异动解读｜携程集团-S盘中上涨3.41%，反垄断处罚落地后估值修复延续

行情直击08-20

8月20日，携程集团-S盘中上涨3.41%，报365.2港元，成交额1.09亿港元，同行业华住集团-S同步上涨4.76%，旅游板块整体走强。

消息面上，此前国家市场监督管理总局对携程滥用市场支配地位实施垄断行为作出行政处罚，罚没款合计51.79亿元。处罚落地后，多家机构发布研报认为核心监管不确定性已消除。大华继显升目标价至508港元维持买入评级，小摩指出整改无损公司盈利能力，招商证券维持强烈推荐评级。机构普遍认为，随着监管调查结束及风险释放，公司估值折让将逐步收窄并迎来重估，股价延续修复态势。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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