$携程网(CTRP)_老虎社区_美港股上老虎

2017-08-31

$携程网(CTRP)$ 个人感觉携程的护城河不深，毕竟目前为止还是一个比较纯粹的互联网公司，缺少以大量资本构成的实体护城河。只要有网站，有钱有渠道，就能抢走部分份额。携程应该加速实体与服务团队的搭建，提高竞争门槛。
介于最近自驾游的流行趋势，我认为携程最好能够在未来构建一只完整的全球化全方位商旅服务团队，成为一家商旅服务策划公司，通过大数据以及熟悉当地的私人旅行顾问来为每个人量身定制旅游，而不是仅仅卖几张机票火车票酒店。
然而达到这一点，可能需要股东放弃短期利益。这个在股权分散的携程上来看似乎是很难做到的。

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

哈哈19
2017-08-31
哈哈19
携程做的是很深，高星酒店基本被他们总经销商，包房独家，金牌绑死了，美团上面高星酒店都光秃秃的，都是携程打压结果，如家，7天，橘子，华住都是携程的出来开的，几年内他们地位是很难撼动的，现在他们在往国际跟没公开的酒店线下下沉，这个是个很恐怖的空间
五先生
2017-08-31
五先生
携程对线下的布局比你想象的深太多了，很多酒店库存都交给携程了，东航携程入股了，线上对手就剩下美大酒旅和阿里飞猪了，携程最大的问题是新的增长点在哪里，一个希望在境外，一个希望在提高产品毛利。
雪老虎
2017-08-31
雪老虎
这是携程早就验证过的一个项目，且一直有专门团队在负责。但不是个有效的突破方向！这和股东眼光长短没关系。这需要考验携程整合全球资源的能力，战略上它正在这么做，但爆发点不会在商旅服务！
T20211209047
2017-08-31
T20211209047
我感觉挺深，网站和app入口，并不是每个人手机都会装一堆app，携程覆盖很多。线下渠道也是一步步谈下来的。个人观点，轻喷
瞎玩
2017-08-31
瞎玩
携程可真称不上互联网公司，根本没那基因

发表看法

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