在线旅游巨头Booking Holdings（股票代码：BKNG）今日盘中股价大幅下跌5.14%，引起了市场的关注。
消息面上，股价下跌与酒店业近期的一系列人工智能创新举措有关。据报道，包括雅高、凯悦和最佳西方在内的多家连锁酒店，为了保持直接预订优势并挑战在线旅行社（OTA）的主导地位，纷纷推出了基于ChatGPT的品牌专用应用程序或与TripAdvisor合作的人工智能行程规划工具。这些工具旨在帮助酒店品牌绕过OTA，直接吸引并服务客户，从而避免支付佣金费用。
分析指出，这些举措标志着酒店业在人工智能应用上的创新浪潮，可能对以Booking Holdings和Expedia为代表的在线旅行社商业模式构成长期挑战。伯恩斯坦的分析师评论称，酒店将热衷于直接向人工智能平台提供库存，以帮助这些平台摆脱OTA的中介地位。市场担忧这可能侵蚀OTA未来的市场份额和盈利能力，从而引发了投资者抛售。
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