内容来源：https://techcrunch.com/2026/11/05/airbnb-says-its-launching-an-ai-travel-agent-in-the-first-half-of-2027/

内容总结：

爱彼迎近日宣布，将推出自主研发的人工智能旅行助手，预计于2027年上半年正式上线。在第三季度股东信中，公司披露了该助手的功能细节及其与传统聊天机器人的差异。首席执行官布莱恩·切斯基在财报电话会上表示，旅行规划具有憧憬属性，80%的旅行者享受研究行程的过程，人们希望浏览照片、比较房源并与同行者共同决策，因此通用型AI助手并非最佳选择，这正是公司自建专属AI助手的原因。

据介绍，该助手将采用专为旅行设计的个性化界面，不再单纯依赖以文字为主的传统聊天模式，而是从包含地图、照片、对比、日历、行程等数百个旅行专用界面组件的库中实时调用并组合，围绕用户的具体需求“在合适的时间呈现合适的界面”，切斯基形容其体验“有点像生成式界面”。公司表示，近二十年连接房东与房客的经验为助手的设计提供了支撑，使其不仅服务于预订环节，还能在行程全程提供帮助，包括修改订单、解决支付问题、处理退款、重新预订及24小时安全支持等，这些是外部通用助手难以独立完成的。未来该助手还将逐步扩展至房源、酒店之外的服务与体验领域。公司此前曾预计该技术将在一年内面世，此次则明确锁定2027年上半年向消费者推出。

上述消息与强劲的第三季度财报同步发布。财报显示，公司营收同比增长19%至48.7亿美元，超出华尔街预期；同时上调2026年营收增长预期至接近20%的高位区间，高于此前的中位两位数预测。切斯基表示，爱彼迎已重回增长轨道，对如此规模的市场平台而言增长再加速十分罕见，第三季度创下三年多来最快的营收增速。

中文翻译：

爱彼迎此前曾透露过打造自有AI旅行助手的计划，但公司在周四宣布，这一全新AI功能将于2027年上半年正式上线。在周四发布的第三季度股东信中，爱彼迎还进一步披露了该助手的工作方式、实际功能，以及它与普通AI聊天机器人的区别。

在此前的采访中，CEO布莱恩·切斯基曾勾勒出这家旅行公司对AI的思路，描述了打造一款界面比传统聊天机器人更丰富的AI助手的计划。他还表达了自己对聊天机器人并非旅行合适界面的看法，指出人们享受规划的过程，也享受对旅行的期待。他上月在接受TechCrunch采访时表示，因此公司打造的 cualquier 助手都不应剥夺用户的灵感激发和浏览体验。

切斯基周四重申了这一观点，在财报电话会上告诉分析师，人们不会用一个AI助手包办所有事情。

“如今像Muse和Instinct这样的AI助手擅长处理简单的日常任务，比如餐厅订位或预约时间。但旅行规划不一样，”他说。“旅行是充满向往的。发现去哪里、住哪里本身就是体验的一部分。事实上，80%的旅行者表示他们享受花时间研究旅行。人们想看照片，想比较房源，想和同行的人一起做决定，”他继续说道。“而且我认为通用型助手并不是做这件事的最佳选择。这就是为什么我们要打造自己的AI助手，”切斯基说。

爱彼迎将其助手描述为拥有专为旅行设计的个性化界面，它会围绕用户的问题“构建界面”，而不是像聊天机器人那样简单地作出回复。

“我们正在做的是开发一种定制设计的AI原生体验，能够响应房客的需求，”切斯基说。“所以，我们不单单依赖传统的聊天方式——那种方式文字密集——再说一遍，那绝对不是规划旅行的正确方式。我们的助手从包含数百个旅行专用界面组件的库中调取素材——地图、照片、对比、日历、行程——并实时组合它们，以匹配用户正在寻找的内容。”

这位高管表示，该助手会让人感觉“有点像生成式UI”，因为它旨在为用户的特定旅行需求“在合适的时间提供合适的界面”。

公司在股东信中强调，近20年来在连接房东与房客方面积累的经验正在为助手的构建提供指导，因为它融入了关于人们如何在其平台上预订和接待的洞察。该助手还能够在预订之外为旅行者提供帮助。

