里昂发表研究报告指,代理式人工智能超越线上旅行社OTAs等交易平台(包括)在美国十分普遍,但由于中国OTAs对供应链的控制较为严格,因此在内地并不是一个迫在眉睫的风险。该行预计,同程旅行(00780.HK) 的酒店管理业务在2026年的收入增长中将占据更重要的地位。该行维持同程的目标价22元,续予“持有”评级。对于市场关注携程(09961.HK) 的反垄断调查,里昂认为,由于同程和携程在国内市场...
Source Link里昂发表研究报告指,代理式人工智能超越线上旅行社OTAs等交易平台(包括)在美国十分普遍,但由于中国OTAs对供应链的控制较为严格,因此在内地并不是一个迫在眉睫的风险。该行预计,同程旅行(00780.HK) 的酒店管理业务在2026年的收入增长中将占据更重要的地位。该行维持同程的目标价22元,续予“持有”评级。对于市场关注携程(09961.HK) 的反垄断调查,里昂认为,由于同程和携程在国内市场...
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