港股詳情

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攜程集團-S

311.200

+0.6000.19%

成交量：165.57萬

成交額：5.12億

市值：2,227.93億

市盈率：6.53

高：311.600

開：307.200

低：305.800

收：310.600

52周最高：613.000

52周最低：299.200

股本：7.16億

香港流通股本：6.30億

量比：1.24

換手率：0.26%

股息：- -

股息率：- -

每股收益(LYR):47.670

淨資產收益率：20.14%

總資產收益率：3.95%

市淨率：1.15

市盈率(LYR):6.53

市銷率: 2.94

資料載入中...

總覽公司新聞資訊公告

梁建章又減持了？持股比例降至0.07% 同程旅行高度依賴微信生態內生增長乏力、營收增速下滑、度假業務虧損

攜程集團－Ｓ(09961)出現大手賣出5.34萬股，成交價$323.2，涉資1.726千萬

阿斯达克财经

港股異動 | 旅遊概念股漲幅擴大旅遊強國建設十五五規劃出爐明確2030年發展目標

異動解讀｜攜程集團-S盤中上漲3.01%，多家機構維持買入評級提振市場信心

攜程(09961.HK)：為多地受災情影響酒店訂單承擔退訂損失

阿斯达克财经

美股中概股盤前多數下跌，嗶哩嗶哩跌2%

【券商聚焦】中信建投維持攜程集團(09961)買入評級指首季業績超預期

半年換了近20個高層，酒旅行業變天了

攜程集團－Ｓ(09961)出現大手賣出3.82萬股，成交價$317.8，涉資1.214千萬

阿斯达克财经

同程狂砸70億買買買！挑戰攜程？

四年併購狂奔，同程旅行想做「小攜程」

暑運客流高峯來臨之際，中國航司再次宣佈調降國內航線燃油附加

異動解讀｜攜程集團盤中上漲3.02%，多家券商維持買入評級延續超跌修復走勢

攜程集團－Ｓ(09961)出現大手賣出2.14萬股，成交價$317.6，涉資679.664萬

阿斯达克财经

【券商聚焦】國聯民生證券維持攜程集團-S(09961)「推薦」評級指國際業務為增長引擎

【券商聚焦】國泰海通維持攜程集團-S(09961)「增持」評級指宏觀因素拖累Q2業績

同程旅遊50億元攜程集團162億元——OTA江湖的「噸位」差距還在拉大

金融投资网

異動解讀｜攜程集團盤中上漲3.59%，多家券商維持買入評級提振超跌反彈

美股中概股盤前升跌互現，萬國數據漲6%

美股中概股盤前升跌互現，唯品會漲4%

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2026年第一季度业绩超预期，实现营收人民币162.08亿元，同比增长17.19%，Non-GAAP净利润为人民币39.05亿元，同比下降6.76%，营收和利润均超出彭博一致预期。中信建投预计携程集团2026-2027年营收分别为人民币670.79亿元及756.43亿元，同比增长7.46%及12.77%；Non-GAAP净利润分别为人民币171.78亿元及194.33亿元，同比增长-49.87%及13.13%。维持“买入”评级，目标价413.63港元，对应15倍2026年市盈率。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250109/NjBmYTFlMmI3YzYzNjVkMWZlODgyMTcwNTE1Njk3NDY=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/NjBmYTFlMmI3YzYzNjVkMWZlODgyMTcwNTE1Njk3NDY=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1985255","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09961","KCE","TCOM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2649068336","title":"半年換了近20個高層，酒旅行業變天了","url":"https://stock-news.laohu8.com/highlight/detail?id=2649068336","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2649068336?lang=zh_tw&edition=fundamental","pubTime":"2026-07-07 11:46","pubTimestamp":1783395997,"startTime":"0","endTime":"0","summary":"文|迈点六个月，中国酒旅行业换掉了近20个高层，其中两张任命书反差极大。六个月，三类公司，一张换防图谱2026年上半年，酒旅行业的高层任命数量不算多，但选人的逻辑变了。上海璞丽、上海新世界丽笙等标杆物业上半年均换了GM。排兵布阵只是宣言书，业绩才是成绩单2026年上半年的密集换防，说明行业的压力是实打实的。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1783046861997016035","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["LU0348827113.USD","LU0979878070.USD","BK4588","IE00B0JY6N72.USD","LU0143863198.USD","09961","SIELY","BK4220","HK0000320264.USD","LU1023057109.AUD","LU0463099449.HKD","LU0326950275.SGD","LU0572944931.SGD","LU1242518857.USD","SG9999002463.SGD","HK0000320223.HKD","BK4534","BK4122","LU1242518931.SGD","LU1961090484.USD","JD","LU2404859741.USD","LU0370786039.SGD","TCOM","LU0456827905.SGD","LU0588546209.SGD","BK4614","LU0359201885.HKD","LU0048580855.USD","LU2404859667.USD","LU1720050803.USD","LU1188198961.HKD","LU0737861772.HKD","LU0106959298.USD","LU0261950470.USD","HK0000306701.USD","BK4505","IE00BGV7N243.SGD","LU1868837722.USD","BK4526","BK4531","LU1794554557.SGD","IE00BD0PCF45.HKD","LU2152927971.USD","LU0348825331.USD","BK4142","BK1205