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CNBC AI · 2026/8/4 03:03:18

AI is helping Grab ship products 3 times faster, CFO says, as company raises forecasts
AI 中文解读
Grab用AI把商品配送速度提升了3倍,还顺手调高全年业绩预期,股价盘后涨近5%。这家东南亚出行和外卖巨头在AI加持下,跑出了让市场意外的好成绩。
简单来说,以前骑手送单全靠经验判断哪里接单、怎么走最快,现在AI化身“调度大脑”,实时分析订单分布、路况和骑手位置,在高峰期也能精准匹配订单、优化路线,相当于给配送装上了“超级导航”。这就好比您叫外卖时,系统不仅知道您在哪里,还能预判哪个司机接单后路上最快,省时又省油。
对普通人来说,叫外卖和打车的等待时间会明显缩短,尤其在雨季或节假日高峰期,体验改善更直观。对平台而言,配送效率提升意味着能接更多订单、摊薄成本,形成“快—便宜—更多人用”的良性循环。这也印证了AI技术不是停留在概念里,而是实实在在能帮企业降本增效,让服务变得更丝滑。
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Asia: BusinessAI is helping Grab ship products 3 times faster, CFO says, as company raises forecastsPublished Mon, Aug 3 202611:03 PM EDTJenny Lee@in/jenny-lee-102020a8WATCH LIVEKey PointsGrab raises full-year guidance on strong demand from Southeast Asia. The company hopes to close the Taiwan acquisition in the second half of the year.Its U.S. listed shares rose 4.86% in extended trading.In this articleGRABFollow your favorite stocksCREATE FREE ACCOUNTCANADA - 2026/06/23: In this photo illustration, the Grab logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)Sopa Images | Lightrocket | Getty ImagesGrab, Southeast Asia's leading ride-hailing and delivery firm, raised its full-year outlook on Tuesday as it reported record second-quarter results, with resilient consumer demand across the region holding up despite macroeconomic headwinds. Shares of the Nasdaq-listed company rose 4.86% in extended trading. "AI is now embedded in the Grab way of life, whether it's in our products or the way we work," Grab CFO Peter Oey told CNBC's "Squawk Box Asia", adding that the technology has helped the company ship products three times faster translating into better margins and a more efficient cost structure. The company saw a 28% year-on-year jump in the number of rides in the second quarter, Oey said. "It's one of the highest that we've seen." The company's revenue grew 22% year on year to $997 million and its operating profit came at $19 million for the quarter ended in June, up 186%.Grab lifted its full-year revenue outlook to $4.10 billion-$4.15 billion from $4.04 billion to $4.10 billion forecast earlier, and raised it's EBITDA estimates to $720 million-$740 million, from $700 million-$720 million."We're seeing demand continue to be very strong in the business in the month of July itself, and our financial serv
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