汇丰环球研究指，同程(00780.HK) 股价今年累升13%，跑赢携程(09961.HK) 26%，或受公司采用人工智能模型DeepSeek引发市场正面情绪推动。该行认为目前过早判断DeepSeek对市场推广效益、跨项目销售潜力及短期盈利上望空间的影响。该行关注行业基本面今年以来转差，酒店及机票价格压力继续令毛交易总额增长受压。携程早前公布去年第四季业绩时，料本地游今年增长放缓至8%至10%，航空...
Source Link汇丰环球研究指，同程(00780.HK) 股价今年累升13%，跑赢携程(09961.HK) 26%，或受公司采用人工智能模型DeepSeek引发市场正面情绪推动。该行认为目前过早判断DeepSeek对市场推广效益、跨项目销售潜力及短期盈利上望空间的影响。该行关注行业基本面今年以来转差，酒店及机票价格压力继续令毛交易总额增长受压。携程早前公布去年第四季业绩时，料本地游今年增长放缓至8%至10%，航空...
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