李飞飞的个人主页 - 老虎社区

李飞飞

李飞飞

只买正股，不碰期权

IP属地：安徽

31关注

2粉丝

0主题

0勋章

2017-03-29

$Nutanix Inc.(NTNX)$g什么情况

03-21

太高了，得降价20万

李想发布全员内部信：理想MEGA存在节奏问题且过分关注销量

2017-11-24

$红黄蓝(RYB)$垃圾，赶紧退市算了

2023-09-05

遥遥领先

携程集团-S(09961)绩后大跌8% 未来前景怎么看

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":49173938540250,"uuid":"49173938540250","gmtCreate":1451629235920,"gmtModify":1589943905292,"name":"李飞飞","pinyin":"lfflifeifei","introduction":"","introductionEn":"","signature":"只买正股，不碰期权","avatar":"https://static.tigerbbs.com/c31d216c410261a678a87de37b9e022a","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":31,"tweetSize":4,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":4,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.04.21","exceedPercentage":"93.49%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.88%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.19","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":3,"crmLevelSwitch":0,"location":"安徽","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":286755120914440,"gmtCreate":1711028615524,"gmtModify":1711028865733,"author":{"id":"49173938540250","authorId":"49173938540250","name":"李飞飞","avatar":"https://static.tigerbbs.com/c31d216c410261a678a87de37b9e022a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"太高了，得降价20万","listText":"太高了，得降价20万","text":"太高了，得降价20万","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286755120914440","repostId":"1121595064","repostType":2,"repost":{"id":"1121595064","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1711002069,"share":"https://www.laohu8.com/m/news/1121595064?lang=&edition=full","pubTime":"2024-03-21 14:21","market":"hk","language":"zh","title":"李想发布全员内部信：理想MEGA存在节奏问题且过分关注销量","url":"https://stock-news.laohu8.com/highlight/detail?id=1121595064","media":"老虎资讯综合","summary":"3月21日，$理想汽车(LI)$CEO李想发布全员内部信。他在内部信中复盘了理想汽车3月出现的问题和提出解决方案。李想认为，理想MEGA出现节奏问题，错误的把理想MEGA的从0到1阶段(商业验证期)当成了从1到10阶段(高速发展期)进行经营。另外，理想汽车从上至下过于关注销量和竞争，让欲望超越了价值。李想认为，理想汽车将会耐心地把理想MEGA按照从0到1的节奏去经营，聚焦核心的用户群体，聚焦高端纯电消费能力强的城市。放弃全面开花的销售策略，集中在头部城市的大型零售中心进行产品体验和试驾，并在这些城市加速建设超充站。当有效的完成了从0到1的阶段后，再向更多的城市和更大的用户群体进行推广。","content":"<html><head></head><body><p>3月21日，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>CEO李想发布全员内部信。他在内部信中复盘了理想汽车3月出现的问题和提出解决方案。李想认为，理想MEGA出现节奏问题，错误的把理想MEGA的从0到1阶段(商业验证期)当成了从1到10阶段(高速发展期)进行经营。另外，理想汽车从上至下过于关注销量和竞争，让欲望超越了价值。</p><p style=\"text-align: start;\">李想认为，理想汽车将会耐心地把理想MEGA按照从0到1的节奏去经营，聚焦核心的用户群体，聚焦高端纯电消费能力强的城市。放弃全面开花的销售策略，集中在头部城市的大型零售中心进行产品体验和试驾，并在这些城市加速建设超充站。当有效的完成了从0到1的阶段后，再向更多的城市和更大的用户群体进行推广。