$BKNG

BKNG

Booking Holdings Inc.

本窗口内的全部观点与内容

截至 09-26
09-25
The Compound发布 2026-09-25
《People Hate These 5 Stocks But They'll Be Wrong | TCAF 261》
$BKNG看涨
对AI竞争的担忧被夸大,Booking稳固的库存与客户关系使近期抛售成为买入机会。

所以,Jonathan,对于像你这样的人来说,当你看到这一点并审视Expedia和Booking——我们将会谈到它们——你一定很兴奋,因为你从历史上知道,当你长期跟踪的一些业务出现自动化竞争时会发生什么,因为你以前见过这种情况。

好的。我的意思是,Booking和Airbnb,为什么它们会在那个篮子里,以及高盛是如何想出那些篮子的,我完全不知道。这绝对荒谬。我认为这最终会成为一个绝佳的买入机会。我不知道为什么其中一些银行会在那里。

So, Jonathan, for people like you, when you see this and look at Expedia and Booking, which we'll be talking about, you must be excited because you know historically what happens to some of these businesses that you've followed for a long time when automation competition emerges, because you've seen this before.

Okay. I mean, Booking and Airbnb, why they were in that basket and how Goldman comes up with those baskets, I have no idea. That's absolutely ridiculous. I think this will turn out to be a great buying opportunity. I don't know why some of those banks are there.

09-24
Ishfaaq Peerally发布 2026-09-24
《Meta Muse AI crashes Booking Stock》
$BKNG看涨
BKNG 被低估;由于业务复杂性,AI 去中介化风险被高估,而股票回购与 15% 的 EPS 增长目标支撑看多逻辑。

Booking Holdings 正经历有史以来最好的年份之一,这主要归功于 AI,但也要归功于伊朗战争。该股已下跌超过 20%。但回购收益率超过 8.5%,我今年抓住机会将自己在 Booking Holdings 的持仓翻倍。

它目前约占我投资组合的 20%,是我的第二大持仓。

Booking Holdings is having one of its best years ever thanks mostly to AI, but also because of the war in Iran. The stock is down by over 20%. But the buyback yield is over 8.5%, and I have taken the opportunity this year to double my position in Booking Holdings.

It is today around 20% of my portfolio, my second-largest holding.

他说在等
年度总预订量和营收增长率
接近或超过年化8%
下一批财报财报
若增长得以维持,则支持看多逻辑;若AI竞争导致抽成率显著下降,则削弱该逻辑
更早的记录
Verified Investing发布 2026-09-24
《Yields Ripping, Markets Panic But Bull Technical Signals Say Upside, Gold, Bitcoin》
$BKNG未站边
受Mews消息影响BKNG股价下跌,在150双底水平可能出现技术性反弹。

Booking Holdings继续崩跌,而这些股票再一次受到来自Mews消息的影响。

Booking Holdings continues to collapse, and once again, these stocks are affected by news from Mews.

那么,Booking Holdings,我正在观察我们是否会跌向150处的双底,因为那里应该会出现一次显著的技术性反弹。这更接近一笔波段交易,但也可能作为日内交易来操作。

So, Booking Holdings, I'm watching to see if we'll drop towards a double bottom at 150, as there should be a significant technical bounce there. This is closer to a swing trade, but it may also be tradable as a day trade.

他说在等
150 关口附近的价格走势
跌向 150 后反弹
短期(波段/日内交易)行情图表
确认技术性反弹逻辑;若无法守住则意味着继续崩塌
更早的记录
09-23
Verified Investing发布 2026-09-23
《A New AI Killer For Stocks, Oil Bounces With Yields, But Markets Remain Bullish!》
$BKNG看涨
BKNG 在约 150 美元形成三重底,是波段交易的买入候选。

然后你看到Booking Holdings、RCL,也就是Royal Caribbean。我的意思是,基本上任何助理能做的事,基本上都在导致这些股票下跌。

Then you're seeing Booking Holdings, RCL, which is Royal Caribbean. I mean, basically anything that an assistant can do is basically causing these stocks to fall.

比如说,Booking Holdings。我们到这里来看。我们先看这一个。Booking Holdings。看看日线图上的这个跌幅。你可能会说,为什么是Booking Holdings?因为你的AI助理能帮你找到最好的价格。

So, for instance, booking holdings. Let's go to that here. We'll look at this one first. Booking holdings. Look at this drop on the daily chart. And you might say, well, why booking holdings?

Well, because a your AI assistant can find you the best price.

09-21
The Acquirers Podcast发布 2026-09-21
《Booking.com Investment Thesis: Navigating COVID and AI Threats | Jonathan Tepper》
$BKNG看涨
BKNG 是一项高质量业务;其低迷的估值反映的是暂时性的担忧(疫情持续时间、Google 去中介化),而随着直接 App 使用量增长、平台效用保持完好,这些担忧已被证明不成立。

你能解释一下你买入 Booking.com 时的投资逻辑吗?你看到了什么与市场看法不同的地方?就 Booking.com 而言,这非常有意思,因为它不仅仅关乎新冠疫情。很明显,疫情让人们对封锁的持续时间以及旅行受到的中断产生了疑问。

Can you explain your investment idea regarding Booking.com when you bought it, and what did you see that was different from the market's view of it? For Booking.com, it was really interesting because it wasn't just about Covid.

It is clear that Covid raised questions among people about the duration of the lockdown and the disruption to travel.

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