$BKNG · Jazz Wealth Managers · 2026-11-05
说话者对 Booking Holdings 的长期前景持怀疑态度：旅客可能越来越多地使用 Google Gemini 来规划行程、寻找酒店，而不再使用预订网站，因此他质疑其长期投资策略。他承认该股在今日的大幅下跌中几乎纹丝不动、得以挺过，但长期仍感到担忧。
逐段跳播
我想说，Booking Holdings 是今天扛住了的公司之一；但长期来看我有些担心。我怀疑还会有多少人继续使用这些网站，他们可能直接去问 Google Gemini：“帮我找家酒店，这是我的旅行计划。”
或者“你能帮我做一份旅行计划吗？”这里长期的投资逻辑到底是什么？我有点怀疑。但考虑到今天市场下跌的幅度，它今天几乎没怎么动，这一点无法否认。
I would say that Booking Holdings was one of those companies that survived today; I am concerned about it in the long term. I wonder how many people will continue to use these sites, when they might simply go to Google Gemini and say, "Find me a hotel.
This is my travel plan." Or can you prepare a trip plan for me? What is the long-term investment strategy here? I'm a little skeptical. But the fact that it barely moved today cannot be denied, given the depth of the market downturn.