美银证券发表报告，预计同程(00780.HK) 第二季业绩符合或达到市场预期高点。该行预计同程将于8月底公布第二季业绩。预测总收入预计按年增长10%至47亿元人民币，non-GAAP营运利润为8.43亿元人民币，按年增长28%，non-GAAP净利润预计为7.54亿元人民币，按年增长15%，略高于市场共识。
该行认为，尽管近期来自京东的竞争加剧，同程第二季酒店佣金率提升和OTA利润率改善的趋势依然保持。重申“买入”评级，目标价由23港元降至20港元。(ha/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-06-30 12:25。)
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