《大行》汇丰:携程(TCOM.US)稳定增长 升目标价至78美元吁买入

阿斯达克财经
May 21, 2025

汇丰研究发表报告指,携程(09961.HK) (TCOM.US)  今年首季收入按年升16%符合预期,由酒店收入强势增长23%所带动;经调整营业利润率跌2.4个百分点,但好过预期。报告提到,集团指引收入增长将回复正常。由于供应不断增加,国内酒店的平均日房价疲软,拖累集团酒店收入增长;而机票价格则已稳定。虽然游客忧虑到东南亚地方有安全风险,对出境旅游增长构成阻力,但旅客正改变目的地,因此该行预期整体...

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