AI-driven wave reshapes tourism gateways: What is Booking (BKNG.US)'s growth outlook? Goldman Sachs remains cautious, closely monitoring booking conversions

According to reports from Smart Finance APP, after the accommodation and travel booking service platform Booking Holdings (BKNG.US), which covers more than 220 countries and regions, released its earnings report on Wednesday morning Beijing time, Wall Street financial giant Goldman Sachs published a tracking research report on Booking. The report shows that Booking has the foundation to translate AI agent user experience into broader travel and accommodation booking transactions. However, the market still needs to confirm whether these advantages can offset demand fluctuations and customer acquisition competition. Additionally, the conversion of AI agent-driven bookings into actual cash returns remains to be observed over the long term.