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/970bba7a3ff9ff0da93da66c43a9d811\" tg-width=\"700\" tg-height=\"694\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>李想发布全员内部信：理想MEGA存在节奏问题且过分关注销量</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n李想发布全员内部信：理想MEGA存在节奏问题且过分关注销量\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-03-21 14:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月21日，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>CEO李想发布全员内部信。他在内部信中复盘了理想汽车3月出现的问题和提出解决方案。李想认为，理想MEGA出现节奏问题，错误的把理想MEGA的从0到1阶段(商业验证期)当成了从1到10阶段(高速发展期)进行经营。另外，理想汽车从上至下过于关注销量和竞争，让欲望超越了价值。</p><p style=\"text-align: start;\">李想认为，理想汽车将会耐心地把理想MEGA按照从0到1的节奏去经营，聚焦核心的用户群体，聚焦高端纯电消费能力强的城市。放弃全面开花的销售策略，集中在头部城市的大型零售中心进行产品体验和试驾，并在这些城市加速建设超充站。当有效的完成了从0到1的阶段后，再向更多的城市和更大的用户群体进行推广。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/970bba7a3ff9ff0da93da66c43a9d811\" tg-width=\"700\" tg-height=\"694\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b13892add12d71a1c87f039571a99a9c","relate_stocks":{"BK4551":"寇图资本持仓","BK4563":"昨日强势股","BK4548":"巴美列捷福持仓","BK4588":"碎股","BK4526":"热门中概股","BK4585":"ETF&股票定投概念","BK4555":"新能源车","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","BK1119":"汽车制造商","BK4099":"汽车制造商","LI":"理想汽车","BK1587":"次新股","BK4503":"景林资产持仓","02015":"理想汽车-W","LU1720050803.USD":"安联全方位中国股票基金","BK1588":"回港中概股","BK1539":"汽车股","BK1575":"同股不同权"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121595064","content_text":"3月21日，理想汽车CEO李想发布全员内部信。他在内部信中复盘了理想汽车3月出现的问题和提出解决方案。李想认为，理想MEGA出现节奏问题，错误的把理想MEGA的从0到1阶段(商业验证期)当成了从1到10阶段(高速发展期)进行经营。另外，理想汽车从上至下过于关注销量和竞争，让欲望超越了价值。李想认为，理想汽车将会耐心地把理想MEGA按照从0到1的节奏去经营，聚焦核心的用户群体，聚焦高端纯电消费能力强的城市。放弃全面开花的销售策略，集中在头部城市的大型零售中心进行产品体验和试驾，并在这些城市加速建设超充站。当有效的完成了从0到1的阶段后，再向更多的城市和更大的用户群体进行推广。","news_type":1},"isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":216630825513064,"gmtCreate":1693921745621,"gmtModify":1693923016926,"author":{"id":"49173938540250","authorId":"49173938540250","name":"李飞飞","avatar":"https://static.tigerbbs.com/c31d216c410261a678a87de37b9e022a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"遥遥领先","listText":"遥遥领先","text":"遥遥领先","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/216630825513064","repostId":"2365052624","repostType":2,"repost":{"id":"2365052624","pubTimestamp":1693919821,"share":"https://www.laohu8.com/m/news/2365052624?lang=&edition=full","pubTime":"2023-09-05 21:17","market":"us","language":"zh","title":"携程集团-S(09961)绩后大跌8% 未来前景怎么看","url":"https://stock-news.laohu8.com/highlight/detail?id=2365052624","media":"智通财经","summary":"智通财经APP获悉，9月5日，携程集团-S公布了2023年二季度业绩。报告期内，携程集团净营业收入为112亿元，同比增长180%，环比增长22%，超过2019年同期29%。第二季度跨境航空客运量仅恢复到2019年同期的37%，携程出境酒店和机票预订量恢复到2019年同期水平的60%以上。二级市场方面，9月5日，携程集团股价下跌近8%。不过，拉长时间周期来看，携程集团股价自去年10月底以来，持续反弹，期间累计最大涨幅超1倍，表现相当强劲。","content":"<html><body><p>智通财经APP获悉，9月5日，携程集团-S(09961)公布了2023年二季度业绩。