誰將贏得下一場旅遊業之戰？

英為財情

2025/07/19

Investing.com - 隨着人工智能成為越來越重要的分銷渠道，旅遊業正進入一個新的變革階段。從歷史上看，消費者預訂旅行方式的重大轉變，從實體旅行社到電視渠道，再到互聯網和移動應用，都創造了新的行業領導者。如今，Booking (NASDAQ:BKNG).com在搜索和應用程序渠道都佔據主導地位，但人工智能可能會重新定義競爭格局。Booking.com目前在多項用戶參與指標上處於領先地位。其...

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隨着人工智能成為越來越重要的分銷渠道，旅遊業正進入一個新的變革階段。從歷史上看，消費者預訂旅行方式的重大轉變，從實體旅行社到電視渠道，再到互聯網和移動應用，都創造了新的行業領導者。如今，Booking (NASDAQ:BKNG).com在搜索和應用程序渠道都佔據主導地位，但人工智能可能會重新定義競爭格局。Booking.com目前在多項用戶參與指標上處於領先地位。其...</p>\n\n<a href=\"https://cn.investing.com/news/stock-market-news/article-2893151\">網頁鏈接</a>\n\n</div>\n","source":"investing_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>誰將贏得下一場旅遊業之戰？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n誰將贏得下一場旅遊業之戰？\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">英為財情</strong><span class=\"h-time small\">2025-07-19 16:00</span>\n</p>\n</h4>\n</header>\n<article>\n<div>\n<p>Investing.com - 隨着人工智能成為越來越重要的分銷渠道，旅遊業正進入一個新的變革階段。從歷史上看，消費者預訂旅行方式的重大轉變，從實體旅行社到電視渠道，再到互聯網和移動應用，都創造了新的行業領導者。如今，Booking (NASDAQ:BKNG).com在搜索和應用程序渠道都佔據主導地位，但人工智能可能會重新定義競爭格局。Booking.com目前在多項用戶參與指標上處於領先地位。其...</p>\n\n<a href=\"https://cn.investing.com/news/stock-market-news/article-2893151\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://cn.investing.com/news/stock-market-news/article-2893151\">英為財情</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SG9999014914.USD","symbol_name":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","start_time":0,"source_url":"https://cn.investing.com/news/stock-market-news/article-2893151","article_id":"2552692414","we_media_id":null,"thumbnails":[],"rights":{"source":"investing_news","url":"https://cn.investing.com/news/stock-market-news/article-2893151","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2552692414","pubTimestamp":1752912000,"columns":[],"sourceInfo":{"source_id":"investing_news","name":"英为财情新闻"},"weMediaInfo":null,"summary":"Investing.com - 隨着人工智能成為越來越重要的分銷渠道，旅遊業正進入一個新的變革階段。Booking.com目前在多項用户參與指標上處於領先地位。ChatGPT在2025年4月成為全球下載量最高的應用程序，下載量達5200萬次。Skift的一項調查發現，50%的受訪者計劃在一年內使用人工智能進行行程規劃。儘管有這種勢頭，人工智能系統面臨結構性限制。為了應對這些挑戰，新進入者正在獲得關注。下一個主導旅遊渠道的戰鬥正在進行中，尚未出現明確的贏家。","collect":0,"end_time":0,"defaultTopTitle":"investing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC",".IXIC":"NASDAQ Composite","TSYW.SI":"TESLA 3xLongSG261006","QID":"两倍做空纳斯达克指数ETF-ProShares","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","EXPE":"Expedia","LU0072462426.USD":"贝莱德全球配置 A2","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU0426417589.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU0080751232.USD":"富达环球多元动力基金A","USAW.SI":"AMZN 3xLongSG261006","LU0107464264.USD":"abrdn SICAV I - 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隨着人工智能成為越來越重要的分銷渠道，旅遊業正進入一個新的變革階段。從歷史上看，消費者預訂旅行方式的重大轉變，從實體旅行社到電視渠道，再到互聯網和移動應用，都創造了新的行業領導者。如今，Booking (NASDAQ:BKNG).com在搜索和應用程序渠道都佔據主導地位，但人工智能可能會重新定義競爭格局。Booking.com目前在多項用户參與指標上處於領先地位。其跳出率最低，為33.30%，平均訪問時長最長，達7分59秒。它在英國App Store的評分也最高，達到4.8星。根據伯恩斯坦分析師的觀點，這些優勢源於其與谷歌廣告基礎設施的深度整合，以及諸如稀缺性提示和社會證明等具有説服力的設計特點。人工智能在旅行規劃中的作用正在增長。ChatGPT在2025年4月成為全球下載量最高的應用程序，下載量達5200萬次。Skift的一項調查發現，50%的受訪者計劃在一年內使用人工智能進行行程規劃。Google (NASDAQ:GOOGL)現在在7%的航班查詢和高達7%的酒店搜索中提供人工智能生成的回覆。截至2025年5月，ChatGPT推薦流量佔Booking.com總推薦訪問量的4.35%，佔Expedia的5.12%，兩者都超過了社交媒體作為流量來源。儘管有這種勢頭，人工智能系統面臨結構性限制。基礎模型無法可靠地訪問實時價格和庫存數據，這些數據經常變化。例如，Booking.com的價格只有33%的時間是最便宜的，而Expedia僅為9%。一些酒店，如紐約柏悦酒店，完全不向在線旅行社提供某些房型或庫存。此外，在線旅行社缺少13-15%的美國酒店的列表，留下了覆蓋缺口。為了應對這些挑戰，新進入者正在獲得關注。由前谷歌和Tripadvisor (NASDAQ:TRIP)高管創立的Directbooker，促進直接酒店預訂，同時保留忠誠度福利和完整庫存訪問權限。它已經與希爾頓、雅高 (EPA:ACCP)、IHG和Premier Inn建立了合作關係。另一家初創公司Selfbook提供一鍵預訂解決方案，現已與Perplexity AI集成，提供比傳統在線旅行社更低的酒店佣金費用。主要酒店品牌也在定位自己，以從人工智能驅動的渠道中獲益。希爾頓首席執行官Chris Nassetta表示，公司打算直接與人工智能平台合作，繞過中介。隨着人工智能搜索結果不再那麼依賴付費位置，這可能會增強品牌可見度和價格競爭力。目前，由於與領先人工智能開發商的合作以及其數據基礎設施，Booking.com和Expedia (NASDAQ:EXPE)保持着優勢。但格局正在變化。直接預訂工具、酒店連鎖和原生人工智能平台都在爭奪位置。下一個主導旅遊渠道的戰鬥正在進行中，尚未出現明確的贏家。\n本文由人工智能協助翻譯。更多信息，請參見我們的使用條款。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}