BKNG可以通过开发自有垂直AI智能体来缓解AI智能体带来的颠覆，预计将保持韧性。
逐段跳播
然后还有一个 Muse 的潜在竞争对手，一个规模小得多的竞争对手，也是互联网最早的一批电商聚合平台之一——Booking Holdings。它是 Booking.com、Priceline 等公司的控股公司。
and then another potential competitor to Muse, a much smaller competitor and one of the internet's old original aggregators of e-commerce, Booking Holdings. That is the holding company for Booking.com, Priceline, and others.
这里更有意思的是，像 Booking Holdings 这样的公司又下跌了。这对它们来说是一种风险，就像近几年它们与 Google 这类平台竞争时一样——Google 自己做聚合，推出 Google Flights，让用户直接在 Google 搜索或 Google 生态内聚合旅行和住宿的价格。
对 Booking 来说，这基本上是在重演，只不过这次是 AI 智能体。它们过去通过打造自己的互联生态和旅行规划超级应用来应对，我毫不怀疑 Booking 会再次用自己的垂直 AI 智能体做到这一点。
The more interesting thing happening here, companies like Booking Holdings, which has fallen again. This is a risk for them as it was in recent years when they were battling platforms like Google doing their own aggregation work, Google Flights, allowing users directly within Google Search or the Google ecosystem to be able to aggregate prices on travel and accommodations.
It's basically happening all over again for Booking, but this time with AI agents. They have responded in the past by creating their own connected ecosystem and travel planning super app, and I have no doubt Booking will do it again with its own vertical AI agent.
Booking 将有充足的空间来推广自己的 AI 智能体，并打造某种旅行管家。登录你的 Booking 账户，让它研究并规划一份行程，给我几个选项，第二天早上带着结果回来。我想这实际上会运行得非常非常好。
There's going to be plenty of room for Booking to promote its own AI agent and create a travel concierge of sorts. Log into your booking account and tell it to research and plan an itinerary, give me a few options, and come back the next morning with the results.
I imagine that actually will work really, really well.
和往常一样，会有很多议论说这对 Booking 以及可能对 Airbnb 这类公司具有颠覆性，但实际上，我们说的是非常非常大的企业之间的渐进式变化。我认为 Booking 会没事的。
Per usual, there will be a lot of chatter about this being disruptive to companies like Booking and maybe Airbnb but really, we're talking about gradual moves here among very, very large businesses. I think Booking is going to be just fine.
这个频道对 $BKNG 的历次判断
Chip Stock Investor 在这只股票上只有这一条判断。