美股详情

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华住

54.02

+1.492.84%

盘后：54.050.0300+0.06%19:19 EST

成交量：140.61万

成交额：7,569.39万

市值：166.20亿

市盈率：30.45

高：54.28

开：52.79

低：52.32

收：52.53

52周最高：55.25

52周最低：30.20

股本：3.08亿

流通股本：1.86亿

量比：0.62

换手率：0.75%

股息：1.78

股息率：3.30%

每股收益(TTM):1.77

每股收益(LYR):1.32

净资产收益率：32.93%

总资产收益率：5.79%

市净率：9.63

市盈率(LYR):40.91

数据加载中...

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13:56","pubTimestamp":1771134961,"startTime":"0","endTime":"0","summary":"——腾讯官方证券投资平台千亿级私募高毅资产，最新美股持仓近日曝光。重仓中概股美国证券交易委员会公开资料显示，截至2025年末，高毅资产美股持仓的前十大重仓股分别为华住酒店集团、拼多多、谷歌、百胜中国、贝壳、雾芯科技、网易、爱奇艺、台积电和ISHARES TR，中概股占据主导地位。值得注意的是，华住酒店集团已经连续多个季度成为高毅资产美股第一大重仓股。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260215141002a4a69307&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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11:33","pubTimestamp":1771039980,"startTime":"0","endTime":"0","summary":"　　2月12日，美国证券交易委员会官网披露了私募巨头高毅资产海外基金的2025年四季度的美股持仓数据。数据显示，2025年末，高毅资产海外基金共持有13只美股标的，持股总市值约为6.83亿美元，多只中概股在列。　　高毅资产的美股第1大重仓股为酒店股“华住”，2025年末，持股市值约为2.43亿美元，占其美股总持仓的约36%，该股在2025年四季度涨幅超20%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/money/smjj/2026-02-14/doc-inhmuaqn8362375.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK4550","ZIJMY","601899","BK4535","002415","01179","02899","RWM","BK4585","TNA","TWM","PDD","MNQmain","UWM","BK4534","BK4581","HTHT","SRTY","BK4588","TZA","IWN","IWO"],"gpt_icon":1},{"id":"2611069130","title":"华住会回应被约谈：启动整改并公开会员权益","url":"https://stock-news.laohu8.com/highlight/detail?id=2611069130","media":"新京报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611069130?lang=zh_cn&edition=fundamental","pubTime":"2026-02-13 17:47","pubTimestamp":1770976078,"startTime":"0","endTime":"0","summary":"新京报贝壳财经讯2月11日，针对华住会会员服务协议中涉嫌存在不公平格式条款的问题，北京市消费者协会对其运营方——汉庭星空（上海）酒店管理有限公司进行约谈，明确指出该公司相关条款中涉嫌存在排除、限制消费者主要权利的情况，损害消费者的合法权益，并要求其进行全面自查和限期整改。对此，2月12日，华住会方面表示，华住会高度重视并诚恳接受北京市消费者协会的监督指导。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202602133650500030.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202602133650500030.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK4142","HTHT","LU0607220059.USD","BK4588","BK4526","BK4531","LU0149534421.HKD","BK4505","LU0084288322.USD","BK4585","BK4563"],"gpt_icon":0},{"id":"2610942610","title":"华住被约谈，季琦的“心安”与浮躁","url":"https://stock-news.laohu8.com/highlight/detail?id=2610942610","media":"数读社","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610942610?lang=zh_cn&edition=fundamental","pubTime":"2026-02-12 18:52","pubTimestamp":1770893523,"startTime":"0","endTime":"0","summary":"华住集团前员工曾向媒体透露，为控制成本，一些全季酒店存在夜间人员配备精简的情况，例如安保人员可能同时承担运送物品等职责。#3扩张后遗症此次约谈，像是对华住的警醒。北京是消协明确指出华住相关条款中涉嫌存在排除、限制消费者主要权利的情况，损害消费者的合法权益，并要求其进行全面自查和限期整改。北京市消费者协会要求华住会自约谈后10个工作日内，删","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8qgmJyCIrUC","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["BK4526","BK4505","BK4142","BK4585","BK4588","HTHT","LU0607220059.USD","LU0149534421.HKD","BK4531","BK4563","LU0084288322.USD"],"gpt_icon":0},{"id":"2610944410","title":"牙刷盒内现验孕棒？