The Acquirers Podcast发布 2026-10-02
《Are AI Fears Crushing High-Quality Travel Stocks?》
$BKNG看涨
得益于在小酒店供给和运营方面的护城河，对BKNG的AI颠覆担忧缺乏依据；该股目前被低估，值得买入。
我们来稍微谈谈 Booking，因为已经有一位嘉宾讨论过它了。说实话，我自己也持有它的股票，但它似乎受到了人工智能的影响，至少看起来是这样。
Let's talk a little about Booking, as one of our guests has already discussed it. I also own shares in it, to be honest, but it seems to have been affected by artificial intelligence, or at least that's how it appears.
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.