","BK4503","LU0593848301.USD","IE00B45NX917.SGD","IE00B5MMRT66.SGD","LU0251143458.SGD","LU0329678170.USD","IE00B3M56506.USD","LU0561508036.HKD","LU0417516902.SGD","LU0307460666.USD","LU0828237510.HKD","BK4509","BK4551","LU0143863784.USD","BK4579","LU0244354667.USD","LU1868837565.USD","GB00B4LPDJ14.GBP","BK1594","IE00BPRC5H50.USD","BK4504","LU0210526637.USD","IE0008368742.USD","LU0594300419.USD","LU0039217434.USD","09618","LU0048575426.USD","LU0329678337.USD","LU0359201612.USD","LU0650527681.SGD","BK4524","LU0690374961.EUR","LU1718418525.SGD","BK1546","LU0690374615.EUR","MAR","BK1522","LU0228659784.USD","IE00B543WZ88.USD","LU0051755006.USD","BK4558","LU0359202008.SGD","SG9999000475.SGD","LU1688375341.USD","02727","LU0106252389.USD","IE00B95QR487.USD","LU2399975544.HKD","LU0049853897.USD","BK4585","HK0000306685.HKD","LU1880383366.USD","GB00B4QBRK32.GBP","KJD","LU0315179316.USD","LU0327786744.USD","IE00B1G9WX41.USD","LU1868838027.USD","IHG","IE00B0T0GQ85.USD","601727"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2649086226","title":"攜程集團－Ｓ(09961)出現大手賣出3.82萬股，成交價$317.8，涉資1.214千萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2649086226","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2649086226?lang=zh_tw&edition=fundamental","pubTime":"2026-07-07 09:20","pubTimestamp":1783387200,"startTime":"0","endTime":"0","summary":"[大手成交]携程集团－Ｓ(09961)在上午09:20出现大手卖出，成交量为3.82万，成交价为港币$317.8，涉资1.214千万。至目前为止，股价跌2.336%，今日最高价为$317.8，而最低价为$317.8，总成交量为3.82万股，总成交金额港币$1.214千万。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180815142908927_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180815142908927_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT26070749/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT26070749/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU1328615791.USD","LU0828237940.HKD","LU0456846285.SGD","LU0054237671.USD","LU0228659784.USD","LU0261950983.USD","LU0287142896.SGD","LU0594300419.USD","LU0828238088.HKD","SG9999001093.SGD","HK0000320223.HKD","LU0107464264.USD","LU0516423174.USD","LU2153591404.USD","LU0039217434.USD","LU1770034418.SGD","IE0003851619.USD","LU1282649067.USD","LU1282649810.SGD","LU1917777945.USD","LU1251922891.USD","LU0456827905.SGD","LU1813983027.USD","LU0051755006.USD","LU1102505762.USD","LU0823397285.USD","LU0048580855.USD","LU0329678337.USD","LU0052750758.USD","LU1303224171.USD","LU2023250504.SGD","09961","LU0384037296.USD","LU0531971595.HKD","LU0048575426.USD","LU0261950470.USD","LU0348735423.USD","BK1164","LU2424517915.HKD","BK1615","LU0417516738.SGD","LU0708995583.HKD","LU1974910355.USD","HK0000306685.HKD","LU0173614495.USD","LU2449936058.SGD","LU0823397103.USD","LU0516422366.SGD","HK0000320264.USD","SG9999002463.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2649162362","title":"同程狂砸70億買買買！挑戰攜程？","url":"https://stock-news.laohu8.com/highlight/detail?id=2649162362","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2649162362?lang=zh_tw&edition=fundamental","pubTime":"2026-07-06 18:11","pubTimestamp":1783332660,"startTime":"0","endTime":"0","summary":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！　　