报告期内，携程集团净营业收入为112亿元，同比增长180%，环比增长22%，超过2019年同期29%。二季度归属公司股东净利润6.31亿元，同比大增814.49%，但较一季度的34亿元大幅减少逾81%。携程上半年收入合计204.73亿元，同比增长151.91%；净利润40.06亿元，同比扭亏为盈。</p><p>文旅部发布的数据显示，2023上半年，国内旅游总人次23.84亿，同比增长63.9%；其中，二季度国内旅游总人次11.68亿，同比增长86.9%。上半年国内旅游收入(旅游总花费)2.3万亿元，比上年增加1.12万亿元，增长95.9%。</p><p><strong>在强劲的旅行需求带动下，携程业绩显著复苏。</strong>分业务来看，第二季度，携程住宿预订营收为43亿元，同比增长216%，环比增长23%；交通票务营收为48亿元，同比增长173%，环比增长16%；旅游度假业务营收为7.22亿元，同比增长492%，环比增长87%；商旅管理业务营收为5.84亿元，同比增长178%，环比增长31%。</p><p>携程表示，第二季度整体酒店预订量同比增长160%，达历史新高；整体机票预订量也创下历史新高，同比增长近一倍。其中，国内的酒店预订量同比增长170%，较2019年同期增长超过60%。第二季度跨境航空客运量仅恢复到2019年同期的37%，携程出境酒店和机票预订量恢复到2019年同期水平的60%以上。</p><p>三季度业绩表现方面，携程高管团队表示，受休闲需求带动，旅游市场继续保持强劲势头。暑期国内酒店预订较2019年同期增长超70%，峰值增速达100%。暑期出境机酒预订恢复至2019年同期八成水平，峰值甚至超过2019年水平。此外，国际OTA平台较2019年继续保持三位数增长。</p><p>富瑞9月5日研报指，携程集团二季度营收高于市场及该行预期，<strong>公司未来关注点在于近期旅游需求走势及对下半年的预期、未来数年本地、外游及国际旅游前景等。</strong></p><p>二级市场方面，9月5日，携程集团股价下跌近8%。不过，拉长时间周期来看，携程集团股价自去年10月底以来，持续反弹，期间累计最大涨幅超1倍，表现相当强劲。</p><p><img src=\"https://img.zhitongcaijing.com/image/20230905/1693918360995678.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1693918360995678.png\"/></p><p><strong>从行业来看，受益于旅游市场持续恢复，除携程外，其他港股上市旅企业绩也纷纷向好。</strong>财报显示，2023年二季度，<a href=\"https://laohu8.com/S/00780\">同程旅行</a>收入达28.7亿元，同比增长117.4%。经调净利润5.9亿元，同比增长428.9%。平均月活跃用户达2.8亿，较2019年同期增长53.5%；平均月付费用户4220万，较2019年同期增长52.3%。公司收入、经调净利润、平均月付费用户等核心业绩指标，均创历史新高。另外，2023年上半年，<a href=\"https://laohu8.com/S/00308\">香港中旅</a>综合收入为20.55亿港元，较上年同期增长132%，税前利润为3.43亿港元，上年同期税前亏损为4.66亿港元。</p><p>9月2日，中国旅游研究院院长戴斌在天津2023全球旅行商大会上指出，2023年的旅游经济已进入了“稳开高走、加速回暖、量价齐升、供需两旺”的全面复苏新通道。<strong>多重、多维、连续性数据表明，旅游经济已经不可逆转地从萧条走向复苏。</strong></p><p><a href=\"https://laohu8.com/S/002500\">山西证券</a>8月28日研报指出，今年以来受益于消费者出游需求增加，出行产业链整体渐进复苏。旅游市场出游人次和旅游收入基本恢复至疫情前水平，<strong>人均客单价受限于居民消费偏好趋于稳健，目前较2019年尚有约15%增长空间。</strong></p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>携程集团-S(09961)绩后大跌8% 未来前景怎么看</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n携程集团-S(09961)绩后大跌8% 未来前景怎么看\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-05 21:17 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/991254.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，9月5日，携程集团-S(09961)公布了2023年二季度业绩。报告期内，携程集团净营业收入为112亿元，同比增长180%，环比增长22%，超过2019年同期29%。二季度归属公司股东净利润6.31亿元，同比大增814.49%，但较一季度的34亿元大幅减少逾81%。携程上半年收入合计204.73亿元，同比增长151.91%；净利润40.06亿元，同比扭亏为盈。文旅部发布的数据...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/991254.