携程网今日盘中大跌5.80%，引起了市场的广泛关注。
消息面上，此次股价波动主要受到监管与分析师预期双重因素的影响。一方面，北京市市场监督管理局近日组织携程网等12家涉及火车票网络销售业务的平台召开行政约谈会，明确要求各平台全面排查业务模式，禁止明示或暗示消费者可通过付费服务获得优先购票特权，并需整改“加速包”、“双通道”等误导性宣传。此举可能影响携程网在火车票销售相关增值服务方面的收入，并带来合规整改成本。
另一方面，花旗发布报告指出，反垄断调查除可能带来罚款外，亦为携程国内酒店业务增添不确定性。该行因此将携程2026及2027年经调整盈利预测分别下调9%及5%，并将美股目标价由86美元下调至82美元。监管压力与分析师下调预期共同加剧了投资者对携程网短期业务前景及盈利能力的担忧。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.