The Acquirers Podcast 对 $ABNB 的判断变化

2026-10-02看涨
《Are AI Fears Crushing High-Quality Travel Stocks?》
对ABNB的AI颠覆担忧缺乏依据,AI代理通过简化预订流程和提升生产力反而有利于其业务。

但是,如你所知,Muse 发布了一份报告——我们录制这期节目是在 9 月 29 日,也就是两周前——这份报告对 Airbnb 和 Booking 产生了重大影响。

But, as you know, Muse released a report—and we're recording this episode on September 29, two weeks ago—that has had a major impact on Airbnb and Booking.

Airbnb 是否属于同一类?你仔细研究过它吗?是的,我认为这更加荒谬。至少对于 Booking,你还能提出一个论点,那就是 Muse 可能会带来彻底的改变,而我认为这并不成立。

但 Airbnb 有一个报价。Muse 将如何开始?你会逐个询问每位房主:你愿意出租你的房子吗?这完全不合逻辑。

Does Airbnb fall into the same category? Have you studied it closely? Yes, I think this is even more ridiculous. At least you can make an argument about Booking, which is that Muse might make a radical change , and I don't think that's true.

But Airbnb has an offer. How will Muse start? Will you ask each homeowner individually: Will you rent out your home? This is completely illogical .

2026-09-30看涨
《Why Own a Sports Team Stock? Jonathan Boyar on MSGS, Braves & 3 Other Value Picks》
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.