观点

出行消费放缓的担忧，给了建仓 Airbnb 的机会

三季度拖累业绩的公司里有 Airbnb。阿克雷说这些公司总体经营良好，只是各有悬而未决的问题：对 Airbnb 来说，是疫情后旅游消费强劲反弹之后放缓的程度，而正是这种担忧压制了股价，让他们得以建仓；他们很乐意在更低的价格加仓。

In the case of Airbnb, these include the extent of the slowdown in travel-related spend following a sharp recovery post-COVID, an overhang which provided us an opportunity to establish our position.