"name":357,"slug":358,"uri":359,"description":171,"postsCount":183},[]]