智通财经APP获悉，携程集团-S(09961)盘中涨超4%，截至发稿，涨2.97%，报485.6港元，成交额9.15亿港元。
消息面上，文化和旅游部发布“五一”假期旅游数据。假期5天，全国国内出游3.14亿人次，同比增长6.4%；国内游客出游总花费1802.69亿元，同比增长8.0%。国内游保持高热度的同时，跨境游实现双向升温。申万宏源认为，此次五一假期旅游消费表现超预期，出行体验消费走热。
招商证券指出，2025年Q1以来携程国内&出境业务稳步增长，预计25年收入增长14%-15%，由于公司海外业务投入加大&利润率较低的trip.com占比提升，利润率或短期小幅下调；长期来看，公司在海外市场依旧具备广阔的前景空间，随着海外市场业务逐渐成熟及trip.com盈利能力改善，依旧看好未来业绩持续增长。
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