刚被约谈的华住，卫生底线“失守”","url":"https://stock-news.laohu8.com/highlight/detail?id=2610944410","media":"BUG","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610944410?lang=zh_cn&edition=fundamental","pubTime":"2026-02-12 18:36","pubTimestamp":1770892560,"startTime":"0","endTime":"0","summary":"　　最近，华住集团推出的会员俱乐部华住会，被北京市消费者协会约谈，原因为相关条款中涉嫌存在排除、限制消费者主要权利的情况，损害消费者的合法权益。有消费者在中高档的桔子水晶酒店的牙刷盒内，发现了使用过的验孕棒，质疑其卫生存在重大疏漏；还有的在经济型的汉庭酒店，洗澡时喷头突然掉下来砸伤头部，酒店让自行缓解和就医，并拒绝道歉和赔偿。牙刷盒内惊现使用过的验孕棒，酒店称正在内部核查","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/roll/2026-02-12/doc-inhmqffy2845822.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0149534421.HKD","BK4526","BK4531","BK4505","BK4585","BK4142","BK4588","LU0607220059.USD","LU0084288322.USD","HTHT","BK4563"],"gpt_icon":0},{"id":"2610949007","title":"被监管约谈：华住霸王条款反噬野蛮扩张","url":"https://stock-news.laohu8.com/highlight/detail?id=2610949007","media":"财中社","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610949007?lang=zh_cn&edition=fundamental","pubTime":"2026-02-12 17:43","pubTimestamp":1770889419,"startTime":"0","endTime":"0","summary":"近日，“华住会”运营主体汉庭星空（上海）酒店管理有限公司被正式约谈。北京市消费者协会（以下简称“北京消协”）指出，其会员服务协议中存在不公平格式条款，涉嫌侵害消费者合法权益，要求其限期整改。监管约谈背后，是华住集团（01179.HK/HTHT）长期以来野蛮扩张、对加盟商放任自流的管理顽疾——约谈本身并非孤立事件，而是其长期积累的各类问题的集中爆发。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202602123649310945.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK4563","LU0149534421.HKD","HTHT","BK4142","BK4585","LU0607220059.USD","BK4505","BK4531","BK4588","LU0084288322.USD","BK4526"],"gpt_icon":0},{"id":"2610930962","title":"华住会回应：尽快调整仲裁管辖相关规定 已第一时间启动全面自查与整改","url":"https://stock-news.laohu8.com/highlight/detail?id=2610930962","media":"经济参考网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610930962?lang=zh_cn&edition=fundamental","pubTime":"2026-02-11 21:02","pubTimestamp":1770814960,"startTime":"0","endTime":"0","summary":"2月11日晚间，针对北京市消费者协会约谈的会员服务协议中涉嫌存在不公平格式条款的问题，华住会回应称，华住会高度重视并诚恳接受北京市消费者协会的监督指导。目前，公司已第一时间启动对相关用户协议的全面自查与整改，并尽快调整仲裁管辖相关规定。公司方面表示，保障消费者合法权益始终是首要原则。华住会将优化健全用户意见征集机制，定期公布会员权益保障情况，进一步优化消费环境。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202602113648135370.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK4563","BK4588","HTHT","BK4531","BK4142","BK4526","BK4505","LU0084288322.USD","BK4585","LU0607220059.USD","LU0149534421.HKD"],"gpt_icon":0},{"id":"2610931502","title":"胖东来创始人于东来宣布过年后退休；华住会被北京市消协约谈｜消费早参","url":"https://stock-news.laohu8.com/highlight/detail?id=2610931502","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610931502?lang=zh_cn&edition=fundamental","pubTime":"2026-02-11 19:41","pubTimestamp":1770810079,"startTime":"0","endTime":"0","summary":"｜2026年2月12日星期四｜NO.1胖东来创始人于东来宣布过年后退休2月11日，胖东来创始人于东来在社交平台发文宣布，过年（农历新年）后正式退休，将转为顾问，胖东来工作由胖东来决策委员会主持。点评：于东来的退休，意味着胖东来这家零售标杆正式迈入“后于东来时代”。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202602113648082879.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202602113648082879.