港股异动 | OTA竞争格局影响无忧同程旅行(00780)涨超5% 携程集团-S(09961)涨超4%

智通财经2025-07-16

智通财经APP获悉，OTA概念股早盘普涨，截至发稿，同程旅行(00780)涨5.45%，报22.25港元；携程集团-S(09961)涨3.49%，报507.5港元。消息面上，6月18日，京东宣布以“最高三年0佣金”政策正式进军酒旅行业。国信证券指出，6月下旬京东官宣入局酒旅阶段带来扰动，但高星酒店资源与用户壁垒稳固，预计补贴与佣金率有望维持相对平稳，且龙头股东回报有望更积极；而低星级酒店用户敏感性...

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港股异动 | OTA竞争格局影响无忧 同程旅行(00780)涨超5% 携程集团-S(09961)涨超4%

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港股异动 | OTA竞争格局影响无忧同程旅行(00780)涨超5% 携程集团-S(09961)涨超4%