Airbnb Q2 Earnings Preview: Increasing Travel Demand Makes Stock Attractive_老虎社区_美港股上老虎

Airbnb Q2 Earnings Preview: Increasing Travel Demand Makes Stock Attractive

investing.com2021-08-12

Reports Q2 2021 earnings Thursday, Aug. 12, after the close Revenue Expectation: $1.26 B EPS Expectation: -$0.36 When Airbnb, Inc. releases its latest quarterly report later today, investors will be ...

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ssky
·2021-08-12
Load up
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Grit100
·2021-08-12
Like n comment pls. Thx
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- HermioneG:
  ok
  2021-08-12
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TeslaLegend
·2021-08-12
Please like and comment. Thanks!
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KS_Lee
·2021-08-12
IMO it's still too early to be bullish with such stocks. Still too many uncertainties with the delta variant. It is definitely looking promising for now but the question is it sustainable?
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LeviStrauss
·2021-08-12
great! 👍
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- Meowlisa:
  Ok
  2021-08-12
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- ElvisLHS:
  read...pls like. thanks in advance.
  2021-08-12
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CM_clement
·2021-08-12
Good?
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xralphed
·2021-08-12
Help like and comment please
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- CM_clement:
  ok
  2021-08-12
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- Btyc:
  Liked
  2021-08-12
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shutiing
·2021-08-12
good
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- moneymaker1:
  Comment and like thanks
  2021-08-12
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- Tigal80:
  yes
  2021-08-12
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- LeviStrauss:
  great!
  2021-08-12
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ZiXian
·2021-08-12
Like and comment pls
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- AndreaOYL:
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Airbnb received a rare double upgrade to a buy rating from Gordon Haskett last month. The firm sees improving trends, particularly in Europe, as a boon for the vacation-rental stock.\nThe San Francisco-based Airbnb should see sales surging 42% to $1.26 billion from theprevious quarter, while losses per share shrink to $0.36 from $1.95, according to analysts consensus forecast.\nThe latest earnings reports from other travel-related companies also show that after a year of lockdowns and border closures triggered by the COVID pandemic, the travel sector is starting to see the green shoots of recovery.\nExpedia Group last week said itssecond-quartersales more than tripled to $2.11 billion and gross bookings increased to $20.8 billion. Both topped analysts’ estimates.\nBooking Holdings, the biggest online travel agency, also reported a better-than-expected surge in room night reservations, and expressed optimism that the pace of travel will continue to improve as more people are vaccinated and restrictions are loosened.\nBumpy Road To Recovery\nDespite these early signs of a rebound in travel activity, investors aren’t showing much excitement for Airbnb stock, which is down more than 30% from its February high. It closed on Wednesday at $148.18.\nAirbnb Weekly Chart.\nOne possible explanation for this underperformance is the ongoing spread of the highly contagious Delta variant that's forcing many countries to re-impose lockdowns and travel restrictions.\nExpedia’s Chief Executive Officer Peter Kern offered a cautionary note for the near-term outlook of the travel industry last week by saying that the road to full travel recovery remains bumpy until more of the world is vaccinated.\nThese uncertainties, in our view, shouldn’t discourage investors from taking a position in Airbnb, which is looking cheap after this year’s pullback. The San Francisco-based company's relative resilience in a historically bad year for the travel industry is a result of a flexible business model that allowed ABNB to meet customers in the places they wanted to go. That meant city-dwellers fleeing to less crowded, suburban and rural locations and families and groups looking to vacation close to home.\nThese steps, and the company's cost cutting, make ABNB one of the best assets in the travel sector. KeyBanc analysts this month, while upgrading Airbnb to overweight, set a price target of $180 per share, nearly 22% higher than the current price.\nAs mentioned in Kern's note:\n\n “Airbnb’s direct traffic advantage and minimal reliance on paid marketing insulates the company from [third-party] ad inflation.“In an inflationary ad market, we believe Airbnb has a new catalyst that investors can focus on: the degree to which direct traffic creates a unit economics advantage,” the analysts said, adding the market for travel is coming back steadily, which should boost Airbnb’s booking volume.\"\n\nBottom Line\nAirbnb stock weakened substantially since reaching a record high of almost $217 in February, following its early December 2020 IPO. That tumble, in our view, has made this stock attractive, especially when travel demand is expected to expand gradually. Today’s earnings could provide further evidence to support that bullish view.","kind":"news","is_publish_news":false,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":895279945,"gmtCreate":1628752078787,"gmtModify":1633689771700,"author":{"id":"3581908140966834","authorId":"3581908140966834","name":"ssky","avatar":"https://static.tigerbbs.com/c557c3de7ee44da7b994d97552ac2735","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3581908140966834","authorIdStr":"3581908140966834"},"htmlText":"Load up","listText":"Load up","text":"Load up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895279945","repostId":1169331321,"repostType":4,"repost":{"id":"1169331321","kind":"news","pubTimestamp":1628750411,"share":"https://www.laohu8.com/m/news/1169331321?lang=zh_CN&edition=full","pubTime":"2021-08-12 14:40","market":"us","language":"en","title":"Airbnb Q2 Earnings Preview: Increasing Travel Demand Makes Stock Attractive<blockquote>爱彼迎第二季度财报预览：旅行需求增加使股票具有吸引力</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169331321","media":"investing.com","summary":"Reports Q2 2021 earnings Thursday, Aug. 12, after the close\nRevenue Expectation: $1.26 B\nEPS Expecta","content":"<p><ul>  <li>Reports Q2 2021 earnings Thursday, Aug. 12, after the close</li>  <li>Revenue Expectation: $1.26 B</li>  <li>EPS Expectation: -$0.36</li> </ul> When&nbsp;<a href=\"https://laohu8.com/S/ABNB\">Airbnb, Inc.</a> releases its latest quarterly report later today, investors will be most interested in whether the reopening of the U.S. economy is boosting domestic travel and helping this alternative lodging platform cut its pandemic-era losses.</p><p><blockquote><ul><li>2021年第二季度收益报告8月12日星期四收盘后</li><li>收入预期：$1.26 B</li><li>每股收益预期：-0.36美元</li></ul>什么时候<a href=\"https://laohu8.com/S/ABNB\">爱彼迎公司。</a>今天晚些时候发布最新季度报告，投资者最感兴趣的是美国经济的重新开放是否会促进国内旅行并帮助这家另类住宿平台减少大流行时期的损失。</blockquote></p><p> The platform's second-quarter earnings report is also significant as bookings in the ongoing summer season could provide some insight into the level of pent-up travel demand ahead of the winter holiday period.</p><p><blockquote>该平台的第二季度收益报告也很重要，因为正在进行的夏季预订可以让我们深入了解寒假前被压抑的旅行需求水平。</blockquote></p><p> Early indications suggest that the San-Francisco-based Airbnb is in a good position to exceed analysts’ expectations. Airbnb received a rare double upgrade to a buy rating from Gordon Haskett last month. The firm sees improving trends, particularly in Europe, as a boon for the vacation-rental stock.</p><p><blockquote>早期迹象表明，这家总部位于三藩市的爱彼迎处于超出分析师预期的有利位置。上个月，戈登·哈斯克特(Gordon Haskett)罕见地将爱彼迎评级双重上调至买入评级。该公司认为，趋势的改善，尤其是在欧洲，对度假租赁股票来说是一个福音。</blockquote></p><p> The San Francisco-based Airbnb should see sales surging 42% to $1.26 billion from theprevious quarter, while losses per share shrink to $0.36 from $1.95, according to analysts consensus forecast.</p><p><blockquote>根据分析师的一致预测，这家总部位于三藩市的爱彼迎的销售额预计将比上一季度飙升42%，达到12.6亿美元，而每股亏损将从1.95美元收窄至0.36美元。</blockquote></p><p> The latest earnings reports from other travel-related companies also show that after a year of lockdowns and border closures triggered by the COVID pandemic, the travel sector is starting to see the green shoots of recovery.</p><p><blockquote>其他旅游相关公司的最新财报也显示，在新冠疫情引发一年的封锁和边境关闭后，旅游业开始出现复苏的萌芽。</blockquote></p><p> <a href=\"https://laohu8.com/S/EXPE\">Expedia</a> Group&nbsp;last week said itssecond-quartersales more than tripled to $2.11 billion and gross bookings increased to $20.8 billion. Both topped analysts’ estimates.</p><p><blockquote><a href=\"https://laohu8.com/S/EXPE\">Expedia</a>该集团上周表示，其第二季度销售额增长了两倍多，达到21.1亿美元，总预订量增至208亿美元。两者都超出了分析师的预期。</blockquote></p><p> <a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a>, the biggest online travel agency, also reported a better-than-expected surge in room night reservations, and expressed optimism that the pace of travel will continue to improve as more people are vaccinated and restrictions are loosened.</p><p><blockquote><a href=\"https://laohu8.com/S/BKNG\">预订控股</a>最大的在线旅行社也报告了好于预期的客房夜预订量激增，并表示乐观地认为，随着更多人接种疫苗和限制放松，旅行步伐将继续改善。</blockquote></p><p> <h3><b>Bumpy Road To Recovery</b></h3> Despite these early signs of a rebound in travel activity, investors aren’t showing much excitement for Airbnb stock, which is down more than 30% from its February high. It closed on Wednesday at $148.18.</p><p><blockquote><h3><b>坎坷的复苏之路</b></h3>尽管有这些旅游活动反弹的早期迹象，但投资者对爱彼迎股价并没有表现出太多兴奋，该股较2月份高点下跌了30%以上。周三收于148.18美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/49124fa864ebba7e93b305af955a7617\" tg-width=\"623\" tg-height=\"675\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Airbnb Weekly Chart.</p><p><blockquote>爱彼迎周线图。</blockquote></p><p> One possible explanation for this underperformance is the ongoing spread of the highly contagious Delta variant that's forcing many countries to re-impose lockdowns and travel restrictions.</p><p><blockquote>表现不佳的一个可能解释是高传染性德尔塔变异毒株的持续蔓延，迫使许多国家重新实施封锁和旅行限制。</blockquote></p><p> Expedia’s Chief Executive Officer Peter Kern offered a cautionary note for the near-term outlook of the travel industry last week by saying that the road to full travel recovery remains bumpy until more of the world is vaccinated.</p><p><blockquote>Expedia首席执行官彼得·克恩(Peter Kern)上周对旅游业的近期前景提出了警告，他表示，在世界上更多人接种疫苗之前，旅游业全面复苏的道路仍然崎岖不平。</blockquote></p><p> These uncertainties, in our view, shouldn’t discourage investors from taking a position in Airbnb, which is looking cheap after this year’s pullback. The San Francisco-based company's relative resilience in a historically bad year for the travel industry is a result of a flexible business model that allowed ABNB to meet customers in the places they wanted to go. That meant city-dwellers fleeing to less crowded, suburban and rural locations and families and groups looking to vacation close to home.</p><p><blockquote>我们认为，这些不确定性不应阻止投资者建仓爱彼迎，该公司在今年的回调后看起来很便宜。这家总部位于旧金山的公司在旅游业历史上糟糕的一年中表现出相对的弹性，这是灵活的商业模式的结果，这种模式使ABNB能够在客户想去的地方与他们见面。这意味着城市居民逃到不太拥挤的郊区和农村地区，家庭和团体希望离家近的度假。</blockquote></p><p> These steps, and the company's cost cutting, make ABNB one of the best assets in the travel sector. KeyBanc analysts this month, while upgrading Airbnb to overweight, set a price target of $180 per share, nearly 22% higher than the current price.</p><p><blockquote>这些措施以及公司的成本削减使ABNB成为旅游行业最好的资产之一。KeyBanc分析师本月在将Airbnb升级为跑赢大盘的同时，将目标价定为每股180美元，较当前价格高出近22%。</blockquote></p><p> As mentioned in Kern's note:</p><p><blockquote>正如克恩的笔记中提到的：</blockquote></p><p>   “Airbnb’s direct traffic advantage and minimal reliance on paid marketing insulates the company from [third-party] ad inflation.“In an inflationary ad market, we believe Airbnb has a new catalyst that investors can focus on: the degree to which direct traffic creates a unit economics advantage,” the analysts said, adding the market for travel is coming back steadily, which should boost Airbnb’s booking volume.\"  <h3><b>Bottom Line</b></h3> Airbnb stock weakened substantially since reaching a record high of almost $217 in February, following its early December 2020 IPO. That tumble, in our view, has made this stock attractive, especially when travel demand is expected to expand gradually. Today’s earnings could provide further evidence to support that bullish view.</p><p><blockquote>“爱彼迎的直接流量优势和对付费营销的最小依赖使该公司免受[第三方]广告通胀的影响。”在通货膨胀的广告市场中，我们相信爱彼迎有一个投资者可以关注的新催化剂：直接流量创造单位经济优势的程度，”分析师表示，并补充说旅游市场正在稳步复苏，这应该会提振爱彼迎的预订量。<h3><b>底线</b></h3>爱彼迎股价在2020年12月初IPO后，自2月份创下近217美元的历史新高以来大幅走弱。我们认为，这种暴跌使该股具有吸引力，尤其是在旅行需求预计将逐渐扩大的情况下。今天的收益可以提供进一步的证据来支持这一看涨观点。</blockquote></p><p></p>","source":"lsy1594375853987","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Airbnb Q2 Earnings Preview: Increasing Travel Demand Makes Stock Attractive<blockquote>爱彼迎第二季度财报预览：旅行需求增加使股票具有吸引力</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAirbnb Q2 Earnings Preview: Increasing Travel Demand Makes Stock Attractive<blockquote>爱彼迎第二季度财报预览：旅行需求增加使股票具有吸引力</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">investing.com</strong><span class=\"h-time small\">2021-08-12 14:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul>  <li>Reports Q2 2021 earnings Thursday, Aug. 12, after the close</li>  <li>Revenue Expectation: $1.26 B</li>  <li>EPS Expectation: -$0.36</li> </ul> When&nbsp;<a href=\"https://laohu8.com/S/ABNB\">Airbnb, Inc.</a> releases its latest quarterly report later today, investors will be most interested in whether the reopening of the U.S. economy is boosting domestic travel and helping this alternative lodging platform cut its pandemic-era losses.</p><p><blockquote><ul><li>2021年第二季度收益报告8月12日星期四收盘后</li><li>收入预期：$1.26 B</li><li>每股收益预期：-0.36美元</li></ul>什么时候<a href=\"https://laohu8.com/S/ABNB\">爱彼迎公司。</a>今天晚些时候发布最新季度报告，投资者最感兴趣的是美国经济的重新开放是否会促进国内旅行并帮助这家另类住宿平台减少大流行时期的损失。</blockquote></p><p> The platform's second-quarter earnings report is also significant as bookings in the ongoing summer season could provide some insight into the level of pent-up travel demand ahead of the winter holiday period.</p><p><blockquote>该平台的第二季度收益报告也很重要，因为正在进行的夏季预订可以让我们深入了解寒假前被压抑的旅行需求水平。</blockquote></p><p> Early indications suggest that the San-Francisco-based Airbnb is in a good position to exceed analysts’ expectations. Airbnb received a rare double upgrade to a buy rating from Gordon Haskett last month. The firm sees improving trends, particularly in Europe, as a boon for the vacation-rental stock.</p><p><blockquote>早期迹象表明，这家总部位于三藩市的爱彼迎处于超出分析师预期的有利位置。上个月，戈登·哈斯克特(Gordon Haskett)罕见地将爱彼迎评级双重上调至买入评级。该公司认为，趋势的改善，尤其是在欧洲，对度假租赁股票来说是一个福音。</blockquote></p><p> The San Francisco-based Airbnb should see sales surging 42% to $1.26 billion from theprevious quarter, while losses per share shrink to $0.36 from $1.95, according to analysts consensus forecast.</p><p><blockquote>根据分析师的一致预测，这家总部位于三藩市的爱彼迎的销售额预计将比上一季度飙升42%，达到12.6亿美元，而每股亏损将从1.95美元收窄至0.36美元。</blockquote></p><p> The latest earnings reports from other travel-related companies also show that after a year of lockdowns and border closures triggered by the COVID pandemic, the travel sector is starting to see the green shoots of recovery.</p><p><blockquote>其他旅游相关公司的最新财报也显示，在新冠疫情引发一年的封锁和边境关闭后，旅游业开始出现复苏的萌芽。</blockquote></p><p> <a href=\"https://laohu8.com/S/EXPE\">Expedia</a> Group&nbsp;last week said itssecond-quartersales more than tripled to $2.11 billion and gross bookings increased to $20.8 billion. Both topped analysts’ estimates.</p><p><blockquote><a href=\"https://laohu8.com/S/EXPE\">Expedia</a>该集团上周表示，其第二季度销售额增长了两倍多，达到21.1亿美元，总预订量增至208亿美元。两者都超出了分析师的预期。</blockquote></p><p> <a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a>, the biggest online travel agency, also reported a better-than-expected surge in room night reservations, and expressed optimism that the pace of travel will continue to improve as more people are vaccinated and restrictions are loosened.</p><p><blockquote><a href=\"https://laohu8.com/S/BKNG\">预订控股</a>最大的在线旅行社也报告了好于预期的客房夜预订量激增，并表示乐观地认为，随着更多人接种疫苗和限制放松，旅行步伐将继续改善。</blockquote></p><p> <h3><b>Bumpy Road To Recovery</b></h3> Despite these early signs of a rebound in travel activity, investors aren’t showing much excitement for Airbnb stock, which is down more than 30% from its February high. It closed on Wednesday at $148.18.</p><p><blockquote><h3><b>坎坷的复苏之路</b></h3>尽管有这些旅游活动反弹的早期迹象，但投资者对爱彼迎股价并没有表现出太多兴奋，该股较2月份高点下跌了30%以上。周三收于148.18美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/49124fa864ebba7e93b305af955a7617\" tg-width=\"623\" tg-height=\"675\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Airbnb Weekly Chart.</p><p><blockquote>爱彼迎周线图。</blockquote></p><p> One possible explanation for this underperformance is the ongoing spread of the highly contagious Delta variant that's forcing many countries to re-impose lockdowns and travel restrictions.</p><p><blockquote>表现不佳的一个可能解释是高传染性德尔塔变异毒株的持续蔓延，迫使许多国家重新实施封锁和旅行限制。</blockquote></p><p> Expedia’s Chief Executive Officer Peter Kern offered a cautionary note for the near-term outlook of the travel industry last week by saying that the road to full travel recovery remains bumpy until more of the world is vaccinated.</p><p><blockquote>Expedia首席执行官彼得·克恩(Peter Kern)上周对旅游业的近期前景提出了警告，他表示，在世界上更多人接种疫苗之前，旅游业全面复苏的道路仍然崎岖不平。</blockquote></p><p> These uncertainties, in our view, shouldn’t discourage investors from taking a position in Airbnb, which is looking cheap after this year’s pullback. The San Francisco-based company's relative resilience in a historically bad year for the travel industry is a result of a flexible business model that allowed ABNB to meet customers in the places they wanted to go. That meant city-dwellers fleeing to less crowded, suburban and rural locations and families and groups looking to vacation close to home.</p><p><blockquote>我们认为，这些不确定性不应阻止投资者建仓爱彼迎，该公司在今年的回调后看起来很便宜。这家总部位于旧金山的公司在旅游业历史上糟糕的一年中表现出相对的弹性，这是灵活的商业模式的结果，这种模式使ABNB能够在客户想去的地方与他们见面。这意味着城市居民逃到不太拥挤的郊区和农村地区，家庭和团体希望离家近的度假。</blockquote></p><p> These steps, and the company's cost cutting, make ABNB one of the best assets in the travel sector. KeyBanc analysts this month, while upgrading Airbnb to overweight, set a price target of $180 per share, nearly 22% higher than the current price.</p><p><blockquote>这些措施以及公司的成本削减使ABNB成为旅游行业最好的资产之一。KeyBanc分析师本月在将Airbnb升级为跑赢大盘的同时，将目标价定为每股180美元，较当前价格高出近22%。</blockquote></p><p> As mentioned in Kern's note:</p><p><blockquote>正如克恩的笔记中提到的：</blockquote></p><p>   “Airbnb’s direct traffic advantage and minimal reliance on paid marketing insulates the company from [third-party] ad inflation.“In an inflationary ad market, we believe Airbnb has a new catalyst that investors can focus on: the degree to which direct traffic creates a unit economics advantage,” the analysts said, adding the market for travel is coming back steadily, which should boost Airbnb’s booking volume.\"  <h3><b>Bottom Line</b></h3> Airbnb stock weakened substantially since reaching a record high of almost $217 in February, following its early December 2020 IPO. That tumble, in our view, has made this stock attractive, especially when travel demand is expected to expand gradually. Today’s earnings could provide further evidence to support that bullish view.</p><p><blockquote>“爱彼迎的直接流量优势和对付费营销的最小依赖使该公司免受[第三方]广告通胀的影响。”在通货膨胀的广告市场中，我们相信爱彼迎有一个投资者可以关注的新催化剂：直接流量创造单位经济优势的程度，”分析师表示，并补充说旅游市场正在稳步复苏，这应该会提振爱彼迎的预订量。<h3><b>底线</b></h3>爱彼迎股价在2020年12月初IPO后，自2月份创下近217美元的历史新高以来大幅走弱。我们认为，这种暴跌使该股具有吸引力，尤其是在旅行需求预计将逐渐扩大的情况下。今天的收益可以提供进一步的证据来支持这一看涨观点。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.investing.com/analysis/airbnb-q2-earnings-preview-increasing-travel-demand-makes-stock-attractive-200597990\">investing.com</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎"},"source_url":"https://www.investing.com/analysis/airbnb-q2-earnings-preview-increasing-travel-demand-makes-stock-attractive-200597990","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169331321","content_text":"Reports Q2 2021 earnings Thursday, Aug. 12, after the close\nRevenue Expectation: $1.26 B\nEPS Expectation: -$0.36\n\nWhen Airbnb, Inc. releases its latest quarterly report later today, investors will be most interested in whether the reopening of the U.S. economy is boosting domestic travel and helping this alternative lodging platform cut its pandemic-era losses.\nThe platform's second-quarter earnings report is also significant as bookings in the ongoing summer season could provide some insight into the level of pent-up travel demand ahead of the winter holiday period.\nEarly indications suggest that the San-Francisco-based Airbnb is in a good position to exceed analysts’ expectations. Airbnb received a rare double upgrade to a buy rating from Gordon Haskett last month. The firm sees improving trends, particularly in Europe, as a boon for the vacation-rental stock.\nThe San Francisco-based Airbnb should see sales surging 42% to $1.26 billion from theprevious quarter, while losses per share shrink to $0.36 from $1.95, according to analysts consensus forecast.\nThe latest earnings reports from other travel-related companies also show that after a year of lockdowns and border closures triggered by the COVID pandemic, the travel sector is starting to see the green shoots of recovery.\nExpedia Group last week said itssecond-quartersales more than tripled to $2.11 billion and gross bookings increased to $20.8 billion. Both topped analysts’ estimates.\nBooking Holdings, the biggest online travel agency, also reported a better-than-expected surge in room night reservations, and expressed optimism that the pace of travel will continue to improve as more people are vaccinated and restrictions are loosened.\nBumpy Road To Recovery\nDespite these early signs of a rebound in travel activity, investors aren’t showing much excitement for Airbnb stock, which is down more than 30% from its February high. It closed on Wednesday at $148.18.\nAirbnb Weekly Chart.\nOne possible explanation for this underperformance is the ongoing spread of the highly contagious Delta variant that's forcing many countries to re-impose lockdowns and travel restrictions.