隔夜股市 | 标的 | 涨跌 | | --- | --- | | 上证指数 | 0.13% | | 深证成指 | -0.06% | | 恒生指数 | -0.24% | | 日经225指数 | -0.65% | | 韩国KOSPI | 0.37% | | CAX30 | 0.07% | | 英国富时100 | 0.23% | | 法国CAC40 | -0.44% | | 欧洲斯托克50 | -0.17% | | 道琼斯指数 | -0.34% | | 标普500指数 | -0.40% | | 纳斯达克指数 | -0.34% | 国际原油期货结算价涨超1%。WTI 10月原油期货收涨1.29%报63.52美元/桶；布伦特10月原油期货收涨 1.24%报67.67美元/桶。 COMEX黄金期货跌0.17%，报3382.9美元/盎司；COMEX白银期货涨0.81%，报38.08美元/盎司。 美东时间周四，美股三大指数均小幅收跌，标普500指数跌0.4%，道指跌0.34%，纳指跌0.34%。其中， 标普500指数连跌五天，纳指连跌三天。 热门中概股多数上涨，纳斯达克中国金龙指数收涨1.35%。小鹏汽车涨近12%，蔚来涨超 ...

President Donald Trump signed an executive order creating a new post for the government’s chief design officer, tapping Airbnb co-founder Joe Gebbia to fill the position, according to sources https://t.co/W0pu5zPkUM ...

Core Insights - The article discusses the launch and capabilities of the Comet browser by Perplexity AI, aiming to create an AI operating system that enhances user productivity through automation and integration with various applications [3][9][10]. Group 1: Comet Browser Features - Comet is designed to handle asynchronous and repetitive tasks, providing a seamless user experience by integrating with existing applications like iMessage and email [4][5]. - The browser aims to act as a central hub for managing various digital tasks, allowing users to automate workflows and access information across different platforms [9][10]. - The concept of "context engineering" is introduced, emphasizing the need for AI to autonomously gather and utilize context from various communication tools to enhance user efficiency [5][6]. Group 2: AI and User Interaction - The discussion highlights the importance of achieving a natural and fluid interaction between AI and users, focusing on both intelligence and contextual understanding [6][4]. - The browser is positioned as a next-generation tool that can evolve with advancements in AI models, enhancing its capabilities over time [8][9]. - The potential for AI to automate digital labor is compared to autonomous driving, suggesting that AI can free up time for users by handling complex tasks [4][6]. Group 3: Market Position and User Adoption - Since its launch, Comet has seen a steady increase in user adoption, with a waitlist nearing one million, indicating strong market interest despite its early-stage development [9][10]. - The company aims to create a new category of "agent browsers," differentiating itself from traditional browsers and focusing on building a unique ecosystem [9][10]. - The competitive landscape is discussed, with the expectation that larger players like OpenAI and Google will also enter the agent browser space, further validating the concept [9][10]. Group 4: Challenges and Future Directions - The article addresses the technical challenges of building a robust infrastructure to support the complex interactions required for the Comet browser [28][29]. - There is an emphasis on the need for continuous improvement and adaptation to user feedback, with a focus on maintaining a high-quality user experience [29][34]. - The potential for future hardware development is mentioned, but the primary focus remains on refining the software capabilities of the browser [21][22][25].

Core Insights - Airbnb Inc. has launched a "Reserve Now, Pay Later" feature for U.S. customers, allowing travelers to book certain domestic stays without upfront payment [1][2] - The feature is designed for listings with moderate or flexible cancellation policies, enabling guests to delay full payment until just before the property's free cancellation window closes [2][3] - This new option aims to provide more flexibility for travelers, particularly for groups coordinating payments, and complements existing payment options like "Pay Part Now, Part Later" and "Pay Over Time" [3][4] Industry Trends - The introduction of the "Reserve Now, Pay Later" feature aligns with a growing consumer preference for installment and deferred payment products, as evidenced by an estimated $175 billion in BNPL transactions in the U.S. in 2024 [6] - The demand for flexible payment options is increasing, with consumers seeking greater financial management and convenience in uncertain economic conditions [6] - Airbnb's expansion of payment flexibility tools is expected to lower the barrier to commitment for cost-conscious travelers, potentially driving more bookings [4][5]

Airbnb will allow US users to book stays without paying up front | TechCrunch https://t.co/2OvlTZWiTT ...

Core Insights - Airbnb's stock has decreased by approximately 11% over the past month despite a strong Q2 performance, with revenue increasing by 13% year-over-year to $3.1 billion, surpassing the consensus of $3.03 billion, and an EPS of $1.03 exceeding expectations of $0.94 [2][4][6] Financial Performance - User engagement reached record levels, contributing to a three-year average growth rate of 20%, significantly outpacing the S&P 500's growth of 5.2% [6] - Over the last year, Airbnb's sales increased by 10% to approximately $12 billion, more than double the market's 4.5% increase [6] Growth Initiatives - The company is investing $200 million in its next growth phase, which includes updating its app with AI-driven personalization, expanding into "Services & Experiences," and hosting high-profile celebrity events [4] - These initiatives aim to enhance user engagement and diversify revenue, but they may take time to scale and could impact profitability [4] Market Position and Valuation - Airbnb trades at a premium compared to the S&P 500, with price-to-sales at 6.6x, price-to-earnings at 29.3x, and price-to-free-cash-flow at 17.0x, which exceed the index's ratios [5] - The valuation is less expensive than Booking Holdings (7.3x sales, 37.7x earnings) but significantly higher than Expedia (1.7x sales, 22.1x earnings), reflecting confidence in stable growth without expecting a significant surge [5] Investor Sentiment - The recent stock decline is viewed as a readjustment of expectations rather than a sign of trouble, with Airbnb maintaining a premium brand and robust growth [6] - Investors face the decision of whether to accept slower short-term returns for potentially stronger long-term growth [6]

