携程真的这么垃圾吗？
会飞的鱼儿
2017-08-15
$携程网(CTRP)$携程基本面出问题了吗？一直跌。
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。
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哈哈19
2017-08-16
哈哈19
没有问题，酒店松散反抗不了，美团数据水分太大，携程是无理由的跌，二季度财报我觉得会远超预期，主要有几下几点，1.去哪儿私有化，利益会导给携程，携程实际控股去哪儿90%以上，公开的才45% 2.去哪儿的人员大规模裁员，携程支出务必减少，现在去哪儿业务基本都是携程人员负责 3.携程有一定涨价，因为垄断，在线旅游增长，他们的量实际是增长不少，收益增长不少，接下来基本去哪儿弄低价，耍流氓，拿收益
会飞的鱼儿
:
分析的非常有道理。等财报吧
哈哈19
:
像7月份他们二三四线城市酒店间夜量超2000万间夜，其中肯定不少是去哪儿的量，按这体量，加上一线城市，一线城市有1000多万间夜问题不大，单独酒店都有priceline6成体量，交通事业他们的交易额比酒店还大，当然这块利润相对少，他们的整体交易额是不比京东要少的，在线旅游行业龙头，怎么看市值都低估了，艺龙跟同程合并虽然有腾讯，撮合，但携程还是大股东，艺龙，同程，携程占比都不少
未来前途
2017-08-15
未来前途
基本面没有出现问题，酒店、机票、旅游度假和出境游均处于领先地位，同时全球化战略有序推进，长期看好，本次财报至少会站稳60，多么好的加仓机会。
会飞的鱼儿
:
我收到的信息是很多酒店联合起来对抗携程，不知道真假
留言飞鱼
2017-08-15
留言飞鱼
太垄断了，酒店的反抗是必然的，夺定价之争，不过酒店联合体是松散的，看利益分配了
会飞的鱼儿
:
携程这样跌，实在扛不住，43.56的仓
炒美股吃肉
2017-08-15
炒美股吃肉
告诉你吧。。这波财报并不好看，谁告诉你酒店对抗携程？利空就是美团没拿下。
会飞的鱼儿
:
那完蛋了，
EricFu
2017-08-17
EricFu
竞争太狠了，有连锁酒店，Airbnb等
EricFu
回复
会飞的鱼儿
:
不懂这行
会飞的鱼儿
:
怎么看，我入坑了，52建的仓，危险吗。
Sopaco
2017-08-15
Sopaco
不得不说这届高管和执行层比较烂啊
Sopaco
:
二流的战略 三流的执行
会飞的鱼儿
:
你多少建的仓
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