本文为财富情报局原创作者｜石钰先来记市场暴击——昨天全球OTA板块集体扑街，Booking闪崩9%，Expedia狂泻15%，Airbnb也跟跌7%。连印度的MakeMyTrip都摔了12%。导火索是谷歌新功能上线，市场吓得直哆嗦，生怕通用AI以后直接捅穿供应链，把OTA这门“中介生意”的桌子给掀了。这就让我想起另一个躺在地板上的OTA龙头携程（CTRP.O，09961.HK）。最近，投资圈里对...
Source Link本文为财富情报局原创作者｜石钰先来记市场暴击——昨天全球OTA板块集体扑街，Booking闪崩9%，Expedia狂泻15%，Airbnb也跟跌7%。连印度的MakeMyTrip都摔了12%。导火索是谷歌新功能上线，市场吓得直哆嗦，生怕通用AI以后直接捅穿供应链，把OTA这门“中介生意”的桌子给掀了。这就让我想起另一个躺在地板上的OTA龙头携程（CTRP.O，09961.HK）。最近，投资圈里对...
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