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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
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 ...
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]