<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2022/08/1645055556918-6feebc2d-5ce6-4ec3-8e64-febe5a81b819.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="848" height="565" original-src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2022/08/1645055556918-6feebc2d-5ce6-4ec3-8e64-febe5a81b819.jpg"/></p>
<p>近几周以来，由于对旅游行业的担忧持续存在，Airbnb（ABNB）股价出现了急剧逆转。从今年最高点下跌超过 24%，意味着它处于深度熊市，投资者开始关注其即将公布的季度财报。</p>
<h2>复仇旅行热潮消退</h2>
<p>有迹象表明，复仇旅行热潮正在结束，这一点可以从瑞安航空、易捷航空、万豪酒店和达美航空等公司相对疲弱的财务业绩中看出。</p>
<p>复仇旅行是指人们在 COVID-19 封锁结束后花费大量资金进行旅行的情况。现在，这一趋势已被普遍称为正常化旅行所取代。事实上，最近的数据显示，自疫情结束以来，每可用客房收入（revPAR）在 3 月份首次出现下降。</p>
<p>因此，Airbnb 股价下跌，投资者预计其营收增长将在今年趋于稳定。人们还担心其所在行业的竞争，因为 Booking 和 Expedia 等公司在该领域获得了市场份额。</p>
<h2>Airbnb 在增长，但挑战依然存在</h2>
<p>作为度假租赁行业的先驱，Airbnb 显示出增长放缓的迹象。在最近的财报中，该公司表示，第一季度营收同比增长 18%，达到超过 21 亿美元。过去，Airbnb 的年增长率曾超过 25%。</p>
<p>其他指标证实了其增长放缓。其总预订价值增长 12%，达到 229 亿美元，而预订的夜晚和体验数量增长了 9%。</p>
<p>积极的一面是，管理层专注于盈利增长，其净收入同比增长 126%，达到 2.64 亿美元。这种增长主要是由于其更高的营收和利息收入。由于公司拥有 78 亿美元的现金及等价物和 32 亿美元的短期投资，其利息收入增至 2.02 亿美元。</p>
<p>因此，即将到来的利率下调可能会对 Airbnb 的净利息收入产生影响。然而，随着低利率刺激美国旅行支出，该公司也可能受益。</p>
<p>Airbnb 股票投资者的另一个关键关注点是其股权报酬，这一指标持续上升，导致一定程度的稀释。公司预计这一趋势将在今年继续上升，并且预计今年比 2023 年高出 20%。</p>
<h2>ABNB 财报即将公布</h2>
<p>最重要的 Airbnb 新闻将是其计划于下周三公布的财务业绩。这些结果将确认 Airbnb 是否正在经历其他公司在过去几个月中经历的正常化旅行。</p>
<p>共识意见认为，Airbnb 的业务在上个季度继续放缓。分析师预计公司的营收将达到 27.4 亿美元，较 2023 年同期增长 13%。</p>
<p>对于未来的指引，分析师预计其营收将增至 112 亿美元，较去年增长 21%。预计其季度每股收益为 91 美分，低于一年前的 98 美分。</p>
<p>Airbnb 一直以超过分析师预期的业绩表现出色，这一趋势可能在本季度继续。这些结果将提供更多关于正在进行的巴黎奥运会的影响的信息。公司最近表示，巴黎的预订量增长超过 400%，这是可以理解的，因为成千上万的人前往了这个国家。</p>
<h2>Airbnb 估值和未来机遇</h2>
<p>尽管面临挑战，我认为该公司在未来仍有更多增长空间，尽管速度较慢。</p>
<p>数据显示，Airbnb 的年营收从 2019 年的 48 亿美元增至 2023 年的 99 亿美元，正如前文所述，今年可能达到 115 亿美元。对于一个成立 16 年的公司来说，这些仍然是可观的数字。</p>
<p>该公司仍是全球行业的市场领导者。它击败了 Expedia 集团旗下的 VRBO，后者的市场份额不到 2%。据估计，Airbnb 拥有超过 30% 的市场份额。</p>
<p>Airbnb 的估值看起来也很划算，其滚动 12 个月市盈率为 17，低于标普 500 指数的 20。</p>
<h2>Airbnb 股价分析</h2>
<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2024/08/Airbnb-stock-1024x569.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1024" height="569" original-src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2024/08/Airbnb-stock-1024x569.png"/></p>
<p>从日线图上可以看出，ABNB 股价在过去几周一直处于强劲的熊市趋势中。这一下跌发生在该公司形成了一个上升楔形图表模式之后。</p>
<p>股价还跌破了 200 日和 50 日移动平均线，并且即将形成死亡交叉模式。此外，相对强度指数（RSI）和相对活力指数（RVI）均呈向下趋势。</p>
<p>因此，股价可能会继续下跌，卖家将瞄准 115 美元的关键支撑位。然而，未来股价可能会反弹。</p>
<p>本文来源于 Invezz，Airbnb 股价在复仇旅行热潮消退之际暴跌</p>

爱彼迎

<p>Airbnb 的股价已经下跌超过 24%，因为对旅行业持续存在担忧。复仇旅行热潮似乎正在减弱，其他旅行公司的财务业绩也表现疲弱。虽然 Airbnb 的增长放缓，但仍然报告了营收和净利润的增长。投资者正在等待即将公布的季度财报，以评估正常化旅行对其影响。分析师预计上个季度营收将增长 13%，全年增长率为 21%。尽管面临挑战，Airbnb 仍然是市场领导者，并具有进一步增长的潜力</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2022/08/1645055556918-6feebc2d-5ce6-4ec3-8e64-febe5a81b819.jpg" alt="" original-src="https://invezz.com/wp-content/uploads/2022/08/1645055556918-6feebc2d-5ce6-4ec3-8e64-febe5a81b819.jpg"/></p>