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK4585","HTHT","BK4531","BK4505","LU0607220059.USD","LU0084288322.USD","BK4588","BK4142","LU0149534421.HKD","BK4563","BK4526"],"gpt_icon":0},{"id":"2610194984","title":"北京市消协约谈华住会","url":"https://stock-news.laohu8.com/highlight/detail?id=2610194984","media":"大河财立方","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610194984?lang=zh_cn&edition=fundamental","pubTime":"2026-02-11 16:14","pubTimestamp":1770797673,"startTime":"0","endTime":"0","summary":"【大河财立方消息】2月11日，针对华住会会员服务协议中涉嫌存在不公平格式条款的问题，依据相关规定，北京市消费者协会对其运营方——汉庭星空（上海）酒店管理有限公司进行约谈，明确指出该公司相关条款中涉嫌存在排除、限制消费者主要权利的情况，损害消费者的合法权益，并要求其进行全面自查和限期整改。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202602113647866240.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU0149534421.HKD","BK4585","BK4563","HTHT","LU0607220059.USD","BK4588","LU0084288322.USD","BK4526","BK4142","BK4531","BK4505"],"gpt_icon":0},{"id":"2610981782","title":"华住会被约谈","url":"https://stock-news.laohu8.com/highlight/detail?id=2610981782","media":"新浪科技","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610981782?lang=zh_cn&edition=fundamental","pubTime":"2026-02-11 16:04","pubTimestamp":1770797040,"startTime":"0","endTime":"0","summary":"新浪科技讯 2月11日下午消息，今日，针对华住会会员服务协议中涉嫌存在不公平格式条款的问题，依据《中华人民共和国消费者权益保护法实施条例》第四十条“消费者协会可以就消费者投诉 【下载黑猫投诉客户端】的损害消费者合法权益的行为开展调查，与有关经营者核实情况，约请有关经营者到场陈述事实意见、提供证据资料等”规定，按照中国消费者协会《消协组织消费维权约谈经营者办法（试行）》，北京市消费者协会（以下简称“","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/tech/2026-02-11/doc-inhmmrth0532324.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK4526","LU0607220059.USD","BK4531","BK4563","BK4505","HTHT","LU0084288322.USD","LU0149534421.HKD","BK4585","BK4142","BK4588"],"gpt_icon":0},{"id":"2610890009","title":"北京市消费者协会依法约谈华住会","url":"https://stock-news.laohu8.com/highlight/detail?id=2610890009","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610890009?lang=zh_cn&edition=fundamental","pubTime":"2026-02-11 14:44","pubTimestamp":1770792240,"startTime":"0","endTime":"0","summary":"　　此类条款不仅限制消费者依法维权的途径，而且破坏了公平的市场交易环境，基于上述情形，北京市消协要求华住会高度重视消费者权益保护工作，明确提出三项具体整改要求。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/marketresearch/2026-02-11/doc-inhmmrte3744082.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK4142","BK4505","LU0084288322.USD","BK4563","BK4585","BK4588","HTHT","LU0149534421.HKD","BK4526","BK4531","LU0607220059.USD"],"gpt_icon":0},{"id":"2609674579","title":"社会服务行业周报：春节旺季在即 重视服务消费与商品消费","url":"https://stock-news.laohu8.com/highlight/detail?id=2609674579","media":"国盛证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609674579?lang=zh_cn&edition=fundamental","pubTime":"2026-02-08 00:00","pubTimestamp":1770480000,"startTime":"0","endTime":"0","summary":"即将步入“史上最长春节假期”，考虑到节日消费传统与新兴消费趋势，我们建议重视与春节相关的消费子板块，包括免税、出行链、茶饮、黄金珠宝、商超。预计海南离岛免税行业景气趋势在春节旺季仍将保持强劲。据同程旅行，较长假期将推动26 年春节出游人群比例提升，逐步接近返乡大军比例。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260208201635a6e21630&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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进一步增仓拼多多和华住","url":"https://stock-news.laohu8.com/highlight/detail?id=2609512776","media":"环球市场播报","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609512776?lang=zh_cn&edition=fundamental","pubTime":"2026-02-07 06:48","pubTimestamp":1770418080,"startTime":"0","endTime":"0","summary":"对景林资产管理香港有限公司（Greenwoods Asset Management Hong Kong）的13F申报文件分析显示，2025年第四季度，这家对冲基金进一步减仓贝壳；对于文远知行，继三季度新建重仓后进行减仓；进一步增仓拼多多、华住。