Citigroup: Smart AI is unlikely to have a significant impact on travel booking platforms.
A Citigroup analyst report stated that Smart Personal AI is unlikely to have a significant impact on travel booking platforms. Alibaba has integrated its Qianwen app into its core ecosystem, including Fliggy, allowing Qianwen users to directly book flights and hotels on the app. However, they stated that connecting a single travel booking platform with an AI assistant is not very attractive, as users prefer to compare prices across platforms. They said, "Multiple factors may affect travel booking decisions, and the complexity cannot be covered by just a few prompts." They pointed out that an AI assistant that can connect multiple platforms will be more attractive in the short term. They also mentioned that if the AI assistant can directly connect to travel product suppliers and provide services for them, travel booking platforms will face a greater impact.
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