Booking Holdings Inc.第四季度展望未达分析师预期，因机票价格上涨和巴黎抗议活动影响了10月的需求。
By Chloé Meley Booking Holdings Inc.’s outlook for the fourth quarter fell short of analyst expectations as pricier flights and protests in Paris affected demand in October.
这家在线旅游平台预计，今年最后三个月的毛预订量将较去年同期增长2%至4%，低于分析师预期的7%增长。
The online travel platform expects gross bookings to grow 2% to 4% in the last three months of the year from the year before, weaker than the 7% growth anticipated by analysts.
公司周二在声明中表示：“前往和离开中东地区的旅行受阻、冲突更广泛的间接影响（如机票价格居高不下），以及某些欧洲城市的局部动荡”冲击了10月的需求。
“Disruptions to travel to and from the Middle East, the conflict’s broader indirect effects such as elevated airfares, and localized unrest in certain European cities” hurt demand in October, the company said in a statement on Tuesday.
在巴黎发生骚乱和抢劫后，Airbnb和其他住宿服务的巴黎预订量大幅下滑。
Paris bookings on Airbnb and other accommodation services slumped following riots and looting in the French capital.
Booking表示，全球旅游需求在第三季度末“有所放缓”，尽管国内需求保持韧性。第三季度营收下降1.2%至88.9亿美元，低于分析师预期的95.4亿美元。
Booking said global travel demand “moderated somewhat” towards the end of the third quarter, though domestic demand remained resilient. Third-quarter revenue fell 1.2% to $8.89 billion, lower than the $9.54 billion expected by analysts.
被人工智能取代的威胁也是投资者的一大担忧。据彭博情报分析师Nicole D’Souza称，Meta Platforms Inc.的Muse等AI代理可能通过直接搜索和预订机票及酒店，绕过在线旅游平台。
The threat of replacement by artificial intelligence has also been a key worry for investors. AI agents, like Meta Platforms Inc’s Muse, could circumvent online travel platforms by searching and booking flights and hotels directly, according to Bloomberg Intelligence analyst Nicole D’Souza.
Truist分析师Gregory J. Miller在财报前的报告中表示：“本周的信息传递可能仍不足以抵消投资者对AI去中介化风险的担忧”，并补充称，需要几个季度的AI代理发展来评估其对Booking及其同行的影响。
“Messaging this week may still not be sufficient to counterbalance investor fears on AI disintermediation risk,” Truist analyst Gregory J. Miller said in a pre-earnings note, adding that a few quarters of AI agents are needed to assess the impact on Booking and its peers.
该公司一直在投资其AI能力，将该技术整合到自身品牌中，并与AI平台合作。
The company has been investing in its AI capabilities, integrating the technology in its own brands and collaborating with AI platforms.