目前，AI 已承担爱彼迎北美约三分之一的客户服务请求，聊天机器人带来的访问流量甚至超过传统搜索引 擎AI客服智能体已处理北美地区超过30%的客服工单，平均处理时间从近3小时骤降至6秒 当前，全球人工智能领域的头部企业主要以美国或中国的互联网/科技巨头为主导。这些企业凭借多年的技 术积累、庞大的资本实力和用户基础，在AI领域建立了深厚护城河。以Google为例，其在软件系统层面打造 了Google Assistant等智能助手产品，在硬件层面则开发了TPU芯片等核心基础设施，形成了软硬件协同的完 整生态。 | 图表2:全球人工智能领先企业布局情况 | | --- | | 企业名称 | 人工智能软件产品 | 人工智能硬件产品 | | --- | --- | --- | | GOOGLE | GOOGLE ASSISTANT 智能助手等 | 开发 TPU 芯片,满足深度学习运算要求。 | | META | 人工智能助理。 | 组建芯片团队,减少对高通等芯片厂商依赖2 | | 亚马逊 | 智能虚拟助手 ALEXA 等 | 为ECHO 音箱及其他搭载虚拟助手 ALEXA 硬件 | | | | 产品开发专用芯片(2 | ...

Core Viewpoint - Carnival (CCL) is currently viewed as a better value opportunity compared to Airbnb, Inc. (ABNB) based on various financial metrics and Zacks Rank evaluations [1]. Valuation Metrics - CCL has a forward P/E ratio of 12.85, significantly lower than ABNB's forward P/E of 25.37, indicating that CCL may be undervalued [5]. - The PEG ratio for CCL is 1.19, while ABNB's PEG ratio is 1.69, suggesting that CCL offers better value relative to its expected earnings growth [5]. - CCL's P/B ratio stands at 3.1, compared to ABNB's P/B of 9.33, further supporting the notion that CCL is more attractively priced [6]. Earnings Outlook - CCL is experiencing an improving earnings outlook, which enhances its attractiveness in the Zacks Rank model, indicating a positive trend in earnings estimates [7].

切斯基指出，业绩提升主要源于持续创新，而 AI 是技术升级的核心支撑。目前，AI 已承担爱彼迎北美约三分之一的客户服务请求，聊天机器人带来的访问 流量甚至超过传统搜索引擎。AI 还在优化平台搜索效率。 切斯基强调，爱彼迎必须站在拥抱 AI 的最前线，而不是因为短期调整压力而犹豫不决。无论企业或员工是否愿意面对，技术浪潮终将到来。"如果不主动颠 覆自己，就会被别人颠覆。爱彼迎不会让别人颠覆自己，我们会先完成自我革新。" 据IT之家此前报道，爱彼迎在 25Q4 财报电话会议披露，公司自研的 AI 智能体已在北美接管三分之一的客服工作，计划未来推广至全球。 IT之家 2 月 18 日消息，当地时间 2 月 17 日，据《财富》杂志报道，短租平台 Airbnb（爱彼迎）CEO 布莱恩 · 切斯基认为，AI 已经成为推动公司增长的核 心力量。切斯基对其他企业领导者发出警示：AI 不是锦上添花，而是决定生死的关键。 爱彼迎市值已经达到 735 亿美元（IT之家注：现汇率约合 5081.23 亿元人民币），其之所以保持强劲表现，很大程度上得益于 AI 技术。 切斯基表示，"从商业角度看，AI 是爱彼迎历史上最重要的利好因素 ...

