来源：经济观察网 战略推进 爱彼迎在2025年第三季度财报中强调，将人工智能深度融入平台作为核心战略，并推出"先订后付"等功 能以提升用户体验。公司计划投资2亿至2.5亿美元用于新业务拓展，预计未来数月推广至全球市场。此 外，平台活跃房源已超800万个，国际扩张仍是重要增长引擎。 以上内容基于公开资料整理，不构成投资建议。 爱彼迎于2026年2月9日发布了2024年第四季度及全年财务报告，显示2024年全年营收达111亿美元，同 比增长11.95%，其中亚太地区间夜预订量同比增长20%。同时，公司对2025年第一季度业绩作出预测， 预计营收区间为22.3亿至22.7亿美元，强调假日旅游需求强劲。投资者可关注其后续财报发布日程，如 2025年全年业绩的披露。 机构观点 2026年1月9日，富国银行和巴克莱银行分别将爱彼迎评级从"低配"上调至"持股观望"，目标股价调整至 128美元和120美元。分析师指出，公司受益于酒店供应短缺及新业务增长机遇，且受人工智能风险影响 较小。此类评级变动可能影响市场情绪。 经济观察网 基于最新公开信息，爱彼迎（ABNB.US）近期有以下值得关注的事件动态： 业绩经营情况 ...

目前，AI 已承担爱彼迎北美约三分之一的客户服务请求，聊天机器人带来的访问流量甚至超过传统搜索引 擎AI客服智能体已处理北美地区超过30%的客服工单，平均处理时间从近3小时骤降至6秒 当前，全球人工智能领域的头部企业主要以美国或中国的互联网/科技巨头为主导。这些企业凭借多年的技 术积累、庞大的资本实力和用户基础，在AI领域建立了深厚护城河。以Google为例，其在软件系统层面打造 了Google Assistant等智能助手产品，在硬件层面则开发了TPU芯片等核心基础设施，形成了软硬件协同的完 整生态。 | 图表2:全球人工智能领先企业布局情况 | | --- | | 企业名称 | 人工智能软件产品 | 人工智能硬件产品 | | --- | --- | --- | | GOOGLE | GOOGLE ASSISTANT 智能助手等 | 开发 TPU 芯片,满足深度学习运算要求。 | | META | 人工智能助理。 | 组建芯片团队,减少对高通等芯片厂商依赖2 | | 亚马逊 | 智能虚拟助手 ALEXA 等 | 为ECHO 音箱及其他搭载虚拟助手 ALEXA 硬件 | | | | 产品开发专用芯片(2 | ...

Investors interested in Leisure and Recreation Services stocks are likely familiar with Carnival (CCL) and Airbnb, Inc. (ABNB) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The proven Zacks Rank emphasizes companies with positive estimate revision trends, and our Style Scores highlight stoc ...

切斯基指出，业绩提升主要源于持续创新，而 AI 是技术升级的核心支撑。目前，AI 已承担爱彼迎北美约三分之一的客户服务请求，聊天机器人带来的访问 流量甚至超过传统搜索引擎。AI 还在优化平台搜索效率。 切斯基强调，爱彼迎必须站在拥抱 AI 的最前线，而不是因为短期调整压力而犹豫不决。无论企业或员工是否愿意面对，技术浪潮终将到来。"如果不主动颠 覆自己，就会被别人颠覆。爱彼迎不会让别人颠覆自己，我们会先完成自我革新。" 据IT之家此前报道，爱彼迎在 25Q4 财报电话会议披露，公司自研的 AI 智能体已在北美接管三分之一的客服工作，计划未来推广至全球。 IT之家 2 月 18 日消息，当地时间 2 月 17 日，据《财富》杂志报道，短租平台 Airbnb（爱彼迎）CEO 布莱恩 · 切斯基认为，AI 已经成为推动公司增长的核 心力量。切斯基对其他企业领导者发出警示：AI 不是锦上添花，而是决定生死的关键。 爱彼迎市值已经达到 735 亿美元（IT之家注：现汇率约合 5081.23 亿元人民币），其之所以保持强劲表现，很大程度上得益于 AI 技术。 切斯基表示，"从商业角度看，AI 是爱彼迎历史上最重要的利好因素 ...