\nExpedia’s Chief Executive Officer Peter Kern offered a cautionary note for the near-term outlook of the travel industry last week by saying that the road to full travel recovery remains bumpy until more of the world is vaccinated.\nThese uncertainties, in our view, shouldn’t discourage investors from taking a position in Airbnb, which is looking cheap after this year’s pullback. The San Francisco-based company's relative resilience in a historically bad year for the travel industry is a result of a flexible business model that allowed ABNB to meet customers in the places they wanted to go. That meant city-dwellers fleeing to less crowded, suburban and rural locations and families and groups looking to vacation close to home.\nThese steps, and the company's cost cutting, make ABNB one of the best assets in the travel sector. KeyBanc analysts this month, while upgrading Airbnb to overweight, set a price target of $180 per share, nearly 22% higher than the current price.\nAs mentioned in Kern's note:\n\n “Airbnb’s direct traffic advantage and minimal reliance on paid marketing insulates the company from [third-party] ad inflation.“In an inflationary ad market, we believe Airbnb has a new catalyst that investors can focus on: the degree to which direct traffic creates a unit economics advantage,” the analysts said, adding the market for travel is coming back steadily, which should boost Airbnb’s booking volume.\"\n\nBottom Line\nAirbnb stock weakened substantially since reaching a record high of almost $217 in February, following its early December 2020 IPO. That tumble, in our view, has made this stock attractive, especially when travel demand is expected to expand gradually. Today’s earnings could provide further evidence to support that bullish view.","news_type":1,"symbols_score_info":{"ABNB":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":895247399,"gmtCreate":1628751948611,"gmtModify":1633689772652,"author":{"id":"3581502897038686","authorId":"3581502897038686","name":"Grit100","avatar":"https://static.tigerbbs.com/c3c65cb20cfcce91cc07fddb27bc3ccd","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3581502897038686","authorIdStr":"3581502897038686"},"htmlText":"Like n comment pls. Thx","listText":"Like n comment pls. Thx","text":"Like n comment pls. Thx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/895247399","repostId":1169331321,"repostType":4,"repost":{"id":"1169331321","kind":"news","pubTimestamp":1628750411,"share":"https://www.laohu8.com/m/news/1169331321?lang=zh_CN&edition=full","pubTime":"2021-08-12 14:40","market":"us","language":"en","title":"Airbnb Q2 Earnings Preview: Increasing Travel Demand Makes Stock Attractive<blockquote>爱彼迎第二季度财报预览：旅行需求增加使股票具有吸引力</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169331321","media":"investing.com","summary":"Reports Q2 2021 earnings Thursday, Aug. 12, after the close\nRevenue Expectation: $1.26 B\nEPS Expecta","content":"<p><ul>  <li>Reports Q2 2021 earnings Thursday, Aug. 12, after the close</li>  <li>Revenue Expectation: $1.26 B</li>  <li>EPS Expectation: -$0.36</li> </ul> When&nbsp;<a href=\"https://laohu8.com/S/ABNB\">Airbnb, Inc.</a> releases its latest quarterly report later today, investors will be most interested in whether the reopening of the U.S. economy is boosting domestic travel and helping this alternative lodging platform cut its pandemic-era losses.</p><p><blockquote><ul><li>2021年第二季度收益报告8月12日星期四收盘后</li><li>收入预期：$1.26 B</li><li>每股收益预期：-0.36美元</li></ul>什么时候<a href=\"https://laohu8.com/S/ABNB\">爱彼迎公司。</a>今天晚些时候发布最新季度报告，投资者最感兴趣的是美国经济的重新开放是否会促进国内旅行并帮助这家另类住宿平台减少大流行时期的损失。</blockquote></p><p> The platform's second-quarter earnings report is also significant as bookings in the ongoing summer season could provide some insight into the level of pent-up travel demand ahead of the winter holiday period.</p><p><blockquote>该平台的第二季度收益报告也很重要，因为正在进行的夏季预订可以让我们深入了解寒假前被压抑的旅行需求水平。</blockquote></p><p> Early indications suggest that the San-Francisco-based Airbnb is in a good position to exceed analysts’ expectations. Airbnb received a rare double upgrade to a buy rating from Gordon Haskett last month. The firm sees improving trends, particularly in Europe, as a boon for the vacation-rental stock.</p><p><blockquote>早期迹象表明，这家总部位于三藩市的爱彼迎处于超出分析师预期的有利位置。上个月，戈登·哈斯克特(Gordon Haskett)罕见地将爱彼迎评级双重上调至买入评级。该公司认为，趋势的改善，尤其是在欧洲，对度假租赁股票来说是一个福音。</blockquote></p><p> The San Francisco-based Airbnb should see sales surging 42% to $1.26 billion from theprevious quarter, while losses per share shrink to $0.36 from $1.95, according to analysts consensus forecast.</p><p><blockquote>根据分析师的一致预测，这家总部位于三藩市的爱彼迎的销售额预计将比上一季度飙升42%，达到12.6亿美元，而每股亏损将从1.95美元收窄至0.36美元。</blockquote></p><p> The latest earnings reports from other travel-related companies also show that after a year of lockdowns and border closures triggered by the COVID pandemic, the travel sector is starting to see the green shoots of recovery.</p><p><blockquote>其他旅游相关公司的最新财报也显示，在新冠疫情引发一年的封锁和边境关闭后，旅游业开始出现复苏的萌芽。</blockquote></p><p> <a href=\"https://laohu8.com/S/EXPE\">Expedia</a> Group&nbsp;last week said itssecond-quartersales more than tripled to $2.11 billion and gross bookings increased to $20.8 billion. Both topped analysts’ estimates.</p><p><blockquote><a href=\"https://laohu8.com/S/EXPE\">Expedia</a>该集团上周表示，其第二季度销售额增长了两倍多，达到21.1亿美元，总预订量增至208亿美元。两者都超出了分析师的预期。</blockquote></p><p> <a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a>, the biggest online travel agency, also reported a better-than-expected surge in room night reservations, and expressed optimism that the pace of travel will continue to improve as more people are vaccinated and restrictions are loosened.</p><p><blockquote><a href=\"https://laohu8.com/S/BKNG\">预订控股</a>最大的在线旅行社也报告了好于预期的客房夜预订量激增，并表示乐观地认为，随着更多人接种疫苗和限制放松，旅行步伐将继续改善。</blockquote></p><p> <h3><b>Bumpy Road To Recovery</b></h3> Despite these early signs of a rebound in travel activity, investors aren’t showing much excitement for Airbnb stock, which is down more than 30% from its February high. It closed on Wednesday at $148.18.</p><p><blockquote><h3><b>坎坷的复苏之路</b></h3>尽管有这些旅游活动反弹的早期迹象，但投资者对爱彼迎股价并没有表现出太多兴奋，该股较2月份高点下跌了30%以上。周三收于148.18美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/49124fa864ebba7e93b305af955a7617\" tg-width=\"623\" tg-height=\"675\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Airbnb Weekly Chart.</p><p><blockquote>爱彼迎周线图。</blockquote></p><p> One possible explanation for this underperformance is the ongoing spread of the highly contagious Delta variant that's forcing many countries to re-impose lockdowns and travel restrictions.</p><p><blockquote>表现不佳的一个可能解释是高传染性德尔塔变异毒株的持续蔓延，迫使许多国家重新实施封锁和旅行限制。</blockquote></p><p> Expedia’s Chief Executive Officer Peter Kern offered a cautionary note for the near-term outlook of the travel industry last week by saying that the road to full travel recovery remains bumpy until more of the world is vaccinated.</p><p><blockquote>Expedia首席执行官彼得·克恩(Peter Kern)上周对旅游业的近期前景提出了警告，他表示，在世界上更多人接种疫苗之前，旅游业全面复苏的道路仍然崎岖不平。</blockquote></p><p> These uncertainties, in our view, shouldn’t discourage investors from taking a position in Airbnb, which is looking cheap after this year’s pullback. The San Francisco-based company's relative resilience in a historically bad year for the travel industry is a result of a flexible business model that allowed ABNB to meet customers in the places they wanted to go. That meant city-dwellers fleeing to less crowded, suburban and rural locations and families and groups looking to vacation close to home.</p><p><blockquote>我们认为，这些不确定性不应阻止投资者建仓爱彼迎，该公司在今年的回调后看起来很便宜。这家总部位于旧金山的公司在旅游业历史上糟糕的一年中表现出相对的弹性，这是灵活的商业模式的结果，这种模式使ABNB能够在客户想去的地方与他们见面。这意味着城市居民逃到不太拥挤的郊区和农村地区，家庭和团体希望离家近的度假。</blockquote></p><p> These steps, and the company's cost cutting, make ABNB one of the best assets in the travel sector. KeyBanc analysts this month, while upgrading Airbnb to overweight, set a price target of $180 per share, nearly 22% higher than the current price.</p><p><blockquote>这些措施以及公司的成本削减使ABNB成为旅游行业最好的资产之一。KeyBanc分析师本月在将Airbnb升级为跑赢大盘的同时，将目标价定为每股180美元，较当前价格高出近22%。</blockquote></p><p> As mentioned in Kern's note:</p><p><blockquote>正如克恩的笔记中提到的：</blockquote></p><p>   “Airbnb’s direct traffic advantage and minimal reliance on paid marketing insulates the company from [third-party] ad inflation.“In an inflationary ad market, we believe Airbnb has a new catalyst that investors can focus on: the degree to which direct traffic creates a unit economics advantage,” the analysts said, adding the market for travel is coming back steadily, which should boost Airbnb’s booking volume.\"  <h3><b>Bottom Line</b></h3> Airbnb stock weakened substantially since reaching a record high of almost $217 in February, following its early December 2020 IPO. That tumble, in our view, has made this stock attractive, especially when travel demand is expected to expand gradually. Today’s earnings could provide further evidence to support that bullish view.</p><p><blockquote>“爱彼迎的直接流量优势和对付费营销的最小依赖使该公司免受[第三方]广告通胀的影响。”在通货膨胀的广告市场中，我们相信爱彼迎有一个投资者可以关注的新催化剂：直接流量创造单位经济优势的程度，”分析师表示，并补充说旅游市场正在稳步复苏，这应该会提振爱彼迎的预订量。<h3><b>底线</b></h3>爱彼迎股价在2020年12月初IPO后，自2月份创下近217美元的历史新高以来大幅走弱。我们认为，这种暴跌使该股具有吸引力，尤其是在旅行需求预计将逐渐扩大的情况下。今天的收益可以提供进一步的证据来支持这一看涨观点。</blockquote></p><p></p>","source":"lsy1594375853987","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Airbnb Q2 Earnings Preview: Increasing Travel Demand Makes Stock Attractive<blockquote>爱彼迎第二季度财报预览：旅行需求增加使股票具有吸引力</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAirbnb Q2 Earnings Preview: Increasing Travel Demand Makes Stock Attractive<blockquote>爱彼迎第二季度财报预览：旅行需求增加使股票具有吸引力</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">investing.com</strong><span class=\"h-time small\">2021-08-12 14:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul>  <li>Reports Q2 2021 earnings Thursday, Aug. 12, after the close</li>  <li>Revenue Expectation: $1.26 B</li>  <li>EPS Expectation: -$0.36</li> </ul> When&nbsp;<a href=\"https://laohu8.com/S/ABNB\">Airbnb, Inc.</a> releases its latest quarterly report later today, investors will be most interested in whether the reopening of the U.S. economy is boosting domestic travel and helping this alternative lodging platform cut its pandemic-era losses.</p><p><blockquote><ul><li>2021年第二季度收益报告8月12日星期四收盘后</li><li>收入预期：$1.26 B</li><li>每股收益预期：-0.36美元</li></ul>什么时候<a href=\"https://laohu8.com/S/ABNB\">爱彼迎公司。</a>今天晚些时候发布最新季度报告，投资者最感兴趣的是美国经济的重新开放是否会促进国内旅行并帮助这家另类住宿平台减少大流行时期的损失。</blockquote></p><p> The platform's second-quarter earnings report is also significant as bookings in the ongoing summer season could provide some insight into the level of pent-up travel demand ahead of the winter holiday period.</p><p><blockquote>该平台的第二季度收益报告也很重要，因为正在进行的夏季预订可以让我们深入了解寒假前被压抑的旅行需求水平。</blockquote></p><p> Early indications suggest that the San-Francisco-based Airbnb is in a good position to exceed analysts’ expectations. Airbnb received a rare double upgrade to a buy rating from Gordon Haskett last month. The firm sees improving trends, particularly in Europe, as a boon for the vacation-rental stock.</p><p><blockquote>早期迹象表明，这家总部位于三藩市的爱彼迎处于超出分析师预期的有利位置。上个月，戈登·哈斯克特(Gordon Haskett)罕见地将爱彼迎评级双重上调至买入评级。该公司认为，趋势的改善，尤其是在欧洲，对度假租赁股票来说是一个福音。</blockquote></p><p> The San Francisco-based Airbnb should see sales surging 42% to $1.26 billion from theprevious quarter, while losses per share shrink to $0.36 from $1.95, according to analysts consensus forecast.</p><p><blockquote>根据分析师的一致预测，这家总部位于三藩市的爱彼迎的销售额预计将比上一季度飙升42%，达到12.6亿美元，而每股亏损将从1.95美元收窄至0.36美元。</blockquote></p><p> The latest earnings reports from other travel-related companies also show that after a year of lockdowns and border closures triggered by the COVID pandemic, the travel sector is starting to see the green shoots of recovery.</p><p><blockquote>其他旅游相关公司的最新财报也显示，在新冠疫情引发一年的封锁和边境关闭后，旅游业开始出现复苏的萌芽。</blockquote></p><p> <a href=\"https://laohu8.com/S/EXPE\">Expedia</a> Group&nbsp;last week said itssecond-quartersales more than tripled to $2.11 billion and gross bookings increased to $20.8 billion. Both topped analysts’ estimates.</p><p><blockquote><a href=\"https://laohu8.com/S/EXPE\">Expedia</a>该集团上周表示，其第二季度销售额增长了两倍多，达到21.1亿美元，总预订量增至208亿美元。两者都超出了分析师的预期。</blockquote></p><p> <a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a>, the biggest online travel agency, also reported a better-than-expected surge in room night reservations, and expressed optimism that the pace of travel will continue to improve as more people are vaccinated and restrictions are loosened.</p><p><blockquote><a href=\"https://laohu8.com/S/BKNG\">预订控股</a>最大的在线旅行社也报告了好于预期的客房夜预订量激增，并表示乐观地认为，随着更多人接种疫苗和限制放松，旅行步伐将继续改善。</blockquote></p><p> <h3><b>Bumpy Road To Recovery</b></h3> Despite these early signs of a rebound in travel activity, investors aren’t showing much excitement for Airbnb stock, which is down more than 30% from its February high. It closed on Wednesday at $148.18.</p><p><blockquote><h3><b>坎坷的复苏之路</b></h3>尽管有这些旅游活动反弹的早期迹象，但投资者对爱彼迎股价并没有表现出太多兴奋，该股较2月份高点下跌了30%以上。周三收于148.18美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/49124fa864ebba7e93b305af955a7617\" tg-width=\"623\" tg-height=\"675\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Airbnb Weekly Chart.</p><p><blockquote>爱彼迎周线图。</blockquote></p><p> One possible explanation for this underperformance is the ongoing spread of the highly contagious Delta variant that's forcing many countries to re-impose lockdowns and travel restrictions.</p><p><blockquote>表现不佳的一个可能解释是高传染性德尔塔变异毒株的持续蔓延，迫使许多国家重新实施封锁和旅行限制。</blockquote></p><p> Expedia’s Chief Executive Officer Peter Kern offered a cautionary note for the near-term outlook of the travel industry last week by saying that the road to full travel recovery remains bumpy until more of the world is vaccinated.</p><p><blockquote>Expedia首席执行官彼得·克恩(Peter Kern)上周对旅游业的近期前景提出了警告，他表示，在世界上更多人接种疫苗之前，旅游业全面复苏的道路仍然崎岖不平。</blockquote></p><p> These uncertainties, in our view, shouldn’t discourage investors from taking a position in Airbnb, which is looking cheap after this year’s pullback. The San Francisco-based company's relative resilience in a historically bad year for the travel industry is a result of a flexible business model that allowed ABNB to meet customers in the places they wanted to go. That meant city-dwellers fleeing to less crowded, suburban and rural locations and families and groups looking to vacation close to home.</p><p><blockquote>我们认为，这些不确定性不应阻止投资者建仓爱彼迎，该公司在今年的回调后看起来很便宜。这家总部位于旧金山的公司在旅游业历史上糟糕的一年中表现出相对的弹性，这是灵活的商业模式的结果，这种模式使ABNB能够在客户想去的地方与他们见面。这意味着城市居民逃到不太拥挤的郊区和农村地区，家庭和团体希望离家近的度假。</blockquote></p><p> These steps, and the company's cost cutting, make ABNB one of the best assets in the travel sector. KeyBanc analysts this month, while upgrading Airbnb to overweight, set a price target of $180 per share, nearly 22% higher than the current price.</p><p><blockquote>这些措施以及公司的成本削减使ABNB成为旅游行业最好的资产之一。KeyBanc分析师本月在将Airbnb升级为跑赢大盘的同时，将目标价定为每股180美元，较当前价格高出近22%。</blockquote></p><p> As mentioned in Kern's note:</p><p><blockquote>正如克恩的笔记中提到的：</blockquote></p><p>   “Airbnb’s direct traffic advantage and minimal reliance on paid marketing insulates the company from [third-party] ad inflation.“In an inflationary ad market, we believe Airbnb has a new catalyst that investors can focus on: the degree to which direct traffic creates a unit economics advantage,” the analysts said, adding the market for travel is coming back steadily, which should boost Airbnb’s booking volume.\"  <h3><b>Bottom Line</b></h3> Airbnb stock weakened substantially since reaching a record high of almost $217 in February, following its early December 2020 IPO. That tumble, in our view, has made this stock attractive, especially when travel demand is expected to expand gradually. Today’s earnings could provide further evidence to support that bullish view.</p><p><blockquote>“爱彼迎的直接流量优势和对付费营销的最小依赖使该公司免受[第三方]广告通胀的影响。”在通货膨胀的广告市场中，我们相信爱彼迎有一个投资者可以关注的新催化剂：直接流量创造单位经济优势的程度，”分析师表示，并补充说旅游市场正在稳步复苏，这应该会提振爱彼迎的预订量。<h3><b>底线</b></h3>爱彼迎股价在2020年12月初IPO后，自2月份创下近217美元的历史新高以来大幅走弱。我们认为，这种暴跌使该股具有吸引力，尤其是在旅行需求预计将逐渐扩大的情况下。今天的收益可以提供进一步的证据来支持这一看涨观点。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.investing.com/analysis/airbnb-q2-earnings-preview-increasing-travel-demand-makes-stock-attractive-200597990\">investing.com</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎"},"source_url":"https://www.investing.com/analysis/airbnb-q2-earnings-preview-increasing-travel-demand-makes-stock-attractive-200597990","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169331321","content_text":"Reports Q2 2021 earnings Thursday, Aug. 12, after the close\nRevenue Expectation: $1.26 B\nEPS Expectation: -$0.36\n\nWhen Airbnb, Inc. releases its latest quarterly report later today, investors will be most interested in whether the reopening of the U.S. economy is boosting domestic travel and helping this alternative lodging platform cut its pandemic-era losses.\nThe platform's second-quarter earnings report is also significant as bookings in the ongoing summer season could provide some insight into the level of pent-up travel demand ahead of the winter holiday period.\nEarly indications suggest that the San-Francisco-based Airbnb is in a good position to exceed analysts’ expectations. Airbnb received a rare double upgrade to a buy rating from Gordon Haskett last month. The firm sees improving trends, particularly in Europe, as a boon for the vacation-rental stock.\nThe San Francisco-based Airbnb should see sales surging 42% to $1.26 billion from theprevious quarter, while losses per share shrink to $0.36 from $1.95, according to analysts consensus forecast.\nThe latest earnings reports from other travel-related companies also show that after a year of lockdowns and border closures triggered by the COVID pandemic, the travel sector is starting to see the green shoots of recovery.\nExpedia Group last week said itssecond-quartersales more than tripled to $2.11 billion and gross bookings increased to $20.8 billion. Both topped analysts’ estimates.\nBooking Holdings, the biggest online travel agency, also reported a better-than-expected surge in room night reservations, and expressed optimism that the pace of travel will continue to improve as more people are vaccinated and restrictions are loosened.\nBumpy Road To Recovery\nDespite these early signs of a rebound in travel activity, investors aren’t showing much excitement for Airbnb stock, which is down more than 30% from its February high. It closed on Wednesday at $148.18.\nAirbnb Weekly Chart.\nOne possible explanation for this underperformance is the ongoing spread of the highly contagious Delta variant that's forcing many countries to re-impose lockdowns and travel restrictions.\nExpedia’s Chief Executive Officer Peter Kern offered a cautionary note for the near-term outlook of the travel industry last week by saying that the road to full travel recovery remains bumpy until more of the world is vaccinated.\nThese uncertainties, in our view, shouldn’t discourage investors from taking a position in Airbnb, which is looking cheap after this year’s pullback. The San Francisco-based company's relative resilience in a historically bad year for the travel industry is a result of a flexible business model that allowed ABNB to meet customers in the places they wanted to go. That meant city-dwellers fleeing to less crowded, suburban and rural locations and families and groups looking to vacation close to home.\nThese steps, and the company's cost cutting, make ABNB one of the best assets in the travel sector. KeyBanc analysts this month, while upgrading Airbnb to overweight, set a price target of $180 per share, nearly 22% higher than the current price.\nAs mentioned in Kern's note:\n\n “Airbnb’s direct traffic advantage and minimal reliance on paid marketing insulates the company from [third-party] ad inflation.“In an inflationary ad market, we believe Airbnb has a new catalyst that investors can focus on: the degree to which direct traffic creates a unit economics advantage,” the analysts said, adding the market for travel is coming back steadily, which should boost Airbnb’s booking volume.\"\n\nBottom Line\nAirbnb stock weakened substantially since reaching a record high of almost $217 in February, following its early December 2020 IPO. That tumble, in our view, has made this stock attractive, especially when travel demand is expected to expand gradually. Today’s earnings could provide further evidence to support that bullish view.","news_type":1,"symbols_score_info":{"ABNB":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5504104,"gmtCreate":1628752059869,"gmtModify":1635153533062,"authorId":3581581151725380,"author":{"id":3581581151725380,"idStr":"3581581151725380","authorId":3581581151725380,"name":"HermioneG","avatar":"https://static.tigerbbs.com/449ae31dcb8cfcd4dcedab9bc5dec8aa","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":895247399,"type":1,"supId":0,"prevId":0,"content":"<u>ok</u>","text":"<u>ok</u>","html":"<u>ok</u>"}],"langContent":"EN"},{"id":895245306,"gmtCreate":1628751633405,"gmtModify":1633689773869,"author":{"id":"3572489627147183","authorId":"3572489627147183","name":"TeslaLegend","avatar":"https://static.tigerbbs.com/180ad6f06095bcbf2b6594d26c494752","vip":1,"crmLevel":11,"crmLevelSwitch":0,"idStr":"3572489627147183","authorIdStr":"3572489627147183"},"htmlText":"Please like and comment. Thanks!","listText":"Please like and comment. Thanks!","text":"Please like and comment. Thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895245306","repostId":1169331321,"repostType":4,"repost":{"id":"1169331321","kind":"news","pubTimestamp":1628750411,"share":"https://www.laohu8.com/m/news/1169331321?lang=zh_CN&edition=full","pubTime":"2021-08-12 14:40","market":"us","language":"en","title":"Airbnb Q2 Earnings Preview: Increasing Travel Demand Makes Stock Attractive<blockquote>爱彼迎第二季度财报预览：旅行需求增加使股票具有吸引力</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169331321","media":"investing.com","summary":"Reports Q2 2021 earnings Thursday, Aug. 12, after the close\nRevenue Expectation: $1.26 B\nEPS Expecta","content":"<p><ul>  <li>Reports Q2 2021 earnings Thursday, Aug. 12, after the close</li>  <li>Revenue Expectation: $1.26 B</li>  <li>EPS Expectation: -$0.36</li> </ul> When&nbsp;<a href=\"https://laohu8.com/S/ABNB\">Airbnb, Inc.