里昂研究报告指，携程(09961.HK) (TCOM.US) 首季业绩胜预期，总收入及经调整EBIT分别按年升16.2%及7.4%，较该行预期分别高出0.3%及6.9%。住宿业务按年增长23%，由本地旅游需求持续及强劲的出境和国际游所带动。入境旅游亦因免签政策放宽及旅游基建具吸引力而急速上升。劳动节假期国内旅游势头强劲，在携程平台上，本地及国外酒店订房均按年升20%或以上。
该行料今年次季总收入及经调整EBIT将分别升14%及2%至146亿元及43亿元人民币。由于旅游需求集中于节假日，预期下半年增长达13%。该行将2025及26年经调整净利润预测上调各1%，因营运开支好过预期；目标价由71.5美元升至75美元，予“跑赢大市”评级。(ss/da)(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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