爱彼迎或难达预期，旅行需求放缓引担忧_老虎社区_美港股上老虎

爱彼迎或难达预期，旅行需求放缓引担忧

投资观察10-01

Wedbush表示，由于国际旅行需求大幅下降，爱彼迎的近期趋势相比当前预期更为负面。数据显示替代性住宿增长疲软，暗示欧洲和美国市场均出现放缓。

分析师指出，欧洲替代性住宿需求增长已转为负值，是一年多来首次低于美国水平。欧洲、中东和非洲地区占爱彼迎总间夜数的41%，而北美地区占30%。

分析师表示："我们认为隐含的业绩表现正趋向于低于管理层指导和市场共识预期。"

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