周四盘中，在线旅游平台同程旅行（00780）股价大涨5.02%，截至发稿时报22.9港元，成交额达1.67亿港元。多重利好因素推动了该公司股价的强劲上涨。
首先，端午节假期临近，旅游市场预订量稳步增长。多家在线旅游平台（OTA）发布的出游趋势报告显示，端午节假期旅游需求旺盛。其次，中国政府最近宣布，自2025年6月9日起对沙特、阿曼、科威特、巴林四国实施为期一年的免签政策，这一举措有望进一步刺激出境游市场。浦银国际指出，在居民出行需求旺盛、文旅行业高景气度的背景下，中国OTA平台将受益于出行人数的提升和出入境游的恢复。
此外，高盛最新发布的研报也为同程旅行股价提供了有力支撑。报告指出，同程旅行今年第一季度净利润同比增长41%至7.88亿元人民币，超出预期7%。高盛还将同程旅行的目标价从28港元上调至28.7港元，维持"买入"评级。分析师认为，在国内旅游需求持续增长的推动下，同程旅行的业绩有望继续改善。
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