Uber計劃收購Expedia?Citi分析師感意外!




**花旗銀行對Uber可能收購Expedia表示驚訝**

花旗銀行的分析師對於Uber科技公司(NYSE:UBER)可能探索收購Expedia(NASDAQ:EXPE)的消息表示驚訝,這是根據《金融時報》報導的潛在合併討論。

儘管兩家公司都拒絕評論,但花旗銀行指出,這一舉動將是意料之外的,因為Expedia目前仍在完成其轉型。

**花旗銀行表示**:「我們會對Uber收購Expedia感到有些驚訝」,但也承認這樣的交易可能符合Uber開發一個整合多種服務的超級應用程式的戰略,例如叫車、食品配送、商品和旅遊體驗。

報導強調,Uber的CEO Dara Khosrowshahi曾經領導過Expedia,並繼續在其董事會任職,這為這一傳言提供了更多背景。

儘管收購可能會擴大Uber的服務範圍,花旗銀行強調,Uber已經有多條增長途徑。

分析師指出:「我們相信Uber有多種增長槓桿,包括新的出行模式(如可叫車、摩托和預約服務)、雜貨配送和自動駕駛車輛(AVs)。」

旅遊仍然是Uber的一個關鍵組成部分,機場叫車約佔其出行總預訂量的15%,銀行表示。

然而,花旗銀行建議,Uber可能會專注於其核心業務,而不是在旅遊領域進行收購。

花旗銀行表示:「我們相信Uber更可能專注於其核心增長驅動因素,我們會利用任何股價波動的機會。」

儘管Uber收購Expedia可能符合其多元化的雄心,花旗銀行的分析師認為,該公司更專注於通過其現有業務線和平台推動增長。

**編輯評論:**

這篇報導揭示了Uber和Expedia可能進行的收購計劃,這無疑是一個令人驚訝的消息。從Uber的角度來看,這樣的收購可以進一步鞏固其在多元化服務領域的地位,尤其是在旅遊和出行服務的整合上。然而,花旗銀行的分析師認為,Uber應該更加專注於其核心業務,這一觀點是有道理的。

值得注意的是,Uber的現任CEO Dara Khosrowshahi曾經領導過Expedia,這為這一潛在交易增加了更多可信度。然而,從實際操作層面來看,Uber在現有業務線上的增長潛力依然巨大,特別是在新出行模式、自動駕駛車輛和雜貨配送等方面。

對於投資者來說,這樣的消息無疑會引發市場波動,如何在波動中抓住機會將是關鍵。Uber的多元化戰略固然令人期待,但在現有業務上的深耕細作同樣重要。這樣的平衡策略將決定Uber未來的市場表現和競爭力。

以上文章由特價GPT API根據網上資料所翻譯及撰寫,過程中沒有任何人類參與 🙂

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