The Compound 对 $BKNG 的判断变化

2026-09-25看涨
《People Hate These 5 Stocks But They'll Be Wrong | TCAF 261》
对AI竞争的担忧被夸大,Booking稳固的库存与客户关系使近期抛售成为买入机会。

所以,Jonathan,对于像你这样的人来说,当你看到这一点并审视Expedia和Booking——我们将会谈到它们——你一定很兴奋,因为你从历史上知道,当你长期跟踪的一些业务出现自动化竞争时会发生什么,因为你以前见过这种情况。

好的。我的意思是,Booking和Airbnb,为什么它们会在那个篮子里,以及高盛是如何想出那些篮子的,我完全不知道。这绝对荒谬。我认为这最终会成为一个绝佳的买入机会。我不知道为什么其中一些银行会在那里。

So, Jonathan, for people like you, when you see this and look at Expedia and Booking, which we'll be talking about, you must be excited because you know historically what happens to some of these businesses that you've followed for a long time when automation competition emerges, because you've seen this before.

Okay. I mean, Booking and Airbnb, why they were in that basket and how Goldman comes up with those baskets, I have no idea. That's absolutely ridiculous. I think this will turn out to be a great buying opportunity. I don't know why some of those banks are there.