Core Viewpoint - The consumer discretionary sector has shown moderate growth over the past year, but is currently experiencing a negative year-to-date performance, prompting the identification of five stocks with potential for investment despite the sector's recent slump [2][4]. Consumer Discretionary Sector Overview - The consumer discretionary sector is characterized as growth-oriented, with share prices expected to increase over the long term. This sector is sensitive to market interest rate movements and typically exhibits an inverse relationship with them [3]. Interest Rate Impact - The Federal Reserve's recent easy monetary policies, including significant cuts to the benchmark lending rate, have created uncertainty regarding interest rate trajectories for the current year. Additionally, concerns about AI's impact on corporate profits have affected growth-oriented stocks [4]. Selected Stocks for Investment - Five consumer discretionary stocks have been identified for investment based on their favorable Zacks Rank: Ralph Lauren Corp., Roku Inc., Airbnb Inc., FOX Corp., and Carnival Corporation & plc. Each stock carries a Zacks Rank of 1 (Strong Buy) or 2 (Buy), with potential for double-digit price upside in the short term [5]. Ralph Lauren Corp. (RL) - Ralph Lauren has a Zacks Rank of 2 and is benefiting from its "Next Great Chapter: Drive Plan," which emphasizes brand elevation and operational agility. The company expects revenue growth in the high-single to low-double digits for fiscal 2026, with gross margin increasing by 40-80 basis points and operating margin expanding by 100-140 basis points [6][7]. - The expected revenue and earnings growth rates for Ralph Lauren are 11.7% and 30.5%, respectively, for the current year, with a short-term average price target indicating an 11.8% increase from the last closing price of $369.18 [8]. Roku Inc. (ROKU) - Roku holds a Zacks Rank of 1, showcasing strong platform revenue growth driven by innovative advertising and streaming services. The company has achieved significant household penetration and improved profitability through strong free cash flow generation [9][10]. - Roku's expected revenue and earnings growth rates are 15.4% and over 100%, respectively, for the current year, with a short-term average price target suggesting a 35.7% increase from the last closing price of $90.06 [13]. Airbnb Inc. (ABNB) - Airbnb has a Zacks Rank of 2 and is experiencing growth in Nights and Experiences Booked, positively impacting its Gross Booking Value. The company benefits from increasing guest demand and a recovery in cross-border travel [14][15]. - The expected revenue and earnings growth rates for Airbnb are 10.8% and 18.1%, respectively, for the current year, with a short-term average price target indicating a 20.4% increase from the last closing price of $121.35 [16]. FOX Corp. (FOX) - FOX has a Zacks Rank of 1 and produces a variety of content, including news and sports. The expected revenue and earnings growth rates for FOX are -0.9% and -2.3%, respectively, for the current year, but the Zacks Consensus Estimate for earnings has improved by 6.9% over the last 30 days [17]. - The short-term average price target for FOX suggests a 36.1% increase from the last closing price of $51.56 [18]. Carnival Corporation & plc (CCL) - Carnival has a Zacks Rank of 1 and is benefiting from strong demand, increased booking volumes, and a focus on marketing to attract new customers. The company emphasizes the role of digital marketing and AI in enhancing effectiveness [19][20]. - The expected revenue and earnings growth rates for Carnival are 4.6% and 12.9%, respectively, for the current year, with a short-term average price target indicating a 19.1% increase from the last closing price of $31.77 [21].

On Tuesday, Cathie Wood-led Ark Invest executed significant trades involving Advanced Micro Devices Inc. (NASDAQ:AMD) , Broadcom Inc. (NASDAQ:AVGO)  , Coinbase Global Inc. (NASDAQ:COIN) , and Airbnb Inc. (NASDAQ:ABNB) .The AMD TradeThe Broadcom TradeARKK and ARKQ funds purchased a total of 24,205 shares of Broadcom, valued at approximately $8 million, with the stock closing at $332.54. Broadcom’s recent performance has been bolstered by Google parent Alphabet Inc.’s forecast of increased capital expenditure ...

In the new AI-driven business world, it’s either sink or swim. As thousands of jobs are being automated and roles are enhanced by the tech, talent need AI skills to even be considered for a gig—and it’s a prerequisite for corporations now, too. Airbnb CEO Brian Chesky says AI has been instrumental to the success of his $73.5 billion short-term rental company. Now, the billionaire founder is telling other business leaders that the tech isn’t a just plus, it’s a necessity.  His warning is clear: If they d ...

Key Takeaways RL, ROKU, ABNB, FOX and CCL show double-digit upside despite sector's slump.ROKU and CCL benefit from strong demand, AI-driven strategies and record bookings.ABNB and RL project solid revenue growth, while FOX holds strong price target upside.The consumer discretionary sector has witnessed moderate growth in the past year, despite a strong rally in U.S. stock markets. The situation has aggravated as the sector is in the negative year-to-date. Structurally, the consumer discretionary sector is ...

Airbnb said on Tuesday that it is launching its “Reserve Now, Pay Later” feature — which lets users secure bookings without immediate payment — globally. This allows users to cancel their bookings if there is a change of plans without losing money upfront.The company launched the feature in the U.S. last year for domestic travel. Airbnb said that properties with a “flexible” or “moderate” cancellation policy are eligible for the upfront reservation. With this option, users get charged closer to their check- ...

Core Insights - Andina Copper Corporation has reported significant drill intercepts from its Cobrasco copper-molybdenum project in Chocó, Colombia, highlighting the potential for a globally significant deposit [1][3]. Drill Results - Drillhole CDH004 has shown wide intercepts of copper-molybdenum mineralization, with results including 620 m at 0.46% Cu and 79 ppm Mo, and notable inclusions of higher grades [2][25]. - The drillhole CDH003 previously reported 352 m at 0.68% Cu and 112 ppm Mo, indicating strong mineralization in the area [2][25]. Geological Observations - The geological composition of CDH004 includes multiple phases of mineralized rhyolite and porphyry, with the strongest copper grades found in intensely fractured magmatic-hydrothermal breccias [8][9]. - Anomalous gold mineralization of up to 1.06 g/t was also noted, suggesting a possible gold-rich intrusive phase within the Cobrasco system [4]. Future Exploration Plans - The company plans to mobilize a second drill rig to expedite exploration and evaluation, with ongoing step-out drilling aimed at expanding the mineralized footprint [3]. - Drillhole CDH005 is currently underway, targeting the southern extensions of the mineralized system, with results expected shortly [4][17]. Company Overview - Andina Copper Corporation is focused on copper exploration in South America, holding significant discoveries along the Andean porphyry belt in Argentina and Colombia, as well as a copper-gold target in Chile [27].