智通财经APP获悉，携程集团-S(09961)跌超4%，暂领跌蓝筹。截至发稿，跌4.6%，报328港元，成交额6.73亿港元。
消息面上，携程集团昨晚宣布，将于9月14日举行董事会会议，以批准公司截至2026年6月30日止三个月及六个月的财务业绩及其刊发。此前，公司预计二季度净营业收入将同比增长约3%–8%。与第一季度相比，增长速度将显著放缓，并对当季度的利润率及盈利表现产生相应影响。这一结果主要受到高能源价格和地缘政治波动等宏观不利因素的直接与间接影响。
另外，今年7月25日，携程收到国家市场监管总局的行政处罚决定，罚金合计总额为51.8亿元。摩根士丹利发布研报称，携程监管和解消除了长期风险，而且海外市场份额增长势头得以维持，但受到本地宏观经济逆风、极端天气及地缘政治风险等因素影响，旅游需求放缓。大摩将携程2026至28年收入预测下调1至3%，每股盈测调降2至7%。
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