智通财经APP获悉，同程旅行(00780)尾盘涨超5%，截至发稿，涨5.33%，报18.18港元，成交额1.58亿港元。
消息面上，2月28日，同程旅行宣布同程程心大模型将全面接入DeepSeek，成为首家接入DeepSeek大模型的OTA平台。同程程心是同程旅行自主研发的旅游行业专属模型，未来将与DeepSeek深度协同，为用户提供专业、智能的旅行解决方案。目前该功能已进入内测阶段，预计3月上旬正式面向用户开放。
中信建投发布研报称，同程旅行第四季度收入增速预计25%-30%，OTA17%-22%，其中酒店收入约增长20%-25%，交通预计收入增长15%-20%，其他收入增长15%~20%，其他收入驱动力预计主要是酒管和线上旅行社。两大核心业务酒店和交通票维持稳定增速，产业链赋能推进，出境业务占比逐步提升，2024年加强海外业务投资。赛道竞争格局优势较大。
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