$携程网(CTRP)_老虎社区_美港股上老虎 - 老虎社区

$携程网(CTRP)$ 携程系途家现在发展很猛，用车业务也悄摸发展起来了，海外是市场期待的核心业务但是不确定性很大，机票没有了搭售会很蛋疼，不过也会对飞猪形成抑制作用。整体看起来一两年内都会比较纠结。其实，携程可以考虑收了TRIP，也不贵，还能弥补PLAN领域的弱势，TRIP+美食林+短租，也有一定的想象空间。

虽然James一直是瞄着干priceline，但毕竟肉还是得一口一口吃。

另外，去哪儿换帅后重回高速增长轨道也是有可能的，当年陈刚搞火车票也是相当生猛，不是携程系一般高管能比的。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

TreeNewBee_
2018-03-15
TreeNewBee_
可惜财报双miss啊......
- Wolfer:
  服务器不宕机，就一整年的公关事件，咳，愁死人……miss这个事不要太在意，短期波动会有，长期没啥鸟事。我理解，国内ota主要看增长、规模还有布局，天花板还很远，都在各种烧，能盈利就很不错了。
Wolfer
2018-03-14
Wolfer
有一点可以肯定，携程的财务政策肯定不会玩投机倒把的事，体系内的去哪儿、艺龙、途家之类都有严格的独立财务制度，不会搞内部交易那一套。意外风险会比较少，那块业务真发展起来了，就上一个台阶，不会出现虚胖的情况。AI、区块链这些时髦技术也不是用来炒作，而是探索真正的组织增效用的。
这就是成熟的公司，不要期待一夜暴富，也不会忽然死亡。
一个字：稳！
炒美股吃肉
2018-03-15
炒美股吃肉
哥们一看你就是内部员工
RGun123456
2018-03-14
RGun123456
明天涨吧，涨了卖，然后买华住
financead
2018-03-14
financead
讲的好！
DreamBig572
2018-03-14
DreamBig572
哎

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7

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