</a> releases its latest quarterly report later today, investors will be most interested in whether the reopening of the U.S. economy is boosting domestic travel and helping this alternative lodging platform cut its pandemic-era losses.</p><p><blockquote><ul><li>2021年第二季度收益报告8月12日星期四收盘后</li><li>收入预期：$1.26 B</li><li>每股收益预期：-0.36美元</li></ul>什么时候<a href=\"https://laohu8.com/S/ABNB\">爱彼迎公司。</a>今天晚些时候发布最新季度报告，投资者最感兴趣的是美国经济的重新开放是否会促进国内旅行并帮助这家另类住宿平台减少大流行时期的损失。</blockquote></p><p> The platform's second-quarter earnings report is also significant as bookings in the ongoing summer season could provide some insight into the level of pent-up travel demand ahead of the winter holiday period.</p><p><blockquote>该平台的第二季度收益报告也很重要，因为正在进行的夏季预订可以让我们深入了解寒假前被压抑的旅行需求水平。</blockquote></p><p> Early indications suggest that the San-Francisco-based Airbnb is in a good position to exceed analysts’ expectations. Airbnb received a rare double upgrade to a buy rating from Gordon Haskett last month. The firm sees improving trends, particularly in Europe, as a boon for the vacation-rental stock.</p><p><blockquote>早期迹象表明，这家总部位于三藩市的爱彼迎处于超出分析师预期的有利位置。上个月，戈登·哈斯克特(Gordon Haskett)罕见地将爱彼迎评级双重上调至买入评级。该公司认为，趋势的改善，尤其是在欧洲，对度假租赁股票来说是一个福音。</blockquote></p><p> The San Francisco-based Airbnb should see sales surging 42% to $1.26 billion from theprevious quarter, while losses per share shrink to $0.36 from $1.95, according to analysts consensus forecast.</p><p><blockquote>根据分析师的一致预测，这家总部位于三藩市的爱彼迎的销售额预计将比上一季度飙升42%，达到12.6亿美元，而每股亏损将从1.95美元收窄至0.36美元。</blockquote></p><p> The latest earnings reports from other travel-related companies also show that after a year of lockdowns and border closures triggered by the COVID pandemic, the travel sector is starting to see the green shoots of recovery.</p><p><blockquote>其他旅游相关公司的最新财报也显示，在新冠疫情引发一年的封锁和边境关闭后，旅游业开始出现复苏的萌芽。</blockquote></p><p> <a href=\"https://laohu8.com/S/EXPE\">Expedia</a> Group&nbsp;last week said itssecond-quartersales more than tripled to $2.11 billion and gross bookings increased to $20.8 billion. Both topped analysts’ estimates.</p><p><blockquote><a href=\"https://laohu8.com/S/EXPE\">Expedia</a>该集团上周表示，其第二季度销售额增长了两倍多，达到21.1亿美元，总预订量增至208亿美元。两者都超出了分析师的预期。</blockquote></p><p> <a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a>, the biggest online travel agency, also reported a better-than-expected surge in room night reservations, and expressed optimism that the pace of travel will continue to improve as more people are vaccinated and restrictions are loosened.</p><p><blockquote><a href=\"https://laohu8.com/S/BKNG\">预订控股</a>最大的在线旅行社也报告了好于预期的客房夜预订量激增，并表示乐观地认为，随着更多人接种疫苗和限制放松，旅行步伐将继续改善。</blockquote></p><p> <h3><b>Bumpy Road To Recovery</b></h3> Despite these early signs of a rebound in travel activity, investors aren’t showing much excitement for Airbnb stock, which is down more than 30% from its February high. It closed on Wednesday at $148.18.</p><p><blockquote><h3><b>坎坷的复苏之路</b></h3>尽管有这些旅游活动反弹的早期迹象，但投资者对爱彼迎股价并没有表现出太多兴奋，该股较2月份高点下跌了30%以上。周三收于148.18美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/49124fa864ebba7e93b305af955a7617\" tg-width=\"623\" tg-height=\"675\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Airbnb Weekly Chart.</p><p><blockquote>爱彼迎周线图。</blockquote></p><p> One possible explanation for this underperformance is the ongoing spread of the highly contagious Delta variant that's forcing many countries to re-impose lockdowns and travel restrictions.</p><p><blockquote>表现不佳的一个可能解释是高传染性德尔塔变异毒株的持续蔓延，迫使许多国家重新实施封锁和旅行限制。</blockquote></p><p> Expedia’s Chief Executive Officer Peter Kern offered a cautionary note for the near-term outlook of the travel industry last week by saying that the road to full travel recovery remains bumpy until more of the world is vaccinated.</p><p><blockquote>Expedia首席执行官彼得·克恩(Peter Kern)上周对旅游业的近期前景提出了警告，他表示，在世界上更多人接种疫苗之前，旅游业全面复苏的道路仍然崎岖不平。</blockquote></p><p> These uncertainties, in our view, shouldn’t discourage investors from taking a position in Airbnb, which is looking cheap after this year’s pullback. The San Francisco-based company's relative resilience in a historically bad year for the travel industry is a result of a flexible business model that allowed ABNB to meet customers in the places they wanted to go. That meant city-dwellers fleeing to less crowded, suburban and rural locations and families and groups looking to vacation close to home.</p><p><blockquote>我们认为，这些不确定性不应阻止投资者建仓爱彼迎，该公司在今年的回调后看起来很便宜。这家总部位于旧金山的公司在旅游业历史上糟糕的一年中表现出相对的弹性，这是灵活的商业模式的结果，这种模式使ABNB能够在客户想去的地方与他们见面。这意味着城市居民逃到不太拥挤的郊区和农村地区，家庭和团体希望离家近的度假。</blockquote></p><p> These steps, and the company's cost cutting, make ABNB one of the best assets in the travel sector. KeyBanc analysts this month, while upgrading Airbnb to overweight, set a price target of $180 per share, nearly 22% higher than the current price.</p><p><blockquote>这些措施以及公司的成本削减使ABNB成为旅游行业最好的资产之一。KeyBanc分析师本月在将Airbnb升级为跑赢大盘的同时，将目标价定为每股180美元，较当前价格高出近22%。</blockquote></p><p> As mentioned in Kern's note:</p><p><blockquote>正如克恩的笔记中提到的：</blockquote></p><p>   “Airbnb’s direct traffic advantage and minimal reliance on paid marketing insulates the company from [third-party] ad inflation.“In an inflationary ad market, we believe Airbnb has a new catalyst that investors can focus on: the degree to which direct traffic creates a unit economics advantage,” the analysts said, adding the market for travel is coming back steadily, which should boost Airbnb’s booking volume.\"  <h3><b>Bottom Line</b></h3> Airbnb stock weakened substantially since reaching a record high of almost $217 in February, following its early December 2020 IPO. That tumble, in our view, has made this stock attractive, especially when travel demand is expected to expand gradually. Today’s earnings could provide further evidence to support that bullish view.</p><p><blockquote>“爱彼迎的直接流量优势和对付费营销的最小依赖使该公司免受[第三方]广告通胀的影响。”在通货膨胀的广告市场中，我们相信爱彼迎有一个投资者可以关注的新催化剂：直接流量创造单位经济优势的程度，”分析师表示，并补充说旅游市场正在稳步复苏，这应该会提振爱彼迎的预订量。<h3><b>底线</b></h3>爱彼迎股价在2020年12月初IPO后，自2月份创下近217美元的历史新高以来大幅走弱。我们认为，这种暴跌使该股具有吸引力，尤其是在旅行需求预计将逐渐扩大的情况下。今天的收益可以提供进一步的证据来支持这一看涨观点。</blockquote></p><p></p>","source":"lsy1594375853987","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Airbnb Q2 Earnings Preview: Increasing Travel Demand Makes Stock Attractive<blockquote>爱彼迎第二季度财报预览：旅行需求增加使股票具有吸引力</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAirbnb Q2 Earnings Preview: Increasing Travel Demand Makes Stock Attractive<blockquote>爱彼迎第二季度财报预览：旅行需求增加使股票具有吸引力</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">investing.com</strong><span class=\"h-time small\">2021-08-12 14:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul>  <li>Reports Q2 2021 earnings Thursday, Aug. 12, after the close</li>  <li>Revenue Expectation: $1.26 B</li>  <li>EPS Expectation: -$0.36</li> </ul> When&nbsp;<a href=\"https://laohu8.com/S/ABNB\">Airbnb, Inc.</a> releases its latest quarterly report later today, investors will be most interested in whether the reopening of the U.S. economy is boosting domestic travel and helping this alternative lodging platform cut its pandemic-era losses.</p><p><blockquote><ul><li>2021年第二季度收益报告8月12日星期四收盘后</li><li>收入预期：$1.26 B</li><li>每股收益预期：-0.36美元</li></ul>什么时候<a href=\"https://laohu8.com/S/ABNB\">爱彼迎公司。</a>今天晚些时候发布最新季度报告，投资者最感兴趣的是美国经济的重新开放是否会促进国内旅行并帮助这家另类住宿平台减少大流行时期的损失。</blockquote></p><p> The platform's second-quarter earnings report is also significant as bookings in the ongoing summer season could provide some insight into the level of pent-up travel demand ahead of the winter holiday period.</p><p><blockquote>该平台的第二季度收益报告也很重要，因为正在进行的夏季预订可以让我们深入了解寒假前被压抑的旅行需求水平。</blockquote></p><p> Early indications suggest that the San-Francisco-based Airbnb is in a good position to exceed analysts’ expectations. Airbnb received a rare double upgrade to a buy rating from Gordon Haskett last month. The firm sees improving trends, particularly in Europe, as a boon for the vacation-rental stock.</p><p><blockquote>早期迹象表明，这家总部位于三藩市的爱彼迎处于超出分析师预期的有利位置。上个月，戈登·哈斯克特(Gordon Haskett)罕见地将爱彼迎评级双重上调至买入评级。该公司认为，趋势的改善，尤其是在欧洲，对度假租赁股票来说是一个福音。</blockquote></p><p> The San Francisco-based Airbnb should see sales surging 42% to $1.26 billion from theprevious quarter, while losses per share shrink to $0.36 from $1.95, according to analysts consensus forecast.</p><p><blockquote>根据分析师的一致预测，这家总部位于三藩市的爱彼迎的销售额预计将比上一季度飙升42%，达到12.6亿美元，而每股亏损将从1.95美元收窄至0.36美元。</blockquote></p><p> The latest earnings reports from other travel-related companies also show that after a year of lockdowns and border closures triggered by the COVID pandemic, the travel sector is starting to see the green shoots of recovery.</p><p><blockquote>其他旅游相关公司的最新财报也显示，在新冠疫情引发一年的封锁和边境关闭后，旅游业开始出现复苏的萌芽。</blockquote></p><p> <a href=\"https://laohu8.com/S/EXPE\">Expedia</a> Group&nbsp;last week said itssecond-quartersales more than tripled to $2.11 billion and gross bookings increased to $20.8 billion. Both topped analysts’ estimates.</p><p><blockquote><a href=\"https://laohu8.com/S/EXPE\">Expedia</a>该集团上周表示，其第二季度销售额增长了两倍多，达到21.1亿美元，总预订量增至208亿美元。两者都超出了分析师的预期。</blockquote></p><p> <a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a>, the biggest online travel agency, also reported a better-than-expected surge in room night reservations, and expressed optimism that the pace of travel will continue to improve as more people are vaccinated and restrictions are loosened.</p><p><blockquote><a href=\"https://laohu8.com/S/BKNG\">预订控股</a>最大的在线旅行社也报告了好于预期的客房夜预订量激增，并表示乐观地认为，随着更多人接种疫苗和限制放松，旅行步伐将继续改善。</blockquote></p><p> <h3><b>Bumpy Road To Recovery</b></h3> Despite these early signs of a rebound in travel activity, investors aren’t showing much excitement for Airbnb stock, which is down more than 30% from its February high. It closed on Wednesday at $148.18.</p><p><blockquote><h3><b>坎坷的复苏之路</b></h3>尽管有这些旅游活动反弹的早期迹象，但投资者对爱彼迎股价并没有表现出太多兴奋，该股较2月份高点下跌了30%以上。周三收于148.18美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/49124fa864ebba7e93b305af955a7617\" tg-width=\"623\" tg-height=\"675\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Airbnb Weekly Chart.</p><p><blockquote>爱彼迎周线图。</blockquote></p><p> One possible explanation for this underperformance is the ongoing spread of the highly contagious Delta variant that's forcing many countries to re-impose lockdowns and travel restrictions.</p><p><blockquote>表现不佳的一个可能解释是高传染性德尔塔变异毒株的持续蔓延，迫使许多国家重新实施封锁和旅行限制。</blockquote></p><p> Expedia’s Chief Executive Officer Peter Kern offered a cautionary note for the near-term outlook of the travel industry last week by saying that the road to full travel recovery remains bumpy until more of the world is vaccinated.</p><p><blockquote>Expedia首席执行官彼得·克恩(Peter Kern)上周对旅游业的近期前景提出了警告，他表示，在世界上更多人接种疫苗之前，旅游业全面复苏的道路仍然崎岖不平。</blockquote></p><p> These uncertainties, in our view, shouldn’t discourage investors from taking a position in Airbnb, which is looking cheap after this year’s pullback. The San Francisco-based company's relative resilience in a historically bad year for the travel industry is a result of a flexible business model that allowed ABNB to meet customers in the places they wanted to go. That meant city-dwellers fleeing to less crowded, suburban and rural locations and families and groups looking to vacation close to home.</p><p><blockquote>我们认为，这些不确定性不应阻止投资者建仓爱彼迎，该公司在今年的回调后看起来很便宜。这家总部位于旧金山的公司在旅游业历史上糟糕的一年中表现出相对的弹性，这是灵活的商业模式的结果，这种模式使ABNB能够在客户想去的地方与他们见面。这意味着城市居民逃到不太拥挤的郊区和农村地区，家庭和团体希望离家近的度假。</blockquote></p><p> These steps, and the company's cost cutting, make ABNB one of the best assets in the travel sector. KeyBanc analysts this month, while upgrading Airbnb to overweight, set a price target of $180 per share, nearly 22% higher than the current price.</p><p><blockquote>这些措施以及公司的成本削减使ABNB成为旅游行业最好的资产之一。KeyBanc分析师本月在将Airbnb升级为跑赢大盘的同时，将目标价定为每股180美元，较当前价格高出近22%。</blockquote></p><p> As mentioned in Kern's note:</p><p><blockquote>正如克恩的笔记中提到的：</blockquote></p><p>   “Airbnb’s direct traffic advantage and minimal reliance on paid marketing insulates the company from [third-party] ad inflation.“In an inflationary ad market, we believe Airbnb has a new catalyst that investors can focus on: the degree to which direct traffic creates a unit economics advantage,” the analysts said, adding the market for travel is coming back steadily, which should boost Airbnb’s booking volume.\"  <h3><b>Bottom Line</b></h3> Airbnb stock weakened substantially since reaching a record high of almost $217 in February, following its early December 2020 IPO. That tumble, in our view, has made this stock attractive, especially when travel demand is expected to expand gradually. Today’s earnings could provide further evidence to support that bullish view.</p><p><blockquote>“爱彼迎的直接流量优势和对付费营销的最小依赖使该公司免受[第三方]广告通胀的影响。”在通货膨胀的广告市场中，我们相信爱彼迎有一个投资者可以关注的新催化剂：直接流量创造单位经济优势的程度，”分析师表示，并补充说旅游市场正在稳步复苏，这应该会提振爱彼迎的预订量。<h3><b>底线</b></h3>爱彼迎股价在2020年12月初IPO后，自2月份创下近217美元的历史新高以来大幅走弱。我们认为，这种暴跌使该股具有吸引力，尤其是在旅行需求预计将逐渐扩大的情况下。今天的收益可以提供进一步的证据来支持这一看涨观点。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.investing.com/analysis/airbnb-q2-earnings-preview-increasing-travel-demand-makes-stock-attractive-200597990\">investing.com</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎"},"source_url":"https://www.investing.com/analysis/airbnb-q2-earnings-preview-increasing-travel-demand-makes-stock-attractive-200597990","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169331321","content_text":"Reports Q2 2021 earnings Thursday, Aug. 12, after the close\nRevenue Expectation: $1.26 B\nEPS Expectation: -$0.36\n\nWhen Airbnb, Inc. releases its latest quarterly report later today, investors will be most interested in whether the reopening of the U.S. economy is boosting domestic travel and helping this alternative lodging platform cut its pandemic-era losses.\nThe platform's second-quarter earnings report is also significant as bookings in the ongoing summer season could provide some insight into the level of pent-up travel demand ahead of the winter holiday period.\nEarly indications suggest that the San-Francisco-based Airbnb is in a good position to exceed analysts’ expectations. Airbnb received a rare double upgrade to a buy rating from Gordon Haskett last month. The firm sees improving trends, particularly in Europe, as a boon for the vacation-rental stock.\nThe San Francisco-based Airbnb should see sales surging 42% to $1.26 billion from theprevious quarter, while losses per share shrink to $0.36 from $1.95, according to analysts consensus forecast.\nThe latest earnings reports from other travel-related companies also show that after a year of lockdowns and border closures triggered by the COVID pandemic, the travel sector is starting to see the green shoots of recovery.\nExpedia Group last week said itssecond-quartersales more than tripled to $2.11 billion and gross bookings increased to $20.8 billion. Both topped analysts’ estimates.\nBooking Holdings, the biggest online travel agency, also reported a better-than-expected surge in room night reservations, and expressed optimism that the pace of travel will continue to improve as more people are vaccinated and restrictions are loosened.\nBumpy Road To Recovery\nDespite these early signs of a rebound in travel activity, investors aren’t showing much excitement for Airbnb stock, which is down more than 30% from its February high. It closed on Wednesday at $148.18.\nAirbnb Weekly Chart.\nOne possible explanation for this underperformance is the ongoing spread of the highly contagious Delta variant that's forcing many countries to re-impose lockdowns and travel restrictions.\nExpedia’s Chief Executive Officer Peter Kern offered a cautionary note for the near-term outlook of the travel industry last week by saying that the road to full travel recovery remains bumpy until more of the world is vaccinated.\nThese uncertainties, in our view, shouldn’t discourage investors from taking a position in Airbnb, which is looking cheap after this year’s pullback. The San Francisco-based company's relative resilience in a historically bad year for the travel industry is a result of a flexible business model that allowed ABNB to meet customers in the places they wanted to go. That meant city-dwellers fleeing to less crowded, suburban and rural locations and families and groups looking to vacation close to home.\nThese steps, and the company's cost cutting, make ABNB one of the best assets in the travel sector. KeyBanc analysts this month, while upgrading Airbnb to overweight, set a price target of $180 per share, nearly 22% higher than the current price.\nAs mentioned in Kern's note:\n\n “Airbnb’s direct traffic advantage and minimal reliance on paid marketing insulates the company from [third-party] ad inflation.“In an inflationary ad market, we believe Airbnb has a new catalyst that investors can focus on: the degree to which direct traffic creates a unit economics advantage,” the analysts said, adding the market for travel is coming back steadily, which should boost Airbnb’s booking volume.\"\n\nBottom Line\nAirbnb stock weakened substantially since reaching a record high of almost $217 in February, following its early December 2020 IPO. That tumble, in our view, has made this stock attractive, especially when travel demand is expected to expand gradually. Today’s earnings could provide further evidence to support that bullish view.","news_type":1,"symbols_score_info":{"ABNB":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":895243987,"gmtCreate":1628751085949,"gmtModify":1633689776120,"author":{"id":"3579578865458065","authorId":"3579578865458065","name":"KS_Lee","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":11,"crmLevelSwitch":0,"idStr":"3579578865458065","authorIdStr":"3579578865458065"},"htmlText":"IMO it's still too early to be bullish with such stocks. Still too many uncertainties with the delta variant. It is definitely looking promising for now but the question is it sustainable?&nbsp;","listText":"IMO it's still too early to be bullish with such stocks. Still too many uncertainties with the delta variant. It is definitely looking promising for now but the question is it sustainable?&nbsp;","text":"IMO it's still too early to be bullish with such stocks. Still too many uncertainties with the delta variant. It is definitely looking promising for now but the question is it sustainable?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895243987","repostId":1169331321,"repostType":4,"repost":{"id":"1169331321","kind":"news","pubTimestamp":1628750411,"share":"https://www.laohu8.com/m/news/1169331321?lang=zh_CN&edition=full","pubTime":"2021-08-12 14:40","market":"us","language":"en","title":"Airbnb Q2 Earnings Preview: Increasing Travel Demand Makes Stock Attractive<blockquote>爱彼迎第二季度财报预览：旅行需求增加使股票具有吸引力</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169331321","media":"investing.com","summary":"Reports Q2 2021 earnings Thursday, Aug. 12, after the close\nRevenue Expectation: $1.26 B\nEPS Expecta","content":"<p><ul>  <li>Reports Q2 2021 earnings Thursday, Aug. 12, after the close</li>  <li>Revenue Expectation: $1.26 B</li>  <li>EPS Expectation: -$0.36</li> </ul> When&nbsp;<a href=\"https://laohu8.com/S/ABNB\">Airbnb, Inc.</a> releases its latest quarterly report later today, investors will be most interested in whether the reopening of the U.S. economy is boosting domestic travel and helping this alternative lodging platform cut its pandemic-era losses.</p><p><blockquote><ul><li>2021年第二季度收益报告8月12日星期四收盘后</li><li>收入预期：$1.26 B</li><li>每股收益预期：-0.36美元</li></ul>什么时候<a href=\"https://laohu8.com/S/ABNB\">爱彼迎公司。</a>今天晚些时候发布最新季度报告，投资者最感兴趣的是美国经济的重新开放是否会促进国内旅行并帮助这家另类住宿平台减少大流行时期的损失。</blockquote></p><p> The platform's second-quarter earnings report is also significant as bookings in the ongoing summer season could provide some insight into the level of pent-up travel demand ahead of the winter holiday period.</p><p><blockquote>该平台的第二季度收益报告也很重要，因为正在进行的夏季预订可以让我们深入了解寒假前被压抑的旅行需求水平。</blockquote></p><p> Early indications suggest that the San-Francisco-based Airbnb is in a good position to exceed analysts’ expectations. Airbnb received a rare double upgrade to a buy rating from Gordon Haskett last month. The firm sees improving trends, particularly in Europe, as a boon for the vacation-rental stock.</p><p><blockquote>早期迹象表明，这家总部位于三藩市的爱彼迎处于超出分析师预期的有利位置。上个月，戈登·哈斯克特(Gordon Haskett)罕见地将爱彼迎评级双重上调至买入评级。该公司认为，趋势的改善，尤其是在欧洲，对度假租赁股票来说是一个福音。</blockquote></p><p> The San Francisco-based Airbnb should see sales surging 42% to $1.26 billion from theprevious quarter, while losses per share shrink to $0.36 from $1.95, according to analysts consensus forecast.</p><p><blockquote>根据分析师的一致预测，这家总部位于三藩市的爱彼迎的销售额预计将比上一季度飙升42%，达到12.6亿美元，而每股亏损将从1.95美元收窄至0.36美元。</blockquote></p><p> The latest earnings reports from other travel-related companies also show that after a year of lockdowns and border closures triggered by the COVID pandemic, the travel sector is starting to see the green shoots of recovery.</p><p><blockquote>其他旅游相关公司的最新财报也显示，在新冠疫情引发一年的封锁和边境关闭后，旅游业开始出现复苏的萌芽。</blockquote></p><p> <a href=\"https://laohu8.com/S/EXPE\">Expedia</a> Group&nbsp;last week said itssecond-quartersales more than tripled to $2.11 billion and gross bookings increased to $20.8 billion. Both topped analysts’ estimates.</p><p><blockquote><a href=\"https://laohu8.com/S/EXPE\">Expedia</a>该集团上周表示，其第二季度销售额增长了两倍多，达到21.1亿美元，总预订量增至208亿美元。两者都超出了分析师的预期。</blockquote></p><p> <a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a>, the biggest online travel agency, also reported a better-than-expected surge in room night reservations, and expressed optimism that the pace of travel will continue to improve as more people are vaccinated and restrictions are loosened.</p><p><blockquote><a href=\"https://laohu8.com/S/BKNG\">预订控股</a>最大的在线旅行社也报告了好于预期的客房夜预订量激增，并表示乐观地认为，随着更多人接种疫苗和限制放松，旅行步伐将继续改善。</blockquote></p><p> <h3><b>Bumpy Road To Recovery</b></h3> Despite these early signs of a rebound in travel activity, investors aren’t showing much excitement for Airbnb stock, which is down more than 30% from its February high. It closed on Wednesday at $148.18.</p><p><blockquote><h3><b>坎坷的复苏之路</b></h3>尽管有这些旅游活动反弹的早期迹象，但投资者对爱彼迎股价并没有表现出太多兴奋，该股较2月份高点下跌了30%以上。