AI Disruption Risk Among Reasons to Be Cautious About WEB Travel -- Market Talk

Dow Jones

03/17

2153 GMT - Investors in travel agents are questioning whether artificial intelligence is a friend or foe to the sector. Initially, AI collaboration was seen positively as it could lower costs and improve services, says Jefferies. More recently, investors are pondering whether AI agents could go direct to the traveller, bypassing travel agents. Analyst John Campbell, in a research note about WEB Travel, says AI developers are quiet about intentions to compete directly in travel. But no current plan doesn't mean never. "Whilst there's no doubt travel's complex even for AI, and acting commercially could undermine consumer trust in the truthfulness of AI, in the end, all it takes is for one to break ranks," Jefferies says. AI is one reason why investors in WEB Travel will stay cautious, despite its cheapest multiple in years. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

March 16, 2026 17:53 ET (21:53 GMT)

應版權方要求，你需要登入查看該內容

登入 / 註冊

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hant/news/2620065492"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2620065492\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2620065492?lang=zh_TW&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-03-17 05:53","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2620065492","market":"fut","top_or_hot":-1,"title":"AI Disruption Risk Among Reasons to Be Cautious About WEB Travel -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     2153 GMT - Investors in travel agents are questioning whether artificial intelligence is a friend or foe to the sector. Initially, AI collaboration was seen positively as it could lower costs and improve services, says Jefferies. More recently, investors are pondering whether AI agents could go direct to the traveller, bypassing travel agents. Analyst John Campbell, in a research note about WEB Travel, says AI developers are quiet about intentions to compete directly in travel. But no current plan doesn't mean never. \"Whilst there's no doubt travel's complex even for AI, and acting commercially could undermine consumer trust in the truthfulness of AI, in the end, all it takes is for one to break ranks,\" Jefferies says. AI is one reason why investors in WEB Travel will stay cautious, despite its cheapest multiple in years. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 16, 2026 17:53 ET (21:53 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"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>AI Disruption Risk Among Reasons to Be Cautious About WEB Travel -- Market Talk</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\">\nAI Disruption Risk Among Reasons to Be Cautious About WEB Travel -- Market Talk\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time smaller\">2026-03-17 05:53</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     2153 GMT - Investors in travel agents are questioning whether artificial intelligence is a friend or foe to the sector. Initially, AI collaboration was seen positively as it could lower costs and improve services, says Jefferies. More recently, investors are pondering whether AI agents could go direct to the traveller, bypassing travel agents. Analyst John Campbell, in a research note about WEB Travel, says AI developers are quiet about intentions to compete directly in travel. But no current plan doesn't mean never. \"Whilst there's no doubt travel's complex even for AI, and acting commercially could undermine consumer trust in the truthfulness of AI, in the end, all it takes is for one to break ranks,\" Jefferies says. AI is one reason why investors in WEB Travel will stay cautious, despite its cheapest multiple in years. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 16, 2026 17:53 ET (21:53 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4551","symbol_name":"寇圖資本持倉","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2620065492","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2620065492","pubTimestamp":1773697980,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"2153 GMT - Investors in travel agents are questioning whether artificial intelligence is a friend or foe to the sector. Initially, AI collaboration was seen positively as it could lower costs and improve services, says Jefferies. More recently, investors are pondering whether AI agents could go direct to the traveller, bypassing travel agents. Analyst John Campbell, in a research note about WEB Travel, says AI developers are quiet about intentions to compete directly in travel. But no current plan doesn't mean never. \"Whilst there's no doubt travel's complex even for AI, and acting commercially could undermine consumer trust in the truthfulness of AI, in the end, all it takes is for one to break ranks,\" Jefferies says. AI is one reason why investors in WEB Travel will stay cautious, despite its cheapest multiple in years. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4551":"寇图资本持仓","BK4587":"ChatGPT概念","BK4543":"AI","BK4528":"SaaS概念","BK7070":"酒店、度假村与豪华游轮","BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4023":"应用软件","AIYY":"YIELDMAX AI OPTION INCOME STRATEGY ETF","AI":"C3.ai, Inc.","WEB.AU":"Web Travel Group Ltd"},"translate_title":"人工智能颠覆风险是对网络旅行保持谨慎的原因之一——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"WEB.AU":0.9,"AI":0.9,"AIYY":0.6},"content_text":"2153 GMT - Investors in travel agents are questioning whether artificial intelligence is a friend or foe to the sector. Initially, AI collaboration was seen positively as it could lower costs and improve services, says Jefferies. More recently, investors are pondering whether AI agents could go direct to the traveller, bypassing travel agents. Analyst John Campbell, in a research note about WEB Travel, says AI developers are quiet about intentions to compete directly in travel. But no current plan doesn't mean never. \"Whilst there's no doubt travel's complex even for AI, and acting commercially could undermine consumer trust in the truthfulness of AI, in the end, all it takes is for one to break ranks,\" Jefferies says. AI is one reason why investors in WEB Travel will stay cautious, despite its cheapest multiple in years. (david.winning@wsj.com; @dwinningWSJ) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  March 16, 2026 17:53 ET (21:53 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}