《大行》花旗料黄金周旅游需求强劲 续吁买入携程(TCOM.US)同程(00780.HK)

阿斯达克财经
Sep 17

花旗研究报告指,国家商务部等多部门推出新文件,当中提及要“吸引更多入境旅客”与“优化学生假期安排”,后者提出探索实施中小学春假、秋假制度,并缩短寒暑假时间。该行认为,若政策落地实施,可显著增加长线家庭旅游。
此外,今年黄金周假期共有8日,较去年多1日,该行预计期间旅游需求将强劲,长线游及出境游可更受惠。国家铁路集团预测,为期12天的铁路运输期间,旅客量将达2.19亿人次,日均1,825万人次;相比去年同期运输期为10天,旅客量1.77亿人次,日均1,770万人次。

花旗维持对携程(TCOM.US)  同程(00780.HK) 的买入评级,目标价分别为85美元及28港元。(ss/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-09-16 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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