建银国际发表报告，维持携程(09961.HK) (TCOM.US) “跑赢大市”评级，美股目标价由68美元升至74.2美元；港股目标价由531港元升至579港元。
报告指，携程集团2025年第一季度调整后经营利润率达29%，因收入符合预期小幅超预期。进入第二季，公司出境游业务面临更高基数压力。尽管如此，五一假期期间公司仍表现强劲，跨境酒店 / 机票预订量按年增30% / 两位数。境内业务亦展现韧性，酒店预订量按年增逾20%，且平均房价跌幅收窄。
该行预计公司旗下国际OTA平台Trip.com将通过市场份额提升及加大行销持续实现50%以上增长，2025年第二季及全年收入有望实现15%的稳健增长。(ha/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-20 16:25。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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