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU1720050803.USD":"安联全方位中国股票基金","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","09961":"携程集团—S","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","BK4534":"瑞士信贷持仓","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","BK1604":"节假日概念","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","BK1588":"回港中概股","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU0594300419.USD":"富达中国消费基金A","BK4588":"碎股","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","BK1164":"酒店、度假村与豪华游轮","TCOM":"携程网","BK1587":"次新股","BK4526":"热门中概股","LU0315179316.USD":"EASTSPRING INVESTMENTS ASIAN DYNAMIC \"A\" (USD) ACC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0359201612.USD":"贝莱德中国基金A2","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","BK4142":"酒店、度假村与豪华游轮"},"source_url":"http://www.zhitongcaijing.com/content/detail/991254.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2365052624","content_text":"智通财经APP获悉，9月5日，携程集团-S(09961)公布了2023年二季度业绩。报告期内，携程集团净营业收入为112亿元，同比增长180%，环比增长22%，超过2019年同期29%。二季度归属公司股东净利润6.31亿元，同比大增814.49%，但较一季度的34亿元大幅减少逾81%。携程上半年收入合计204.73亿元，同比增长151.91%；净利润40.06亿元，同比扭亏为盈。文旅部发布的数据显示，2023上半年，国内旅游总人次23.84亿，同比增长63.9%；其中，二季度国内旅游总人次11.68亿，同比增长86.9%。上半年国内旅游收入(旅游总花费)2.3万亿元，比上年增加1.12万亿元，增长95.9%。在强劲的旅行需求带动下，携程业绩显著复苏。分业务来看，第二季度，携程住宿预订营收为43亿元，同比增长216%，环比增长23%；交通票务营收为48亿元，同比增长173%，环比增长16%；旅游度假业务营收为7.22亿元，同比增长492%，环比增长87%；商旅管理业务营收为5.84亿元，同比增长178%，环比增长31%。携程表示，第二季度整体酒店预订量同比增长160%，达历史新高；整体机票预订量也创下历史新高，同比增长近一倍。其中，国内的酒店预订量同比增长170%，较2019年同期增长超过60%。第二季度跨境航空客运量仅恢复到2019年同期的37%，携程出境酒店和机票预订量恢复到2019年同期水平的60%以上。三季度业绩表现方面，携程高管团队表示，受休闲需求带动，旅游市场继续保持强劲势头。暑期国内酒店预订较2019年同期增长超70%，峰值增速达100%。暑期出境机酒预订恢复至2019年同期八成水平，峰值甚至超过2019年水平。此外，国际OTA平台较2019年继续保持三位数增长。富瑞9月5日研报指，携程集团二季度营收高于市场及该行预期，公司未来关注点在于近期旅游需求走势及对下半年的预期、未来数年本地、外游及国际旅游前景等。二级市场方面，9月5日，携程集团股价下跌近8%。不过，拉长时间周期来看，携程集团股价自去年10月底以来，持续反弹，期间累计最大涨幅超1倍，表现相当强劲。从行业来看，受益于旅游市场持续恢复，除携程外，其他港股上市旅企业绩也纷纷向好。财报显示，2023年二季度，同程旅行收入达28.7亿元，同比增长117.4%。经调净利润5.9亿元，同比增长428.9%。平均月活跃用户达2.8亿，较2019年同期增长53.5%；平均月付费用户4220万，较2019年同期增长52.3%。公司收入、经调净利润、平均月付费用户等核心业绩指标，均创历史新高。另外，2023年上半年，香港中旅综合收入为20.55亿港元，较上年同期增长132%，税前利润为3.43亿港元，上年同期税前亏损为4.66亿港元。9月2日，中国旅游研究院院长戴斌在天津2023全球旅行商大会上指出，2023年的旅游经济已进入了“稳开高走、加速回暖、量价齐升、供需两旺”的全面复苏新通道。多重、多维、连续性数据表明，旅游经济已经不可逆转地从萧条走向复苏。山西证券8月28日研报指出，今年以来受益于消费者出游需求增加，出行产业链整体渐进复苏。旅游市场出游人次和旅游收入基本恢复至疫情前水平，人均客单价受限于居民消费偏好趋于稳健，目前较2019年尚有约15%增长空间。","news_type":1},"isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":120282,"gmtCreate":1511453350262,"gmtModify":1704884393725,"author":{"id":"49173938540250","authorId":"49173938540250","name":"李飞飞","avatar":"https://static.tigerbbs.com/c31d216c410261a678a87de37b9e022a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$红黄蓝(RYB)$垃圾，赶紧退市算了","listText":"$红黄蓝(RYB)$垃圾，赶紧退市算了","text":"$红黄蓝(RYB)$垃圾，赶紧退市算了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120282","isVote":1,"tweetType":1,"viewCount":743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":51594,"gmtCreate":1490794651176,"gmtModify":1704875976722,"author":{"id":"49173938540250","authorId":"49173938540250","name":"李飞飞","avatar":"https://static.tigerbbs.com/c31d216c410261a678a87de37b9e022a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$Nutanix Inc.