<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>近幾周以來，由於對旅遊行業的擔憂持續存在，Airbnb（ABNB）股價出現了急劇逆轉。從今年最高點下跌超過 24%，意味着它處於深度熊市，投資者開始關注其即將公佈的季度財報。</p>
<h2>復仇旅行熱潮消退</h2>
<p>有跡象表明，復仇旅行熱潮正在結束，這一點可以從瑞安航空、易捷航空、萬豪酒店和達美航空等公司相對疲弱的財務業績中看出。</p>
<p>復仇旅行是指人們在 COVID-19 封鎖結束後花費大量資金進行旅行的情況。現在，這一趨勢已被普遍稱為正常化旅行所取代。事實上，最近的數據顯示，自疫情結束以來，每可用客房收入（revPAR）在 3 月份首次出現下降。</p>
<p>因此，Airbnb 股價下跌，投資者預計其營收增長將在今年趨於穩定。人們還擔心其所在行業的競爭，因為 Booking 和 Expedia 等公司在該領域獲得了市場份額。</p>
<h2>Airbnb 在增長，但挑戰依然存在</h2>
<p>作為度假租賃行業的先驅，Airbnb 顯示出增長放緩的跡象。在最近的財報中，該公司表示，第一季度營收同比增長 18%，達到超過 21 億美元。過去，Airbnb 的年增長率曾超過 25%。</p>
<p>其他指標證實了其增長放緩。其總預訂價值增長 12%，達到 229 億美元，而預訂的夜晚和體驗數量增長了 9%。</p>
<p>積極的一面是，管理層專注於盈利增長，其淨收入同比增長 126%，達到 2.64 億美元。這種增長主要是由於其更高的營收和利息收入。由於公司擁有 78 億美元的現金及等價物和 32 億美元的短期投資，其利息收入增至 2.02 億美元。</p>
<p>因此，即將到來的利率下調可能會對 Airbnb 的淨利息收入產生影響。然而，隨着低利率刺激美國旅行支出，該公司也可能受益。</p>
<p>Airbnb 股票投資者的另一個關鍵關注點是其股權報酬，這一指標持續上升，導致一定程度的稀釋。公司預計這一趨勢將在今年繼續上升，並且預計今年比 2023 年高出 20%。</p>
<h2>ABNB 財報即將公佈</h2>
<p>最重要的 Airbnb 新聞將是其計劃於下週三公佈的財務業績。這些結果將確認 Airbnb 是否正在經歷其他公司在過去幾個月中經歷的正常化旅行。</p>
<p>共識意見認為，Airbnb 的業務在上個季度繼續放緩。分析師預計公司的營收將達到 27.4 億美元，較 2023 年同期增長 13%。</p>
<p>對於未來的指引，分析師預計其營收將增至 112 億美元，較去年增長 21%。預計其季度每股收益為 91 美分，低於一年前的 98 美分。</p>
<p>Airbnb 一直以超過分析師預期的業績表現出色，這一趨勢可能在本季度繼續。這些結果將提供更多關於正在進行的巴黎奧運會的影響的信息。公司最近表示，巴黎的預訂量增長超過 400%，這是可以理解的，因為成千上萬的人前往了這個國家。</p>
<h2>Airbnb 估值和未來機遇</h2>
<p>儘管面臨挑戰，我認為該公司在未來仍有更多增長空間，儘管速度較慢。</p>
<p>數據顯示，Airbnb 的年營收從 2019 年的 48 億美元增至 2023 年的 99 億美元，正如前文所述，今年可能達到 115 億美元。對於一個成立 16 年的公司來説，這些仍然是可觀的數字。</p>
<p>該公司仍是全球行業的市場領導者。它擊敗了 Expedia 集團旗下的 VRBO，後者的市場份額不到 2%。據估計，Airbnb 擁有超過 30% 的市場份額。</p>
<p>Airbnb 的估值看起來也很划算，其滾動 12 個月市盈率為 17，低於標普 500 指數的 20。</p>
<h2>Airbnb 股價分析</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>從日線圖上可以看出，ABNB 股價在過去幾週一直處於強勁的熊市趨勢中。這一下跌發生在該公司形成了一個上升楔形圖表模式之後。</p>
<p>股價還跌破了 200 日和 50 日移動平均線，並且即將形成死亡交叉模式。此外，相對強度指數（RSI）和相對活力指數（RVI）均呈向下趨勢。</p>
<p>因此，股價可能會繼續下跌，賣家將瞄準 115 美元的關鍵支撐位。然而，未來股價可能會反彈。</p>
<p>本文來源於 Invezz，Airbnb 股價在復仇旅行熱潮消退之際暴跌</p>