\n　　变动详情如下：\n\n　　注：此次分析涵盖28项已披露投资，总市值40.4亿美元。11月10日，景林资产第三季增持阿里巴巴和拼多多等 大举建仓文远知行。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：李桐","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-02-07/doc-inhkxuct1603646.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0329678170.USD","LU1048596156.SGD","IE00B29SXG58.USD","LU0164865239.USD","LU0531971595.HKD","LU0084288322.USD","LU0348805143.USD","LU2087589342.USD","LU2257852520.SGD","LU1251922891.USD","BK4563","LU0650527681.SGD","LU1868837722.USD","LU0326950275.SGD","SG9999002463.SGD","LU1303224171.USD","LU0516422952.EUR","LU0348825331.USD","LU0823397285.USD","LU0370786039.SGD","LU2211817866.USD","BK4079","LU0348788117.USD","LU0589944569.HKD","BK4504","SG9999014674.SGD","LU0683595622.HKD","LU0823039010.USD","LU0823397103.USD","LU0348827113.USD","LU0173614495.USD","01179","LU0140636845.USD","LU0315179316.USD","LU1323998911.USD","HK0000306685.HKD","LU0327786744.USD","LU0516423174.USD","LU0823413660.USD","LU0143863198.USD","LU0052750758.USD","LU2399975544.HKD","LU0823426480.USD","HK0000320223.HKD","LU0594300179.USD","LU0516423091.SGD","LU1981816686.USD","HK0000320264.USD","LU0821914370.USD","LU1794554557.SGD","BK4585","LU2264538146.SGD","BK4531","LU1046422090.SGD","LU1769817096.USD","BK4509","LU0320764599.SGD","LU0572944931.SGD","LU1242518857.USD","LU0651947912.USD","02423","LU0823413587.USD","LU0871576103.HKD","LU0259732245.USD","LU1171460220.USD","LU1023057109.AUD","LU1242518931.SGD","LU0048580855.USD","LU2039709279.SGD","LU0651946864.USD","BK4220","LU1831875114.USD","LU1808992512.USD","LU0516422366.SGD","LU1051769294.HKD","BK4548","LU0588546209.SGD","LU0039217434.USD","LU0051755006.USD","LU1770034418.SGD","LU1188198961.HKD","LU0359202008.SGD","LU0737861772.HKD","LU1719994722.HKD","LU0633140560.USD","LU1515016050.SGD","LU2008162690.USD","IE00BGV7N243.SGD","LU0607220059.USD","LU0633140727.USD","LU1956131251.USD","LU0594300419.USD","LU0823426308.USD","SG9999002828.SGD","BK4553","HTHT","IE00B3M56506.USD","LU1868837565.USD","LU2177674079.SGD","LU0328353924.USD","BEKE","HK0000306701.USD","LU0244354667.USD","LU0307460666.USD","LU0605514214.HKD","BK4588","LU0117841782.USD","LU0455707207.USD","BK4535","LU0979878070.USD","LU0456827905.SGD","BK4142","LU0516422440.USD","LU1051768304.USD","LU0210526637.USD","BK4526","LU0231483743.USD","LU1720050803.USD","LU1961090484.USD","LU0143863784.USD","IE0034224299.USD","LU1064131342.USD","LU0708995583.HKD","LU1235295612.USD","LU1880383366.USD","LU0359201885.HKD","LU0149534421.HKD","LU0049112450.USD","LU0072462343.USD","LU0235996351.USD","LU1688375341.USD","BK4505","LU1048588211.SGD","PDD","LU1769817179.HKD","LU0359201612.USD","LU0502904849.HKD","LU0287142896.SGD","IE00B0JY6N72.USD","LU0463099449.HKD","LU2242644610.SGD","BK4503","LU0047713382.USD","BK4501","LU0329678337.USD","BK4558","LU1868838027.USD","LU1988902786.USD","SG9999002562.SGD","LU0456846285.SGD","LU0417516902.SGD","LU0823038988.USD","BK4122","LU0878005551.USD","LU0561508036.HKD","LU1880383440.USD"],"gpt_icon":0},{"id":"2609853493","title":"港股异动 | 华住集团-S(01179)逆市涨超3% 机构料公司将延续每间可售房收入正增长趋势","url":"https://stock-news.laohu8.com/highlight/detail?id=2609853493","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609853493?lang=zh_cn&edition=fundamental","pubTime":"2026-02-06 10:01","pubTimestamp":1770343276,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，华住集团-S逆市涨超3%，截至发稿，涨3.22%，报39.74港元，成交额2207.72万港元。