Core Viewpoint - The consumer discretionary sector has shown moderate growth over the past year, but is currently experiencing a negative year-to-date performance, prompting the identification of five stocks with potential for investment despite the sector's recent slump [2][4]. Consumer Discretionary Sector Overview - The consumer discretionary sector is characterized as growth-oriented, with share prices expected to increase over the long term. This sector is sensitive to market interest rate movements and typically exhibits an inverse relationship with them [3]. Interest Rate Impact - The Federal Reserve's recent easy monetary policies, including significant cuts to the benchmark lending rate, have created uncertainty regarding interest rate trajectories for the current year. Additionally, concerns about AI's impact on corporate profits have affected growth-oriented stocks [4]. Selected Stocks for Investment - Five consumer discretionary stocks have been identified for investment based on their favorable Zacks Rank: Ralph Lauren Corp., Roku Inc., Airbnb Inc., FOX Corp., and Carnival Corporation & plc. Each stock carries a Zacks Rank of 1 (Strong Buy) or 2 (Buy), with potential for double-digit price upside in the short term [5]. Ralph Lauren Corp. (RL) - Ralph Lauren has a Zacks Rank of 2 and is benefiting from its "Next Great Chapter: Drive Plan," which emphasizes brand elevation and operational agility. The company expects revenue growth in the high-single to low-double digits for fiscal 2026, with gross margin increasing by 40-80 basis points and operating margin expanding by 100-140 basis points [6][7]. - The expected revenue and earnings growth rates for Ralph Lauren are 11.7% and 30.5%, respectively, for the current year, with a short-term average price target indicating an 11.8% increase from the last closing price of $369.18 [8]. Roku Inc. (ROKU) - Roku holds a Zacks Rank of 1, showcasing strong platform revenue growth driven by innovative advertising and streaming services. The company has achieved significant household penetration and improved profitability through strong free cash flow generation [9][10]. - Roku's expected revenue and earnings growth rates are 15.4% and over 100%, respectively, for the current year, with a short-term average price target suggesting a 35.7% increase from the last closing price of $90.06 [13]. Airbnb Inc. (ABNB) - Airbnb has a Zacks Rank of 2 and is experiencing growth in Nights and Experiences Booked, positively impacting its Gross Booking Value. The company benefits from increasing guest demand and a recovery in cross-border travel [14][15]. - The expected revenue and earnings growth rates for Airbnb are 10.8% and 18.1%, respectively, for the current year, with a short-term average price target indicating a 20.4% increase from the last closing price of $121.35 [16]. FOX Corp. (FOX) - FOX has a Zacks Rank of 1 and produces a variety of content, including news and sports. The expected revenue and earnings growth rates for FOX are -0.9% and -2.3%, respectively, for the current year, but the Zacks Consensus Estimate for earnings has improved by 6.9% over the last 30 days [17]. - The short-term average price target for FOX suggests a 36.1% increase from the last closing price of $51.56 [18]. Carnival Corporation & plc (CCL) - Carnival has a Zacks Rank of 1 and is benefiting from strong demand, increased booking volumes, and a focus on marketing to attract new customers. The company emphasizes the role of digital marketing and AI in enhancing effectiveness [19][20]. - The expected revenue and earnings growth rates for Carnival are 4.6% and 12.9%, respectively, for the current year, with a short-term average price target indicating a 19.1% increase from the last closing price of $31.77 [21].

Group 1: AMD and Broadcom Trades - Ark Invest executed significant trades involving Advanced Micro Devices Inc. (AMD) and Broadcom Inc. (AVGO) [1] - ARKK and ARKQ funds purchased a total of 24,205 shares of Broadcom, valued at approximately $8 million, with the stock closing at $332.54 [2] - Broadcom's recent performance has been positively impacted by Alphabet Inc.'s forecast of increased capital expenditures [2] Group 2: Coinbase Trade - Coinbase Global Inc. (COIN) is gaining market share and is viewed as a key player in the cryptocurrency economy [3] - Analysts have noted Coinbase's diversification and strategic positioning in the crypto space [3] Group 3: Airbnb Trade - Ark Invest reduced its holdings in Airbnb Inc. (ABNB), selling a total of 15,711 shares through its ARKF and ARKK funds, valued at approximately $2 million with the stock closing at $124.23 [4] - Airbnb's stock has been rising following positive earnings and analyst revisions, despite missing EPS expectations [4] Group 4: Additional Insights on AMD - AMD stock has a Momentum in the 89th percentile and Value in the 10th percentile according to Benzinga Edge Stock Rankings [5]

In the new AI-driven business world, it’s either sink or swim. As thousands of jobs are being automated and roles are enhanced by the tech, talent need AI skills to even be considered for a gig—and it’s a prerequisite for corporations now, too. Airbnb CEO Brian Chesky says AI has been instrumental to the success of his $73.5 billion short-term rental company. Now, the billionaire founder is telling other business leaders that the tech isn’t a just plus, it’s a necessity.  His warning is clear: If they d ...