周三收于148.18美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/49124fa864ebba7e93b305af955a7617\" tg-width=\"623\" tg-height=\"675\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Airbnb Weekly Chart.</p><p><blockquote>爱彼迎周线图。</blockquote></p><p> One possible explanation for this underperformance is the ongoing spread of the highly contagious Delta variant that's forcing many countries to re-impose lockdowns and travel restrictions.</p><p><blockquote>表现不佳的一个可能解释是高传染性德尔塔变异毒株的持续蔓延，迫使许多国家重新实施封锁和旅行限制。</blockquote></p><p> Expedia’s Chief Executive Officer Peter Kern offered a cautionary note for the near-term outlook of the travel industry last week by saying that the road to full travel recovery remains bumpy until more of the world is vaccinated.</p><p><blockquote>Expedia首席执行官彼得·克恩(Peter Kern)上周对旅游业的近期前景提出了警告，他表示，在世界上更多人接种疫苗之前，旅游业全面复苏的道路仍然崎岖不平。</blockquote></p><p> These uncertainties, in our view, shouldn’t discourage investors from taking a position in Airbnb, which is looking cheap after this year’s pullback. The San Francisco-based company's relative resilience in a historically bad year for the travel industry is a result of a flexible business model that allowed ABNB to meet customers in the places they wanted to go. That meant city-dwellers fleeing to less crowded, suburban and rural locations and families and groups looking to vacation close to home.</p><p><blockquote>我们认为，这些不确定性不应阻止投资者建仓爱彼迎，该公司在今年的回调后看起来很便宜。这家总部位于旧金山的公司在旅游业历史上糟糕的一年中表现出相对的弹性，这是灵活的商业模式的结果，这种模式使ABNB能够在客户想去的地方与他们见面。这意味着城市居民逃到不太拥挤的郊区和农村地区，家庭和团体希望离家近的度假。</blockquote></p><p> These steps, and the company's cost cutting, make ABNB one of the best assets in the travel sector. KeyBanc analysts this month, while upgrading Airbnb to overweight, set a price target of $180 per share, nearly 22% higher than the current price.</p><p><blockquote>这些措施以及公司的成本削减使ABNB成为旅游行业最好的资产之一。KeyBanc分析师本月在将Airbnb升级为跑赢大盘的同时，将目标价定为每股180美元，较当前价格高出近22%。</blockquote></p><p> As mentioned in Kern's note:</p><p><blockquote>正如克恩的笔记中提到的：</blockquote></p><p>   “Airbnb’s direct traffic advantage and minimal reliance on paid marketing insulates the company from [third-party] ad inflation.“In an inflationary ad market, we believe Airbnb has a new catalyst that investors can focus on: the degree to which direct traffic creates a unit economics advantage,” the analysts said, adding the market for travel is coming back steadily, which should boost Airbnb’s booking volume.\"  <h3><b>Bottom Line</b></h3> Airbnb stock weakened substantially since reaching a record high of almost $217 in February, following its early December 2020 IPO. That tumble, in our view, has made this stock attractive, especially when travel demand is expected to expand gradually. Today’s earnings could provide further evidence to support that bullish view.</p><p><blockquote>“爱彼迎的直接流量优势和对付费营销的最小依赖使该公司免受[第三方]广告通胀的影响。”在通货膨胀的广告市场中，我们相信爱彼迎有一个投资者可以关注的新催化剂：直接流量创造单位经济优势的程度，”分析师表示，并补充说旅游市场正在稳步复苏，这应该会提振爱彼迎的预订量。<h3><b>底线</b></h3>爱彼迎股价在2020年12月初IPO后，自2月份创下近217美元的历史新高以来大幅走弱。我们认为，这种暴跌使该股具有吸引力，尤其是在旅行需求预计将逐渐扩大的情况下。今天的收益可以提供进一步的证据来支持这一看涨观点。</blockquote></p><p></p>","source":"lsy1594375853987","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Airbnb Q2 Earnings Preview: Increasing Travel Demand Makes Stock Attractive<blockquote>爱彼迎第二季度财报预览：旅行需求增加使股票具有吸引力</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAirbnb Q2 Earnings Preview: Increasing Travel Demand Makes Stock Attractive<blockquote>爱彼迎第二季度财报预览：旅行需求增加使股票具有吸引力</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">investing.com</strong><span class=\"h-time small\">2021-08-12 14:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul>  <li>Reports Q2 2021 earnings Thursday, Aug. 12, after the close</li>  <li>Revenue Expectation: $1.26 B</li>  <li>EPS Expectation: -$0.36</li> </ul> When&nbsp;<a href=\"https://laohu8.com/S/ABNB\">Airbnb, Inc.</a> releases its latest quarterly report later today, investors will be most interested in whether the reopening of the U.S. economy is boosting domestic travel and helping this alternative lodging platform cut its pandemic-era losses.</p><p><blockquote><ul><li>2021年第二季度收益报告8月12日星期四收盘后</li><li>收入预期：$1.26 B</li><li>每股收益预期：-0.36美元</li></ul>什么时候<a href=\"https://laohu8.com/S/ABNB\">爱彼迎公司。</a>今天晚些时候发布最新季度报告，投资者最感兴趣的是美国经济的重新开放是否会促进国内旅行并帮助这家另类住宿平台减少大流行时期的损失。</blockquote></p><p> The platform's second-quarter earnings report is also significant as bookings in the ongoing summer season could provide some insight into the level of pent-up travel demand ahead of the winter holiday period.</p><p><blockquote>该平台的第二季度收益报告也很重要，因为正在进行的夏季预订可以让我们深入了解寒假前被压抑的旅行需求水平。</blockquote></p><p> Early indications suggest that the San-Francisco-based Airbnb is in a good position to exceed analysts’ expectations. Airbnb received a rare double upgrade to a buy rating from Gordon Haskett last month. The firm sees improving trends, particularly in Europe, as a boon for the vacation-rental stock.</p><p><blockquote>早期迹象表明，这家总部位于三藩市的爱彼迎处于超出分析师预期的有利位置。上个月，戈登·哈斯克特(Gordon Haskett)罕见地将爱彼迎评级双重上调至买入评级。该公司认为，趋势的改善，尤其是在欧洲，对度假租赁股票来说是一个福音。</blockquote></p><p> The San Francisco-based Airbnb should see sales surging 42% to $1.26 billion from theprevious quarter, while losses per share shrink to $0.36 from $1.95, according to analysts consensus forecast.</p><p><blockquote>根据分析师的一致预测，这家总部位于三藩市的爱彼迎的销售额预计将比上一季度飙升42%，达到12.6亿美元，而每股亏损将从1.95美元收窄至0.36美元。</blockquote></p><p> The latest earnings reports from other travel-related companies also show that after a year of lockdowns and border closures triggered by the COVID pandemic, the travel sector is starting to see the green shoots of recovery.</p><p><blockquote>其他旅游相关公司的最新财报也显示，在新冠疫情引发一年的封锁和边境关闭后，旅游业开始出现复苏的萌芽。</blockquote></p><p> <a href=\"https://laohu8.com/S/EXPE\">Expedia</a> Group&nbsp;last week said itssecond-quartersales more than tripled to $2.11 billion and gross bookings increased to $20.8 billion. Both topped analysts’ estimates.</p><p><blockquote><a href=\"https://laohu8.com/S/EXPE\">Expedia</a>该集团上周表示，其第二季度销售额增长了两倍多，达到21.1亿美元，总预订量增至208亿美元。两者都超出了分析师的预期。</blockquote></p><p> <a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a>, the biggest online travel agency, also reported a better-than-expected surge in room night reservations, and expressed optimism that the pace of travel will continue to improve as more people are vaccinated and restrictions are loosened.</p><p><blockquote><a href=\"https://laohu8.com/S/BKNG\">预订控股</a>最大的在线旅行社也报告了好于预期的客房夜预订量激增，并表示乐观地认为，随着更多人接种疫苗和限制放松，旅行步伐将继续改善。</blockquote></p><p> <h3><b>Bumpy Road To Recovery</b></h3> Despite these early signs of a rebound in travel activity, investors aren’t showing much excitement for Airbnb stock, which is down more than 30% from its February high. It closed on Wednesday at $148.18.</p><p><blockquote><h3><b>坎坷的复苏之路</b></h3>尽管有这些旅游活动反弹的早期迹象，但投资者对爱彼迎股价并没有表现出太多兴奋，该股较2月份高点下跌了30%以上。周三收于148.18美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/49124fa864ebba7e93b305af955a7617\" tg-width=\"623\" tg-height=\"675\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Airbnb Weekly Chart.</p><p><blockquote>爱彼迎周线图。</blockquote></p><p> One possible explanation for this underperformance is the ongoing spread of the highly contagious Delta variant that's forcing many countries to re-impose lockdowns and travel restrictions.</p><p><blockquote>表现不佳的一个可能解释是高传染性德尔塔变异毒株的持续蔓延，迫使许多国家重新实施封锁和旅行限制。</blockquote></p><p> Expedia’s Chief Executive Officer Peter Kern offered a cautionary note for the near-term outlook of the travel industry last week by saying that the road to full travel recovery remains bumpy until more of the world is vaccinated.</p><p><blockquote>Expedia首席执行官彼得·克恩(Peter Kern)上周对旅游业的近期前景提出了警告，他表示，在世界上更多人接种疫苗之前，旅游业全面复苏的道路仍然崎岖不平。</blockquote></p><p> These uncertainties, in our view, shouldn’t discourage investors from taking a position in Airbnb, which is looking cheap after this year’s pullback. The San Francisco-based company's relative resilience in a historically bad year for the travel industry is a result of a flexible business model that allowed ABNB to meet customers in the places they wanted to go. That meant city-dwellers fleeing to less crowded, suburban and rural locations and families and groups looking to vacation close to home.</p><p><blockquote>我们认为，这些不确定性不应阻止投资者建仓爱彼迎，该公司在今年的回调后看起来很便宜。这家总部位于旧金山的公司在旅游业历史上糟糕的一年中表现出相对的弹性，这是灵活的商业模式的结果，这种模式使ABNB能够在客户想去的地方与他们见面。这意味着城市居民逃到不太拥挤的郊区和农村地区，家庭和团体希望离家近的度假。</blockquote></p><p> These steps, and the company's cost cutting, make ABNB one of the best assets in the travel sector. KeyBanc analysts this month, while upgrading Airbnb to overweight, set a price target of $180 per share, nearly 22% higher than the current price.</p><p><blockquote>这些措施以及公司的成本削减使ABNB成为旅游行业最好的资产之一。KeyBanc分析师本月在将Airbnb升级为跑赢大盘的同时，将目标价定为每股180美元，较当前价格高出近22%。</blockquote></p><p> As mentioned in Kern's note:</p><p><blockquote>正如克恩的笔记中提到的：</blockquote></p><p>   “Airbnb’s direct traffic advantage and minimal reliance on paid marketing insulates the company from [third-party] ad inflation.“In an inflationary ad market, we believe Airbnb has a new catalyst that investors can focus on: the degree to which direct traffic creates a unit economics advantage,” the analysts said, adding the market for travel is coming back steadily, which should boost Airbnb’s booking volume.\"  <h3><b>Bottom Line</b></h3> Airbnb stock weakened substantially since reaching a record high of almost $217 in February, following its early December 2020 IPO. That tumble, in our view, has made this stock attractive, especially when travel demand is expected to expand gradually. Today’s earnings could provide further evidence to support that bullish view.</p><p><blockquote>“爱彼迎的直接流量优势和对付费营销的最小依赖使该公司免受[第三方]广告通胀的影响。”在通货膨胀的广告市场中，我们相信爱彼迎有一个投资者可以关注的新催化剂：直接流量创造单位经济优势的程度，”分析师表示，并补充说旅游市场正在稳步复苏，这应该会提振爱彼迎的预订量。<h3><b>底线</b></h3>爱彼迎股价在2020年12月初IPO后，自2月份创下近217美元的历史新高以来大幅走弱。我们认为，这种暴跌使该股具有吸引力，尤其是在旅行需求预计将逐渐扩大的情况下。今天的收益可以提供进一步的证据来支持这一看涨观点。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.investing.com/analysis/airbnb-q2-earnings-preview-increasing-travel-demand-makes-stock-attractive-200597990\">investing.com</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎"},"source_url":"https://www.investing.com/analysis/airbnb-q2-earnings-preview-increasing-travel-demand-makes-stock-attractive-200597990","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169331321","content_text":"Reports Q2 2021 earnings Thursday, Aug. 12, after the close\nRevenue Expectation: $1.26 B\nEPS Expectation: -$0.36\n\nWhen Airbnb, Inc. releases its latest quarterly report later today, investors will be most interested in whether the reopening of the U.S. economy is boosting domestic travel and helping this alternative lodging platform cut its pandemic-era losses.\nThe platform's second-quarter earnings report is also significant as bookings in the ongoing summer season could provide some insight into the level of pent-up travel demand ahead of the winter holiday period.\nEarly indications suggest that the San-Francisco-based Airbnb is in a good position to exceed analysts’ expectations. Airbnb received a rare double upgrade to a buy rating from Gordon Haskett last month. The firm sees improving trends, particularly in Europe, as a boon for the vacation-rental stock.\nThe San Francisco-based Airbnb should see sales surging 42% to $1.26 billion from theprevious quarter, while losses per share shrink to $0.36 from $1.95, according to analysts consensus forecast.\nThe latest earnings reports from other travel-related companies also show that after a year of lockdowns and border closures triggered by the COVID pandemic, the travel sector is starting to see the green shoots of recovery.\nExpedia Group last week said itssecond-quartersales more than tripled to $2.11 billion and gross bookings increased to $20.8 billion. Both topped analysts’ estimates.\nBooking Holdings, the biggest online travel agency, also reported a better-than-expected surge in room night reservations, and expressed optimism that the pace of travel will continue to improve as more people are vaccinated and restrictions are loosened.\nBumpy Road To Recovery\nDespite these early signs of a rebound in travel activity, investors aren’t showing much excitement for Airbnb stock, which is down more than 30% from its February high. It closed on Wednesday at $148.18.\nAirbnb Weekly Chart.\nOne possible explanation for this underperformance is the ongoing spread of the highly contagious Delta variant that's forcing many countries to re-impose lockdowns and travel restrictions.\nExpedia’s Chief Executive Officer Peter Kern offered a cautionary note for the near-term outlook of the travel industry last week by saying that the road to full travel recovery remains bumpy until more of the world is vaccinated.\nThese uncertainties, in our view, shouldn’t discourage investors from taking a position in Airbnb, which is looking cheap after this year’s pullback. The San Francisco-based company's relative resilience in a historically bad year for the travel industry is a result of a flexible business model that allowed ABNB to meet customers in the places they wanted to go. That meant city-dwellers fleeing to less crowded, suburban and rural locations and families and groups looking to vacation close to home.\nThese steps, and the company's cost cutting, make ABNB one of the best assets in the travel sector. KeyBanc analysts this month, while upgrading Airbnb to overweight, set a price target of $180 per share, nearly 22% higher than the current price.\nAs mentioned in Kern's note:\n\n “Airbnb’s direct traffic advantage and minimal reliance on paid marketing insulates the company from [third-party] ad inflation.“In an inflationary ad market, we believe Airbnb has a new catalyst that investors can focus on: the degree to which direct traffic creates a unit economics advantage,” the analysts said, adding the market for travel is coming back steadily, which should boost Airbnb’s booking volume.\"\n\nBottom Line\nAirbnb stock weakened substantially since reaching a record high of almost $217 in February, following its early December 2020 IPO. That tumble, in our view, has made this stock attractive, especially when travel demand is expected to expand gradually. Today’s earnings could provide further evidence to support that bullish view.","news_type":1,"symbols_score_info":{"ABNB":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":895254966,"gmtCreate":1628750653355,"gmtModify":1633689778337,"author":{"id":"3576893887863470","authorId":"3576893887863470","name":"LeviStrauss","avatar":"https://static.tigerbbs.com/3ee679917ab40e40a706e287fc3464da","vip":1,"crmLevel":12,"crmLevelSwitch":0,"idStr":"3576893887863470","authorIdStr":"3576893887863470"},"htmlText":"great! 👍","listText":"great! 👍","text":"great! 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/895254966","repostId":1169331321,"repostType":4,"repost":{"id":"1169331321","kind":"news","pubTimestamp":1628750411,"share":"https://www.laohu8.com/m/news/1169331321?lang=zh_CN&edition=full","pubTime":"2021-08-12 14:40","market":"us","language":"en","title":"Airbnb Q2 Earnings Preview: Increasing Travel Demand Makes Stock Attractive<blockquote>爱彼迎第二季度财报预览：旅行需求增加使股票具有吸引力</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169331321","media":"investing.com","summary":"Reports Q2 2021 earnings Thursday, Aug. 12, after the close\nRevenue Expectation: $1.26 B\nEPS Expecta","content":"<p><ul>  <li>Reports Q2 2021 earnings Thursday, Aug. 12, after the close</li>  <li>Revenue Expectation: $1.26 B</li>  <li>EPS Expectation: -$0.36</li> </ul> When&nbsp;<a href=\"https://laohu8.com/S/ABNB\">Airbnb, Inc.</a> releases its latest quarterly report later today, investors will be most interested in whether the reopening of the U.S. economy is boosting domestic travel and helping this alternative lodging platform cut its pandemic-era losses.</p><p><blockquote><ul><li>2021年第二季度收益报告8月12日星期四收盘后</li><li>收入预期：$1.26 B</li><li>每股收益预期：-0.36美元</li></ul>什么时候<a href=\"https://laohu8.com/S/ABNB\">爱彼迎公司。</a>今天晚些时候发布最新季度报告，投资者最感兴趣的是美国经济的重新开放是否会促进国内旅行并帮助这家另类住宿平台减少大流行时期的损失。</blockquote></p><p> The platform's second-quarter earnings report is also significant as bookings in the ongoing summer season could provide some insight into the level of pent-up travel demand ahead of the winter holiday period.</p><p><blockquote>该平台的第二季度收益报告也很重要，因为正在进行的夏季预订可以让我们深入了解寒假前被压抑的旅行需求水平。</blockquote></p><p> Early indications suggest that the San-Francisco-based Airbnb is in a good position to exceed analysts’ expectations. Airbnb received a rare double upgrade to a buy rating from Gordon Haskett last month. The firm sees improving trends, particularly in Europe, as a boon for the vacation-rental stock.</p><p><blockquote>早期迹象表明，这家总部位于三藩市的爱彼迎处于超出分析师预期的有利位置。上个月，戈登·哈斯克特(Gordon Haskett)罕见地将爱彼迎评级双重上调至买入评级。该公司认为，趋势的改善，尤其是在欧洲，对度假租赁股票来说是一个福音。</blockquote></p><p> The San Francisco-based Airbnb should see sales surging 42% to $1.26 billion from theprevious quarter, while losses per share shrink to $0.36 from $1.95, according to analysts consensus forecast.</p><p><blockquote>根据分析师的一致预测，这家总部位于三藩市的爱彼迎的销售额预计将比上一季度飙升42%，达到12.6亿美元，而每股亏损将从1.95美元收窄至0.36美元。</blockquote></p><p> The latest earnings reports from other travel-related companies also show that after a year of lockdowns and border closures triggered by the COVID pandemic, the travel sector is starting to see the green shoots of recovery.</p><p><blockquote>其他旅游相关公司的最新财报也显示，在新冠疫情引发一年的封锁和边境关闭后，旅游业开始出现复苏的萌芽。</blockquote></p><p> <a href=\"https://laohu8.com/S/EXPE\">Expedia</a> Group&nbsp;last week said itssecond-quartersales more than tripled to $2.11 billion and gross bookings increased to $20.8 billion. Both topped analysts’ estimates.</p><p><blockquote><a href=\"https://laohu8.com/S/EXPE\">Expedia</a>该集团上周表示，其第二季度销售额增长了两倍多，达到21.1亿美元，总预订量增至208亿美元。两者都超出了分析师的预期。</blockquote></p><p> <a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a>, the biggest online travel agency, also reported a better-than-expected surge in room night reservations, and expressed optimism that the pace of travel will continue to improve as more people are vaccinated and restrictions are loosened.</p><p><blockquote><a href=\"https://laohu8.com/S/BKNG\">预订控股</a>最大的在线旅行社也报告了好于预期的客房夜预订量激增，并表示乐观地认为，随着更多人接种疫苗和限制放松，旅行步伐将继续改善。</blockquote></p><p> <h3><b>Bumpy Road To Recovery</b></h3> Despite these early signs of a rebound in travel activity, investors aren’t showing much excitement for Airbnb stock, which is down more than 30% from its February high. It closed on Wednesday at $148.18.</p><p><blockquote><h3><b>坎坷的复苏之路</b></h3>尽管有这些旅游活动反弹的早期迹象，但投资者对爱彼迎股价并没有表现出太多兴奋，该股较2月份高点下跌了30%以上。周三收于148.18美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/49124fa864ebba7e93b305af955a7617\" tg-width=\"623\" tg-height=\"675\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Airbnb Weekly Chart.</p><p><blockquote>爱彼迎周线图。</blockquote></p><p> One possible explanation for this underperformance is the ongoing spread of the highly contagious Delta variant that's forcing many countries to re-impose lockdowns and travel restrictions.</p><p><blockquote>表现不佳的一个可能解释是高传染性德尔塔变异毒株的持续蔓延，迫使许多国家重新实施封锁和旅行限制。</blockquote></p><p> Expedia’s Chief Executive Officer Peter Kern offered a cautionary note for the near-term outlook of the travel industry last week by saying that the road to full travel recovery remains bumpy until more of the world is vaccinated.</p><p><blockquote>Expedia首席执行官彼得·克恩(Peter Kern)上周对旅游业的近期前景提出了警告，他表示，在世界上更多人接种疫苗之前，旅游业全面复苏的道路仍然崎岖不平。</blockquote></p><p> These uncertainties, in our view, shouldn’t discourage investors from taking a position in Airbnb, which is looking cheap after this year’s pullback. The San Francisco-based company's relative resilience in a historically bad year for the travel industry is a result of a flexible business model that allowed ABNB to meet customers in the places they wanted to go. That meant city-dwellers fleeing to less crowded, suburban and rural locations and families and groups looking to vacation close to home.</p><p><blockquote>我们认为，这些不确定性不应阻止投资者建仓爱彼迎，该公司在今年的回调后看起来很便宜。这家总部位于旧金山的公司在旅游业历史上糟糕的一年中表现出相对的弹性，这是灵活的商业模式的结果，这种模式使ABNB能够在客户想去的地方与他们见面。这意味着城市居民逃到不太拥挤的郊区和农村地区，家庭和团体希望离家近的度假。</blockquote></p><p> These steps, and the company's cost cutting, make ABNB one of the best assets in the travel sector. KeyBanc analysts this month, while upgrading Airbnb to overweight, set a price target of $180 per share, nearly 22% higher than the current price.</p><p><blockquote>这些措施以及公司的成本削减使ABNB成为旅游行业最好的资产之一。KeyBanc分析师本月在将Airbnb升级为跑赢大盘的同时，将目标价定为每股180美元，较当前价格高出近22%。</blockquote></p><p> As mentioned in Kern's note:</p><p><blockquote>正如克恩的笔记中提到的：</blockquote></p><p>   “Airbnb’s direct traffic advantage and minimal reliance on paid marketing insulates the company from [third-party] ad inflation.“In an inflationary ad market, we believe Airbnb has a new catalyst that investors can focus on: the degree to which direct traffic creates a unit economics advantage,” the analysts said, adding the market for travel is coming back steadily, which should boost Airbnb’s booking volume.\"  <h3><b>Bottom Line</b></h3> Airbnb stock weakened substantially since reaching a record high of almost $217 in February, following its early December 2020 IPO. That tumble, in our view, has made this stock attractive, especially when travel demand is expected to expand gradually. Today’s earnings could provide further evidence to support that bullish view.</p><p><blockquote>“爱彼迎的直接流量优势和对付费营销的最小依赖使该公司免受[第三方]广告通胀的影响。”在通货膨胀的广告市场中，我们相信爱彼迎有一个投资者可以关注的新催化剂：直接流量创造单位经济优势的程度，”分析师表示，并补充说旅游市场正在稳步复苏，这应该会提振爱彼迎的预订量。<h3><b>底线</b></h3>爱彼迎股价在2020年12月初IPO后，自2月份创下近217美元的历史新高以来大幅走弱。我们认为，这种暴跌使该股具有吸引力，尤其是在旅行需求预计将逐渐扩大的情况下。今天的收益可以提供进一步的证据来支持这一看涨观点。</blockquote></p><p></p>","source":"lsy1594375853987","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Airbnb Q2 Earnings Preview: Increasing Travel Demand Makes Stock Attractive<blockquote>爱彼迎第二季度财报预览：旅行需求增加使股票具有吸引力</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAirbnb Q2 Earnings Preview: Increasing Travel Demand Makes Stock Attractive<blockquote>爱彼迎第二季度财报预览：旅行需求增加使股票具有吸引力</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">investing.com</strong><span class=\"h-time small\">2021-08-12 14:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul>  <li>Reports Q2 2021 earnings Thursday, Aug. 12, after the close</li>  <li>Revenue Expectation: $1.26 B</li>  <li>EPS Expectation: -$0.36</li> </ul> When&nbsp;<a href=\"https://laohu8.com/S/ABNB\">Airbnb, Inc.