原文發表於美國時間2020-12-11
發生了什麼事情？
愛彼迎（Airbnb）終於在週四登陸股市，投資者欣喜於這家共享房屋租賃公司的股價較發行價上漲了一倍多。
這意味著什麼？
毫無疑問，疫情對旅行的遏制作用導致愛彼迎公司的日子十分艱難，不過該公司在最近一個季度實現盈利讓每個人感到驚訝，愛彼迎做到這一點要歸功於目前的“居家假期”。
實際上，部分愛彼迎員工的期權將在今年年底到期，這將讓他們/她們辛苦獲得的期權股票變得一錢不值，而愛彼迎認為現在是公開上市的時候了。愛彼迎的上市大獲成功：該公司透過首次公開募股（IPO）募集了34億美元，使得公司的估值升至470億美元。愛彼迎的IPO不僅成為今年美國最大的IPO之一，同樣較愛彼迎在今年4月份的180億美元估值大幅增長。
為何值得關注？
對於市場而已：信心增強
愛彼迎在上市前夕兩次上調其股票發行價，這意味著投資者對該公司以及旅遊業的復甦充滿信心。
投資者的這種信心可能會延伸到Booking.com和Expedia等旅遊網站上，尤其在它們的股價較愛彼迎的股價更便宜的情況下。
更大的圖景：英國打算對房東征稅
共享經濟在目前面臨著越來越多的監管：英國在週三宣佈將開始對愛彼迎的房東更加嚴格地徵稅。房東們並沒有被愛彼迎僱傭，其收入也不夠“增值稅”的標準，這意味著在愛彼迎平臺預訂房間的遊客們可以避免支付基本費用之外的20%稅費。
不過，對於今年預算中有著5000億美元赤字的英國政府而言，任何額外的收入均是有益的。
這篇文章已被翻譯成中文。原英文作者Finimize。如英文版本和中文版本之間有任何不一致，以英文版本為準。該文章中的分析僅為提供資訊，不是也不應該被視為推銷或招攬購買任何證券。文章中討論的一般市場活動、行業或領域趨勢、或其它基於廣泛的經濟或政治條件的內容，不應被解釋為研究結果或投資建議。討論中提及包括的特定證券、商品、貨幣、或其它產品均不構成IB推薦購買，出售或持有此類投資的建議。本材料不是也不意圖針對個別客戶的特定財務條件、投資目標或要求。在根據本材料採取行動之前，您應該考慮是否適合您的具體情況，並在必要時尋求專業建議。
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