周五盘中，在线旅游巨头携程网（TCOM）股价出现大幅下跌，跌幅高达5.02%，引发市场广泛关注。
虽然没有直接解释此次股价下跌的具体新闻，但近期市场分析报告指出，在线旅游行业竞争日益激烈可能是影响携程网股价的重要因素。摩根大通最新发布的《中国互联网2025年二季度前瞻》报告显示，外卖与即时零售领域的激烈竞争可能影响包括携程在内的消费互联网公司的盈利预期。报告指出，过去三个月消费互联网企业的2025年调整后每股收益预期平均下调20%，这导致资金从消费互联网板块转向数字娱乐板块。
此外，报告还提到京东入局旅游业务，虽然短期内对携程的影响有限，但长期来看可能加剧行业竞争。尽管如此，摩根大通预计携程2025年调整后每股收益将高于市场一致预期7%。鉴于当前行业竞争格局和潜在的盈利压力，投资者可能对携程的未来业绩持谨慎态度，这或许是导致股价下跌的原因之一。市场将密切关注携程即将公布的二季度财报，以评估公司在当前竞争环境下的实际表现。
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