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北京时间·🕒 发布 05:48:45时区推断·⟳ 抓取 08:21:21·⚡ 决策 07-25 08:23:21 +2m00s·94.3 天前
Waymo拟2028年在奥斯汀和亚特兰大上线自有App，削弱Uber独家Robotaxi入口
Waymo已通知Uber计划2028年1月在奥斯汀和亚特兰大推出自有App，削弱Uber在这两个Robotaxi市场的独家分发地位。
📄 原文CNBC Top News↗ 原文
Uber and Waymo to end exclusivity arrangement in Atlanta and Austin
For the past three years, Uber and Alphabet-owned Waymo have partnered to bring driverless rides to passengers in two m…
不做 Uber（UBER.US）
事件对Uber偏空，但变化到2028年才兑现、现有合同仍保留至至少2028年5月，且未取得真实借券库存回执，不能按做空红线开空；股价已当日跌4.31%，当前不追空。
不做 Alphabet（GOOGL.US）
Waymo分发自由度提升对Alphabet方向偏正，但未披露收入或利润增量，相对超大市值太小，主标的不做。
不做 Lyft（LYFT.US）
本事件没有显示Lyft获得Austin或Atlanta新增Waymo入口，只是Robotaxi平台竞争背景，不形成可执行同向交易。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
消息传播链
- FT报道称Waymo内部讨论是否结束与Uber合作，并计划2028年1月在奥斯汀和亚特兰大独立运营。市场反应:Uber股价当日下跌约4.3%。
- Reuters转引FT称Waymo考虑结束Uber合作，提到双方在运营、商业条款和政策目标上分歧加深。市场反应:报道注明Uber收跌4.3%。
- CNBC取得Uber与Waymo邮件口径：Waymo拟2028年1月在两地推出自有App，现有Uber部署至少延续至2028年5月。市场反应:CNBC称Uber股价因该消息下跌超过4%。
关键理由
- Waymo已通知Uber计划2028年1月在奥斯汀和亚特兰大推出自有App，削弱Uber在这两个Robotaxi市场的独家分发地位。
- Uber现有合同仍保障两地数百辆Waymo车通过Uber平台运营至至少2028年5月，负面传导偏中长期而非立即收入断崖。
- Alphabet（GOOGL.US）体量过大且Waymo增量未披露金额，Lyft（LYFT.US）也未获得本次两地新增入口，均不构成同向可交易利好。
主要风险
- 若Waymo与Uber后续和解或Uber快速引入其他AV供应商，两地独家丧失的估值压力会被削弱。
- Uber股价在消息日已收跌4.31%，且连续多日下跌，隔夜再追空存在反抽和借券执行风险。
反向证据
- 做空前查反向 · 来源 web · 日期 2026-07-24 · 影响 weakens
反证是两地数百辆Waymo车仍会在Uber上运营至至少2028年5月，且Uber可引入Waabi、Wayve、Nuro、Rivian等非Waymo AV合作方。
检索:Uber Waymo Austin Atlanta contract through May 2028 other autonomous vehicle partners Waabi Wayve Nuro Rivian 原文 ↗ - 做多前查反向 · 来源 web · 日期 2026-07-24 · 影响 none
Waymo与Lyft已有Nashville非独家合作，但本事件未显示Lyft获得Austin或Atlanta新增供给，不能反手做多Lyft。
检索:Waymo Lyft Nashville non-exclusive robotaxi deal 2026 原文 ↗
原文全文
展开原文 · 2,308 字
For the past three years, Uber and Alphabet-owned Waymo have partnered to bring driverless rides to passengers in two major U.S. markets. That relationship is now undergoing some changes.
To this point, Waymo has made its robotaxis available in Atlanta and Austin, Texas, exclusively through the Uber app. But an Uber spokesperson told CNBC by email on Friday that, "We have been notified by Waymo that they intend to launch the Waymo app in Austin and Atlanta in January 2028, alongside their existing deployment with Uber."
The development reflects how Waymo has been able to attract riders in a number U.S. cities without exclusive Uber deals, as its robotaxis are now live in nine other markets, according to the company's website. More cities are engaged in various stages of testing.
Last year, Waymo also struck a deal with Lyft to offer robotoaxi rides in Nashville, Tennessee, on a non-exclusive basis.
In Atlanta and Austin, hundreds of Waymo robotaxis will remain available on Uber through at least May 2028, the duration of their existing contract, Uber said. The changes ahead allow the ride-hailing company to put other, non-Waymo autonomous vehicles onto its platform in both cities.
A Waymo spokesperson said in an email that users need "choice in how they experience this technology."
"This is essential to the industry's future and to our vision of making the Waymo app and the safety of our technology available to riders everywhere," the spokesperson wrote.
The Financial Times reported on Friday that Waymo held internal discussions about whether it should split from Uber due to tensions between the two companies, including around conflicting policy proposals the companies are pursuing in different U.S. markets.
Uber shares dropped more than 4% on the news.
Independent of Waymo, Uber has been investing in AV technology, and has committed to buying vehicles from some of its partners, including startups Waabi, Wayve and Nuro, as well as electric vehicle maker Rivian, after their self-driving cars are validated as safe to operate without a human supervisor or driver on board.
Tesla, Amazon's Zoox and other AV developers are also offering standalone apps that allow riders to hail robotaxis.
-- CNBC's Laura Batchelor contributed to this report.
WATCH: Waymo and Uber partnership
To this point, Waymo has made its robotaxis available in Atlanta and Austin, Texas, exclusively through the Uber app. But an Uber spokesperson told CNBC by email on Friday that, "We have been notified by Waymo that they intend to launch the Waymo app in Austin and Atlanta in January 2028, alongside their existing deployment with Uber."
The development reflects how Waymo has been able to attract riders in a number U.S. cities without exclusive Uber deals, as its robotaxis are now live in nine other markets, according to the company's website. More cities are engaged in various stages of testing.
Last year, Waymo also struck a deal with Lyft to offer robotoaxi rides in Nashville, Tennessee, on a non-exclusive basis.
In Atlanta and Austin, hundreds of Waymo robotaxis will remain available on Uber through at least May 2028, the duration of their existing contract, Uber said. The changes ahead allow the ride-hailing company to put other, non-Waymo autonomous vehicles onto its platform in both cities.
A Waymo spokesperson said in an email that users need "choice in how they experience this technology."
"This is essential to the industry's future and to our vision of making the Waymo app and the safety of our technology available to riders everywhere," the spokesperson wrote.
The Financial Times reported on Friday that Waymo held internal discussions about whether it should split from Uber due to tensions between the two companies, including around conflicting policy proposals the companies are pursuing in different U.S. markets.
Uber shares dropped more than 4% on the news.
Independent of Waymo, Uber has been investing in AV technology, and has committed to buying vehicles from some of its partners, including startups Waabi, Wayve and Nuro, as well as electric vehicle maker Rivian, after their self-driving cars are validated as safe to operate without a human supervisor or driver on board.
Tesla, Amazon's Zoox and other AV developers are also offering standalone apps that allow riders to hail robotaxis.
-- CNBC's Laura Batchelor contributed to this report.
WATCH: Waymo and Uber partnership
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