智通财经APP获悉，花旗发布研报称，中国文化和旅游部报告指，在为期5天的“五一黄金周”期间，国内旅游人次3.25亿，行业收入1,855亿元人民币，分别同比增长3.6%及2.9%，意味着人均消费同比跌0.7%。该行维持对携程集团(09961) (TCOM.US)及同程旅行(00780)“买入”评级，携程ADR目标价为82美元，同程目标价为28港元。
该行认为数据并不令人振奋，但注意到多个地区宣布的春假或提前消化部分旅游活动。该行认为在线旅游平台的酒店业务表现可能健康，但由于票价同比上涨，机票预订表现或较为疲弱。考虑到油价上涨，跨境数据疲弱并不令人意外。
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