旅游观光类上市公司同程旅行(00780)盘中股价今日出现大跌,截至收盘下跌5.12%,引发市场关注。
分析人士指出,虽然刚过去的农历新年假期,国内旅游业的客流数据总体符合预期,但行业复苏仍存在不确定性。在行业供给端改善缓慢的情况下,市场对旅游板块的增长预期可能有所降温,导致部分投资者选择获利了结,引发该股价格大幅波动。
不过也有分析师对旅游板块上市公司长期前景持乐观态度。在政策利好以及居民休闲消费需求增加的推动下,旅游行业的供需格局有望进一步优化,带动各上市公司收入和利润的持续增长。投资者需继续密切关注该板块公司的营收数据以及市场供给情况变化。
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