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爱彼迎股价盘前跌超7%,预计下半年增长率将承压
Xin Jing Bao· 2025-08-10 14:13
Group 1 - Airbnb reported total revenue of approximately $3.1 billion for Q2 2025, a year-over-year increase of 13% [2] - The net profit for the same period was approximately $642 million, reflecting a 16% year-over-year growth, with a net profit margin of 21% [2] - Adjusted EBITDA for Q2 was about $1 billion, showing a 17% increase compared to the previous year [2] Group 2 - The number of bookings for accommodations and experiences reached 134 million in Q2, a 7% year-over-year increase, with total booking value at $23.5 billion, up 11% [2] - Emerging international markets have shown strong growth, with booking volumes in these markets increasing for six consecutive quarters [2] - Airbnb launched new services and experiences in May, which have started to show positive market recognition and user feedback, indicating potential for long-term sustainable growth [2] Group 3 - Total costs and expenses for Q2 increased by 10.35% to $2.484 billion, with product development costs rising by 17.53% to $610 million and sales and marketing expenses increasing by 21% to $118 million [2] - In Q2, Airbnb repurchased $1 billion of Class A common stock, bringing the total repurchase amount over the past 12 months to $3.7 billion [3] - As of June 30, 2025, Airbnb has up to $1.5 billion remaining under its current stock repurchase plan and announced a new authorization for up to $6 billion in Class A common stock repurchases [3] Group 4 - For Q3, Airbnb expects revenue to be between $4.02 billion and $4.1 billion, but anticipates growth pressure in the second half of the year due to high base effects from the previous year [3]
【美股盘前】GPT-5明日凌晨1点发布?公告遭提前泄露;半导体股普涨,台积电涨超5%;苹果涨超3%,宣布在美国追加1000亿美元投资;优步营收超预期,宣...
Mei Ri Jing Ji Xin Wen· 2025-08-07 10:37
① 【三大期指齐涨】截至发稿,道指期货涨0.43%、标普500指数期货涨0.63%、纳指期货涨0.64%。 ⑦ 【苹果涨超3%,宣布在美国追加1000亿美元投资】当地时间8月6日,苹果公司宣布,将对美国新增 1000亿美元投资。此前,苹果承诺未来四年在美国投资5000亿美元,包括在休斯顿开设一家新的先进制 造工厂,生产支持Apple Intelligence的服务器,在美国20个州生产Apple TV+产品,并与美国供应商合 作。截至发稿,苹果上涨3.2%。 ⑧ 【GPT-5明日凌晨1点发布?公告遭提前泄露】当地时间8月6日,Gituhub models提前释出了一份关于 GPT-5的公告,公告内容泄露了四款GPT-5相关模型的信息,目前该公告已经被删除。此前,OpenAI在 X的一篇帖子中宣布将于太平洋时间周四上午10点(北京时间周五凌晨1点)直播。阿尔特曼也在X上发 文称:"这次直播将比平时更长,大约一个小时。我们有很多内容要展示"。 ⑨ 【Q1净利润同比下降36.9%,丰田跌超1%】当地时间8月7日,丰田汽车公司发布2025财年Q1财报, 因为关税问题,季度利润暴跌37%,并下调了全年盈利预测。财报预计 ...
从Lady Gaga到长筒匡威,美国人现在看啥都像经济衰退指标
3 6 Ke· 2025-07-29 02:24
Group 1 - The return of Lady Gaga to the Coachella music festival is perceived as a signal of economic decline in the U.S. [1][4] - A TikTok video explains that during good economic times, people prefer calm music, while in tough times, they crave upbeat dance music, indicating a psychological response to economic stress [4] - Various indicators of economic downturn have been identified by Americans, such as the rise of flash mobs and the decline in strip club attendance, reflecting changes in consumer behavior [6][8][9] Group 2 - The economic sentiment is further illustrated by the popularity of memes that highlight signs of recession, such as the resurgence of old TV shows and the sale of unusual items on second-hand platforms [21][12] - A survey by the National Association for Business Economics indicates that 37% of economists believe there is at least a 50% chance of a recession in the next year, with 75% of respondents acknowledging significant downside risks to economic growth [22] - Fast food chains like McDonald's are experiencing declining sales, with a 3.6% drop in same-store sales in Q1 2025, the largest decline since the pandemic [25] Group 3 - Discount retailers like Five Below and Dollar Tree are thriving as consumers seek high-value products amid economic uncertainty, with Five Below reporting a 19.5% year-over-year growth [28] - The trend of "consumption downgrade" is evident as consumers opt for cheaper alternatives, including counterfeit luxury goods, reflecting a shift in spending habits [28] - The cultural response to economic hardship includes the rise of humor and memes as coping mechanisms, similar to trends observed during the 2008 financial crisis [33][40] Group 4 - Humor serves as a psychological coping strategy during economic stress, allowing individuals to maintain emotional distance from their fears and anxieties [50][57] - The creation and sharing of memes during economic downturns can foster social connections and provide a sense of community among those facing similar challenges [60][62] - The historical context shows that humor and satire often emerge as forms of resistance and coping during difficult economic times, highlighting the interconnectedness of culture and economic conditions [46][49]