分析师:爱彼迎的增长跟上了不断增加的开支

格隆汇
Feb 13

Melius Research分析师Conor Cunningham称,爱彼迎正在为新举措增加支出,但其基础增长也跟上了步伐。Cunningham称,分析师们一直预计,在体验和酒店方面的新投资会给利润率带来压力。他说,这种情况在第四财季确实发生了,但得益于新市场和新产品,增长加速了。Cunningham称,在进行投资的同时,酒店业务应会成为一个更大的垂直领域,国际市场是增长的一个关键驱动力。他说,拉丁美洲是该财季增长最快的市场,巴西有望成为仅次于美国的第二大市场。该股盘前上涨6%。

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