专题：聚焦美股2026年第二季度财报
尽管这家度假短租平台最新财报业绩超出预期、带动股价上行，辉立资本（PhillipCapital）仍在周二下调爱彼迎（Airbnb）评级。机构同时将目标价上调至 158 美元，相较周一收盘价仍有约 14% 的下行空间。
分析师周保罗（Paul Chew）表示，虽然爱彼迎下半年营收以及税后少数股东损益前利润（PATMI）有望继续增长，但当前股价估值已然偏高。
“近期上涨行情推高 ABNB 估值，股票市盈率达到 30.9 倍，已经高于其两年历史均值上浮一倍标准差（+1SD）对应的 29.6 倍水平，估值存在溢价。”
该股年内累计涨幅已超 36%。
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