周二早间携程第四季度业绩,美股周二开盘后一度下跌14%,创下2022年10月以来的最大盘中跌幅。
截至发稿,携程跌超12%。
花旗表示虽然收入高于预期,但营业利润率“有点疲软”。此外Benchmark表示2025财年业绩指引较为保守。
花旗维持买入评级
分析师Brian Gong写道,第四季度营收稳健,但非GAAP营业利润率可能“低于一些投资者的预期”。
“收入比共识预期高出4%,这更可能是受到跟团旅游和企业差旅的推动,住宿和交通方面的收入也略高于我们的预期,可能是因为携程的市场份额持续增长”。
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