《大行》大摩予携程集团(TCOM.US)评目标价78美元 评级“增持”

阿斯达克财经
Jul 16, 2025

摩根士丹利发表研究报告指,现竞争局势完全可控下,认为携程集团(09961.HK) (TCOM.US)  现阶段无需采取行动。此外,因国内旅游需求稳定,海外市场份额快速增长均同时进行,大摩予该股“增持”评级,目标价78美元。大摩指国内竞争风险可控,尽管京东(0618.HK)宣布积极进入OTA(线上旅行社)市场,携程目前尚未看见当中带来的营运影响有限。携程在品牌、服务、产品、供应链等多方面具备竞争优势...

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