Booking：通胀的影响仍在抑制美国旅游需求

港股那点事12-17

格隆汇12月17日｜旅游预订平台Booking Holdings首席财务官Ewout Steenbergen周二表示，通胀的影响仍在抑制美国旅游需求，对价格敏感的消费者在计划度假的观望时间更长了。Steenbergen表示，尽管最近的单季财报显示，营运成长放缓并不像一些投资人担心的那么严重，但美国的需求仍低于其他地区。他预计，美国的这种趋势最终会改善，因为消费者仍然优先考虑周末旅行，而不是新衣服等其他可自由支配的项目。Steenbergen称，最近在美国并没有看到太多关于预订窗口的变化。预订窗口是衡量消费者提前预订旅行时间的代理指标，更短的预订窗口意味着消费者推迟度假的时间更长。同时，欧洲的游客预订得更早，例如规划二月的滑雪之旅和复活节之旅。他上周告诉投资人，来自欧洲的稳定需求促进该公司营运前景改善。

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