异动解读 | 爱彼迎盘前大涨5.11%,Q4营收超预期且一季度指引乐观

异动解读
Feb 13

爱彼迎(ABNB)今日盘前股价大幅上涨5.11%,引发了市场广泛关注。

消息面上,公司此前公布了强劲的2025年第四季度业绩。财报显示,第四季度营收同比增长12%至27.8亿美元,高于市场预期;核心运营指标表现亮眼,预订的入住晚数和体验活动数同比增长10%至1.219亿,远超市场预期,总预订金额同比增长16%至204亿美元,同样高于预期。

此外,公司对2026年第一季度给出了乐观的收入指引,预计营收将介于25.9亿至26.3亿美元之间,高于市场预期的25.3亿美元,并预计全年营收增速将提升至“至少低双位数”水平。公司首席执行官Brian Chesky亦对行业抵御AI转变表达了信心,增强了投资者对公司长期竞争力的看好。分析师观点认为,高端住宿需求持续以及公司在产品创新和全球扩张方面的努力,共同推动了股价的上涨。

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