大摩启动覆盖在线旅游板块,首选Booking Holdings

格隆汇
Sep 16
摩根士丹利启动对在线旅游平台(OTA)的板块覆盖,对Booking Holdings、爱彼迎及Expedia分别给予“增持”、“持平”及“减持”评级,目标价分别为230美元、170美元及235美元。该行倾向于看好拥有独特房源及强劲直接流量的企业,尤其是在人工智能正重塑旅游搜索格局的背景下。

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