收购容易消化难。　　6月29日晚间，同程旅行联合嘀嗒出行发布了一则颇为冗长的联合公告。野村国际将代表同程旅行旗下的eLong， Inc．向嘀嗒出行发起一场自愿有条件全面现金要约。　　每股1.3875港元的报价，较公告前最后一个交易日的收盘价溢价约12.8%，整体估值近14.24亿港元。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hyyj/2026-07-06/doc-inifwmvv1782348.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0106252389.USD","SG9999001093.SGD","SG9999001903.USD","IE00BPRC5H50.USD","LU0348735423.USD","LU0269904917.USD","LU0828238088.HKD","LU1868838027.USD","IE00B8L5B284.USD","TCOM","09961","LU0320764599.SGD","LU0502904849.HKD","LU0173614495.USD","IE0008369823.USD","BK4142","LU0516423091.SGD","LU1720050803.USD","IE00B3M56506.USD","IE00B031HY20.USD","LU0455707207.USD","LU2399975544.HKD","LU0164880469.USD","LU0737861699.HKD","LU0210526637.USD","LU0261950470.USD","LU0051755006.USD","SG9999000475.SGD","LU1328277881.USD","SG9999002463.SGD","LU0594300179.USD","LU0823397103.USD","BK1588","LU0314109678.HKD","LU0823397285.USD","LU1917777945.USD","LU0823426308.USD","LU0650527681.SGD","LU1102505762.USD","BK4585","LU0594300419.USD","LU0540923850.HKD","LU0164865239.USD","LU0048575426.USD","LU1251922891.USD","LU2476274308.USD","LU0634319403.HKD","LU0348827113.USD","LU0329678170.USD","LU0143863784.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2649643376","title":"四年併購狂奔，同程旅行想做「小攜程」","url":"https://stock-news.laohu8.com/highlight/detail?id=2649643376","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2649643376?lang=zh_tw&edition=fundamental","pubTime":"2026-07-06 12:42","pubTimestamp":1783312970,"startTime":"0","endTime":"0","summary":"6月29日晚，同程旅行公告拟以每股1.3875港元全面要约收购嘀嗒出行，涉资约14.24亿港元。近年来，同程旅行收购动作频频。2025年7月，同程旅行拟以9.56亿元认购大连圣亚新增股份，并通过表决权委托取得30.88%表决权，实现控股。再到2026年6月30日抛出的嘀嗒收购要约，同程旅行已经将产业链条触及地面出行领域。携程被反垄断立案但同程趁机“抄作业”不易事实上，同程旅行想做“小携程”并非易事。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1782980431201036494","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["MYLD","IE00B5MMRT66.SGD","LU0261950983.USD","LU0516422440.USD","LU2242644610.SGD","LU1224709979.USD","LU0173614495.USD","LU1102505929.USD","TCOM","LU0320764599.SGD","LU0384037296.USD","LU1880383440.USD","LU0359201885.HKD","LU0181495838.USD","LU0828237510.HKD","LU1102505762.USD","CALF","LU2460026573.USD","IE00B3M56506.USD","LU1242518931.SGD","LU0048575426.USD","LU0327786744.USD","SGXZ90724238.SGD","09961","IE00B8HQ1Z84.USD","SG9999001051.SGD","BK1516","LU0516422366.SGD","LU0823426308.USD","00780","LU1720050803.USD","LU1481107354.HKD","LU0307460666.USD","LU2424517915.HKD","LU0594300419.USD","KCE","LU1808992512.USD","HK0000306701.USD","LU0049853897.USD","LU0359201612.USD","BK4588","LU1023057109.AUD","LU0314109678.HKD","LU0329678337.USD","XMMO","LU0011963245.USD","SG9999002562.SGD","LU0455707207.USD","LU0823397285.USD","LU0516423091.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2648765765","title":"暑運客流高峯來臨之際，中國航司再次宣佈調降國內航線燃油附加","url":"https://stock-news.laohu8.com/highlight/detail?id=2648765765","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2648765765?lang=zh_tw&edition=fundamental","pubTime":"2026-07-03 17:15","pubTimestamp":1783070123,"startTime":"0","endTime":"0","summary":"暑运客流高峰来临之际，中国航司再次宣布调降国内航线燃油附加路透北京7月3日-在迎来暑运客流高峰之际，包括中国国航601111.SS0753.HK在内的多家中国航司宣布将下调国内航线燃油附加。