观点网讯:2月27日,摩根大通发布研究报告指,携程集团第四季净收入按年升23%至127.4亿元,胜于预期,调整后营运利润达27.6亿元,胜于预期,调整后每股盈利达4.35元人民币,胜于预期。该行预料,由于国际OTA业务、trip.com等用户增长力度提高,令销售和行销比率上升,利润率前景下降,故料其股价对第四季业绩产生负面反应。该行认为,鉴于2024年的91%强劲回报率,GenAI采用带来的短期...
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