</a> releases its latest quarterly report later today, investors will be most interested in whether the reopening of the U.S. economy is boosting domestic travel and helping this alternative lodging platform cut its pandemic-era losses.</p><p><blockquote><ul><li>2021年第二季度收益报告8月12日星期四收盘后</li><li>收入预期：$1.26 B</li><li>每股收益预期：-0.36美元</li></ul>什么时候<a href=\"https://laohu8.com/S/ABNB\">爱彼迎公司。</a>今天晚些时候发布最新季度报告，投资者最感兴趣的是美国经济的重新开放是否会促进国内旅行并帮助这家另类住宿平台减少大流行时期的损失。</blockquote></p><p> The platform's second-quarter earnings report is also significant as bookings in the ongoing summer season could provide some insight into the level of pent-up travel demand ahead of the winter holiday period.</p><p><blockquote>该平台的第二季度收益报告也很重要，因为正在进行的夏季预订可以让我们深入了解寒假前被压抑的旅行需求水平。</blockquote></p><p> Early indications suggest that the San-Francisco-based Airbnb is in a good position to exceed analysts’ expectations. Airbnb received a rare double upgrade to a buy rating from Gordon Haskett last month. The firm sees improving trends, particularly in Europe, as a boon for the vacation-rental stock.</p><p><blockquote>早期迹象表明，这家总部位于三藩市的爱彼迎处于超出分析师预期的有利位置。上个月，戈登·哈斯克特(Gordon Haskett)罕见地将爱彼迎评级双重上调至买入评级。该公司认为，趋势的改善，尤其是在欧洲，对度假租赁股票来说是一个福音。</blockquote></p><p> The San Francisco-based Airbnb should see sales surging 42% to $1.26 billion from theprevious quarter, while losses per share shrink to $0.36 from $1.95, according to analysts consensus forecast.</p><p><blockquote>根据分析师的一致预测，这家总部位于三藩市的爱彼迎的销售额预计将比上一季度飙升42%，达到12.6亿美元，而每股亏损将从1.95美元收窄至0.36美元。</blockquote></p><p> The latest earnings reports from other travel-related companies also show that after a year of lockdowns and border closures triggered by the COVID pandemic, the travel sector is starting to see the green shoots of recovery.</p><p><blockquote>其他旅游相关公司的最新财报也显示，在新冠疫情引发一年的封锁和边境关闭后，旅游业开始出现复苏的萌芽。</blockquote></p><p> <a href=\"https://laohu8.com/S/EXPE\">Expedia</a> Group&nbsp;last week said itssecond-quartersales more than tripled to $2.11 billion and gross bookings increased to $20.8 billion. Both topped analysts’ estimates.</p><p><blockquote><a href=\"https://laohu8.com/S/EXPE\">Expedia</a>该集团上周表示，其第二季度销售额增长了两倍多，达到21.1亿美元，总预订量增至208亿美元。两者都超出了分析师的预期。</blockquote></p><p> <a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a>, the biggest online travel agency, also reported a better-than-expected surge in room night reservations, and expressed optimism that the pace of travel will continue to improve as more people are vaccinated and restrictions are loosened.</p><p><blockquote><a href=\"https://laohu8.com/S/BKNG\">预订控股</a>最大的在线旅行社也报告了好于预期的客房夜预订量激增，并表示乐观地认为，随着更多人接种疫苗和限制放松，旅行步伐将继续改善。</blockquote></p><p> <h3><b>Bumpy Road To Recovery</b></h3> Despite these early signs of a rebound in travel activity, investors aren’t showing much excitement for Airbnb stock, which is down more than 30% from its February high. It closed on Wednesday at $148.18.</p><p><blockquote><h3><b>坎坷的复苏之路</b></h3>尽管有这些旅游活动反弹的早期迹象，但投资者对爱彼迎股价并没有表现出太多兴奋，该股较2月份高点下跌了30%以上。周三收于148.18美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/49124fa864ebba7e93b305af955a7617\" tg-width=\"623\" tg-height=\"675\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Airbnb Weekly Chart.</p><p><blockquote>爱彼迎周线图。</blockquote></p><p> One possible explanation for this underperformance is the ongoing spread of the highly contagious Delta variant that's forcing many countries to re-impose lockdowns and travel restrictions.</p><p><blockquote>表现不佳的一个可能解释是高传染性德尔塔变异毒株的持续蔓延，迫使许多国家重新实施封锁和旅行限制。</blockquote></p><p> Expedia’s Chief Executive Officer Peter Kern offered a cautionary note for the near-term outlook of the travel industry last week by saying that the road to full travel recovery remains bumpy until more of the world is vaccinated.</p><p><blockquote>Expedia首席执行官彼得·克恩(Peter Kern)上周对旅游业的近期前景提出了警告，他表示，在世界上更多人接种疫苗之前，旅游业全面复苏的道路仍然崎岖不平。</blockquote></p><p> These uncertainties, in our view, shouldn’t discourage investors from taking a position in Airbnb, which is looking cheap after this year’s pullback. The San Francisco-based company's relative resilience in a historically bad year for the travel industry is a result of a flexible business model that allowed ABNB to meet customers in the places they wanted to go. That meant city-dwellers fleeing to less crowded, suburban and rural locations and families and groups looking to vacation close to home.</p><p><blockquote>我们认为，这些不确定性不应阻止投资者建仓爱彼迎，该公司在今年的回调后看起来很便宜。这家总部位于旧金山的公司在旅游业历史上糟糕的一年中表现出相对的弹性，这是灵活的商业模式的结果，这种模式使ABNB能够在客户想去的地方与他们见面。这意味着城市居民逃到不太拥挤的郊区和农村地区，家庭和团体希望离家近的度假。</blockquote></p><p> These steps, and the company's cost cutting, make ABNB one of the best assets in the travel sector. KeyBanc analysts this month, while upgrading Airbnb to overweight, set a price target of $180 per share, nearly 22% higher than the current price.</p><p><blockquote>这些措施以及公司的成本削减使ABNB成为旅游行业最好的资产之一。KeyBanc分析师本月在将Airbnb升级为跑赢大盘的同时，将目标价定为每股180美元，较当前价格高出近22%。</blockquote></p><p> As mentioned in Kern's note:</p><p><blockquote>正如克恩的笔记中提到的：</blockquote></p><p>   “Airbnb’s direct traffic advantage and minimal reliance on paid marketing insulates the company from [third-party] ad inflation.“In an inflationary ad market, we believe Airbnb has a new catalyst that investors can focus on: the degree to which direct traffic creates a unit economics advantage,” the analysts said, adding the market for travel is coming back steadily, which should boost Airbnb’s booking volume.\"  <h3><b>Bottom Line</b></h3> Airbnb stock weakened substantially since reaching a record high of almost $217 in February, following its early December 2020 IPO. That tumble, in our view, has made this stock attractive, especially when travel demand is expected to expand gradually. Today’s earnings could provide further evidence to support that bullish view.</p><p><blockquote>“爱彼迎的直接流量优势和对付费营销的最小依赖使该公司免受[第三方]广告通胀的影响。”在通货膨胀的广告市场中，我们相信爱彼迎有一个投资者可以关注的新催化剂：直接流量创造单位经济优势的程度，”分析师表示，并补充说旅游市场正在稳步复苏，这应该会提振爱彼迎的预订量。<h3><b>底线</b></h3>爱彼迎股价在2020年12月初IPO后，自2月份创下近217美元的历史新高以来大幅走弱。我们认为，这种暴跌使该股具有吸引力，尤其是在旅行需求预计将逐渐扩大的情况下。今天的收益可以提供进一步的证据来支持这一看涨观点。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.investing.com/analysis/airbnb-q2-earnings-preview-increasing-travel-demand-makes-stock-attractive-200597990\">investing.com</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎"},"source_url":"https://www.investing.com/analysis/airbnb-q2-earnings-preview-increasing-travel-demand-makes-stock-attractive-200597990","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169331321","content_text":"Reports Q2 2021 earnings Thursday, Aug. 12, after the close\nRevenue Expectation: $1.26 B\nEPS Expectation: -$0.36\n\nWhen Airbnb, Inc. releases its latest quarterly report later today, investors will be most interested in whether the reopening of the U.S. economy is boosting domestic travel and helping this alternative lodging platform cut its pandemic-era losses.\nThe platform's second-quarter earnings report is also significant as bookings in the ongoing summer season could provide some insight into the level of pent-up travel demand ahead of the winter holiday period.\nEarly indications suggest that the San-Francisco-based Airbnb is in a good position to exceed analysts’ expectations. Airbnb received a rare double upgrade to a buy rating from Gordon Haskett last month. The firm sees improving trends, particularly in Europe, as a boon for the vacation-rental stock.\nThe San Francisco-based Airbnb should see sales surging 42% to $1.26 billion from theprevious quarter, while losses per share shrink to $0.36 from $1.95, according to analysts consensus forecast.\nThe latest earnings reports from other travel-related companies also show that after a year of lockdowns and border closures triggered by the COVID pandemic, the travel sector is starting to see the green shoots of recovery.\nExpedia Group last week said itssecond-quartersales more than tripled to $2.11 billion and gross bookings increased to $20.8 billion. Both topped analysts’ estimates.\nBooking Holdings, the biggest online travel agency, also reported a better-than-expected surge in room night reservations, and expressed optimism that the pace of travel will continue to improve as more people are vaccinated and restrictions are loosened.\nBumpy Road To Recovery\nDespite these early signs of a rebound in travel activity, investors aren’t showing much excitement for Airbnb stock, which is down more than 30% from its February high. It closed on Wednesday at $148.18.\nAirbnb Weekly Chart.\nOne possible explanation for this underperformance is the ongoing spread of the highly contagious Delta variant that's forcing many countries to re-impose lockdowns and travel restrictions.\nExpedia’s Chief Executive Officer Peter Kern offered a cautionary note for the near-term outlook of the travel industry last week by saying that the road to full travel recovery remains bumpy until more of the world is vaccinated.\nThese uncertainties, in our view, shouldn’t discourage investors from taking a position in Airbnb, which is looking cheap after this year’s pullback. The San Francisco-based company's relative resilience in a historically bad year for the travel industry is a result of a flexible business model that allowed ABNB to meet customers in the places they wanted to go. That meant city-dwellers fleeing to less crowded, suburban and rural locations and families and groups looking to vacation close to home.\nThese steps, and the company's cost cutting, make ABNB one of the best assets in the travel sector. KeyBanc analysts this month, while upgrading Airbnb to overweight, set a price target of $180 per share, nearly 22% higher than the current price.\nAs mentioned in Kern's note:\n\n “Airbnb’s direct traffic advantage and minimal reliance on paid marketing insulates the company from [third-party] ad inflation.“In an inflationary ad market, we believe Airbnb has a new catalyst that investors can focus on: the degree to which direct traffic creates a unit economics advantage,” the analysts said, adding the market for travel is coming back steadily, which should boost Airbnb’s booking volume.\"\n\nBottom Line\nAirbnb stock weakened substantially since reaching a record high of almost $217 in February, following its early December 2020 IPO. That tumble, in our view, has made this stock attractive, especially when travel demand is expected to expand gradually. Today’s earnings could provide further evidence to support that bullish view.","news_type":1,"symbols_score_info":{"ABNB":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5504025,"gmtCreate":1628751148571,"gmtModify":1631894127953,"authorId":3585789628360174,"author":{"id":3585789628360174,"idStr":"3585789628360174","authorId":3585789628360174,"name":"Meowlisa","avatar":"https://static.tigerbbs.com/58270741e0ab10cea7b2f37b150c6bef","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":895254966,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"},{"id":5504006,"gmtCreate":1628750970213,"gmtModify":1631894127943,"authorId":3582789589641542,"author":{"id":3582789589641542,"idStr":"3582789589641542","authorId":3582789589641542,"name":"ElvisLHS","avatar":"https://static.tigerbbs.com/6fc810548fb80fd7014ebbdf5203e9ba","vip":1,"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":895254966,"type":1,"supId":0,"prevId":0,"content":"read...pls like. thanks in advance.","text":"read...pls like. thanks in advance.","html":"read...pls like. thanks in advance."}],"langContent":"EN"},{"id":895255227,"gmtCreate":1628750626069,"gmtModify":1633689778559,"author":{"id":"3575978693829354","authorId":"3575978693829354","name":"CM_clement","avatar":"https://static.tigerbbs.com/fdbebfac76fb8dfe00958a92cdb8d706","vip":1,"crmLevel":12,"crmLevelSwitch":0,"idStr":"3575978693829354","authorIdStr":"3575978693829354"},"htmlText":"Good?","listText":"Good?","text":"Good?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895255227","repostId":1169331321,"repostType":4,"repost":{"id":"1169331321","kind":"news","pubTimestamp":1628750411,"share":"https://www.laohu8.com/m/news/1169331321?lang=zh_CN&edition=full","pubTime":"2021-08-12 14:40","market":"us","language":"en","title":"Airbnb Q2 Earnings Preview: Increasing Travel Demand Makes Stock Attractive<blockquote>爱彼迎第二季度财报预览：旅行需求增加使股票具有吸引力</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169331321","media":"investing.com","summary":"Reports Q2 2021 earnings Thursday, Aug. 12, after the close\nRevenue Expectation: $1.26 B\nEPS Expecta","content":"<p><ul>  <li>Reports Q2 2021 earnings Thursday, Aug. 12, after the close</li>  <li>Revenue Expectation: $1.26 B</li>  <li>EPS Expectation: -$0.36</li> </ul> When&nbsp;<a href=\"https://laohu8.com/S/ABNB\">Airbnb, Inc.</a> releases its latest quarterly report later today, investors will be most interested in whether the reopening of the U.S. economy is boosting domestic travel and helping this alternative lodging platform cut its pandemic-era losses.</p><p><blockquote><ul><li>2021年第二季度收益报告8月12日星期四收盘后</li><li>收入预期：$1.26 B</li><li>每股收益预期：-0.36美元</li></ul>什么时候<a href=\"https://laohu8.com/S/ABNB\">爱彼迎公司。</a>今天晚些时候发布最新季度报告，投资者最感兴趣的是美国经济的重新开放是否会促进国内旅行并帮助这家另类住宿平台减少大流行时期的损失。</blockquote></p><p> The platform's second-quarter earnings report is also significant as bookings in the ongoing summer season could provide some insight into the level of pent-up travel demand ahead of the winter holiday period.</p><p><blockquote>该平台的第二季度收益报告也很重要，因为正在进行的夏季预订可以让我们深入了解寒假前被压抑的旅行需求水平。</blockquote></p><p> Early indications suggest that the San-Francisco-based Airbnb is in a good position to exceed analysts’ expectations. Airbnb received a rare double upgrade to a buy rating from Gordon Haskett last month. The firm sees improving trends, particularly in Europe, as a boon for the vacation-rental stock.</p><p><blockquote>早期迹象表明，这家总部位于三藩市的爱彼迎处于超出分析师预期的有利位置。上个月，戈登·哈斯克特(Gordon Haskett)罕见地将爱彼迎评级双重上调至买入评级。该公司认为，趋势的改善，尤其是在欧洲，对度假租赁股票来说是一个福音。</blockquote></p><p> The San Francisco-based Airbnb should see sales surging 42% to $1.26 billion from theprevious quarter, while losses per share shrink to $0.36 from $1.95, according to analysts consensus forecast.</p><p><blockquote>根据分析师的一致预测，这家总部位于三藩市的爱彼迎的销售额预计将比上一季度飙升42%，达到12.6亿美元，而每股亏损将从1.95美元收窄至0.36美元。</blockquote></p><p> The latest earnings reports from other travel-related companies also show that after a year of lockdowns and border closures triggered by the COVID pandemic, the travel sector is starting to see the green shoots of recovery.</p><p><blockquote>其他旅游相关公司的最新财报也显示，在新冠疫情引发一年的封锁和边境关闭后，旅游业开始出现复苏的萌芽。</blockquote></p><p> <a href=\"https://laohu8.com/S/EXPE\">Expedia</a> Group&nbsp;last week said itssecond-quartersales more than tripled to $2.11 billion and gross bookings increased to $20.8 billion. Both topped analysts’ estimates.</p><p><blockquote><a href=\"https://laohu8.com/S/EXPE\">Expedia</a>该集团上周表示，其第二季度销售额增长了两倍多，达到21.1亿美元，总预订量增至208亿美元。两者都超出了分析师的预期。</blockquote></p><p> <a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a>, the biggest online travel agency, also reported a better-than-expected surge in room night reservations, and expressed optimism that the pace of travel will continue to improve as more people are vaccinated and restrictions are loosened.</p><p><blockquote><a href=\"https://laohu8.com/S/BKNG\">预订控股</a>最大的在线旅行社也报告了好于预期的客房夜预订量激增，并表示乐观地认为，随着更多人接种疫苗和限制放松，旅行步伐将继续改善。</blockquote></p><p> <h3><b>Bumpy Road To Recovery</b></h3> Despite these early signs of a rebound in travel activity, investors aren’t showing much excitement for Airbnb stock, which is down more than 30% from its February high. It closed on Wednesday at $148.18.</p><p><blockquote><h3><b>坎坷的复苏之路</b></h3>尽管有这些旅游活动反弹的早期迹象，但投资者对爱彼迎股价并没有表现出太多兴奋，该股较2月份高点下跌了30%以上。周三收于148.18美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/49124fa864ebba7e93b305af955a7617\" tg-width=\"623\" tg-height=\"675\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Airbnb Weekly Chart.</p><p><blockquote>爱彼迎周线图。</blockquote></p><p> One possible explanation for this underperformance is the ongoing spread of the highly contagious Delta variant that's forcing many countries to re-impose lockdowns and travel restrictions.</p><p><blockquote>表现不佳的一个可能解释是高传染性德尔塔变异毒株的持续蔓延，迫使许多国家重新实施封锁和旅行限制。</blockquote></p><p> Expedia’s Chief Executive Officer Peter Kern offered a cautionary note for the near-term outlook of the travel industry last week by saying that the road to full travel recovery remains bumpy until more of the world is vaccinated.</p><p><blockquote>Expedia首席执行官彼得·克恩(Peter Kern)上周对旅游业的近期前景提出了警告，他表示，在世界上更多人接种疫苗之前，旅游业全面复苏的道路仍然崎岖不平。</blockquote></p><p> These uncertainties, in our view, shouldn’t discourage investors from taking a position in Airbnb, which is looking cheap after this year’s pullback. The San Francisco-based company's relative resilience in a historically bad year for the travel industry is a result of a flexible business model that allowed ABNB to meet customers in the places they wanted to go. That meant city-dwellers fleeing to less crowded, suburban and rural locations and families and groups looking to vacation close to home.</p><p><blockquote>我们认为，这些不确定性不应阻止投资者建仓爱彼迎，该公司在今年的回调后看起来很便宜。这家总部位于旧金山的公司在旅游业历史上糟糕的一年中表现出相对的弹性，这是灵活的商业模式的结果，这种模式使ABNB能够在客户想去的地方与他们见面。这意味着城市居民逃到不太拥挤的郊区和农村地区，家庭和团体希望离家近的度假。</blockquote></p><p> These steps, and the company's cost cutting, make ABNB one of the best assets in the travel sector. KeyBanc analysts this month, while upgrading Airbnb to overweight, set a price target of $180 per share, nearly 22% higher than the current price.</p><p><blockquote>这些措施以及公司的成本削减使ABNB成为旅游行业最好的资产之一。KeyBanc分析师本月在将Airbnb升级为跑赢大盘的同时，将目标价定为每股180美元，较当前价格高出近22%。</blockquote></p><p> As mentioned in Kern's note:</p><p><blockquote>正如克恩的笔记中提到的：</blockquote></p><p>   “Airbnb’s direct traffic advantage and minimal reliance on paid marketing insulates the company from [third-party] ad inflation.“In an inflationary ad market, we believe Airbnb has a new catalyst that investors can focus on: the degree to which direct traffic creates a unit economics advantage,” the analysts said, adding the market for travel is coming back steadily, which should boost Airbnb’s booking volume.\"  <h3><b>Bottom Line</b></h3> Airbnb stock weakened substantially since reaching a record high of almost $217 in February, following its early December 2020 IPO. That tumble, in our view, has made this stock attractive, especially when travel demand is expected to expand gradually. Today’s earnings could provide further evidence to support that bullish view.</p><p><blockquote>“爱彼迎的直接流量优势和对付费营销的最小依赖使该公司免受[第三方]广告通胀的影响。”在通货膨胀的广告市场中，我们相信爱彼迎有一个投资者可以关注的新催化剂：直接流量创造单位经济优势的程度，”分析师表示，并补充说旅游市场正在稳步复苏，这应该会提振爱彼迎的预订量。<h3><b>底线</b></h3>爱彼迎股价在2020年12月初IPO后，自2月份创下近217美元的历史新高以来大幅走弱。我们认为，这种暴跌使该股具有吸引力，尤其是在旅行需求预计将逐渐扩大的情况下。今天的收益可以提供进一步的证据来支持这一看涨观点。</blockquote></p><p></p>","source":"lsy1594375853987","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Airbnb Q2 Earnings Preview: Increasing Travel Demand Makes Stock Attractive<blockquote>爱彼迎第二季度财报预览：旅行需求增加使股票具有吸引力</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAirbnb Q2 Earnings Preview: Increasing Travel Demand Makes Stock Attractive<blockquote>爱彼迎第二季度财报预览：旅行需求增加使股票具有吸引力</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">investing.com</strong><span class=\"h-time small\">2021-08-12 14:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul>  <li>Reports Q2 2021 earnings Thursday, Aug. 12, after the close</li>  <li>Revenue Expectation: $1.26 B</li>  <li>EPS Expectation: -$0.36</li> </ul> When&nbsp;<a href=\"https://laohu8.com/S/ABNB\">Airbnb, Inc.</a> releases its latest quarterly report later today, investors will be most interested in whether the reopening of the U.S. economy is boosting domestic travel and helping this alternative lodging platform cut its pandemic-era losses.</p><p><blockquote><ul><li>2021年第二季度收益报告8月12日星期四收盘后</li><li>收入预期：$1.26 B</li><li>每股收益预期：-0.36美元</li></ul>什么时候<a href=\"https://laohu8.com/S/ABNB\">爱彼迎公司。</a>今天晚些时候发布最新季度报告，投资者最感兴趣的是美国经济的重新开放是否会促进国内旅行并帮助这家另类住宿平台减少大流行时期的损失。</blockquote></p><p> The platform's second-quarter earnings report is also significant as bookings in the ongoing summer season could provide some insight into the level of pent-up travel demand ahead of the winter holiday period.</p><p><blockquote>该平台的第二季度收益报告也很重要，因为正在进行的夏季预订可以让我们深入了解寒假前被压抑的旅行需求水平。</blockquote></p><p> Early indications suggest that the San-Francisco-based Airbnb is in a good position to exceed analysts’ expectations. Airbnb received a rare double upgrade to a buy rating from Gordon Haskett last month. The firm sees improving trends, particularly in Europe, as a boon for the vacation-rental stock.</p><p><blockquote>早期迹象表明，这家总部位于三藩市的爱彼迎处于超出分析师预期的有利位置。上个月，戈登·哈斯克特(Gordon Haskett)罕见地将爱彼迎评级双重上调至买入评级。该公司认为，趋势的改善，尤其是在欧洲，对度假租赁股票来说是一个福音。</blockquote></p><p> The San Francisco-based Airbnb should see sales surging 42% to $1.26 billion from theprevious quarter, while losses per share shrink to $0.36 from $1.95, according to analysts consensus forecast.</p><p><blockquote>根据分析师的一致预测，这家总部位于三藩市的爱彼迎的销售额预计将比上一季度飙升42%，达到12.6亿美元，而每股亏损将从1.95美元收窄至0.36美元。</blockquote></p><p> The latest earnings reports from other travel-related companies also show that after a year of lockdowns and border closures triggered by the COVID pandemic, the travel sector is starting to see the green shoots of recovery.</p><p><blockquote>其他旅游相关公司的最新财报也显示，在新冠疫情引发一年的封锁和边境关闭后，旅游业开始出现复苏的萌芽。</blockquote></p><p> <a href=\"https://laohu8.com/S/EXPE\">Expedia</a> Group&nbsp;last week said itssecond-quartersales more than tripled to $2.11 billion and gross bookings increased to $20.8 billion. Both topped analysts’ estimates.</p><p><blockquote><a href=\"https://laohu8.com/S/EXPE\">Expedia</a>该集团上周表示，其第二季度销售额增长了两倍多，达到21.1亿美元，总预订量增至208亿美元。两者都超出了分析师的预期。</blockquote></p><p> <a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a>, the biggest online travel agency, also reported a better-than-expected surge in room night reservations, and expressed optimism that the pace of travel will continue to improve as more people are vaccinated and restrictions are loosened.