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随着投资者评估Meta旗下Muse带来的威胁，在线旅游相关股票下跌

路透中文
Sep 24
BUZZ-随着投资者评估<a href="https://laohu8.com/S/META">Meta</a>旗下Muse带来的威胁，在线旅游相关股票下跌

9月23日 - ** 随着分析师评估Meta Platform旗下 META.O 的Muse AI助手崛起带来的威胁，在线旅游相关公司股价下跌 (link)

** “消费者将如何利用这些工具，以及该领域竞争将变得多么激烈，目前显然尚不明朗，但Muse的创新方法及其对零售利润池的广泛颠覆潜力，很可能将继续对市场平台类股票的市盈率构成重大压力，”RBC资本市场股票分析师布拉德·埃里克森在一份报告中表示

** Expedia（EXPE.O）股价下跌7.1%至261美元，创下两个月新低；EXPE周二宣布与Muse达成合作

** 爱彼迎（Airbnb） ABNB.O 下跌5.7%，Booking Holdings BKNG.O 下跌4.4%，均位列标普500指数成分股中跌幅最大的个股之列 .SPX

** “与Muse(或其他代理渠道) 整合的压力，对BKNG或ABNB而言未必是坏事。但这增加了未来潜在整合中执行力的重要性，”摩根士丹利分析师表示

** CFRA投资策略高级副总裁 孙达拉姆（Arun Sundaram）指出，那些依赖“消费者惯性”（即客户出于习惯而持续购买同一产品或使用同一服务的倾向）的企业，若人工智能代理让用户更轻松地比较各种选项，则可能面临特别大的风险

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