“我们的助手将能在整个旅程中帮助房客——从修改预订或解决支付问题，到获得退款、重新预订或24小时安全支持方面的帮助。这些都是外部助手无法轻易独立完成的事情，”公司写道。

随着时间的推移，爱彼迎预计该助手将能在旅行的其他方面为旅行者提供帮助，不仅包括房源和酒店，还包括服务和体验。服务和体验是公司在去年改版后更加重点关注的两个领域。

虽然公司此前曾表示预计其AI助手将在明年某个时候推出，但现在更明确地承诺将在2027年上半年向消费者推出这项新技术。

助手发布的消息伴随着强劲的第三季度财报一同公布，营收增长19%至48.7亿美元，超出华尔街预期。公司还上调了2026年营收增长预期，目前预计将在高 teens 区间，而非中 teens 区间。

“爱彼迎已重回增长模式，”切斯基周四在第三季度财报电话会上告诉分析师。“对于我们这种规模的市场平台来说，增长重新加速是罕见的，但这正是我们正在做的。第三季度是我们三年多来最快的营收增长，”他补充道。

英文来源：

Airbnb has teased its plans to build its own AI travel agent before, but on Thursday the company announced that the new AI feature will launch in the first half of 2027. In the company’s Q3 shareholder letter on Thursday, Airbnb also provided more detail about how the agent will work, what it will actually do, and how it’s different from a typical AI chatbot.
In prior interviews, CEO Brian Chesky sketched out the travel company’s approach to AI, describing a plan to build an AI agent that has a richer interface than a conventional chatbot. He also expressed his opinions about how chatbots aren’t the right interface for travel, noting that people take pleasure in the planning process and in anticipating a trip. Any agent that it built, then, shouldn’t take away from the inspiration and the browsing, he told TechCrunch in an interview last month.
Chesky today reiterated that belief, telling analysts on the earnings call that people won’t use one AI agent for everything.
“Today’s AI agents like Muse and Instinct are good at simple routine tasks like making a restaurant reservation or scheduling an appointment. But planning a trip is different,” he said. “Travel is aspirational. Discovering where to go and where to stay is part of the experience. In fact, 80% of travelers say they enjoy spending time researching trips. People want to look at photos. They want to compare homes. They want to make decisions with people they’re traveling with,” he continued. “And I don’t think the general-purpose agents are the best to do that. So that is why we are building our own AI agent,” Chesky said.
Airbnb described its agent as having a personalized interface that’s designed specifically for travel, where it will “build an interface” around a user’s question instead of simply responding as a chatbot would.
“What we are doing is developing a custom-designed AI-native experience that responds to what guests are looking for,” Chesky said. “So instead of relying on traditional chat alone, which is very text-heavy — which, again, is definitely not the way you should plan travel, our agent draws from a library of hundreds of travel-specific interface components — maps, photos, comparisons, calendars, itineraries — and composes them in real time to match what they’re looking for.”
The exec said the agent will feel “a little bit like generative UI” as it’s designed to offer up “the right interface at the right time” for someone’s specific travel needs.
In its shareholder letter, the company touted that its nearly 20 years of experience in bringing hosts and guests together is informing how the agent is built, as it incorporates insights about how people both book and host on its platform. The agent will also be able to help travelers beyond the booking itself.
“Our agent will be able to help guests throughout their trip — from changing a reservation or resolving a payment issue to getting help with refunds, rebooking, or 24-hour safety support. These are things an outside agent can’t easily do on its own,” the company wrote.
Over time, Airbnb expects the agent will be able to help travelers with other aspects of their trip, including not only homes and hotels, but also services and experiences. Services and experiences are two areas that have become a bigger focus for the company following its redesign last year.
While the company previously said to expect its AI agent sometime in the next year, it’s now more specifically committing to roll out the new technology to consumers in the first half of 2027.
The news of the agent’s release was delivered alongside strong third-quarter earnings, with revenue growing 19% to $4.87 billion, topping Wall Street estimates. It also raised its 2026 revenue growth forecast, which it now predicts will be in the high teens, instead of the mid-teens.
“Airbnb is back in growth mode,” Chesky told analysts on the Q3 earnings call on Thursday. “It’s rare for a marketplace of our size to reaccelerate growth, but that’s exactly what we’re doing. Q3 was our fastest revenue growth in more than three years,” he added.