(NTNX)$g什么情况","listText":"$Nutanix Inc.(NTNX)$g什么情况","text":"$Nutanix Inc.(NTNX)$g什么情况","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/51594","isVote":1,"tweetType":1,"viewCount":1084,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":51594,"gmtCreate":1490794651176,"gmtModify":1704875976722,"author":{"id":"49173938540250","authorId":"49173938540250","name":"李飞飞","avatar":"https://static.tigerbbs.com/c31d216c410261a678a87de37b9e022a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$Nutanix Inc.(NTNX)$g什么情况","listText":"$Nutanix Inc.(NTNX)$g什么情况","text":"$Nutanix Inc.(NTNX)$g什么情况","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/51594","isVote":1,"tweetType":1,"viewCount":1084,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286755120914440,"gmtCreate":1711028615524,"gmtModify":1711028865733,"author":{"id":"49173938540250","authorId":"49173938540250","name":"李飞飞","avatar":"https://static.tigerbbs.com/c31d216c410261a678a87de37b9e022a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"太高了，得降价20万","listText":"太高了，得降价20万","text":"太高了，得降价20万","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286755120914440","repostId":"1121595064","repostType":2,"repost":{"id":"1121595064","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1711002069,"share":"https://www.laohu8.com/m/news/1121595064?lang=&edition=full","pubTime":"2024-03-21 14:21","market":"hk","language":"zh","title":"李想发布全员内部信：理想MEGA存在节奏问题且过分关注销量","url":"https://stock-news.laohu8.com/highlight/detail?id=1121595064","media":"老虎资讯综合","summary":"3月21日，$理想汽车(LI)$CEO李想发布全员内部信。他在内部信中复盘了理想汽车3月出现的问题和提出解决方案。李想认为，理想MEGA出现节奏问题，错误的把理想MEGA的从0到1阶段(商业验证期)当成了从1到10阶段(高速发展期)进行经营。另外，理想汽车从上至下过于关注销量和竞争，让欲望超越了价值。李想认为，理想汽车将会耐心地把理想MEGA按照从0到1的节奏去经营，聚焦核心的用户群体，聚焦高端纯电消费能力强的城市。放弃全面开花的销售策略，集中在头部城市的大型零售中心进行产品体验和试驾，并在这些城市加速建设超充站。当有效的完成了从0到1的阶段后，再向更多的城市和更大的用户群体进行推广。","content":"<html><head></head><body><p>3月21日，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>CEO李想发布全员内部信。他在内部信中复盘了理想汽车3月出现的问题和提出解决方案。李想认为，理想MEGA出现节奏问题，错误的把理想MEGA的从0到1阶段(商业验证期)当成了从1到10阶段(高速发展期)进行经营。另外，理想汽车从上至下过于关注销量和竞争，让欲望超越了价值。</p><p style=\"text-align: start;\">李想认为，理想汽车将会耐心地把理想MEGA按照从0到1的节奏去经营，聚焦核心的用户群体，聚焦高端纯电消费能力强的城市。放弃全面开花的销售策略，集中在头部城市的大型零售中心进行产品体验和试驾，并在这些城市加速建设超充站。当有效的完成了从0到1的阶段后，再向更多的城市和更大的用户群体进行推广。