《Meta Muse AI crashes Booking Stock》
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.