</p><p><blockquote><a href=\"https://laohu8.com/S/BKNG\">预订控股</a>最大的在线旅行社也报告了好于预期的客房夜预订量激增，并表示乐观地认为，随着更多人接种疫苗和限制放松，旅行步伐将继续改善。</blockquote></p><p> <h3><b>Bumpy Road To Recovery</b></h3> Despite these early signs of a rebound in travel activity, investors aren’t showing much excitement for Airbnb stock, which is down more than 30% from its February high. It closed on Wednesday at $148.18.</p><p><blockquote><h3><b>坎坷的复苏之路</b></h3>尽管有这些旅游活动反弹的早期迹象，但投资者对爱彼迎股价并没有表现出太多兴奋，该股较2月份高点下跌了30%以上。周三收于148.18美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/49124fa864ebba7e93b305af955a7617\" tg-width=\"623\" tg-height=\"675\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Airbnb Weekly Chart.</p><p><blockquote>爱彼迎周线图。</blockquote></p><p> One possible explanation for this underperformance is the ongoing spread of the highly contagious Delta variant that's forcing many countries to re-impose lockdowns and travel restrictions.</p><p><blockquote>表现不佳的一个可能解释是高传染性德尔塔变异毒株的持续蔓延，迫使许多国家重新实施封锁和旅行限制。</blockquote></p><p> Expedia’s Chief Executive Officer Peter Kern offered a cautionary note for the near-term outlook of the travel industry last week by saying that the road to full travel recovery remains bumpy until more of the world is vaccinated.</p><p><blockquote>Expedia首席执行官彼得·克恩(Peter Kern)上周对旅游业的近期前景提出了警告，他表示，在世界上更多人接种疫苗之前，旅游业全面复苏的道路仍然崎岖不平。</blockquote></p><p> These uncertainties, in our view, shouldn’t discourage investors from taking a position in Airbnb, which is looking cheap after this year’s pullback. The San Francisco-based company's relative resilience in a historically bad year for the travel industry is a result of a flexible business model that allowed ABNB to meet customers in the places they wanted to go. That meant city-dwellers fleeing to less crowded, suburban and rural locations and families and groups looking to vacation close to home.</p><p><blockquote>我们认为，这些不确定性不应阻止投资者建仓爱彼迎，该公司在今年的回调后看起来很便宜。这家总部位于旧金山的公司在旅游业历史上糟糕的一年中表现出相对的弹性，这是灵活的商业模式的结果，这种模式使ABNB能够在客户想去的地方与他们见面。这意味着城市居民逃到不太拥挤的郊区和农村地区，家庭和团体希望离家近的度假。</blockquote></p><p> These steps, and the company's cost cutting, make ABNB one of the best assets in the travel sector. KeyBanc analysts this month, while upgrading Airbnb to overweight, set a price target of $180 per share, nearly 22% higher than the current price.</p><p><blockquote>这些措施以及公司的成本削减使ABNB成为旅游行业最好的资产之一。KeyBanc分析师本月在将Airbnb升级为跑赢大盘的同时，将目标价定为每股180美元，较当前价格高出近22%。</blockquote></p><p> As mentioned in Kern's note:</p><p><blockquote>正如克恩的笔记中提到的：</blockquote></p><p>   “Airbnb’s direct traffic advantage and minimal reliance on paid marketing insulates the company from [third-party] ad inflation.“In an inflationary ad market, we believe Airbnb has a new catalyst that investors can focus on: the degree to which direct traffic creates a unit economics advantage,” the analysts said, adding the market for travel is coming back steadily, which should boost Airbnb’s booking volume.\"  <h3><b>Bottom Line</b></h3> Airbnb stock weakened substantially since reaching a record high of almost $217 in February, following its early December 2020 IPO. That tumble, in our view, has made this stock attractive, especially when travel demand is expected to expand gradually. Today’s earnings could provide further evidence to support that bullish view.</p><p><blockquote>“爱彼迎的直接流量优势和对付费营销的最小依赖使该公司免受[第三方]广告通胀的影响。”在通货膨胀的广告市场中，我们相信爱彼迎有一个投资者可以关注的新催化剂：直接流量创造单位经济优势的程度，”分析师表示，并补充说旅游市场正在稳步复苏，这应该会提振爱彼迎的预订量。<h3><b>底线</b></h3>爱彼迎股价在2020年12月初IPO后，自2月份创下近217美元的历史新高以来大幅走弱。我们认为，这种暴跌使该股具有吸引力，尤其是在旅行需求预计将逐渐扩大的情况下。今天的收益可以提供进一步的证据来支持这一看涨观点。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.investing.com/analysis/airbnb-q2-earnings-preview-increasing-travel-demand-makes-stock-attractive-200597990\">investing.com</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎"},"source_url":"https://www.investing.com/analysis/airbnb-q2-earnings-preview-increasing-travel-demand-makes-stock-attractive-200597990","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169331321","content_text":"Reports Q2 2021 earnings Thursday, Aug. 12, after the close\nRevenue Expectation: $1.26 B\nEPS Expectation: -$0.36\n\nWhen Airbnb, Inc. releases its latest quarterly report later today, investors will be most interested in whether the reopening of the U.S. economy is boosting domestic travel and helping this alternative lodging platform cut its pandemic-era losses.\nThe platform's second-quarter earnings report is also significant as bookings in the ongoing summer season could provide some insight into the level of pent-up travel demand ahead of the winter holiday period.\nEarly indications suggest that the San-Francisco-based Airbnb is in a good position to exceed analysts’ expectations. Airbnb received a rare double upgrade to a buy rating from Gordon Haskett last month. The firm sees improving trends, particularly in Europe, as a boon for the vacation-rental stock.\nThe San Francisco-based Airbnb should see sales surging 42% to $1.26 billion from theprevious quarter, while losses per share shrink to $0.36 from $1.95, according to analysts consensus forecast.\nThe latest earnings reports from other travel-related companies also show that after a year of lockdowns and border closures triggered by the COVID pandemic, the travel sector is starting to see the green shoots of recovery.\nExpedia Group last week said itssecond-quartersales more than tripled to $2.11 billion and gross bookings increased to $20.8 billion. Both topped analysts’ estimates.\nBooking Holdings, the biggest online travel agency, also reported a better-than-expected surge in room night reservations, and expressed optimism that the pace of travel will continue to improve as more people are vaccinated and restrictions are loosened.\nBumpy Road To Recovery\nDespite these early signs of a rebound in travel activity, investors aren’t showing much excitement for Airbnb stock, which is down more than 30% from its February high. It closed on Wednesday at $148.18.\nAirbnb Weekly Chart.\nOne possible explanation for this underperformance is the ongoing spread of the highly contagious Delta variant that's forcing many countries to re-impose lockdowns and travel restrictions.\nExpedia’s Chief Executive Officer Peter Kern offered a cautionary note for the near-term outlook of the travel industry last week by saying that the road to full travel recovery remains bumpy until more of the world is vaccinated.\nThese uncertainties, in our view, shouldn’t discourage investors from taking a position in Airbnb, which is looking cheap after this year’s pullback. The San Francisco-based company's relative resilience in a historically bad year for the travel industry is a result of a flexible business model that allowed ABNB to meet customers in the places they wanted to go. That meant city-dwellers fleeing to less crowded, suburban and rural locations and families and groups looking to vacation close to home.\nThese steps, and the company's cost cutting, make ABNB one of the best assets in the travel sector. KeyBanc analysts this month, while upgrading Airbnb to overweight, set a price target of $180 per share, nearly 22% higher than the current price.\nAs mentioned in Kern's note:\n\n “Airbnb’s direct traffic advantage and minimal reliance on paid marketing insulates the company from [third-party] ad inflation.“In an inflationary ad market, we believe Airbnb has a new catalyst that investors can focus on: the degree to which direct traffic creates a unit economics advantage,” the analysts said, adding the market for travel is coming back steadily, which should boost Airbnb’s booking volume.\"\n\nBottom Line\nAirbnb stock weakened substantially since reaching a record high of almost $217 in February, following its early December 2020 IPO. That tumble, in our view, has made this stock attractive, especially when travel demand is expected to expand gradually. Today’s earnings could provide further evidence to support that bullish view.","news_type":1,"symbols_score_info":{"ABNB":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":895255373,"gmtCreate":1628750578192,"gmtModify":1633689778682,"author":{"id":"3569295655221877","authorId":"3569295655221877","name":"xralphed","avatar":"https://static.tigerbbs.com/5ac77e27d44c5f8e58ba70bc5980c6c4","vip":1,"crmLevel":11,"crmLevelSwitch":0,"idStr":"3569295655221877","authorIdStr":"3569295655221877"},"htmlText":"Help like and comment please","listText":"Help like and comment please","text":"Help like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/895255373","repostId":1169331321,"repostType":4,"repost":{"id":"1169331321","kind":"news","pubTimestamp":1628750411,"share":"https://www.laohu8.com/m/news/1169331321?lang=zh_CN&edition=full","pubTime":"2021-08-12 14:40","market":"us","language":"en","title":"Airbnb Q2 Earnings Preview: Increasing Travel Demand Makes Stock Attractive<blockquote>爱彼迎第二季度财报预览：旅行需求增加使股票具有吸引力</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169331321","media":"investing.com","summary":"Reports Q2 2021 earnings Thursday, Aug. 12, after the close\nRevenue Expectation: $1.26 B\nEPS Expecta","content":"<p><ul>  <li>Reports Q2 2021 earnings Thursday, Aug. 12, after the close</li>  <li>Revenue Expectation: $1.26 B</li>  <li>EPS Expectation: -$0.36</li> </ul> When&nbsp;<a href=\"https://laohu8.com/S/ABNB\">Airbnb, Inc.</a> releases its latest quarterly report later today, investors will be most interested in whether the reopening of the U.S. economy is boosting domestic travel and helping this alternative lodging platform cut its pandemic-era losses.</p><p><blockquote><ul><li>2021年第二季度收益报告8月12日星期四收盘后</li><li>收入预期：$1.26 B</li><li>每股收益预期：-0.36美元</li></ul>什么时候<a href=\"https://laohu8.com/S/ABNB\">爱彼迎公司。</a>今天晚些时候发布最新季度报告，投资者最感兴趣的是美国经济的重新开放是否会促进国内旅行并帮助这家另类住宿平台减少大流行时期的损失。</blockquote></p><p> The platform's second-quarter earnings report is also significant as bookings in the ongoing summer season could provide some insight into the level of pent-up travel demand ahead of the winter holiday period.</p><p><blockquote>该平台的第二季度收益报告也很重要，因为正在进行的夏季预订可以让我们深入了解寒假前被压抑的旅行需求水平。</blockquote></p><p> Early indications suggest that the San-Francisco-based Airbnb is in a good position to exceed analysts’ expectations. Airbnb received a rare double upgrade to a buy rating from Gordon Haskett last month. The firm sees improving trends, particularly in Europe, as a boon for the vacation-rental stock.</p><p><blockquote>早期迹象表明，这家总部位于三藩市的爱彼迎处于超出分析师预期的有利位置。上个月，戈登·哈斯克特(Gordon Haskett)罕见地将爱彼迎评级双重上调至买入评级。该公司认为，趋势的改善，尤其是在欧洲，对度假租赁股票来说是一个福音。</blockquote></p><p> The San Francisco-based Airbnb should see sales surging 42% to $1.26 billion from theprevious quarter, while losses per share shrink to $0.36 from $1.95, according to analysts consensus forecast.</p><p><blockquote>根据分析师的一致预测，这家总部位于三藩市的爱彼迎的销售额预计将比上一季度飙升42%，达到12.6亿美元，而每股亏损将从1.95美元收窄至0.36美元。</blockquote></p><p> The latest earnings reports from other travel-related companies also show that after a year of lockdowns and border closures triggered by the COVID pandemic, the travel sector is starting to see the green shoots of recovery.</p><p><blockquote>其他旅游相关公司的最新财报也显示，在新冠疫情引发一年的封锁和边境关闭后，旅游业开始出现复苏的萌芽。</blockquote></p><p> <a href=\"https://laohu8.com/S/EXPE\">Expedia</a> Group&nbsp;last week said itssecond-quartersales more than tripled to $2.11 billion and gross bookings increased to $20.8 billion. Both topped analysts’ estimates.</p><p><blockquote><a href=\"https://laohu8.com/S/EXPE\">Expedia</a>该集团上周表示，其第二季度销售额增长了两倍多，达到21.1亿美元，总预订量增至208亿美元。两者都超出了分析师的预期。</blockquote></p><p> <a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a>, the biggest online travel agency, also reported a better-than-expected surge in room night reservations, and expressed optimism that the pace of travel will continue to improve as more people are vaccinated and restrictions are loosened.</p><p><blockquote><a href=\"https://laohu8.com/S/BKNG\">预订控股</a>最大的在线旅行社也报告了好于预期的客房夜预订量激增，并表示乐观地认为，随着更多人接种疫苗和限制放松，旅行步伐将继续改善。</blockquote></p><p> <h3><b>Bumpy Road To Recovery</b></h3> Despite these early signs of a rebound in travel activity, investors aren’t showing much excitement for Airbnb stock, which is down more than 30% from its February high. It closed on Wednesday at $148.18.</p><p><blockquote><h3><b>坎坷的复苏之路</b></h3>尽管有这些旅游活动反弹的早期迹象，但投资者对爱彼迎股价并没有表现出太多兴奋，该股较2月份高点下跌了30%以上。周三收于148.18美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/49124fa864ebba7e93b305af955a7617\" tg-width=\"623\" tg-height=\"675\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Airbnb Weekly Chart.</p><p><blockquote>爱彼迎周线图。</blockquote></p><p> One possible explanation for this underperformance is the ongoing spread of the highly contagious Delta variant that's forcing many countries to re-impose lockdowns and travel restrictions.</p><p><blockquote>表现不佳的一个可能解释是高传染性德尔塔变异毒株的持续蔓延，迫使许多国家重新实施封锁和旅行限制。</blockquote></p><p> Expedia’s Chief Executive Officer Peter Kern offered a cautionary note for the near-term outlook of the travel industry last week by saying that the road to full travel recovery remains bumpy until more of the world is vaccinated.</p><p><blockquote>Expedia首席执行官彼得·克恩(Peter Kern)上周对旅游业的近期前景提出了警告，他表示，在世界上更多人接种疫苗之前，旅游业全面复苏的道路仍然崎岖不平。</blockquote></p><p> These uncertainties, in our view, shouldn’t discourage investors from taking a position in Airbnb, which is looking cheap after this year’s pullback. The San Francisco-based company's relative resilience in a historically bad year for the travel industry is a result of a flexible business model that allowed ABNB to meet customers in the places they wanted to go. That meant city-dwellers fleeing to less crowded, suburban and rural locations and families and groups looking to vacation close to home.</p><p><blockquote>我们认为，这些不确定性不应阻止投资者建仓爱彼迎，该公司在今年的回调后看起来很便宜。这家总部位于旧金山的公司在旅游业历史上糟糕的一年中表现出相对的弹性，这是灵活的商业模式的结果，这种模式使ABNB能够在客户想去的地方与他们见面。这意味着城市居民逃到不太拥挤的郊区和农村地区，家庭和团体希望离家近的度假。</blockquote></p><p> These steps, and the company's cost cutting, make ABNB one of the best assets in the travel sector. KeyBanc analysts this month, while upgrading Airbnb to overweight, set a price target of $180 per share, nearly 22% higher than the current price.</p><p><blockquote>这些措施以及公司的成本削减使ABNB成为旅游行业最好的资产之一。KeyBanc分析师本月在将Airbnb升级为跑赢大盘的同时，将目标价定为每股180美元，较当前价格高出近22%。</blockquote></p><p> As mentioned in Kern's note:</p><p><blockquote>正如克恩的笔记中提到的：</blockquote></p><p>   “Airbnb’s direct traffic advantage and minimal reliance on paid marketing insulates the company from [third-party] ad inflation.“In an inflationary ad market, we believe Airbnb has a new catalyst that investors can focus on: the degree to which direct traffic creates a unit economics advantage,” the analysts said, adding the market for travel is coming back steadily, which should boost Airbnb’s booking volume.\"  <h3><b>Bottom Line</b></h3> Airbnb stock weakened substantially since reaching a record high of almost $217 in February, following its early December 2020 IPO. That tumble, in our view, has made this stock attractive, especially when travel demand is expected to expand gradually. Today’s earnings could provide further evidence to support that bullish view.</p><p><blockquote>“爱彼迎的直接流量优势和对付费营销的最小依赖使该公司免受[第三方]广告通胀的影响。”在通货膨胀的广告市场中，我们相信爱彼迎有一个投资者可以关注的新催化剂：直接流量创造单位经济优势的程度，”分析师表示，并补充说旅游市场正在稳步复苏，这应该会提振爱彼迎的预订量。<h3><b>底线</b></h3>爱彼迎股价在2020年12月初IPO后，自2月份创下近217美元的历史新高以来大幅走弱。我们认为，这种暴跌使该股具有吸引力，尤其是在旅行需求预计将逐渐扩大的情况下。今天的收益可以提供进一步的证据来支持这一看涨观点。</blockquote></p><p></p>","source":"lsy1594375853987","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Airbnb Q2 Earnings Preview: Increasing Travel Demand Makes Stock Attractive<blockquote>爱彼迎第二季度财报预览：旅行需求增加使股票具有吸引力</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAirbnb Q2 Earnings Preview: Increasing Travel Demand Makes Stock Attractive<blockquote>爱彼迎第二季度财报预览：旅行需求增加使股票具有吸引力</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">investing.com</strong><span class=\"h-time small\">2021-08-12 14:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul>  <li>Reports Q2 2021 earnings Thursday, Aug. 12, after the close</li>  <li>Revenue Expectation: $1.26 B</li>  <li>EPS Expectation: -$0.36</li> </ul> When&nbsp;<a href=\"https://laohu8.com/S/ABNB\">Airbnb, Inc.</a> releases its latest quarterly report later today, investors will be most interested in whether the reopening of the U.S. economy is boosting domestic travel and helping this alternative lodging platform cut its pandemic-era losses.</p><p><blockquote><ul><li>2021年第二季度收益报告8月12日星期四收盘后</li><li>收入预期：$1.26 B</li><li>每股收益预期：-0.36美元</li></ul>什么时候<a href=\"https://laohu8.com/S/ABNB\">爱彼迎公司。</a>今天晚些时候发布最新季度报告，投资者最感兴趣的是美国经济的重新开放是否会促进国内旅行并帮助这家另类住宿平台减少大流行时期的损失。</blockquote></p><p> The platform's second-quarter earnings report is also significant as bookings in the ongoing summer season could provide some insight into the level of pent-up travel demand ahead of the winter holiday period.</p><p><blockquote>该平台的第二季度收益报告也很重要，因为正在进行的夏季预订可以让我们深入了解寒假前被压抑的旅行需求水平。</blockquote></p><p> Early indications suggest that the San-Francisco-based Airbnb is in a good position to exceed analysts’ expectations. Airbnb received a rare double upgrade to a buy rating from Gordon Haskett last month. The firm sees improving trends, particularly in Europe, as a boon for the vacation-rental stock.</p><p><blockquote>早期迹象表明，这家总部位于三藩市的爱彼迎处于超出分析师预期的有利位置。上个月，戈登·哈斯克特(Gordon Haskett)罕见地将爱彼迎评级双重上调至买入评级。该公司认为，趋势的改善，尤其是在欧洲，对度假租赁股票来说是一个福音。</blockquote></p><p> The San Francisco-based Airbnb should see sales surging 42% to $1.26 billion from theprevious quarter, while losses per share shrink to $0.36 from $1.95, according to analysts consensus forecast.</p><p><blockquote>根据分析师的一致预测，这家总部位于三藩市的爱彼迎的销售额预计将比上一季度飙升42%，达到12.6亿美元，而每股亏损将从1.95美元收窄至0.36美元。</blockquote></p><p> The latest earnings reports from other travel-related companies also show that after a year of lockdowns and border closures triggered by the COVID pandemic, the travel sector is starting to see the green shoots of recovery.</p><p><blockquote>其他旅游相关公司的最新财报也显示，在新冠疫情引发一年的封锁和边境关闭后，旅游业开始出现复苏的萌芽。</blockquote></p><p> <a href=\"https://laohu8.com/S/EXPE\">Expedia</a> Group&nbsp;last week said itssecond-quartersales more than tripled to $2.11 billion and gross bookings increased to $20.8 billion. Both topped analysts’ estimates.</p><p><blockquote><a href=\"https://laohu8.com/S/EXPE\">Expedia</a>该集团上周表示，其第二季度销售额增长了两倍多，达到21.1亿美元，总预订量增至208亿美元。两者都超出了分析师的预期。</blockquote></p><p> <a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a>, the biggest online travel agency, also reported a better-than-expected surge in room night reservations, and expressed optimism that the pace of travel will continue to improve as more people are vaccinated and restrictions are loosened.</p><p><blockquote><a href=\"https://laohu8.com/S/BKNG\">预订控股</a>最大的在线旅行社也报告了好于预期的客房夜预订量激增，并表示乐观地认为，随着更多人接种疫苗和限制放松，旅行步伐将继续改善。</blockquote></p><p> <h3><b>Bumpy Road To Recovery</b></h3> Despite these early signs of a rebound in travel activity, investors aren’t showing much excitement for Airbnb stock, which is down more than 30% from its February high. It closed on Wednesday at $148.18.</p><p><blockquote><h3><b>坎坷的复苏之路</b></h3>尽管有这些旅游活动反弹的早期迹象，但投资者对爱彼迎股价并没有表现出太多兴奋，该股较2月份高点下跌了30%以上。周三收于148.18美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/49124fa864ebba7e93b305af955a7617\" tg-width=\"623\" tg-height=\"675\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Airbnb Weekly Chart.</p><p><blockquote>爱彼迎周线图。</blockquote></p><p> One possible explanation for this underperformance is the ongoing spread of the highly contagious Delta variant that's forcing many countries to re-impose lockdowns and travel restrictions.</p><p><blockquote>表现不佳的一个可能解释是高传染性德尔塔变异毒株的持续蔓延，迫使许多国家重新实施封锁和旅行限制。</blockquote></p><p> Expedia’s Chief Executive Officer Peter Kern offered a cautionary note for the near-term outlook of the travel industry last week by saying that the road to full travel recovery remains bumpy until more of the world is vaccinated.</p><p><blockquote>Expedia首席执行官彼得·克恩(Peter Kern)上周对旅游业的近期前景提出了警告，他表示，在世界上更多人接种疫苗之前，旅游业全面复苏的道路仍然崎岖不平。</blockquote></p><p> These uncertainties, in our view, shouldn’t discourage investors from taking a position in Airbnb, which is looking cheap after this year’s pullback. The San Francisco-based company's relative resilience in a historically bad year for the travel industry is a result of a flexible business model that allowed ABNB to meet customers in the places they wanted to go. That meant city-dwellers fleeing to less crowded, suburban and rural locations and families and groups looking to vacation close to home.</p><p><blockquote>我们认为，这些不确定性不应阻止投资者建仓爱彼迎，该公司在今年的回调后看起来很便宜。这家总部位于旧金山的公司在旅游业历史上糟糕的一年中表现出相对的弹性，这是灵活的商业模式的结果，这种模式使ABNB能够在客户想去的地方与他们见面。这意味着城市居民逃到不太拥挤的郊区和农村地区，家庭和团体希望离家近的度假。</blockquote></p><p> These steps, and the company's cost cutting, make ABNB one of the best assets in the travel sector. KeyBanc analysts this month, while upgrading Airbnb to overweight, set a price target of $180 per share, nearly 22% higher than the current price.</p><p><blockquote>这些措施以及公司的成本削减使ABNB成为旅游行业最好的资产之一。KeyBanc分析师本月在将Airbnb升级为跑赢大盘的同时，将目标价定为每股180美元，较当前价格高出近22%。</blockquote></p><p> As mentioned in Kern's note:</p><p><blockquote>正如克恩的笔记中提到的：</blockquote></p><p>   “Airbnb’s direct traffic advantage and minimal reliance on paid marketing insulates the company from [third-party] ad inflation.“In an inflationary ad market, we believe Airbnb has a new catalyst that investors can focus on: the degree to which direct traffic creates a unit economics advantage,” the analysts said, adding the market for travel is coming back steadily, which should boost Airbnb’s booking volume.\"  <h3><b>Bottom Line</b></h3> Airbnb stock weakened substantially since reaching a record high of almost $217 in February, following its early December 2020 IPO. That tumble, in our view, has made this stock attractive, especially when travel demand is expected to expand gradually. Today’s earnings could provide further evidence to support that bullish view.</p><p><blockquote>“爱彼迎的直接流量优势和对付费营销的最小依赖使该公司免受[第三方]广告通胀的影响。”在通货膨胀的广告市场中，我们相信爱彼迎有一个投资者可以关注的新催化剂：直接流量创造单位经济优势的程度，”分析师表示，并补充说旅游市场正在稳步复苏，这应该会提振爱彼迎的预订量。<h3><b>底线</b></h3>爱彼迎股价在2020年12月初IPO后，自2月份创下近217美元的历史新高以来大幅走弱。