下调后，800公里以上航线燃油附加每航段为100元人民币，降幅为33%。本次调降是自伊朗战争爆发以来，中国航司第二次下调国内航线燃油附加。中国国航公布在官网的通知显示，自7月5日起，销售的中国内地国内航线客票，将调整燃油附加。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260703:nL4T4350KJ:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["601111","LU0149721374.USD","LU0011963245.USD","LU1719994722.HKD","600221","LU0516422952.EUR","BK1123","LU2242644610.SGD","SG9999002562.SGD","LU1880383366.USD","LU1481107354.HKD","LU1303224171.USD","LU2039709279.SGD","BK0280","LU0828238088.HKD","IE0003851619.USD","09961","LU2023250504.SGD","BK0010","LU0868486357.SGD","LU0823426480.USD","BK1514","LU0051755006.USD","BK1587","LU0181495838.USD","LU0605514214.HKD","LU1917777945.USD","LU0269904917.USD","LU0307460666.USD","LU0509642566.USD","LU0370786039.SGD","LU1328277881.USD","BK1615","LU0594300179.USD","LU0828237510.HKD","IE00B8L5B284.USD","00753","LU0329678170.USD","IE00B031HY20.USD","SG9999002463.SGD","LU1974910355.USD","LU0314109678.HKD","LU0540923850.HKD","LU0823426308.USD","SG9999011746.SGD","HK0000306701.USD","SG9999000475.SGD","LU2424517915.HKD","LU0329678337.USD","LU0261950470.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1145588354","title":"異動解讀｜攜程集團盤中上漲3.02%，多家券商維持買入評級延續超跌修復走勢","url":"https://stock-news.laohu8.com/highlight/detail?id=1145588354","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1145588354?lang=zh_tw&edition=fundamental","pubTime":"2026-07-03 09:39","pubTimestamp":1783042756,"startTime":"0","endTime":"0","summary":"7月3日，携程集团—S盘中上涨3.02%，报326.4港元，成交额1.71亿港元，延续近期超跌修复行情。消息面上，此前该股因反垄断调查悬而未决、数据出境罚款1000万元及二季度净营收增速指引仅3%至8%等多重利空，年内累计跌幅超40%。同行业中，华住集团涨0.18%，中国民航信息网络涨2.25%。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09961"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2648577762","title":"攜程集團－Ｓ(09961)出現大手賣出2.14萬股，成交價$317.6，涉資679.664萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2648577762","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2648577762?lang=zh_tw&edition=fundamental","pubTime":"2026-07-02 15:30","pubTimestamp":1782977400,"startTime":"0","endTime":"0","summary":"[大手成交]携程集团－Ｓ(09961)在下午03:30出现大手卖出，成交量为2.14万，成交价为港币$317.6，涉资679.664万。至目前为止，股价升1.926%，今日最高价为$324.4，而最低价为$315.8，总成交量为343.167万股，总成交金额港币$10.96亿。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145550051_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145550051_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2607027247/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2607027247/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["SG9999001093.SGD","LU0269904917.USD","LU0149721374.USD","LU0261950983.USD","LU0107464264.USD","LU0588546209.SGD","09961","LU0502904849.HKD","LU1224709979.USD","LU1770034418.SGD","LU0173614495.USD","LU0516423091.SGD","LU0329678337.USD","LU0307460666.USD","IE00B031HY20.USD","LU0052750758.USD","LU0287142896.SGD","SG9999000418.SGD","LU0261950470.USD","LU0051755006.USD","LU0871576103.HKD","SG9999000475.SGD","LU2778985437.USD","LU1328277881.USD","IE0034224299.USD","LU0431992006.USD","LU0594300179.USD","LU0516422366.SGD","BK1588","IE00B8HQ1Z84.USD","LU1917777945.USD","LU0823426308.USD","LU0605514214.HKD","LU1880383366.USD","LU0048580855.USD","LU0594300419.USD","LU0540923850.HKD","LU2348773727.SGD","LU0417516738.SGD","LU1880383440.USD","LU2424517915.HKD","LU3063872942.SGD","LU0048575426.USD","SG9999000459.SGD","LU1102505929.USD","BK1164","LU0456846285.SGD","LU2476274308.USD","LU0634319403.HKD","LU0650527681.