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/970bba7a3ff9ff0da93da66c43a9d811\" tg-width=\"700\" tg-height=\"694\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>李想发布全员内部信：理想MEGA存在节奏问题且过分关注销量</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n李想发布全员内部信：理想MEGA存在节奏问题且过分关注销量\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-03-21 14:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月21日，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>CEO李想发布全员内部信。他在内部信中复盘了理想汽车3月出现的问题和提出解决方案。李想认为，理想MEGA出现节奏问题，错误的把理想MEGA的从0到1阶段(商业验证期)当成了从1到10阶段(高速发展期)进行经营。另外，理想汽车从上至下过于关注销量和竞争，让欲望超越了价值。</p><p style=\"text-align: start;\">李想认为，理想汽车将会耐心地把理想MEGA按照从0到1的节奏去经营，聚焦核心的用户群体，聚焦高端纯电消费能力强的城市。放弃全面开花的销售策略，集中在头部城市的大型零售中心进行产品体验和试驾，并在这些城市加速建设超充站。当有效的完成了从0到1的阶段后，再向更多的城市和更大的用户群体进行推广。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/970bba7a3ff9ff0da93da66c43a9d811\" tg-width=\"700\" tg-height=\"694\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b13892add12d71a1c87f039571a99a9c","relate_stocks":{"BK4551":"寇图资本持仓","BK4563":"昨日强势股","BK4548":"巴美列捷福持仓","BK4588":"碎股","BK4526":"热门中概股","BK4585":"ETF&股票定投概念","BK4555":"新能源车","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","BK1119":"汽车制造商","BK4099":"汽车制造商","LI":"理想汽车","BK1587":"次新股","BK4503":"景林资产持仓","02015":"理想汽车-W","LU1720050803.USD":"安联全方位中国股票基金","BK1588":"回港中概股","BK1539":"汽车股","BK1575":"同股不同权"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121595064","content_text":"3月21日，理想汽车CEO李想发布全员内部信。他在内部信中复盘了理想汽车3月出现的问题和提出解决方案。李想认为，理想MEGA出现节奏问题，错误的把理想MEGA的从0到1阶段(商业验证期)当成了从1到10阶段(高速发展期)进行经营。另外，理想汽车从上至下过于关注销量和竞争，让欲望超越了价值。李想认为，理想汽车将会耐心地把理想MEGA按照从0到1的节奏去经营，聚焦核心的用户群体，聚焦高端纯电消费能力强的城市。放弃全面开花的销售策略，集中在头部城市的大型零售中心进行产品体验和试驾，并在这些城市加速建设超充站。当有效的完成了从0到1的阶段后，再向更多的城市和更大的用户群体进行推广。","news_type":1},"isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":120282,"gmtCreate":1511453350262,"gmtModify":1704884393725,"author":{"id":"49173938540250","authorId":"49173938540250","name":"李飞飞","avatar":"https://static.tigerbbs.com/c31d216c410261a678a87de37b9e022a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$红黄蓝(RYB)$垃圾，赶紧退市算了","listText":"$红黄蓝(RYB)$垃圾，赶紧退市算了","text":"$红黄蓝(RYB)$垃圾，赶紧退市算了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120282","isVote":1,"tweetType":1,"viewCount":743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":216630825513064,"gmtCreate":1693921745621,"gmtModify":1693923016926,"author":{"id":"49173938540250","authorId":"49173938540250","name":"李飞飞","avatar":"https://static.tigerbbs.com/c31d216c410261a678a87de37b9e022a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"遥遥领先","listText":"遥遥领先","text":"遥遥领先","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/216630825513064","repostId":"2365052624","repostType":2,"repost":{"id":"2365052624","pubTimestamp":1693919821,"share":"https://www.laohu8.com/m/news/2365052624?lang=&edition=full","pubTime":"2023-09-05 21:17","market":"us","language":"zh","title":"携程集团-S(09961)绩后大跌8% 未来前景怎么看","url":"https://stock-news.laohu8.com/highlight/detail?id=2365052624","media":"智通财经","summary":"智通财经APP获悉，9月5日，携程集团-S公布了2023年二季度业绩。