今日盘中，携程网（TCOM）股价一度大跌7.9%。主要原因是该公司发布的2025年第一季度财报未能达到市场预期。
财报显示，携程2025年第一季度实现净营收138.5亿元人民币，同比增长16%，基本符合预期。但净利润为43亿元人民币，同比基本持平，增长不及预期。其中，住宿预订和交通票务等主要业务板块的增速有所放缓。虽然公司强调出境游和国际业务表现强劲，但投资者似乎对公司的整体盈利能力产生了担忧。
分析人士指出，携程面临国内旅游市场增速放缓和竞争加剧的双重压力。尽管公司在国际业务方面取得进展，但高额的营销支出影响了利润增长。市场将密切关注公司管理层对未来业绩的展望，以评估其长期增长潜力。
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