猫途鹰流量将受无点击搜索冲击

投资观察
Sep 30

Mizuho分析师表示,猫途鹰对搜索引擎流量的依赖意味着该公司将因搜索向AI模式转变而面临困难,分析师对该股给出"表现不佳"评级。分析师指出:"猫途鹰从有机搜索获得的浏览器流量占比,比我们覆盖范围内按该指标排名第二的在线旅游公司高出2倍以上。"

根据Mizuho数据,猫途鹰7月份SEO流量同比下降33%。分析师表示:"我们在Similar Web数据中看到有机搜索流量在近期面临显著的新压力,预计这将成为一个长期问题。"

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