携程集团_买入_汇丰全球投资峰会 2025 年要点
汇丰·2025-03-31 02:41
更多资料加入知识星球：水木调研纪要 关注公众号：水木Alpha Trip.com Group (TCOM US) Buy: HSBC Global Investment Summit 2025 key takeaways ◆ Domestic hotel ADR softened but volume remains healthy; conservative outbound and overseas guidance leave upsides We hosted Trip.com's IR team during the HSBC Global Investment Summit (25-27 March) and share the key takeaways below. Please RSVP for detailed takeaways. What are investors most concerned about at meetings: Investors are keen to understand: (1) the growth potential, competitive lands ...