<p>The Airbnb (ABNB) stock price has suffered a deep reversal in the past few weeks as concerns about the travel industry has remained. It has retreated by over 24% from its highest point this year, meaning that it is in a deep bear market as investors start focusing on its upcoming quarterly financial results.</p>
<div class="lb-trans"><p>近几周以来，由于对旅游行业的担忧持续存在，Airbnb（ABNB）股价出现了急剧逆转。从今年最高点下跌超过 24%，意味着它处于深度熊市，投资者开始关注其即将公布的季度财报。</p>
</div><h2>Revenge travel boom fades</h2>
<div class="lb-trans"><h2>复仇旅行热潮消退</h2>
</div><p>There are signs that the revenge travel boom is ending, as evidenced by the relatively weak financial results from companies like Ryanair, EasyJet, Marriott, and Delta Air Lines.</p>
<div class="lb-trans"><p>有迹象表明，复仇旅行热潮正在结束，这一点可以从瑞安航空、易捷航空、万豪酒店和达美航空等公司相对疲弱的财务业绩中看出。</p>
</div><p>Revenge travel is a situation where people spent substantial sums of money traveling after the COVID-19 lockdowns. Now, the trend has been overtaken by what is commonly known as normalised travel. Indeed, recent data show that the revenue per available room (revPAR) dropped in March for the first time since the pandemic ended.</p>
<div class="lb-trans"><p>复仇旅行是指人们在 COVID-19 封锁结束后花费大量资金进行旅行的情况。现在，这一趋势已被普遍称为正常化旅行所取代。事实上，最近的数据显示，自疫情结束以来，每可用客房收入（revPAR）在 3 月份首次出现下降。</p>
</div><p>Airbnb stock price has, therefore, dropped as investors predict that its revenue growth will moderate this year. There are also concerns about competition in its industry as companies like Booking and Expedia gain market share in the sector.</p>
<div class="lb-trans"><p>因此，Airbnb 股价下跌，投资者预计其营收增长将在今年趋于稳定。人们还担心其所在行业的竞争，因为 Booking 和 Expedia 等公司在该领域获得了市场份额。</p>
</div><h2>Airbnb is growing but challenges remain</h2>
<div class="lb-trans"><h2>Airbnb 在增长，但挑战依然存在</h2>
</div><p>Airbnb, the pioneer in the vacation rental industry, is showing signs of slowing down. In the most recent financial results, the company said that its revenues rose by 18% YoY in the first quarter to over $2.1 billion. In the past, Airbnb used to make over 25% in YoY growth rates.</p>
<div class="lb-trans"><p>作为度假租赁行业的先驱，Airbnb 显示出增长放缓的迹象。在最近的财报中，该公司表示，第一季度营收同比增长 18%，达到超过 21 亿美元。过去，Airbnb 的年增长率曾超过 25%。</p>
</div><p>Other metrics confirmed that its growth was slowing. Its gross booking value rose by 12% to $22.9 billion while the number of nights and experiences booked rose by 9%.</p>
<div class="lb-trans"><p>其他指标证实了其增长放缓。其总预订价值增长 12%，达到 229 亿美元，而预订的夜晚和体验数量增长了 9%。</p>
