周四盘中，同程旅行（00780）股价大涨5.02%，引发市场关注。多重利好因素推动了该在线旅游平台（OTA）股价的上涨。
首先，端午节假期临近，旅游市场预订量稳步增长。多家OTA平台发布的出游趋势报告显示，今年端午节假期旅游市场预订情况良好，反映出居民出行需求旺盛。此外，中国政府近日宣布，自2025年6月9日起对沙特、阿曼、科威特、巴林四国试行为期一年的免签政策，这一举措有望进一步刺激入境游市场。
与此同时，高盛发布的研报对同程旅行的业绩表现给予了积极评价。报告指出，同程旅行2025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%。高盛将同程旅行的目标价从28港元上调至28.7港元，并维持"买入"评级。分析师认为，在国内旅游需求持续增长的背景下，OTA平台将受益于出行人数的提升和出入境游的恢复，业务需求有望持续增长。这些因素共同推动了投资者对同程旅行未来发展前景的信心，进而带动股价上涨。
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