根据市场数据,携程网(TCOM)今日盘前大涨5.22%,引起投资者广泛关注。这一涨幅超过了早前预期的4.7%。
消息面上,中信证券发布研报指出,离境退税"即买即退"等政策优化将有助于推动入境游增长和入境购物提升,从而对内需消费市场形成提振。分析师认为,参考日本退税相关政策的发展经验,政策优化显著带动了入境旅游增长及退税渠道销售额的增长。
作为中国最大的在线旅行社,携程网有望从这一政策中受益。中信证券的研究表明,离境退税中长期市场空间广阔,建议投资者关注旅游零售运营商和旅游服务提供商等相关企业。携程网作为领先的旅游服务提供商,其股价的上涨反映了市场对该公司未来业务增长的乐观预期。
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