愛彼迎

<p>Airbnb 的股價已經下跌超過 24%，因為對旅行業持續存在擔憂。復仇旅行熱潮似乎正在減弱，其他旅行公司的財務業績也表現疲弱。雖然 Airbnb 的增長放緩，但仍然報告了營收和淨利潤的增長。投資者正在等待即將公佈的季度財報，以評估正常化旅行對其影響。分析師預計上個季度營收將增長 13%，全年增長率為 21%。儘管面臨挑戰，Airbnb 仍然是市場領導者，並具有進一步增長的潛力</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>近幾周以來，由於對旅遊行業的擔憂持續存在，Airbnb（ABNB）股價出現了急劇逆轉。從今年最高點下跌超過 24%，意味着它處於深度熊市，投資者開始關注其即將公佈的季度財報。</p>
</div><h2>Revenge travel boom fades</h2>
<div class="lb-trans"><h2>復仇旅行熱潮消退</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>有跡象表明，復仇旅行熱潮正在結束，這一點可以從瑞安航空、易捷航空、萬豪酒店和達美航空等公司相對疲弱的財務業績中看出。</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>復仇旅行是指人們在 COVID-19 封鎖結束後花費大量資金進行旅行的情況。現在，這一趨勢已被普遍稱為正常化旅行所取代。事實上，最近的數據顯示，自疫情結束以來，每可用客房收入（revPAR）在 3 月份首次出現下降。</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 股價下跌，投資者預計其營收增長將在今年趨於穩定。人們還擔心其所在行業的競爭，因為 Booking 和 Expedia 等公司在該領域獲得了市場份額。</p>
</div><h2>Airbnb is growing but challenges remain</h2>
<div class="lb-trans"><h2>Airbnb 在增長，但挑戰依然存在</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>作為度假租賃行業的先驅，Airbnb 顯示出增長放緩的跡象。在最近的財報中，該公司表示，第一季度營收同比增長 18%，達到超過 21 億美元。過去，Airbnb 的年增長率曾超過 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>其他指標證實了其增長放緩。其總預訂價值增長 12%，達到 229 億美元，而預訂的夜晚和體驗數量增長了 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>積極的一面是，管理層專注於盈利增長，其淨收入同比增長 126%，達到 2.64 億美元。這種增長主要是由於其更高的營收和利息收入。由於公司擁有 78 億美元的現金及等價物和 32 億美元的短期投資，其利息收入增至 2.02 億美元。</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，即將到來的利率下調可能會對 Airbnb 的淨利息收入產生影響。然而，隨着低利率刺激美國旅行支出，該公司也可能受益。</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 股票投資者的另一個關鍵關注點是其股權報酬，這一指標持續上升，導致一定程度的稀釋。公司預計這一趨勢將在今年繼續上升，並且預計今年比 2023 年高出 20%。</p>
</div><h2>ABNB earnings ahead</h2>
<div class="lb-trans"><h2>ABNB 財報即將公佈</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 新聞將是其計劃於下週三公佈的財務業績。這些結果將確認 Airbnb 是否正在經歷其他公司在過去幾個月中經歷的正常化旅行。</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>共識意見認為，Airbnb 的業務在上個季度繼續放緩。分析師預計公司的營收將達到 27.4 億美元，較 2023 年同期增長 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>對於未來的指引，分析師預計其營收將增至 112 億美元，較去年增長 21%。預計其季度每股收益為 91 美分，低於一年前的 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 一直以超過分析師預期的業績表現出色，這一趨勢可能在本季度繼續。這些結果將提供更多關於正在進行的巴黎奧運會的影響的信息。公司最近表示，巴黎的預訂量增長超過 400%，這是可以理解的，因為成千上萬的人前往了這個國家。</p>
</div><h2>Airbnb valuation and opportunities ahead</h2>
<div class="lb-trans"><h2>Airbnb 估值和未來機遇</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>儘管面臨挑戰，我認為該公司在未來仍有更多增長空間，儘管速度較慢。</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>數據顯示，Airbnb 的年營收從 2019 年的 48 億美元增至 2023 年的 99 億美元，正如前文所述，今年可能達到 115 億美元。對於一個成立 16 年的公司來説，這些仍然是可觀的數字。</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>該公司仍是全球行業的市場領導者。它擊敗了 Expedia 集團旗下的 VRBO，後者的市場份額不到 2%。據估計，Airbnb 擁有超過 30% 的市場份額。</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 的估值看起來也很划算，其滾動 12 個月市盈率為 17，低於標普 500 指數的 20。</p>
</div><h2>Airbnb stock price analysis</h2>
<div class="lb-trans"><h2>Airbnb 股價分析</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>從日線圖上可以看出，ABNB 股價在過去幾週一直處於強勁的熊市趨勢中。這一下跌發生在該公司形成了一個上升楔形圖表模式之後。</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>股價還跌破了 200 日和 50 日移動平均線，並且即將形成死亡交叉模式。此外，相對強度指數（RSI）和相對活力指數（RVI）均呈向下趨勢。</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，股價可能會繼續下跌，賣家將瞄準 115 美元的關鍵支撐位。然而，未來股價可能會反彈。</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>本文來源於 Invezz，Airbnb 股價在復仇旅行熱潮消退之際暴跌</p>
</div>

由於報復性旅遊熱潮在財報發佈前消退，Airbnb 股票暴跌