$ABNB

ABNB

Airbnb Inc. Class A Common Stock

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10-01
《The AI Frenzy in Markets, As Understood by Two Value Investors》
$ABNB看涨
Airbnb 的护城河具有持久性;凭借独特的房源、信任与安全功能、支付选项以及自然获客优势,房东不太可能离开该平台。

我的意思是,如你所知,Uber,从这个角度看,从技术上讲,Airbnb 有可能进入这个领域,或者至少她有计划去触及它。

I mean, as you know, Uber, and from that perspective Technically, it was possible Airbnb access to this The field, or at least She had plans to arrive To him.

另外,我不知道你如何能看出这一点,如果你把所有广告公司都拿来比较,比如 Google 和 Amazon、Airbnb 和 Uber,

Also, I don't know how You can see that if you compare All advertising companies, Like Google and Amazon, Airbnb and Uber,

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09-30
The Acquirers Podcast发布 2026-09-30
《Why Own a Sports Team Stock? Jonathan Boyar on MSGS, Braves & 3 Other Value Picks》
$ABNB看涨
市场高估了AI对ABNB的负面影响;AI代理将提升预订效率与生产力,从而利好该公司。

今年早些时候我们对Salesforce和Microsoft做过这件事,现在我们对Airbnb、Booking以及其他一些股票也在这么做。

We did that earlier this year with Salesforce and Microsoft, and now we're doing it with Airbnb, Booking and some other stocks.

我的意思是,听着,一切事物都受到人工智能的影响,既有正面也有负面。但是,如你所知,Muse,我们是在9月29日录制这期节目的,它在两周前发布了一份报告,对Airbnb和Booking产生了重大影响。

I mean, listen, everything is affected by artificial intelligence, both positively and negatively. But, as you know, Muse , and we're recording this on September 29, released a report two weeks ago that had a major impact on Airbnb and Booking.

09-28
The Motley Fool发布 2026-09-28
《4 Stocks to Buy and Hold for the Long Term!》
$ABNB看涨
ABNB 是一只逆向买入标的;尽管其表现落后于大盘,但底层业务依然稳健。

我还想谈谈Airbnb。这是一家几年前曾引发大量热情的公司。Airbnb是全球最大的替代住宿市场。他们拥有超过500万名房东、超过800万条活跃房源,自该平台近二十年前推出以来,累计房客访问量已达数十亿次。

I also wanted to talk about Airbnb. This is a company that generated a lot of enthusiasm several years ago. Airbnb is the world's largest alternative accommodation marketplace.

They have more than 5 million hosts, more than 8 million active listings, and billions of cumulative guest accesses since the platform launched nearly two decades ago.

09-25
The Compound发布 2026-09-25
《People Hate These 5 Stocks But They'll Be Wrong | TCAF 261》
$ABNB看涨
将ABNB归类为自动化输家是错误的,它是一家备受推崇的公司,也是不错的买入标的。

所以,Jonathan,对于像你这样的人来说,当你看到这一点并审视Expedia和Booking——我们将会谈到它们——你一定很兴奋,因为你从历史上知道,当你长期跟踪的一些业务出现自动化竞争时会发生什么,因为你以前见过这种情况。

好的。我的意思是,Booking和Airbnb,为什么它们会在那个篮子里,以及高盛是如何想出那些篮子的,我完全不知道。这绝对荒谬。我认为这最终会成为一个绝佳的买入机会。我不知道为什么其中一些银行会在那里。

So, Jonathan, for people like you, when you see this and look at Expedia and Booking, which we'll be talking about, you must be excited because you know historically what happens to some of these businesses that you've followed for a long time when automation competition emerges, because you've seen this before.

Okay. I mean, Booking and Airbnb, why they were in that basket and how Goldman comes up with those baskets, I have no idea. That's absolutely ridiculous. I think this will turn out to be a great buying opportunity. I don't know why some of those banks are there.

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