BUZZ-韦德布什下调在线旅游公司目标价,因担心人工智能风险

路透中文
Feb 06
BUZZ-韦德布什下调在线旅游公司目标价,因担心人工智能风险

2月6日 - ** 韦德布什下调在线旅游公司目标价,原因是人工智能带来的去中介化风险

** 券商称,虽然预订窗口已经开始延长,消费者也表示会延长停留时间,但人工智能可能会损害Airbnb ABNB.OBooking Holdings BKNG.OExpedia Group EXPE.O 和 Tripadvisor TRIP.O 等中介公司的长期业务。

** 补充说,Expedia最容易受到去中介化的影响,因为该公司面临的酒店和住宿连锁店供应相对集中。

** 鉴于Airbnb的房东和供应基础分散,韦德布什预计该公司受去中介化影响最小

** 韦德布什表示最看好BKNG,因为该公司的地域多元化限制了其受经济疲软或消费者疲软影响的风险。

** 以下是新的 PT:

公司

新 PT

旧 PT

Airbnb ABNB.O

$130

$135

Tripadvisor TRIP.O

$15

$18

预订控股 BKNG.O

$5,500

$6,000

Expedia EXPE.O

$260

$290

(为便利非英文母语者,路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误,或未能包含所需语境,路透不保证自动化翻译文本的准确性,仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失,路透不承担任何责任。)

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