携程网(TCOM)盘前升2.19% 机构指新政陆续推进将拉动线上线下消费

金吾财讯11-29

金吾财讯 | 携程网(TCOM)盘前股价走高，暂升2.19%，报65.2美元。交银国际发布2025年互联网行业展望，新政陆续推进，对线上线下消费的拉动效果或将最快体现。看好互联网交易平台中，相对刚需且可快速拉动的消费品类，以及受益于AI赋能/信创恢复的软件行业。建议关注核心业务稳健增长、盈利能力改善以及高股东回报带来的估值修复机会。该行表示，内地酒店ADR压力减弱，出境业务持续复苏，假期延长或提振出游周期及花费。建议关注携程。

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携程网(TCOM)盘前股价走高，暂升2.19%，报65.2美元。交银国际发布2025年互联网行业展望，新政陆续推进，对线上线下消费的拉动效果或将最快体现。看好互联网交易平台中，相对刚需且可快速拉动的消费品类，以及受益于AI赋能/信创恢复的软件行业。建议关注核心业务稳健增长、盈利能力改善以及高股东回报带来的估值修复机会。该行表示，内地酒店ADR压力减弱，出境业务持续复苏，假期延长或提振...</p>\n\n<a href=\"282555\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0572944931.SGD","symbol_name":"Janus Henderson Horizon China Opportunities A2 SGD","start_time":0,"source_url":"282555","article_id":"2487532969","we_media_id":"1086022552","thumbnails":["https://static.szfiu.com/news/20210625/MmNlMmI2NWNjNWI2MzQ2MDk3MTI0.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2487532969","pubTimestamp":1732877895,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"金吾财讯","introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"summary":"金吾财讯 | 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