花旗发表研报指,中国国务院鼓励有资源的地方政府,根据当地情况推出文化和旅游消费券、消费折扣及奖励兑换等措施,可能使短途旅行和网上旅行社受惠。另外,国务院进一步优化入境政策,包括扩大免签国家覆盖范围、有序延长免签期限等,将有利于携程。花旗认为,上述文件及增加公共假期的措施表明,旅游是中国政府促进经济的一大方向。该行将同程旅行H股目标价定于21港元,同时将携程美股目标价定于78美元,维持“买入”评级。
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