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2648857114","title":"【券商聚焦】國聯民生證券維持攜程集團-S(09961)「推薦」評級 指國際業務為增長引擎","url":"https://stock-news.laohu8.com/highlight/detail?id=2648857114","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2648857114?lang=zh_tw&edition=fundamental","pubTime":"2026-07-02 13:45","pubTimestamp":1782971150,"startTime":"0","endTime":"0","summary":"金吾财讯 | 国联民生证券发布研报指，携程集团-S 发布26Q1财报，净营收162亿元，yoy+17%，超市场预期2%。国际业务板块延续强劲扩张态势，成为核心增长引擎，同时公司通过AI战略深化平台壁垒。国际业务方面，增长势头强劲。公司当季接待约700万入境游客，并提出未来5年接待2亿入境游客的目标。携程集团作为国内OTA龙头，供应链优势突出，叠加出入境旅游需求旺盛，该机构长期看好国际业务推动公司业绩持续增长。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250109/MWU1MjY1NDI2Mjg5NDIzOQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MWU1MjY1NDI2Mjg5NDIzOQ==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1984976","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TCOM","161027","601456","09961","01456"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2648357130","title":"【券商聚焦】國泰海通維持攜程集團-S(09961)「增持」評級 指宏觀因素拖累Q2業績","url":"https://stock-news.laohu8.com/highlight/detail?id=2648357130","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2648357130?lang=zh_tw&edition=fundamental","pubTime":"2026-07-02 13:44","pubTimestamp":1782971086,"startTime":"0","endTime":"0","summary":"金吾财讯 | 国泰海通证券发布研报指，携程集团-S 2026年第一季度业绩维持稳健增长，但油价及业务调整对财报的影响将主要体现在二季度的指引上，预计将对收入增速和利润构成拖累。结合海外高频数据，4月起全球OTA的月活跃用户数增速下滑明显，油价敏感度高的东南亚市场波动更大。该行认为业绩增速下调更多与宏观因素相关，携程的出境游及东南亚主要目标市场所受影响更大。","market":"other","thumbnail":"https://static.szfiu.com/news/20250106/N2I4ZDVmMTM1NjM3MTU3MjA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/N2I4ZDVmMTM1NjM3MTU3MjA=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1984971","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02611","TCOM","09961"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2648766425","title":"同程旅遊50億元 攜程集團162億元——OTA江湖的「噸位」差距還在拉大","url":"https://stock-news.laohu8.com/highlight/detail?id=2648766425","media":"金融投资网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2648766425?lang=zh_tw&edition=fundamental","pubTime":"2026-07-02 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10:11","pubTimestamp":1782958316,"startTime":"0","endTime":"0","summary":"7月2日，携程集团—S盘中上涨3.59%，报320.8港元，成交额3.53亿港元。此前该股因反垄断调查悬而未决、数据出境罚款及二季度指引疲弱等多重利空累计大幅回调，当前呈现超跌修复走势。中信建投同期维持\"买入\"评级，目标价413.63港元，指一季度营收162亿元同比增17%超预期。基本面方面，国际平台预订同比增约65%、入境游预订同比增约90%，核心增长动力仍具韧性。同行业中，同程旅行涨1.33%，香格里拉涨3.5%，板块整体回暖。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09961"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2648708513","title":"美股中概股盤前升跌互現，萬國數據漲6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2648708513","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2648708513?lang=zh_tw&edition=fundamental","pubTime":"2026-07-01 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