The AI agent wave is reshaping the travel gateway: What are Booking's (BKNG.US) growth prospects? Goldman Sachs takes a cautious stance, keeping a close eye on booking conversion.

Zhito Finance APP has learned that after Booking Holdings (BKNG.US), a booking service platform for accommodation and travel projects covering more than 220 countries and regions, released its earnings report on Wednesday morning Beijing time, a tracking research report on Booking published by Wall Street financial giant Goldman Sachs shows that Booking has the foundation to convert AI agent user experience into broader travel and accommodation booking transactions, but the market still needs confirmation that these advantages can offset demand fluctuations and customer acquisition competition, and that AI agent-driven booking conversion and actual cash returns still require long-term observation.