异动解读 | 携程网股价盘中大涨5.04%,入境游复苏前景乐观

异动解读
Jul 07

携程网(TCOM)今日盘中大涨5.04%,引发市场广泛关注。该股在美股市场表现强劲,延续了盘前的上涨势头。

股价上涨主要受益于携程集团董事局主席梁建章的乐观表态。梁建章日前表示,目前入境游正进入良好发展时期,免签国家的陆续增加有利于入境游发展。这一消息提振了投资者对携程未来业务增长的信心。

据梁建章介绍,目前入境游已经恢复到疫情前70%~80%的水平,其中东南亚客源增长较快,上海成为增长最快的入境游目的地。他预测未来入境游市场有1000亿~2000亿美元的增量机会。此外,华泰证券分析认为,我国正处于服务消费持续扩容阶段,旅游出行等领域具有较大增长潜力,这也为携程的长期发展提供了有利支撑。

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