新京报贝壳财经讯（记者王真真）8月7日，美国共享住宿平台Airbnb（爱彼迎）发布2025年二季度报 告。报告期内，爱彼迎总收入约31亿美元，同比增长13%；净利润约6.42亿美元，同比增长16%，净利 润率达21%；经调整EBITDA（息税折旧及摊销前利润）约10亿美元，同比增长17%。 此外，今年第二季度爱彼迎的住宿（间夜量）和体验预订达1.34亿单，同比增长7%；预订总额达235亿 美元，同比增长11%。其中国际新兴市场持续增长势头，以客源地计算，爱彼迎新兴市场的间夜预订量 已经连续六个季度保持强劲增长。 今年五月，爱彼迎全新推出"爱彼迎服务"和"爱彼迎体验"，进一步拓展产品边界，打造超越住宿的多元 平台。爱彼迎表示，新业务已初见成效，市场认知度稳步提升，用户反馈积极，潜在房东/达人的兴趣 也远超预期。尽管仍处于早期阶段，我们相信这些新业务将成为驱动爱彼迎长期可持续增长的重要引 擎。 新京报贝壳财经记者注意到，今年第二季度，爱彼迎的总成本和费用同比增长10.35%至24.84亿美元， 其中产品开发费用同比增长17.53%至6.1亿美元，销售和营销费用同比增长21%至1.18亿美元。 此外，第二季度，爱彼 ...

Group 1: Company Performance - Airbnb's stock experienced a decline of 9.1% following the release of its second-quarter earnings report, despite beating expectations with an EPS of $1.03 and revenue of $3.10 billion, reflecting year-over-year gains of 19% and 12% respectively [1][2] - The company's Q3 revenue guidance of $4.02 to $4.1 billion indicates approximately 8% year-over-year growth, which is a deceleration from the 12% growth reported in Q2 [2] - CEO Brian Chesky expressed dissatisfaction with the company's slow growth and emphasized the need for acceleration, although no specific initiatives were outlined during the earnings call [4][5] Group 2: Market Sentiment and Analyst Ratings - The consensus price target for Airbnb's stock is $143.07, suggesting about 20% upside potential, but several analysts have lowered their price targets since the earnings report [9] - The stock is currently rated as a Hold among analysts, with some suggesting that it may not be a favorable investment at this time due to slowing growth and challenges in innovation [7][13] - A new share repurchase program of up to $6 billion was announced, which is generally seen as positive for shareholders, yet the stock is valued at 30x forward earnings, indicating a mature company facing growth challenges [8] Group 3: Economic Context - Recent data from Bank of America indicates a decline in consumer spending on services, including travel, which may negatively impact companies like Airbnb [3][4] - The July Jobs report raised concerns about the strength of the U.S. consumer, leading to skepticism among investors regarding the outlook for consumer discretionary stocks [3]

无论是否承认，如今AI已经在改变世界，例如打工人用它来实现效率倍增，互联网大厂也有样学样， 将其作为裁员的导火索，砸掉了一大批打工人的饭碗。同时它还成为了居心不良的黑灰产团队受众的武 器，不久前#仅退款AI图#就曾登上微博热搜，更是引发了诸多关注。在这样的情况下，海外商家也开 始加入使用AI的行列。 到了2024年10月，Airbnb创始人Brian Chesky宣布要让AI彻底改变旅行，并将用户带到一个真正由AI驱 动的应用程序上。由此不难发现，Airbnb其实对于AI是相当敏感的，可为什么他们会如此轻易地就被AI 图片欺骗呢？问题的答案同样是由Brian Chesky给出，他在采访中提及Airbnb率先应用AI技术的场景是 客户服务，当用户联系客户服务时，有越来越多的部分将由AI完成。 日前《卫报》的相关报道显示，今年早些时候，一名用户在Airbnb上预订了一个纽约曼哈顿的公寓，但 由于一些原因，他提前结束了租期。然而在这位用户离开在Android上预订的这个公寓后，房东声称其 给他的公寓造成了数千美元的损失，并且Airbnb方面在接受了房东提交的证据后，做出了用户需要支付 7053美元赔偿的处罚决定。 ...

北京时间8月7日，全球民宿平台 Airbnb爱彼迎发布了2025年第二季度财务业绩。财报显示，该公司报告期内营收 达31亿美元，同比增长13%，主要得益于住宿预订量的增长、平均间夜房价（"ADR"）的小幅上涨以及复活节的 时间因素影响。同期净利润达6.42亿美元，同比增长16%，净利润率达到21%。 | | Airbnb 爱彼迎-民宿预订 | | | | --- | --- | --- | --- | | | 和旅游短租 | | | | | Airbnb, Inc. | | | | | | | F | | 16万个评分 | 年龄 | 排行榜 | 开发 | | 4.8 | 4+ | #41 | D | | ★★★★★ | ਸੇ | 旅游 | Airbnk | 据统计，爱彼迎二季度的房源间夜和体验预订量达到1.34亿，同比增长7%，其中5月和6月的预订同比增长率都超 过了第一季度。从客源地看，拉丁美洲和亚太地区的增长最为显著，分别为10%-19%、15%-20%。新兴市场的间 夜预订量已经连续六个季度保持增长，增速约为核心市场的两倍。这一持续增长得益于平台深耕产品本地化、专 注提升品牌认知度，并推动重点市场流量增 ...