中金：旅游AI化提速 OTA核心竞争力再审视

智通财经02-05

智通财经APP获悉，中金发布研报称，近期，全球OTA平台股价承压，主要系市场担心Google(GOOGL.US)搜索最近推出AI新功能，为用户提供“个性化旅游管家”服务，AI可能直连供应链，从而挑战OTA的地位。该行认为，OTA的主要获客渠道可能会发生变化，也需要观察各个OTA平台和AI企业的合作进展，以及能否在变革中成功转型。中国酒旅对供应链能力和履约保障要求更高，AI影响相对滞后。当然今年...

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href=http://www.zhitongcaijing.com/content/detail/1401976.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，中金发布研报称，近期，全球OTA平台股价承压，主要系市场担心Google(GOOGL.US)搜索最近推出AI新功能，为用户提供“个性化旅游管家”服务，AI可能直连供应链，从而挑战OTA的地位。该行认为，OTA的主要获客渠道可能会发生变化，也需要观察各个OTA平台和AI企业的合作进展，以及能否在变革中成功转型。中国酒旅对供应链能力和履约保障要求更高，AI影响相对滞后。当然今年...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1401976.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0823421416.USD","symbol_name":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) 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