金吾财讯 | 交银国际研报指，携程集团(09961)1季度收入符合预期，利润超市场预期9%。该行预计2季度公司收入增14%，其中酒店/交通增17%/9%，中国内地/出境酒店间夜量增10-15%/15-20%，随着业务可比基数恢复至常态水平，预计业务量增长渐趋稳定，但行业竞争格局良好或一定程度上缓释变现压力。预计调整后运营利润同比基本持平，利润率下降反映海外投入持续。该行指，休闲旅游需求仍然快速增长，考虑因2季度关税扰动对商旅出境需求的影响，该行微调收入及利润预测，目标价从605港元/78美元下调至591港元/76美元，维持买入评级。
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