报告期内，携程集团净营业收入为112亿元，同比增长180%，环比增长22%，超过2019年同期29%。第二季度跨境航空客运量仅恢复到2019年同期的37%，携程出境酒店和机票预订量恢复到2019年同期水平的60%以上。二级市场方面，9月5日，携程集团股价下跌近8%。不过，拉长时间周期来看，携程集团股价自去年10月底以来，持续反弹，期间累计最大涨幅超1倍，表现相当强劲。","content":"<html><body><p>智通财经APP获悉，9月5日，携程集团-S(09961)公布了2023年二季度业绩。报告期内，携程集团净营业收入为112亿元，同比增长180%，环比增长22%，超过2019年同期29%。二季度归属公司股东净利润6.31亿元，同比大增814.49%，但较一季度的34亿元大幅减少逾81%。携程上半年收入合计204.73亿元，同比增长151.91%；净利润40.06亿元，同比扭亏为盈。</p><p>文旅部发布的数据显示，2023上半年，国内旅游总人次23.84亿，同比增长63.9%；其中，二季度国内旅游总人次11.68亿，同比增长86.9%。上半年国内旅游收入(旅游总花费)2.3万亿元，比上年增加1.12万亿元，增长95.9%。</p><p><strong>在强劲的旅行需求带动下，携程业绩显著复苏。</strong>分业务来看，第二季度，携程住宿预订营收为43亿元，同比增长216%，环比增长23%；交通票务营收为48亿元，同比增长173%，环比增长16%；旅游度假业务营收为7.22亿元，同比增长492%，环比增长87%；商旅管理业务营收为5.84亿元，同比增长178%，环比增长31%。</p><p>携程表示，第二季度整体酒店预订量同比增长160%，达历史新高；整体机票预订量也创下历史新高，同比增长近一倍。其中，国内的酒店预订量同比增长170%，较2019年同期增长超过60%。第二季度跨境航空客运量仅恢复到2019年同期的37%，携程出境酒店和机票预订量恢复到2019年同期水平的60%以上。</p><p>三季度业绩表现方面，携程高管团队表示，受休闲需求带动，旅游市场继续保持强劲势头。暑期国内酒店预订较2019年同期增长超70%，峰值增速达100%。暑期出境机酒预订恢复至2019年同期八成水平，峰值甚至超过2019年水平。此外，国际OTA平台较2019年继续保持三位数增长。</p><p>富瑞9月5日研报指，携程集团二季度营收高于市场及该行预期，<strong>公司未来关注点在于近期旅游需求走势及对下半年的预期、未来数年本地、外游及国际旅游前景等。</strong></p><p>二级市场方面，9月5日，携程集团股价下跌近8%。不过，拉长时间周期来看，携程集团股价自去年10月底以来，持续反弹，期间累计最大涨幅超1倍，表现相当强劲。</p><p><img src=\"https://img.zhitongcaijing.com/image/20230905/1693918360995678.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1693918360995678.png\"/></p><p><strong>从行业来看，受益于旅游市场持续恢复，除携程外，其他港股上市旅企业绩也纷纷向好。</strong>财报显示，2023年二季度，<a href=\"https://laohu8.com/S/00780\">同程旅行</a>收入达28.7亿元，同比增长117.4%。经调净利润5.9亿元，同比增长428.9%。平均月活跃用户达2.8亿，较2019年同期增长53.5%；平均月付费用户4220万，较2019年同期增长52.3%。公司收入、经调净利润、平均月付费用户等核心业绩指标，均创历史新高。另外，2023年上半年，<a href=\"https://laohu8.com/S/00308\">香港中旅</a>综合收入为20.55亿港元，较上年同期增长132%，税前利润为3.43亿港元，上年同期税前亏损为4.66亿港元。</p><p>9月2日，中国旅游研究院院长戴斌在天津2023全球旅行商大会上指出，2023年的旅游经济已进入了“稳开高走、加速回暖、量价齐升、供需两旺”的全面复苏新通道。<strong>多重、多维、连续性数据表明，旅游经济已经不可逆转地从萧条走向复苏。</strong></p><p><a href=\"https://laohu8.com/S/002500\">山西证券</a>8月28日研报指出，今年以来受益于消费者出游需求增加，出行产业链整体渐进复苏。旅游市场出游人次和旅游收入基本恢复至疫情前水平，<strong>人均客单价受限于居民消费偏好趋于稳健，目前较2019年尚有约15%增长空间。</strong></p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>携程集团-S(09961)绩后大跌8% 未来前景怎么看</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n携程集团-S(09961)绩后大跌8% 未来前景怎么看\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-05 21:17 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/991254.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，9月5日，携程集团-S(09961)公布了2023年二季度业绩。