大摩发表报告，维持携程(TCOM.US) “增持”评级，目标价81美元。报告指，与市场对公司今年第一季国内业务营业额增长的疑虑相反，管理阶层指引营业额与去年同期持平，但营业利润率疲弱，原因在于海外 销售费用支出增加、人事成本增加以及管理阶层的保守态度。营收指引符预期，但利润率似乎较弱。管理层指引今年第一季与2025财年营收按年增长14至15%，与该行先前的预期大致相同。然而，non-GAAP营业...
Source Link大摩发表报告，维持携程(TCOM.US) “增持”评级，目标价81美元。报告指，与市场对公司今年第一季国内业务营业额增长的疑虑相反，管理阶层指引营业额与去年同期持平，但营业利润率疲弱，原因在于海外 销售费用支出增加、人事成本增加以及管理阶层的保守态度。营收指引符预期，但利润率似乎较弱。管理层指引今年第一季与2025财年营收按年增长14至15%，与该行先前的预期大致相同。然而，non-GAAP营业...
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