Industry Overview - The consumer discretionary sector has experienced moderate growth over the past year, despite a strong rally in U.S. stock markets, and is currently in the negative year-to-date [1] - The sector is growth-oriented, with share prices typically increasing over a long period, but it is sensitive to market interest rate movements [1] Monetary Policy Impact - The Federal Reserve has implemented easy monetary policies with significant cuts in the benchmark lending rate over the last two years, leading to uncertainty about interest rate trajectories this year [2] - Concerns regarding AI-led corporate profits have also impacted growth-oriented stocks [2] Investment Opportunities - Five consumer discretionary stocks have been identified with favorable Zacks Ranks for investment, showing double-digit price upside potential in the short term: Ralph Lauren Corp. (RL), Roku Inc. (ROKU), Airbnb Inc. (ABNB), FOX Corp. (FOX), and Carnival Corporation & plc (CCL) [3][9] - Each selected stock carries either a Zacks Rank 1 (Strong Buy) or 2 (Buy) [3] Ralph Lauren Corp. (RL) - Ralph Lauren has benefited from its "Next Great Chapter: Drive Plan," focusing on brand elevation and operational agility, leading to robust financial performance [6] - The company expects revenues to increase in the high-single to low-double digits for fiscal 2026, with gross margin expected to rise by 40-80 basis points and operating margin by 100-140 basis points [7] - Expected revenue and earnings growth rates for the current year are 11.7% and 30.5%, respectively, with a 5% improvement in the earnings consensus estimate over the last 30 days [8] Roku Inc. (ROKU) - Roku demonstrates strong platform revenue expansion driven by innovative advertising capabilities and a growing distribution of streaming services [11] - The company has achieved substantial household penetration and improved profitability, with expected revenue and earnings growth rates of 15.4% and over 100%, respectively, for the current year [15] - The short-term average price target indicates a potential increase of 35.7% from the last closing price, with a maximum upside of 77.8% [15] Airbnb Inc. (ABNB) - Airbnb is experiencing positive trends in Gross Booking Value due to improvements in Nights and Experiences Booked, driven by increasing guest demand and recovery in cross-border travel [16][17] - The expected revenue and earnings growth rates for the current year are 10.8% and 18.1%, respectively, with a 0.6% improvement in the earnings consensus estimate over the last seven days [18] - The short-term average price target suggests a potential increase of 20.4% from the last closing price, indicating a maximum upside of 64.8% [18] FOX Corp. (FOX) - FOX produces and distributes a variety of content, including news and sports, but has expected revenue and earnings growth rates of -0.9% and -2.3%, respectively, for the current year [19] - The short-term average price target indicates a potential increase of 36.1% from the last closing price, with a maximum upside of 68.7% [20] Carnival Corporation & plc (CCL) - Carnival is benefiting from sustained demand, increased booking volumes, and a focus on marketing to attract new customers [21][22] - The expected revenue and earnings growth rates for the current year are 4.6% and 12.9%, respectively, with a 5.8% improvement in the earnings consensus estimate over the last 60 days [23] - The short-term average price target suggests a potential increase of 19.1% from the last closing price, indicating a maximum upside of 44.8% [23]

Core Insights - Airbnb is launching its "Reserve Now, Pay Later" feature globally, allowing users to secure bookings without immediate payment and cancel without losing money upfront [1][2] Group 1: Feature Details - The "Reserve Now, Pay Later" feature was initially launched in the U.S. for domestic travel and allows users to be charged closer to their check-in date [2] - Properties with "flexible" or "moderate" cancellation policies are eligible for this feature, which aims to make travel more accessible by spreading costs [2] - Since its launch, the feature has seen a 70% adoption rate for eligible bookings [2] Group 2: Financial Impact - During Q4 2025 earnings calls, Airbnb reported that the feature contributed to an increase in nights booked, longer booking lead times, and a shift towards larger homes, particularly those with four or more bedrooms [4] - The average daily rate increased as a result of this shift [4] Group 3: Cancellation Rates - Airbnb's overall cancellation rate increased from 16% to 17% in the quarter, with a higher rate among users of the upfront booking product; however, this was deemed not significantly material compared to broader cancellations on the platform [5] Group 4: Market Research Insights - A survey conducted with Focaldata revealed that 60% of U.S. travelers consider flexible payment options important when booking holidays, and 55% indicated they would use such options [6] Group 5: Historical Context - Airbnb has been experimenting with pay-later products since 2018, including a product that allowed users to pay a portion of the total charges upfront [7] - In 2023, Airbnb partnered with fintech firm Klarna to enable users to pay for stays in four installments over six weeks [7]

Core Insights - Andina Copper Corporation has reported significant drill intercepts from its Cobrasco copper-molybdenum project in Chocó, Colombia, highlighting the potential for a globally significant deposit [1][3]. Drill Results - Drillhole CDH004 has shown wide intercepts of copper-molybdenum mineralization, with results including 620 m at 0.46% Cu and 79 ppm Mo, and notable inclusions of higher grades [2][25]. - The drillhole CDH003 previously reported 352 m at 0.68% Cu and 112 ppm Mo, indicating strong mineralization in the area [2][25]. Geological Observations - The geological composition of CDH004 includes multiple phases of mineralized rhyolite and porphyry, with the strongest copper grades found in intensely fractured magmatic-hydrothermal breccias [8][9]. - Anomalous gold mineralization of up to 1.06 g/t was also noted, suggesting a possible gold-rich intrusive phase within the Cobrasco system [4]. Future Exploration Plans - The company plans to mobilize a second drill rig to expedite exploration and evaluation, with ongoing step-out drilling aimed at expanding the mineralized footprint [3]. - Drillhole CDH005 is currently underway, targeting the southern extensions of the mineralized system, with results expected shortly [4][17]. Company Overview - Andina Copper Corporation is focused on copper exploration in South America, holding significant discoveries along the Andean porphyry belt in Argentina and Colombia, as well as a copper-gold target in Chile [27].

Core Insights - Airbnb, Inc. (ABNB) has experienced an approximate 18% decline in stock value since being downgraded to a hold rating in February 2024 [1] Company Analysis - The downgrade of ABNB was made by an experienced equity analyst with over 10 years in the investment industry, indicating a significant level of expertise in the analysis [1] - The analyst has a focus on small-cap stocks that are often overlooked by Wall Street, suggesting a niche investment strategy that may provide unique insights into ABNB's market position [1] Market Context - The article reflects on the performance of ABNB stock over a two-year period, highlighting the challenges faced by the company in maintaining its stock value [1]