报告期内，携程集团净营业收入为112亿元，同比增长180%，环比增长22%，超过2019年同期29%。二季度归属公司股东净利润6.31亿元，同比大增814.49%，但较一季度的34亿元大幅减少逾81%。携程上半年收入合计204.73亿元，同比增长151.91%；净利润40.06亿元，同比扭亏为盈。文旅部发布的数据...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/991254.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU1720050803.USD":"安联全方位中国股票基金","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","09961":"携程集团—S","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","BK4534":"瑞士信贷持仓","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","BK1604":"节假日概念","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","BK1588":"回港中概股","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU0594300419.USD":"富达中国消费基金A","BK4588":"碎股","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","BK1164":"酒店、度假村与豪华游轮","TCOM":"携程网","BK1587":"次新股","BK4526":"热门中概股","LU0315179316.USD":"EASTSPRING INVESTMENTS ASIAN DYNAMIC \"A\" (USD) ACC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0359201612.USD":"贝莱德中国基金A2","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","BK4142":"酒店、度假村与豪华游轮"},"source_url":"http://www.zhitongcaijing.com/content/detail/991254.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2365052624","content_text":"智通财经APP获悉，9月5日，携程集团-S(09961)公布了2023年二季度业绩。报告期内，携程集团净营业收入为112亿元，同比增长180%，环比增长22%，超过2019年同期29%。二季度归属公司股东净利润6.31亿元，同比大增814.49%，但较一季度的34亿元大幅减少逾81%。携程上半年收入合计204.73亿元，同比增长151.91%；净利润40.06亿元，同比扭亏为盈。文旅部发布的数据显示，2023上半年，国内旅游总人次23.84亿，同比增长63.9%；其中，二季度国内旅游总人次11.68亿，同比增长86.9%。上半年国内旅游收入(旅游总花费)2.3万亿元，比上年增加1.12万亿元，增长95.9%。在强劲的旅行需求带动下，携程业绩显著复苏。分业务来看，第二季度，携程住宿预订营收为43亿元，同比增长216%，环比增长23%；交通票务营收为48亿元，同比增长173%，环比增长16%；旅游度假业务营收为7.22亿元，同比增长492%，环比增长87%；商旅管理业务营收为5.84亿元，同比增长178%，环比增长31%。携程表示，第二季度整体酒店预订量同比增长160%，达历史新高；整体机票预订量也创下历史新高，同比增长近一倍。其中，国内的酒店预订量同比增长170%，较2019年同期增长超过60%。第二季度跨境航空客运量仅恢复到2019年同期的37%，携程出境酒店和机票预订量恢复到2019年同期水平的60%以上。三季度业绩表现方面，携程高管团队表示，受休闲需求带动，旅游市场继续保持强劲势头。暑期国内酒店预订较2019年同期增长超70%，峰值增速达100%。暑期出境机酒预订恢复至2019年同期八成水平，峰值甚至超过2019年水平。此外，国际OTA平台较2019年继续保持三位数增长。富瑞9月5日研报指，携程集团二季度营收高于市场及该行预期，公司未来关注点在于近期旅游需求走势及对下半年的预期、未来数年本地、外游及国际旅游前景等。二级市场方面，9月5日，携程集团股价下跌近8%。不过，拉长时间周期来看，携程集团股价自去年10月底以来，持续反弹，期间累计最大涨幅超1倍，表现相当强劲。从行业来看，受益于旅游市场持续恢复，除携程外，其他港股上市旅企业绩也纷纷向好。财报显示，2023年二季度，同程旅行收入达28.7亿元，同比增长117.4%。经调净利润5.9亿元，同比增长428.9%。平均月活跃用户达2.8亿，较2019年同期增长53.5%；平均月付费用户4220万，较2019年同期增长52.3%。公司收入、经调净利润、平均月付费用户等核心业绩指标，均创历史新高。另外，2023年上半年，香港中旅综合收入为20.55亿港元，较上年同期增长132%，税前利润为3.43亿港元，上年同期税前亏损为4.66亿港元。9月2日，中国旅游研究院院长戴斌在天津2023全球旅行商大会上指出，2023年的旅游经济已进入了“稳开高走、加速回暖、量价齐升、供需两旺”的全面复苏新通道。多重、多维、连续性数据表明，旅游经济已经不可逆转地从萧条走向复苏。山西证券8月28日研报指出，今年以来受益于消费者出游需求增加，出行产业链整体渐进复苏。旅游市场出游人次和旅游收入基本恢复至疫情前水平，人均客单价受限于居民消费偏好趋于稳健，目前较2019年尚有约15%增长空间。","news_type":1},"isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}