金吾财讯 | 旅游概念异动拉升，同程旅行(00780)涨4.00%，粤运交通(03399)涨1.33%，香港中旅(00308)涨0.88%，携程集团(09961)涨0.70%，中国中免(01880)涨0.15%。消息面上，高盛研报指，同程旅行去年第四季业绩符合预期。集团期内经调整净利润按年增长18%至7.8亿元，符合该行及市场预期，净利润率按年扩张0.5%。研报微调对集团今明两年经调整每股盈利预测，上调幅度为1%至4%，并引入2028年预测，将目标价由28.8港元上调至29港元，维持买入评级。随着2026年清明假期临近，同程旅行平台数据显示，4月1日-6日期间机票、酒店民宿、景区门票等产品搜索及预订热度，同比涨幅接近1倍。
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