智通财经APP获悉，携程集团-S(09961)再涨超5%，盘中高见584.5港元刷新年内新高。截至发稿，涨5.16%，报580.5港元，成交额12.27亿港元。
消息面上，携程集团近日发布2025年二季度业绩，净收入人民币148.43亿元(单位下同)，同比增加16.22%；归属携程集团有限公司净利润48.46亿元，同比增加26.43%。第二季度，公司国际各业务板块继续呈现强劲增长态势，国际OTA平台总预订同比增长超过60%；入境旅游预订同比增长超过100%；出境酒店和机票预订已全面超越2019年疫情前同期的120%水平。
交银国际指出，公司2季度业绩超预期，酒店业务增长好于预期，市占率持续提升。将估值滚动至2026年，基于20倍2026年市盈率，将公司目标价从591港元/76美元（TCOMUS）上调至653港元/84美元，维持买入。该行预计3季度收入同比增15%，酒店增18%，主要受到间夜量增长驱动，中国内地市占率继续扩大。
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