我们认为，这种暴跌使该股具有吸引力，尤其是在旅行需求预计将逐渐扩大的情况下。今天的收益可以提供进一步的证据来支持这一看涨观点。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.investing.com/analysis/airbnb-q2-earnings-preview-increasing-travel-demand-makes-stock-attractive-200597990\">investing.com</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎"},"source_url":"https://www.investing.com/analysis/airbnb-q2-earnings-preview-increasing-travel-demand-makes-stock-attractive-200597990","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169331321","content_text":"Reports Q2 2021 earnings Thursday, Aug. 12, after the close\nRevenue Expectation: $1.26 B\nEPS Expectation: -$0.36\n\nWhen Airbnb, Inc. releases its latest quarterly report later today, investors will be most interested in whether the reopening of the U.S. economy is boosting domestic travel and helping this alternative lodging platform cut its pandemic-era losses.\nThe platform's second-quarter earnings report is also significant as bookings in the ongoing summer season could provide some insight into the level of pent-up travel demand ahead of the winter holiday period.\nEarly indications suggest that the San-Francisco-based Airbnb is in a good position to exceed analysts’ expectations. Airbnb received a rare double upgrade to a buy rating from Gordon Haskett last month. The firm sees improving trends, particularly in Europe, as a boon for the vacation-rental stock.\nThe San Francisco-based Airbnb should see sales surging 42% to $1.26 billion from theprevious quarter, while losses per share shrink to $0.36 from $1.95, according to analysts consensus forecast.\nThe latest earnings reports from other travel-related companies also show that after a year of lockdowns and border closures triggered by the COVID pandemic, the travel sector is starting to see the green shoots of recovery.\nExpedia Group last week said itssecond-quartersales more than tripled to $2.11 billion and gross bookings increased to $20.8 billion. Both topped analysts’ estimates.\nBooking Holdings, the biggest online travel agency, also reported a better-than-expected surge in room night reservations, and expressed optimism that the pace of travel will continue to improve as more people are vaccinated and restrictions are loosened.\nBumpy Road To Recovery\nDespite these early signs of a rebound in travel activity, investors aren’t showing much excitement for Airbnb stock, which is down more than 30% from its February high. It closed on Wednesday at $148.18.\nAirbnb Weekly Chart.\nOne possible explanation for this underperformance is the ongoing spread of the highly contagious Delta variant that's forcing many countries to re-impose lockdowns and travel restrictions.\nExpedia’s Chief Executive Officer Peter Kern offered a cautionary note for the near-term outlook of the travel industry last week by saying that the road to full travel recovery remains bumpy until more of the world is vaccinated.\nThese uncertainties, in our view, shouldn’t discourage investors from taking a position in Airbnb, which is looking cheap after this year’s pullback. The San Francisco-based company's relative resilience in a historically bad year for the travel industry is a result of a flexible business model that allowed ABNB to meet customers in the places they wanted to go. That meant city-dwellers fleeing to less crowded, suburban and rural locations and families and groups looking to vacation close to home.\nThese steps, and the company's cost cutting, make ABNB one of the best assets in the travel sector. KeyBanc analysts this month, while upgrading Airbnb to overweight, set a price target of $180 per share, nearly 22% higher than the current price.\nAs mentioned in Kern's note:\n\n “Airbnb’s direct traffic advantage and minimal reliance on paid marketing insulates the company from [third-party] ad inflation.“In an inflationary ad market, we believe Airbnb has a new catalyst that investors can focus on: the degree to which direct traffic creates a unit economics advantage,” the analysts said, adding the market for travel is coming back steadily, which should boost Airbnb’s booking volume.\"\n\nBottom Line\nAirbnb stock weakened substantially since reaching a record high of almost $217 in February, following its early December 2020 IPO. That tumble, in our view, has made this stock attractive, especially when travel demand is expected to expand gradually. Today’s earnings could provide further evidence to support that bullish view.","news_type":1,"symbols_score_info":{"ABNB":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5503970,"gmtCreate":1628750639451,"gmtModify":1635153542732,"authorId":3575978693829354,"author":{"id":3575978693829354,"idStr":"3575978693829354","authorId":3575978693829354,"name":"CM_clement","avatar":"https://static.tigerbbs.com/fdbebfac76fb8dfe00958a92cdb8d706","vip":1,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":895255373,"type":1,"supId":0,"prevId":0,"content":"ok","text":"ok","html":"ok"},{"id":5504024,"gmtCreate":1628751141784,"gmtModify":1635153538174,"authorId":3572386838254554,"author":{"id":3572386838254554,"idStr":"3572386838254554","authorId":3572386838254554,"name":"Btyc","avatar":"https://static.tigerbbs.com/29cb9292b9c967e5a9df5f775cc4cd02","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":895255373,"type":1,"supId":0,"prevId":0,"content":"Liked","text":"Liked","html":"Liked"}],"langContent":"EN"},{"id":895252502,"gmtCreate":1628750560506,"gmtModify":1631891506051,"author":{"id":"4087286829505350","authorId":"4087286829505350","name":"shutiing","avatar":"https://static.tigerbbs.com/d9570bb377b17d1dc03714978c63e96c","vip":1,"crmLevel":11,"crmLevelSwitch":0,"idStr":"4087286829505350","authorIdStr":"4087286829505350"},"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/895252502","repostId":1169331321,"repostType":4,"repost":{"id":"1169331321","kind":"news","pubTimestamp":1628750411,"share":"https://www.laohu8.com/m/news/1169331321?lang=zh_CN&edition=full","pubTime":"2021-08-12 14:40","market":"us","language":"en","title":"Airbnb Q2 Earnings Preview: Increasing Travel Demand Makes Stock Attractive<blockquote>爱彼迎第二季度财报预览：旅行需求增加使股票具有吸引力</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169331321","media":"investing.com","summary":"Reports Q2 2021 earnings Thursday, Aug. 12, after the close\nRevenue Expectation: $1.26 B\nEPS Expecta","content":"<p><ul>  <li>Reports Q2 2021 earnings Thursday, Aug. 12, after the close</li>  <li>Revenue Expectation: $1.26 B</li>  <li>EPS Expectation: -$0.36</li> </ul> When&nbsp;<a href=\"https://laohu8.com/S/ABNB\">Airbnb, Inc.</a> releases its latest quarterly report later today, investors will be most interested in whether the reopening of the U.S. economy is boosting domestic travel and helping this alternative lodging platform cut its pandemic-era losses.</p><p><blockquote><ul><li>2021年第二季度收益报告8月12日星期四收盘后</li><li>收入预期：$1.26 B</li><li>每股收益预期：-0.36美元</li></ul>什么时候<a href=\"https://laohu8.com/S/ABNB\">爱彼迎公司。</a>今天晚些时候发布最新季度报告，投资者最感兴趣的是美国经济的重新开放是否会促进国内旅行并帮助这家另类住宿平台减少大流行时期的损失。</blockquote></p><p> The platform's second-quarter earnings report is also significant as bookings in the ongoing summer season could provide some insight into the level of pent-up travel demand ahead of the winter holiday period.</p><p><blockquote>该平台的第二季度收益报告也很重要，因为正在进行的夏季预订可以让我们深入了解寒假前被压抑的旅行需求水平。</blockquote></p><p> Early indications suggest that the San-Francisco-based Airbnb is in a good position to exceed analysts’ expectations. Airbnb received a rare double upgrade to a buy rating from Gordon Haskett last month. The firm sees improving trends, particularly in Europe, as a boon for the vacation-rental stock.</p><p><blockquote>早期迹象表明，这家总部位于三藩市的爱彼迎处于超出分析师预期的有利位置。上个月，戈登·哈斯克特(Gordon Haskett)罕见地将爱彼迎评级双重上调至买入评级。该公司认为，趋势的改善，尤其是在欧洲，对度假租赁股票来说是一个福音。</blockquote></p><p> The San Francisco-based Airbnb should see sales surging 42% to $1.26 billion from theprevious quarter, while losses per share shrink to $0.36 from $1.95, according to analysts consensus forecast.</p><p><blockquote>根据分析师的一致预测，这家总部位于三藩市的爱彼迎的销售额预计将比上一季度飙升42%，达到12.6亿美元，而每股亏损将从1.95美元收窄至0.36美元。</blockquote></p><p> The latest earnings reports from other travel-related companies also show that after a year of lockdowns and border closures triggered by the COVID pandemic, the travel sector is starting to see the green shoots of recovery.</p><p><blockquote>其他旅游相关公司的最新财报也显示，在新冠疫情引发一年的封锁和边境关闭后，旅游业开始出现复苏的萌芽。</blockquote></p><p> <a href=\"https://laohu8.com/S/EXPE\">Expedia</a> Group&nbsp;last week said itssecond-quartersales more than tripled to $2.11 billion and gross bookings increased to $20.8 billion. Both topped analysts’ estimates.</p><p><blockquote><a href=\"https://laohu8.com/S/EXPE\">Expedia</a>该集团上周表示，其第二季度销售额增长了两倍多，达到21.1亿美元，总预订量增至208亿美元。两者都超出了分析师的预期。</blockquote></p><p> <a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a>, the biggest online travel agency, also reported a better-than-expected surge in room night reservations, and expressed optimism that the pace of travel will continue to improve as more people are vaccinated and restrictions are loosened.</p><p><blockquote><a href=\"https://laohu8.com/S/BKNG\">预订控股</a>最大的在线旅行社也报告了好于预期的客房夜预订量激增，并表示乐观地认为，随着更多人接种疫苗和限制放松，旅行步伐将继续改善。</blockquote></p><p> <h3><b>Bumpy Road To Recovery</b></h3> Despite these early signs of a rebound in travel activity, investors aren’t showing much excitement for Airbnb stock, which is down more than 30% from its February high. It closed on Wednesday at $148.18.</p><p><blockquote><h3><b>坎坷的复苏之路</b></h3>尽管有这些旅游活动反弹的早期迹象，但投资者对爱彼迎股价并没有表现出太多兴奋，该股较2月份高点下跌了30%以上。周三收于148.18美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/49124fa864ebba7e93b305af955a7617\" tg-width=\"623\" tg-height=\"675\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Airbnb Weekly Chart.</p><p><blockquote>爱彼迎周线图。</blockquote></p><p> One possible explanation for this underperformance is the ongoing spread of the highly contagious Delta variant that's forcing many countries to re-impose lockdowns and travel restrictions.</p><p><blockquote>表现不佳的一个可能解释是高传染性德尔塔变异毒株的持续蔓延，迫使许多国家重新实施封锁和旅行限制。</blockquote></p><p> Expedia’s Chief Executive Officer Peter Kern offered a cautionary note for the near-term outlook of the travel industry last week by saying that the road to full travel recovery remains bumpy until more of the world is vaccinated.</p><p><blockquote>Expedia首席执行官彼得·克恩(Peter Kern)上周对旅游业的近期前景提出了警告，他表示，在世界上更多人接种疫苗之前，旅游业全面复苏的道路仍然崎岖不平。</blockquote></p><p> These uncertainties, in our view, shouldn’t discourage investors from taking a position in Airbnb, which is looking cheap after this year’s pullback. The San Francisco-based company's relative resilience in a historically bad year for the travel industry is a result of a flexible business model that allowed ABNB to meet customers in the places they wanted to go. That meant city-dwellers fleeing to less crowded, suburban and rural locations and families and groups looking to vacation close to home.</p><p><blockquote>我们认为，这些不确定性不应阻止投资者建仓爱彼迎，该公司在今年的回调后看起来很便宜。这家总部位于旧金山的公司在旅游业历史上糟糕的一年中表现出相对的弹性，这是灵活的商业模式的结果，这种模式使ABNB能够在客户想去的地方与他们见面。这意味着城市居民逃到不太拥挤的郊区和农村地区，家庭和团体希望离家近的度假。</blockquote></p><p> These steps, and the company's cost cutting, make ABNB one of the best assets in the travel sector. KeyBanc analysts this month, while upgrading Airbnb to overweight, set a price target of $180 per share, nearly 22% higher than the current price.</p><p><blockquote>这些措施以及公司的成本削减使ABNB成为旅游行业最好的资产之一。KeyBanc分析师本月在将Airbnb升级为跑赢大盘的同时，将目标价定为每股180美元，较当前价格高出近22%。</blockquote></p><p> As mentioned in Kern's note:</p><p><blockquote>正如克恩的笔记中提到的：</blockquote></p><p>   “Airbnb’s direct traffic advantage and minimal reliance on paid marketing insulates the company from [third-party] ad inflation.“In an inflationary ad market, we believe Airbnb has a new catalyst that investors can focus on: the degree to which direct traffic creates a unit economics advantage,” the analysts said, adding the market for travel is coming back steadily, which should boost Airbnb’s booking volume.\"  <h3><b>Bottom Line</b></h3> Airbnb stock weakened substantially since reaching a record high of almost $217 in February, following its early December 2020 IPO. That tumble, in our view, has made this stock attractive, especially when travel demand is expected to expand gradually. Today’s earnings could provide further evidence to support that bullish view.</p><p><blockquote>“爱彼迎的直接流量优势和对付费营销的最小依赖使该公司免受[第三方]广告通胀的影响。”在通货膨胀的广告市场中，我们相信爱彼迎有一个投资者可以关注的新催化剂：直接流量创造单位经济优势的程度，”分析师表示，并补充说旅游市场正在稳步复苏，这应该会提振爱彼迎的预订量。<h3><b>底线</b></h3>爱彼迎股价在2020年12月初IPO后，自2月份创下近217美元的历史新高以来大幅走弱。我们认为，这种暴跌使该股具有吸引力，尤其是在旅行需求预计将逐渐扩大的情况下。今天的收益可以提供进一步的证据来支持这一看涨观点。</blockquote></p><p></p>","source":"lsy1594375853987","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Airbnb Q2 Earnings Preview: Increasing Travel Demand Makes Stock Attractive<blockquote>爱彼迎第二季度财报预览：旅行需求增加使股票具有吸引力</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAirbnb Q2 Earnings Preview: Increasing Travel Demand Makes Stock Attractive<blockquote>爱彼迎第二季度财报预览：旅行需求增加使股票具有吸引力</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">investing.com</strong><span class=\"h-time small\">2021-08-12 14:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul>  <li>Reports Q2 2021 earnings Thursday, Aug. 12, after the close</li>  <li>Revenue Expectation: $1.26 B</li>  <li>EPS Expectation: -$0.36</li> </ul> When&nbsp;<a href=\"https://laohu8.com/S/ABNB\">Airbnb, Inc.</a> releases its latest quarterly report later today, investors will be most interested in whether the reopening of the U.S. economy is boosting domestic travel and helping this alternative lodging platform cut its pandemic-era losses.</p><p><blockquote><ul><li>2021年第二季度收益报告8月12日星期四收盘后</li><li>收入预期：$1.26 B</li><li>每股收益预期：-0.36美元</li></ul>什么时候<a href=\"https://laohu8.com/S/ABNB\">爱彼迎公司。</a>今天晚些时候发布最新季度报告，投资者最感兴趣的是美国经济的重新开放是否会促进国内旅行并帮助这家另类住宿平台减少大流行时期的损失。</blockquote></p><p> The platform's second-quarter earnings report is also significant as bookings in the ongoing summer season could provide some insight into the level of pent-up travel demand ahead of the winter holiday period.</p><p><blockquote>该平台的第二季度收益报告也很重要，因为正在进行的夏季预订可以让我们深入了解寒假前被压抑的旅行需求水平。</blockquote></p><p> Early indications suggest that the San-Francisco-based Airbnb is in a good position to exceed analysts’ expectations. Airbnb received a rare double upgrade to a buy rating from Gordon Haskett last month. The firm sees improving trends, particularly in Europe, as a boon for the vacation-rental stock.</p><p><blockquote>早期迹象表明，这家总部位于三藩市的爱彼迎处于超出分析师预期的有利位置。上个月，戈登·哈斯克特(Gordon Haskett)罕见地将爱彼迎评级双重上调至买入评级。该公司认为，趋势的改善，尤其是在欧洲，对度假租赁股票来说是一个福音。</blockquote></p><p> The San Francisco-based Airbnb should see sales surging 42% to $1.26 billion from theprevious quarter, while losses per share shrink to $0.36 from $1.95, according to analysts consensus forecast.</p><p><blockquote>根据分析师的一致预测，这家总部位于三藩市的爱彼迎的销售额预计将比上一季度飙升42%，达到12.6亿美元，而每股亏损将从1.95美元收窄至0.36美元。</blockquote></p><p> The latest earnings reports from other travel-related companies also show that after a year of lockdowns and border closures triggered by the COVID pandemic, the travel sector is starting to see the green shoots of recovery.</p><p><blockquote>其他旅游相关公司的最新财报也显示，在新冠疫情引发一年的封锁和边境关闭后，旅游业开始出现复苏的萌芽。</blockquote></p><p> <a href=\"https://laohu8.com/S/EXPE\">Expedia</a> Group&nbsp;last week said itssecond-quartersales more than tripled to $2.11 billion and gross bookings increased to $20.8 billion. Both topped analysts’ estimates.</p><p><blockquote><a href=\"https://laohu8.com/S/EXPE\">Expedia</a>该集团上周表示，其第二季度销售额增长了两倍多，达到21.1亿美元，总预订量增至208亿美元。两者都超出了分析师的预期。</blockquote></p><p> <a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a>, the biggest online travel agency, also reported a better-than-expected surge in room night reservations, and expressed optimism that the pace of travel will continue to improve as more people are vaccinated and restrictions are loosened.</p><p><blockquote><a href=\"https://laohu8.com/S/BKNG\">预订控股</a>最大的在线旅行社也报告了好于预期的客房夜预订量激增，并表示乐观地认为，随着更多人接种疫苗和限制放松，旅行步伐将继续改善。</blockquote></p><p> <h3><b>Bumpy Road To Recovery</b></h3> Despite these early signs of a rebound in travel activity, investors aren’t showing much excitement for Airbnb stock, which is down more than 30% from its February high. It closed on Wednesday at $148.18.</p><p><blockquote><h3><b>坎坷的复苏之路</b></h3>尽管有这些旅游活动反弹的早期迹象，但投资者对爱彼迎股价并没有表现出太多兴奋，该股较2月份高点下跌了30%以上。周三收于148.18美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/49124fa864ebba7e93b305af955a7617\" tg-width=\"623\" tg-height=\"675\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Airbnb Weekly Chart.</p><p><blockquote>爱彼迎周线图。</blockquote></p><p> One possible explanation for this underperformance is the ongoing spread of the highly contagious Delta variant that's forcing many countries to re-impose lockdowns and travel restrictions.</p><p><blockquote>表现不佳的一个可能解释是高传染性德尔塔变异毒株的持续蔓延，迫使许多国家重新实施封锁和旅行限制。</blockquote></p><p> Expedia’s Chief Executive Officer Peter Kern offered a cautionary note for the near-term outlook of the travel industry last week by saying that the road to full travel recovery remains bumpy until more of the world is vaccinated.</p><p><blockquote>Expedia首席执行官彼得·克恩(Peter Kern)上周对旅游业的近期前景提出了警告，他表示，在世界上更多人接种疫苗之前，旅游业全面复苏的道路仍然崎岖不平。</blockquote></p><p> These uncertainties, in our view, shouldn’t discourage investors from taking a position in Airbnb, which is looking cheap after this year’s pullback. The San Francisco-based company's relative resilience in a historically bad year for the travel industry is a result of a flexible business model that allowed ABNB to meet customers in the places they wanted to go. That meant city-dwellers fleeing to less crowded, suburban and rural locations and families and groups looking to vacation close to home.</p><p><blockquote>我们认为，这些不确定性不应阻止投资者建仓爱彼迎，该公司在今年的回调后看起来很便宜。这家总部位于旧金山的公司在旅游业历史上糟糕的一年中表现出相对的弹性，这是灵活的商业模式的结果，这种模式使ABNB能够在客户想去的地方与他们见面。这意味着城市居民逃到不太拥挤的郊区和农村地区，家庭和团体希望离家近的度假。</blockquote></p><p> These steps, and the company's cost cutting, make ABNB one of the best assets in the travel sector. KeyBanc analysts this month, while upgrading Airbnb to overweight, set a price target of $180 per share, nearly 22% higher than the current price.</p><p><blockquote>这些措施以及公司的成本削减使ABNB成为旅游行业最好的资产之一。KeyBanc分析师本月在将Airbnb升级为跑赢大盘的同时，将目标价定为每股180美元，较当前价格高出近22%。</blockquote></p><p> As mentioned in Kern's note:</p><p><blockquote>正如克恩的笔记中提到的：</blockquote></p><p>   “Airbnb’s direct traffic advantage and minimal reliance on paid marketing insulates the company from [third-party] ad inflation.“In an inflationary ad market, we believe Airbnb has a new catalyst that investors can focus on: the degree to which direct traffic creates a unit economics advantage,” the analysts said, adding the market for travel is coming back steadily, which should boost Airbnb’s booking volume.\"  <h3><b>Bottom Line</b></h3> Airbnb stock weakened substantially since reaching a record high of almost $217 in February, following its early December 2020 IPO. That tumble, in our view, has made this stock attractive, especially when travel demand is expected to expand gradually. Today’s earnings could provide further evidence to support that bullish view.</p><p><blockquote>“爱彼迎的直接流量优势和对付费营销的最小依赖使该公司免受[第三方]广告通胀的影响。”在通货膨胀的广告市场中，我们相信爱彼迎有一个投资者可以关注的新催化剂：直接流量创造单位经济优势的程度，”分析师表示，并补充说旅游市场正在稳步复苏，这应该会提振爱彼迎的预订量。<h3><b>底线</b></h3>爱彼迎股价在2020年12月初IPO后，自2月份创下近217美元的历史新高以来大幅走弱。我们认为，这种暴跌使该股具有吸引力，尤其是在旅行需求预计将逐渐扩大的情况下。今天的收益可以提供进一步的证据来支持这一看涨观点。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.investing.com/analysis/airbnb-q2-earnings-preview-increasing-travel-demand-makes-stock-attractive-200597990\">investing.com</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎"},"source_url":"https://www.investing.com/analysis/airbnb-q2-earnings-preview-increasing-travel-demand-makes-stock-attractive-200597990","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169331321","content_text":"Reports Q2 2021 earnings Thursday, Aug. 12, after the close\nRevenue Expectation: $1.26 B\nEPS Expectation: -$0.36\n\nWhen Airbnb, Inc. releases its latest quarterly report later today, investors will be most interested in whether the reopening of the U.S. economy is boosting domestic travel and helping this alternative lodging platform cut its pandemic-era losses.\nThe platform's second-quarter earnings report is also significant as bookings in the ongoing summer season could provide some insight into the level of pent-up travel demand ahead of the winter holiday period.\nEarly indications suggest that the San-Francisco-based Airbnb is in a good position to exceed analysts’ expectations. Airbnb received a rare double upgrade to a buy rating from Gordon Haskett last month. The firm sees improving trends, particularly in Europe, as a boon for the vacation-rental stock.\nThe San Francisco-based Airbnb should see sales surging 42% to $1.26 billion from theprevious quarter, while losses per share shrink to $0.36 from $1.95, according to analysts consensus forecast.\nThe latest earnings reports from other travel-related companies also show that after a year of lockdowns and border closures triggered by the COVID pandemic, the travel sector is starting to see the green shoots of recovery.\nExpedia Group last week said itssecond-quartersales more than tripled to $2.11 billion and gross bookings increased to $20.8 billion. Both topped analysts’ estimates.\nBooking Holdings, the biggest online travel agency, also reported a better-than-expected surge in room night reservations, and expressed optimism that the pace of travel will continue to improve as more people are vaccinated and restrictions are loosened.\nBumpy Road To Recovery\nDespite these early signs of a rebound in travel activity, investors aren’t showing much excitement for Airbnb stock, which is down more than 30% from its February high. It closed on Wednesday at $148.18.\nAirbnb Weekly Chart.\nOne possible explanation for this underperformance is the ongoing spread of the highly contagious Delta variant that's forcing many countries to re-impose lockdowns and travel restrictions.\nExpedia’s Chief Executive Officer Peter Kern offered a cautionary note for the near-term outlook of the travel industry last week by saying that the road to full travel recovery remains bumpy until more of the world is vaccinated.