金吾财讯 | 携程网（TCOM）盘前股价上扬3.64%，暂报40.68美元。消息面上，摩根士丹利研究指出，携程集团第二季收入按年升6%至157亿元人民币（下同），较该行预期高1%，主要受其他收入表现强劲带动。该行认为，国际平台第二季收入增长逾50%，在全球油价高企下表现相当不错。非公认会计准则（non-GAAP）经营溢利按年跌6%至44亿元，较该行预期高6%，主要因收入优于预期及经营杠杆；non-GAAP净利润按年跌4%，但较该行预期高14%，因其他收入项下投资亏损调整大于预期。该行表示，管理层对酒店抽成率前景，以及国庆假期前早期需求的评论，将是业绩电话会议焦点。该行维持携程ADR“增持”评级及目标价52美元。
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