消息面上，里昂研究报告指出，随着春节假期临近，消费者出行意愿增强，预计华住将延续每间可售房收入的正增长趋势。基于此，里昂将2026年的每间可售房收入增长预测从1.1%上调至2.8%，并预计净增开业酒店数达1,700家。该行认为，通过加速拓展定位中高端的桔子酒店，华住正持续优化其品牌组合与定价能力，每间可售房收入增长有望持续跑赢市场。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1402382.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4526","BK4531","01179","IE0008368742.USD","LU1282649067.USD","LU0488056044.USD","IE0008369823.USD","LU0384037296.USD","BK4563","BK1164","IE00B29SXG58.USD","LU0084288322.USD","BK1604","VT","BK4505","BK4585","BK4142","BK1588","VXUS","IE0031814852.USD","LU0149534421.HKD","LU0607220059.USD","LU1282649810.SGD","BK4588","HTHT","IE00B031HY20.USD"],"gpt_icon":0},{"id":"2606731903","title":"华住怎么才能做第一？","url":"https://stock-news.laohu8.com/highlight/detail?id=2606731903","media":"DoNews","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2606731903?lang=zh_cn&edition=fundamental","pubTime":"2026-01-27 10:23","pubTimestamp":1769480633,"startTime":"0","endTime":"0","summary":"财报显示，华住集团三季度酒店营业额达306亿元，同比增长17.5%；收入70亿元，同比增加8.1%；经调整净利润15.2亿元，同比增长10.8%。那么，华住是怎么做到的？截至第三季度末，华住会会员数量同比增长17.3%，总数突破3亿，位居全球第一；同期，会员预订的间夜量同比增长19.7%，超过6,600万间夜，占总量的74%。2025年前前三季度，华住单店营业额从637万元下滑到630万元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260127104227a459f790&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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万张，比去年春运同期增长约9%。我们认为春节假期预订窗口已经打开，国内航线及出境航线预订同比表现较好，海南持续受益于封关带来的客流量。同时，促进服务消费相关政策持续落地有望催化板块行情。建议持续关注春节前交通、酒店等预订数据变化及服务消费相关政策带来的投资机会。行情回顾：本周社会服务行业涨跌幅为3.20%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260126144705a6acfefb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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出海绽放全球","url":"https://stock-news.laohu8.com/highlight/detail?id=2605405474","media":"国盛证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2605405474?lang=zh_cn&edition=fundamental","pubTime":"2026-01-23 00:00","pubTimestamp":1769097600,"startTime":"0","endTime":"0","summary":"展望2026年，我们认为内需与出海均有结构性布局的机会，其中：（一）内需主线：政策面与基本面共振向上，看好新服务新零售2025年底政策定调促内需以及CPI转正，在此背景下，我们建议重视商社相关子板块基本面的边际变化，尤其是龙头企业有望率先且充分受益政策刺激，基本面改善以逐渐消化估值，有共振向上的投资机会。茶饮：外卖补贴提量缩价，干扰2026年基数，开店或将为主驱动。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260123193309a6a4f6f5&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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00:00","pubTimestamp":1768752000,"startTime":"0","endTime":"0","summary":"事件国家统计局近期公布了12 月社零数据：社零总额4.5 万亿元，同比增长0.9%，环比放缓0.4ppt。居民消费信心回暖，同时国补政策资金落地叠加元旦、春节假期同比延长，预计1Q26 消费有望回暖。随着一系列消费鼓励政策出台、股市上涨等多重利好出现，国家统计局数据显示居民消费信心持续修复。Adobe数据显示2025 年11-12 月美国线上消费支出同比增长6.8%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260119201651a43ceca9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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