\nThese uncertainties, in our view, shouldn’t discourage investors from taking a position in Airbnb, which is looking cheap after this year’s pullback. The San Francisco-based company's relative resilience in a historically bad year for the travel industry is a result of a flexible business model that allowed ABNB to meet customers in the places they wanted to go. That meant city-dwellers fleeing to less crowded, suburban and rural locations and families and groups looking to vacation close to home.\nThese steps, and the company's cost cutting, make ABNB one of the best assets in the travel sector. KeyBanc analysts this month, while upgrading Airbnb to overweight, set a price target of $180 per share, nearly 22% higher than the current price.\nAs mentioned in Kern's note:\n\n “Airbnb’s direct traffic advantage and minimal reliance on paid marketing insulates the company from [third-party] ad inflation.“In an inflationary ad market, we believe Airbnb has a new catalyst that investors can focus on: the degree to which direct traffic creates a unit economics advantage,” the analysts said, adding the market for travel is coming back steadily, which should boost Airbnb’s booking volume.\"\n\nBottom Line\nAirbnb stock weakened substantially since reaching a record high of almost $217 in February, following its early December 2020 IPO. That tumble, in our view, has made this stock attractive, especially when travel demand is expected to expand gradually. Today’s earnings could provide further evidence to support that bullish view.","news_type":1,"symbols_score_info":{"ABNB":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5504180,"gmtCreate":1628752790352,"gmtModify":1631891506077,"authorId":3579776933147795,"author":{"id":3579776933147795,"idStr":"3579776933147795","authorId":3579776933147795,"name":"moneymaker1","avatar":"https://static.tigerbbs.com/41f8d20b96172e32c5470b98d70479a4","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":895252502,"type":1,"supId":0,"prevId":0,"content":"Comment and like thanks","text":"Comment and like thanks","html":"Comment and like thanks"},{"id":5503986,"gmtCreate":1628750828886,"gmtModify":1631891506067,"authorId":3575390834397772,"author":{"id":3575390834397772,"idStr":"3575390834397772","authorId":3575390834397772,"name":"Tigal80","avatar":"https://static.tigerbbs.com/86f76710483a16eae0642572ffa5f1be","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":895252502,"type":1,"supId":0,"prevId":0,"content":"yes","text":"yes","html":"yes"},{"id":5503967,"gmtCreate":1628750615718,"gmtModify":1631891506056,"authorId":3576893887863470,"author":{"id":3576893887863470,"idStr":"3576893887863470","authorId":3576893887863470,"name":"LeviStrauss","avatar":"https://static.tigerbbs.com/3ee679917ab40e40a706e287fc3464da","vip":1,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":895252502,"type":1,"supId":0,"prevId":0,"content":"great!","text":"great!","html":"great!"}],"langContent":"EN"},{"id":895252884,"gmtCreate":1628750544448,"gmtModify":1633689779231,"author":{"id":"3581751862863565","authorId":"3581751862863565","name":"ZiXian","avatar":"https://static.tigerbbs.com/8202fcb78c649699d3f55076c1d48de2","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3581751862863565","authorIdStr":"3581751862863565"},"htmlText":"Like and comment pls&nbsp;","listText":"Like and comment pls&nbsp;","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/895252884","repostId":1169331321,"repostType":4,"repost":{"id":"1169331321","kind":"news","pubTimestamp":1628750411,"share":"https://www.laohu8.com/m/news/1169331321?lang=zh_CN&edition=full","pubTime":"2021-08-12 14:40","market":"us","language":"en","title":"Airbnb Q2 Earnings Preview: Increasing Travel Demand Makes Stock Attractive<blockquote>爱彼迎第二季度财报预览：旅行需求增加使股票具有吸引力</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169331321","media":"investing.com","summary":"Reports Q2 2021 earnings Thursday, Aug. 12, after the close\nRevenue Expectation: $1.26 B\nEPS Expecta","content":"<p><ul>  <li>Reports Q2 2021 earnings Thursday, Aug. 12, after the close</li>  <li>Revenue Expectation: $1.26 B</li>  <li>EPS Expectation: -$0.36</li> </ul> When&nbsp;<a href=\"https://laohu8.com/S/ABNB\">Airbnb, Inc.</a> releases its latest quarterly report later today, investors will be most interested in whether the reopening of the U.S. economy is boosting domestic travel and helping this alternative lodging platform cut its pandemic-era losses.</p><p><blockquote><ul><li>2021年第二季度收益报告8月12日星期四收盘后</li><li>收入预期：$1.26 B</li><li>每股收益预期：-0.36美元</li></ul>什么时候<a href=\"https://laohu8.com/S/ABNB\">爱彼迎公司。</a>今天晚些时候发布最新季度报告，投资者最感兴趣的是美国经济的重新开放是否会促进国内旅行并帮助这家另类住宿平台减少大流行时期的损失。</blockquote></p><p> The platform's second-quarter earnings report is also significant as bookings in the ongoing summer season could provide some insight into the level of pent-up travel demand ahead of the winter holiday period.</p><p><blockquote>该平台的第二季度收益报告也很重要，因为正在进行的夏季预订可以让我们深入了解寒假前被压抑的旅行需求水平。</blockquote></p><p> Early indications suggest that the San-Francisco-based Airbnb is in a good position to exceed analysts’ expectations. Airbnb received a rare double upgrade to a buy rating from Gordon Haskett last month. The firm sees improving trends, particularly in Europe, as a boon for the vacation-rental stock.</p><p><blockquote>早期迹象表明，这家总部位于三藩市的爱彼迎处于超出分析师预期的有利位置。上个月，戈登·哈斯克特(Gordon Haskett)罕见地将爱彼迎评级双重上调至买入评级。该公司认为，趋势的改善，尤其是在欧洲，对度假租赁股票来说是一个福音。</blockquote></p><p> The San Francisco-based Airbnb should see sales surging 42% to $1.26 billion from theprevious quarter, while losses per share shrink to $0.36 from $1.95, according to analysts consensus forecast.</p><p><blockquote>根据分析师的一致预测，这家总部位于三藩市的爱彼迎的销售额预计将比上一季度飙升42%，达到12.6亿美元，而每股亏损将从1.95美元收窄至0.36美元。</blockquote></p><p> The latest earnings reports from other travel-related companies also show that after a year of lockdowns and border closures triggered by the COVID pandemic, the travel sector is starting to see the green shoots of recovery.</p><p><blockquote>其他旅游相关公司的最新财报也显示，在新冠疫情引发一年的封锁和边境关闭后，旅游业开始出现复苏的萌芽。</blockquote></p><p> <a href=\"https://laohu8.com/S/EXPE\">Expedia</a> Group&nbsp;last week said itssecond-quartersales more than tripled to $2.11 billion and gross bookings increased to $20.8 billion. Both topped analysts’ estimates.</p><p><blockquote><a href=\"https://laohu8.com/S/EXPE\">Expedia</a>该集团上周表示，其第二季度销售额增长了两倍多，达到21.1亿美元，总预订量增至208亿美元。两者都超出了分析师的预期。</blockquote></p><p> <a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a>, the biggest online travel agency, also reported a better-than-expected surge in room night reservations, and expressed optimism that the pace of travel will continue to improve as more people are vaccinated and restrictions are loosened.</p><p><blockquote><a href=\"https://laohu8.com/S/BKNG\">预订控股</a>最大的在线旅行社也报告了好于预期的客房夜预订量激增，并表示乐观地认为，随着更多人接种疫苗和限制放松，旅行步伐将继续改善。</blockquote></p><p> <h3><b>Bumpy Road To Recovery</b></h3> Despite these early signs of a rebound in travel activity, investors aren’t showing much excitement for Airbnb stock, which is down more than 30% from its February high. It closed on Wednesday at $148.18.</p><p><blockquote><h3><b>坎坷的复苏之路</b></h3>尽管有这些旅游活动反弹的早期迹象，但投资者对爱彼迎股价并没有表现出太多兴奋，该股较2月份高点下跌了30%以上。周三收于148.18美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/49124fa864ebba7e93b305af955a7617\" tg-width=\"623\" tg-height=\"675\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Airbnb Weekly Chart.</p><p><blockquote>爱彼迎周线图。</blockquote></p><p> One possible explanation for this underperformance is the ongoing spread of the highly contagious Delta variant that's forcing many countries to re-impose lockdowns and travel restrictions.</p><p><blockquote>表现不佳的一个可能解释是高传染性德尔塔变异毒株的持续蔓延，迫使许多国家重新实施封锁和旅行限制。</blockquote></p><p> Expedia’s Chief Executive Officer Peter Kern offered a cautionary note for the near-term outlook of the travel industry last week by saying that the road to full travel recovery remains bumpy until more of the world is vaccinated.</p><p><blockquote>Expedia首席执行官彼得·克恩(Peter Kern)上周对旅游业的近期前景提出了警告，他表示，在世界上更多人接种疫苗之前，旅游业全面复苏的道路仍然崎岖不平。</blockquote></p><p> These uncertainties, in our view, shouldn’t discourage investors from taking a position in Airbnb, which is looking cheap after this year’s pullback. The San Francisco-based company's relative resilience in a historically bad year for the travel industry is a result of a flexible business model that allowed ABNB to meet customers in the places they wanted to go. That meant city-dwellers fleeing to less crowded, suburban and rural locations and families and groups looking to vacation close to home.</p><p><blockquote>我们认为，这些不确定性不应阻止投资者建仓爱彼迎，该公司在今年的回调后看起来很便宜。这家总部位于旧金山的公司在旅游业历史上糟糕的一年中表现出相对的弹性，这是灵活的商业模式的结果，这种模式使ABNB能够在客户想去的地方与他们见面。这意味着城市居民逃到不太拥挤的郊区和农村地区，家庭和团体希望离家近的度假。</blockquote></p><p> These steps, and the company's cost cutting, make ABNB one of the best assets in the travel sector. KeyBanc analysts this month, while upgrading Airbnb to overweight, set a price target of $180 per share, nearly 22% higher than the current price.</p><p><blockquote>这些措施以及公司的成本削减使ABNB成为旅游行业最好的资产之一。KeyBanc分析师本月在将Airbnb升级为跑赢大盘的同时，将目标价定为每股180美元，较当前价格高出近22%。</blockquote></p><p> As mentioned in Kern's note:</p><p><blockquote>正如克恩的笔记中提到的：</blockquote></p><p>   “Airbnb’s direct traffic advantage and minimal reliance on paid marketing insulates the company from [third-party] ad inflation.“In an inflationary ad market, we believe Airbnb has a new catalyst that investors can focus on: the degree to which direct traffic creates a unit economics advantage,” the analysts said, adding the market for travel is coming back steadily, which should boost Airbnb’s booking volume.\"  <h3><b>Bottom Line</b></h3> Airbnb stock weakened substantially since reaching a record high of almost $217 in February, following its early December 2020 IPO. That tumble, in our view, has made this stock attractive, especially when travel demand is expected to expand gradually. Today’s earnings could provide further evidence to support that bullish view.</p><p><blockquote>“爱彼迎的直接流量优势和对付费营销的最小依赖使该公司免受[第三方]广告通胀的影响。”在通货膨胀的广告市场中，我们相信爱彼迎有一个投资者可以关注的新催化剂：直接流量创造单位经济优势的程度，”分析师表示，并补充说旅游市场正在稳步复苏，这应该会提振爱彼迎的预订量。<h3><b>底线</b></h3>爱彼迎股价在2020年12月初IPO后，自2月份创下近217美元的历史新高以来大幅走弱。我们认为，这种暴跌使该股具有吸引力，尤其是在旅行需求预计将逐渐扩大的情况下。今天的收益可以提供进一步的证据来支持这一看涨观点。</blockquote></p><p></p>","source":"lsy1594375853987","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Airbnb Q2 Earnings Preview: Increasing Travel Demand Makes Stock Attractive<blockquote>爱彼迎第二季度财报预览：旅行需求增加使股票具有吸引力</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAirbnb Q2 Earnings Preview: Increasing Travel Demand Makes Stock Attractive<blockquote>爱彼迎第二季度财报预览：旅行需求增加使股票具有吸引力</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">investing.com</strong><span class=\"h-time small\">2021-08-12 14:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul>  <li>Reports Q2 2021 earnings Thursday, Aug. 12, after the close</li>  <li>Revenue Expectation: $1.26 B</li>  <li>EPS Expectation: -$0.36</li> </ul> When&nbsp;<a href=\"https://laohu8.com/S/ABNB\">Airbnb, Inc.</a> releases its latest quarterly report later today, investors will be most interested in whether the reopening of the U.S. economy is boosting domestic travel and helping this alternative lodging platform cut its pandemic-era losses.</p><p><blockquote><ul><li>2021年第二季度收益报告8月12日星期四收盘后</li><li>收入预期：$1.26 B</li><li>每股收益预期：-0.36美元</li></ul>什么时候<a href=\"https://laohu8.com/S/ABNB\">爱彼迎公司。</a>今天晚些时候发布最新季度报告，投资者最感兴趣的是美国经济的重新开放是否会促进国内旅行并帮助这家另类住宿平台减少大流行时期的损失。</blockquote></p><p> The platform's second-quarter earnings report is also significant as bookings in the ongoing summer season could provide some insight into the level of pent-up travel demand ahead of the winter holiday period.</p><p><blockquote>该平台的第二季度收益报告也很重要，因为正在进行的夏季预订可以让我们深入了解寒假前被压抑的旅行需求水平。</blockquote></p><p> Early indications suggest that the San-Francisco-based Airbnb is in a good position to exceed analysts’ expectations. Airbnb received a rare double upgrade to a buy rating from Gordon Haskett last month. The firm sees improving trends, particularly in Europe, as a boon for the vacation-rental stock.</p><p><blockquote>早期迹象表明，这家总部位于三藩市的爱彼迎处于超出分析师预期的有利位置。上个月，戈登·哈斯克特(Gordon Haskett)罕见地将爱彼迎评级双重上调至买入评级。该公司认为，趋势的改善，尤其是在欧洲，对度假租赁股票来说是一个福音。</blockquote></p><p> The San Francisco-based Airbnb should see sales surging 42% to $1.26 billion from theprevious quarter, while losses per share shrink to $0.36 from $1.95, according to analysts consensus forecast.</p><p><blockquote>根据分析师的一致预测，这家总部位于三藩市的爱彼迎的销售额预计将比上一季度飙升42%，达到12.6亿美元，而每股亏损将从1.95美元收窄至0.36美元。</blockquote></p><p> The latest earnings reports from other travel-related companies also show that after a year of lockdowns and border closures triggered by the COVID pandemic, the travel sector is starting to see the green shoots of recovery.</p><p><blockquote>其他旅游相关公司的最新财报也显示，在新冠疫情引发一年的封锁和边境关闭后，旅游业开始出现复苏的萌芽。</blockquote></p><p> <a href=\"https://laohu8.com/S/EXPE\">Expedia</a> Group&nbsp;last week said itssecond-quartersales more than tripled to $2.11 billion and gross bookings increased to $20.8 billion. Both topped analysts’ estimates.</p><p><blockquote><a href=\"https://laohu8.com/S/EXPE\">Expedia</a>该集团上周表示，其第二季度销售额增长了两倍多，达到21.1亿美元，总预订量增至208亿美元。两者都超出了分析师的预期。</blockquote></p><p> <a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a>, the biggest online travel agency, also reported a better-than-expected surge in room night reservations, and expressed optimism that the pace of travel will continue to improve as more people are vaccinated and restrictions are loosened.</p><p><blockquote><a href=\"https://laohu8.com/S/BKNG\">预订控股</a>最大的在线旅行社也报告了好于预期的客房夜预订量激增，并表示乐观地认为，随着更多人接种疫苗和限制放松，旅行步伐将继续改善。</blockquote></p><p> <h3><b>Bumpy Road To Recovery</b></h3> Despite these early signs of a rebound in travel activity, investors aren’t showing much excitement for Airbnb stock, which is down more than 30% from its February high. It closed on Wednesday at $148.18.</p><p><blockquote><h3><b>坎坷的复苏之路</b></h3>尽管有这些旅游活动反弹的早期迹象，但投资者对爱彼迎股价并没有表现出太多兴奋，该股较2月份高点下跌了30%以上。周三收于148.18美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/49124fa864ebba7e93b305af955a7617\" tg-width=\"623\" tg-height=\"675\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Airbnb Weekly Chart.</p><p><blockquote>爱彼迎周线图。</blockquote></p><p> One possible explanation for this underperformance is the ongoing spread of the highly contagious Delta variant that's forcing many countries to re-impose lockdowns and travel restrictions.</p><p><blockquote>表现不佳的一个可能解释是高传染性德尔塔变异毒株的持续蔓延，迫使许多国家重新实施封锁和旅行限制。</blockquote></p><p> Expedia’s Chief Executive Officer Peter Kern offered a cautionary note for the near-term outlook of the travel industry last week by saying that the road to full travel recovery remains bumpy until more of the world is vaccinated.</p><p><blockquote>Expedia首席执行官彼得·克恩(Peter Kern)上周对旅游业的近期前景提出了警告，他表示，在世界上更多人接种疫苗之前，旅游业全面复苏的道路仍然崎岖不平。</blockquote></p><p> These uncertainties, in our view, shouldn’t discourage investors from taking a position in Airbnb, which is looking cheap after this year’s pullback. The San Francisco-based company's relative resilience in a historically bad year for the travel industry is a result of a flexible business model that allowed ABNB to meet customers in the places they wanted to go. That meant city-dwellers fleeing to less crowded, suburban and rural locations and families and groups looking to vacation close to home.</p><p><blockquote>我们认为，这些不确定性不应阻止投资者建仓爱彼迎，该公司在今年的回调后看起来很便宜。这家总部位于旧金山的公司在旅游业历史上糟糕的一年中表现出相对的弹性，这是灵活的商业模式的结果，这种模式使ABNB能够在客户想去的地方与他们见面。这意味着城市居民逃到不太拥挤的郊区和农村地区，家庭和团体希望离家近的度假。</blockquote></p><p> These steps, and the company's cost cutting, make ABNB one of the best assets in the travel sector. KeyBanc analysts this month, while upgrading Airbnb to overweight, set a price target of $180 per share, nearly 22% higher than the current price.</p><p><blockquote>这些措施以及公司的成本削减使ABNB成为旅游行业最好的资产之一。KeyBanc分析师本月在将Airbnb升级为跑赢大盘的同时，将目标价定为每股180美元，较当前价格高出近22%。</blockquote></p><p> As mentioned in Kern's note:</p><p><blockquote>正如克恩的笔记中提到的：</blockquote></p><p>   “Airbnb’s direct traffic advantage and minimal reliance on paid marketing insulates the company from [third-party] ad inflation.“In an inflationary ad market, we believe Airbnb has a new catalyst that investors can focus on: the degree to which direct traffic creates a unit economics advantage,” the analysts said, adding the market for travel is coming back steadily, which should boost Airbnb’s booking volume.\"  <h3><b>Bottom Line</b></h3> Airbnb stock weakened substantially since reaching a record high of almost $217 in February, following its early December 2020 IPO. That tumble, in our view, has made this stock attractive, especially when travel demand is expected to expand gradually. Today’s earnings could provide further evidence to support that bullish view.</p><p><blockquote>“爱彼迎的直接流量优势和对付费营销的最小依赖使该公司免受[第三方]广告通胀的影响。”在通货膨胀的广告市场中，我们相信爱彼迎有一个投资者可以关注的新催化剂：直接流量创造单位经济优势的程度，”分析师表示，并补充说旅游市场正在稳步复苏，这应该会提振爱彼迎的预订量。<h3><b>底线</b></h3>爱彼迎股价在2020年12月初IPO后，自2月份创下近217美元的历史新高以来大幅走弱。我们认为，这种暴跌使该股具有吸引力，尤其是在旅行需求预计将逐渐扩大的情况下。今天的收益可以提供进一步的证据来支持这一看涨观点。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.investing.com/analysis/airbnb-q2-earnings-preview-increasing-travel-demand-makes-stock-attractive-200597990\">investing.com</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎"},"source_url":"https://www.investing.com/analysis/airbnb-q2-earnings-preview-increasing-travel-demand-makes-stock-attractive-200597990","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169331321","content_text":"Reports Q2 2021 earnings Thursday, Aug. 12, after the close\nRevenue Expectation: $1.26 B\nEPS Expectation: -$0.36\n\nWhen Airbnb, Inc. releases its latest quarterly report later today, investors will be most interested in whether the reopening of the U.S. economy is boosting domestic travel and helping this alternative lodging platform cut its pandemic-era losses.\nThe platform's second-quarter earnings report is also significant as bookings in the ongoing summer season could provide some insight into the level of pent-up travel demand ahead of the winter holiday period.\nEarly indications suggest that the San-Francisco-based Airbnb is in a good position to exceed analysts’ expectations. Airbnb received a rare double upgrade to a buy rating from Gordon Haskett last month. The firm sees improving trends, particularly in Europe, as a boon for the vacation-rental stock.\nThe San Francisco-based Airbnb should see sales surging 42% to $1.26 billion from theprevious quarter, while losses per share shrink to $0.36 from $1.95, according to analysts consensus forecast.\nThe latest earnings reports from other travel-related companies also show that after a year of lockdowns and border closures triggered by the COVID pandemic, the travel sector is starting to see the green shoots of recovery.\nExpedia Group last week said itssecond-quartersales more than tripled to $2.11 billion and gross bookings increased to $20.8 billion. Both topped analysts’ estimates.\nBooking Holdings, the biggest online travel agency, also reported a better-than-expected surge in room night reservations, and expressed optimism that the pace of travel will continue to improve as more people are vaccinated and restrictions are loosened.\nBumpy Road To Recovery\nDespite these early signs of a rebound in travel activity, investors aren’t showing much excitement for Airbnb stock, which is down more than 30% from its February high. It closed on Wednesday at $148.18.\nAirbnb Weekly Chart.\nOne possible explanation for this underperformance is the ongoing spread of the highly contagious Delta variant that's forcing many countries to re-impose lockdowns and travel restrictions.\nExpedia’s Chief Executive Officer Peter Kern offered a cautionary note for the near-term outlook of the travel industry last week by saying that the road to full travel recovery remains bumpy until more of the world is vaccinated.\nThese uncertainties, in our view, shouldn’t discourage investors from taking a position in Airbnb, which is looking cheap after this year’s pullback. The San Francisco-based company's relative resilience in a historically bad year for the travel industry is a result of a flexible business model that allowed ABNB to meet customers in the places they wanted to go. That meant city-dwellers fleeing to less crowded, suburban and rural locations and families and groups looking to vacation close to home.\nThese steps, and the company's cost cutting, make ABNB one of the best assets in the travel sector. KeyBanc analysts this month, while upgrading Airbnb to overweight, set a price target of $180 per share, nearly 22% higher than the current price.\nAs mentioned in Kern's note:\n\n “Airbnb’s direct traffic advantage and minimal reliance on paid marketing insulates the company from [third-party] ad inflation.“In an inflationary ad market, we believe Airbnb has a new catalyst that investors can focus on: the degree to which direct traffic creates a unit economics advantage,” the analysts said, adding the market for travel is coming back steadily, which should boost Airbnb’s booking volume.\"\n\nBottom Line\nAirbnb stock weakened substantially since reaching a record high of almost $217 in February, following its early December 2020 IPO. That tumble, in our view, has made this stock attractive, especially when travel demand is expected to expand gradually. Today’s earnings could provide further evidence to support that bullish view.","news_type":1,"symbols_score_info":{"ABNB":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5503966,"gmtCreate":1628750613217,"gmtModify":1631895893239,"authorId":3581992579777082,"author":{"id":3581992579777082,"idStr":"3581992579777082","authorId":3581992579777082,"name":"AndreaOYL","avatar":"https://static.tigerbbs.com/77b4612658f637613951a604a22f550f","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":895252884,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"}],"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":20,"commentSize":9,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}