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北京时间·🕒 发布 23:16:27时区推断·⟳ 抓取 23:20:05·⚡ 决策 07-22 23:21:49 +1m44s·96.7 天前
纽约市网约车司机停用通知法被法院初步禁令阻止执行
法院阻止纽约市7月28日生效的司机停用提前14天通知法，对Uber和Lyft的平台安全管理与合规成本是边际利好。
📄 原文Investing.com↗ 原文
Uber, Lyft win court block on NYC law requiring notice before firing drivers
Wall Street mixed as investors eye tech earnings for AI cues, led by Alphabet By Daniel Wiessner July 22 (Reuters) - A…
不做 Uber Technologies（UBER.US）
地方单项合规诉讼阶段性胜利对Uber整体收入和利润传导太小，且非最终判决，不做。
不做 Lyft（LYFT.US）
事件虽边际利好Lyft，但影响局限于纽约市司机停用流程，短期业绩弹性和胜率不足，不做。
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
🔎 新鲜度:最早出现 2026-07-22 · 扩散 medium · price-in 风险 medium ↗
关键理由
- 法院阻止纽约市7月28日生效的司机停用提前14天通知法，对Uber和Lyft的平台安全管理与合规成本是边际利好。
- 该法仅涉及纽约市司机停用程序，影响范围较窄，难以直接改变Uber或Lyft的短期收入、利润或订单预期。
主要风险
- 只是初步禁令，合并诉讼仍未最终判决。
- 地方单项劳动合规规则对两家公司全球业务量级有限，短线交易弹性不足。
原文全文
展开原文 · 2,289 字
Wall Street mixed as investors eye tech earnings for AI cues, led by Alphabet
By Daniel Wiessner
July 22 (Reuters) - A federal judge has ruled that New York City cannot prohibit Uber Technologies and Lyft from deactivating drivers from their apps without advance notice, ruling that the novel law is unconstitutional.
U.S. District Judge Gregory Woods in Manhattan said in a written ruling on Tuesday that the city’s law adopted earlier this year benefits a small fraction of drivers while interfering with the ride-hailing companies’ right to police the safety of their platforms.
"Uber and Lyft are likely to succeed in showing that the law protects a narrow class of drivers and does not advance the broader social or economic interest which the (U.S.) Constitution requires to permit the severe impairment of their contracts," Woods wrote.
The judge issued a preliminary injunction blocking the city from enforcing the law, which was set to take effect July 28, pending the outcome of consolidated lawsuits filed by the companies last month.
Lyft said in a statement provided by a spokesperson that "we’re pleased the court recognized the serious safety concerns at the heart of this challenge."
Separately, Uber spokesman Josh Gold said: "The opinion underscores that driver fairness and rider safety can and must go hand in hand.”
The New York City Law Department did not immediately respond to requests for comment.
The law, one of the first of its kind in the U.S., was passed in January after the New York City Council overwhelmingly overrode a veto by former Mayor Eric Adams, a Democrat. Adams had said that the law would create an expensive and unwieldy new bureaucracy to handle wrongful deactivation claims.
The law requires that ride-hailing services give drivers 14 days’ notice before deactivating them from apps, with an exception for "egregious misconduct," and potentially rehire drivers deactivated since 2019 solely because they did not receive such notice.
Uber and Lyft in lawsuits filed a day apart in June said that the law violated their due process and free speech rights under the U.S. Constitution. They said the law threatened to undermine their reputation and goodwill while keeping unsafe drivers, including those accused of sexual misconduct, on the road.
By Daniel Wiessner
July 22 (Reuters) - A federal judge has ruled that New York City cannot prohibit Uber Technologies and Lyft from deactivating drivers from their apps without advance notice, ruling that the novel law is unconstitutional.
U.S. District Judge Gregory Woods in Manhattan said in a written ruling on Tuesday that the city’s law adopted earlier this year benefits a small fraction of drivers while interfering with the ride-hailing companies’ right to police the safety of their platforms.
"Uber and Lyft are likely to succeed in showing that the law protects a narrow class of drivers and does not advance the broader social or economic interest which the (U.S.) Constitution requires to permit the severe impairment of their contracts," Woods wrote.
The judge issued a preliminary injunction blocking the city from enforcing the law, which was set to take effect July 28, pending the outcome of consolidated lawsuits filed by the companies last month.
Lyft said in a statement provided by a spokesperson that "we’re pleased the court recognized the serious safety concerns at the heart of this challenge."
Separately, Uber spokesman Josh Gold said: "The opinion underscores that driver fairness and rider safety can and must go hand in hand.”
The New York City Law Department did not immediately respond to requests for comment.
The law, one of the first of its kind in the U.S., was passed in January after the New York City Council overwhelmingly overrode a veto by former Mayor Eric Adams, a Democrat. Adams had said that the law would create an expensive and unwieldy new bureaucracy to handle wrongful deactivation claims.
The law requires that ride-hailing services give drivers 14 days’ notice before deactivating them from apps, with an exception for "egregious misconduct," and potentially rehire drivers deactivated since 2019 solely because they did not receive such notice.
Uber and Lyft in lawsuits filed a day apart in June said that the law violated their due process and free speech rights under the U.S. Constitution. They said the law threatened to undermine their reputation and goodwill while keeping unsafe drivers, including those accused of sexual misconduct, on the road.
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