9月23日，爱彼迎盘中下跌3.16%，报156.89美元/股，成交额4913.62万美元。在线旅游板块集体承压，同业Booking Holdings跌3.73%、Expedia跌4.69%。
消息面上，加拿大皇家银行近日指出，Meta等公司推出的AI智能体技术加剧了市场对AI冲击数字旅游平台的担忧，爱彼迎面临潜在风险。此外，摩根士丹利此前启动OTA板块覆盖，对爱彼迎仅给予"持平"评级及170美元目标价，明显偏好Booking Holdings。当前股价已大幅跌破该目标价。与此同时，联合创始人Blecharczyk自8月以来累计拟减持超27万股、CEO Chesky亦通过10b5-1计划减持约21万股，高管持续减持进一步压制市场情绪。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.