</div><p>On the positive side, the management has focused on profitable growth as its net income rose by 126% to over $264 million. This growth was mostly because of its higher revenue and interest income. Its interest income rose to over $202 million since the company has over $7.8 billion in cash and equivalents and $3.2 billion in short-term investments.</p>
<div class="lb-trans"><p>积极的一面是，管理层专注于盈利增长，其净收入同比增长 126%，达到 2.64 亿美元。这种增长主要是由于其更高的营收和利息收入。由于公司拥有 78 亿美元的现金及等价物和 32 亿美元的短期投资，其利息收入增至 2.02 亿美元。</p>
</div><p>Therefore, the upcoming interest rate cutswill likely have an impact on Airbnb’s net interest income. However, the company will also likely benefit as low rates stimulate travel spending in the US.</p>
<div class="lb-trans"><p>因此，即将到来的利率下调可能会对 Airbnb 的净利息收入产生影响。然而，随着低利率刺激美国旅行支出，该公司也可能受益。</p>
</div><p>Another key concern among Airbnb stock investors is its stock-based compensation, which has continued rising, leading to some dilution. The company expects that this trend will continue rising this year and that it will be 20% higher this year than in 2023.</p>
<div class="lb-trans"><p>Airbnb 股票投资者的另一个关键关注点是其股权报酬，这一指标持续上升，导致一定程度的稀释。公司预计这一趋势将在今年继续上升，并且预计今年比 2023 年高出 20%。</p>
</div><h2>ABNB earnings ahead</h2>
<div class="lb-trans"><h2>ABNB 财报即将公布</h2>
</div><p>The most important Airbnb news will be its financial results scheduled on Wednesday next week. These results will confirm whether Airbnb is seeing the normalized travel that other companies have experienced in the past few months.</p>
<div class="lb-trans"><p>最重要的 Airbnb 新闻将是其计划于下周三公布的财务业绩。这些结果将确认 Airbnb 是否正在经历其他公司在过去几个月中经历的正常化旅行。</p>
</div><p>The consensus view is that Airbnb’s business continued slowing in the last quarter. Analysts see the company’s revenue coming in at $2.74 billion, a 13% increase from the same period in 2023.</p>
<div class="lb-trans"><p>共识意见认为，Airbnb 的业务在上个季度继续放缓。分析师预计公司的营收将达到 27.4 亿美元，较 2023 年同期增长 13%。</p>
</div><p>For the forward guidance, analysts expect that its revenue will rise to $11.2 billion, representing a 21% growth rate from last year. Its quarterly EPS is expected to come in at 91 cents, down from 98 cents a year earlier.</p>
<div class="lb-trans"><p>对于未来的指引，分析师预计其营收将增至 112 亿美元，较去年增长 21%。预计其季度每股收益为 91 美分，低于一年前的 98 美分。</p>
</div><p>Airbnb has a good track record of beating analysts estimates and that trend could continue in this quarter. These results will provide more information about the impact on the ongoing Paris Olympic games. In a recent note, the company said that bookings in Paris were up by over 400%, which is understandable since thousands of people have traveled to the country.</p>
<div class="lb-trans"><p>Airbnb 一直以超过分析师预期的业绩表现出色，这一趋势可能在本季度继续。这些结果将提供更多关于正在进行的巴黎奥运会的影响的信息。公司最近表示，巴黎的预订量增长超过 400%，这是可以理解的，因为成千上万的人前往了这个国家。</p>
</div><h2>Airbnb valuation and opportunities ahead</h2>
<div class="lb-trans"><h2>Airbnb 估值和未来机遇</h2>
</div><p>Despite its challenges, I believe that the company has room for more growth, albeit at a slower rate, in the future.</p>
<div class="lb-trans"><p>尽管面临挑战，我认为该公司在未来仍有更多增长空间，尽管速度较慢。</p>
</div><p>Data shows that Airbnb’s annual revenue has risen from over $4.8 billion in 2019 to over $9.9 billion in 2023, and as mentioned, it could hit over $11.5 billion this year. These are still sold numbers for a company that has been in business for 16 years.</p>
<div class="lb-trans"><p>数据显示，Airbnb 的年营收从 2019 年的 48 亿美元增至 2023 年的 99 亿美元，正如前文所述，今年可能达到 115 亿美元。对于一个成立 16 年的公司来说，这些仍然是可观的数字。</p>
</div><p>The company is still the market leader in the industry globally. It beats VRBO, the company owned by Expedia Group, which has a market share of less than 2%. Airbnb is estimated to have over 30% of the market share.</p>
<div class="lb-trans"><p>该公司仍是全球行业的市场领导者。它击败了 Expedia 集团旗下的 VRBO，后者的市场份额不到 2%。据估计，Airbnb 拥有超过 30% 的市场份额。</p>
</div><p>Airbnb also seems like a bargain as it trades at a trailing twelve months P/E ratio of 17, lower than the S&amp;P 500 average of 20.</p>
<div class="lb-trans"><p>Airbnb 的估值看起来也很划算，其滚动 12 个月市盈率为 17，低于标普 500 指数的 20。</p>
</div><h2>Airbnb stock price analysis</h2>
<div class="lb-trans"><h2>Airbnb 股价分析</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2024/08/Airbnb-stock-1024x569.png" alt="" original-src="https://invezz.com/wp-content/uploads/2024/08/Airbnb-stock-1024x569.png"/></p>
<p>On the daily chart, we see that the ABNB share price has been in a strong bearish trend in the past few weeks. This drop happened after the company formed a rising wedge chart pattern.</p>
<div class="lb-trans"><p>从日线图上可以看出，ABNB 股价在过去几周一直处于强劲的熊市趋势中。这一下跌发生在该公司形成了一个上升楔形图表模式之后。</p>
</div><p>The stock has also moved below the 200-day and 50-day moving averages, and is about to form a death cross pattern. Also, the Relative Strength Index (RSI) and the Relative Vigor Index (RVI) have all pointed downwards.</p>
<div class="lb-trans"><p>股价还跌破了 200 日和 50 日移动平均线，并且即将形成死亡交叉模式。此外，相对强度指数（RSI）和相对活力指数（RVI）均呈向下趋势。</p>
</div><p>Therefore, the stock will likely continue falling as sellers target the key support at $115. In the future, however, the stock will likely bounce back.</p>
<div class="lb-trans"><p>因此，股价可能会继续下跌，卖家将瞄准 115 美元的关键支撑位。然而，未来股价可能会反弹。</p>
</div><p>The post Airbnb stock dives as revenge travel boom fades ahead of earnings appeared first on Invezz</p>
<div class="lb-trans"><p>本文来源于 Invezz，Airbnb 股价在复仇旅行热潮消退之际暴跌</p>
</div>

由于报复性旅游热潮在财报发布前消退，Airbnb 股票暴跌