美股詳情

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攜程網

59.40

+2.053.57%

盤後：59.21-0.1900-0.32%18:02 EST

成交量：295.91萬

成交額：1.74億

市值：387.29億

市盈率：9.50

高：59.51

開：57.60

低：57.60

收：57.35

52周最高：78.99

52周最低：51.35

股本：6.52億

流通股本：5.94億

量比：0.65

換手率：0.50%

股息：0.32

股息率：0.53%

每股收益(TTM):6.25

每股收益(LYR):3.40

淨資產收益率：20.19%

總資產收益率：3.77%

市淨率：1.60

市盈率(LYR):17.49

資料載入中...

總覽公司新聞資訊公告

攜程的問題出在哪裏？「怎麼處罰怎麼改」成關注焦點

北京日报客户端

流量變現的邊界：攜程金融按下暫停鍵後的冷思考

攜程遭反壟斷立案調查千億市值蒸發｜ESG熱搜榜

21世纪经济报道

文旅觀潮丨啓動OTA反壟斷維權工作，不是與平台對立

攜程：在「畸形」繁榮中被立案

劍指「反內卷」，攜程被市場監管總局立案調查

毛利率80%的攜程，「養肥」了7家美資

攜程被查捅破OTA的 "壟斷窗户紙"

誰的攜程？

灣財周報 | 大事記「廣貨行天下」開門紅；央行發大禮包；攜程被立案調查

南方都市报

攜程被調查，揭示了一個很容易被忽視的事實

互联网怪盗团

華住，比攜程還會撈金？

攜程被調查：獨食難肥，平台終有邊界

攜程被立案調查的真正原因

攜程被立案調查後股價跌幅已超20%，業內人士稱本月初，攜程已悄然調整酒旅商家掛牌展示規則

神補刀！攜程出事了，京東先幹為敬

星河实验室Pro

梁建章是時候放下「人口學家」人設的執念了

互联网江湖

攜程被立案調查，背後OTA博弈該如何平衡｜樂言商業

反攜程，到底反的什麼？

沒有攜程，酒店業會更好嗎？

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千億市值蒸發｜ESG熱搜榜","url":"https://stock-news.laohu8.com/highlight/detail?id=2604019133","media":"21世纪经济报道","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2604019133?lang=zh_tw&edition=fundamental","pubTime":"2026-01-19 20:09","pubTimestamp":1768824558,"startTime":"0","endTime":"0","summary":"携程遭反垄断立案调查，千亿市值蒸发1月14日，据央视新闻报道，市场监管总局根据前期核查，依据《中华人民共和国反垄断法》，对携程集团有限公司涉嫌滥用市场支配地位实施垄断行为立案调查。携程随后回应称，已收到通知并将积极配合调查，全面落实监管要求，同时强调业务正常运行，将持续为用户与合作伙伴提供服务。消息公布后，资本市场反应剧烈——携程港股当天跌幅6.49%，隔夜美股暴跌17%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202601193623503334.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202601193623503334.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU0269904917.USD","LU0348825331.USD","LU1794554557.SGD","LU0164865239.USD","LU1868838027.USD","LU0650527681.SGD","LU0143863198.USD","LU2348773727.SGD","159717","HK0000306685.HKD","HK0000320264.USD","LU2449936058.SGD","IE0034224299.USD","LU1770034418.SGD","LU0572944931.SGD","LU0315179316.USD","LU0456846285.SGD","LU1813983027.USD","LU2778985437.USD","LU1808992512.USD","LU0828237510.HKD","BK1588","LU2242644610.SGD","LU1303224171.USD","09961","LU0231483743.USD","BK4526","LU1102505929.USD","LU0516422440.USD","ESG","LU1481107354.HKD","SG9999000418.SGD","LU0048580855.USD","SG9999001903.USD","TCOM","LU0502904849.HKD","LU2039709279.SGD","LU0181495838.USD","LU1720050803.USD","LU0594300419.USD","LU0164880469.USD","SG9999001093.SGD","LU0049853897.USD","LU0054237671.USD","LU0516422366.SGD","LU0823397285.USD","LU0143863784.USD","LU0868486357.SGD","BK1164","BK4588"],"gpt_icon":1},{"id":"2604133230","title":"文旅觀潮丨啓動OTA反壟斷維權工作，不是與平台對立","url":"https://stock-news.laohu8.com/highlight/detail?id=2604133230","media":"潮新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2604133230?lang=zh_tw&edition=fundamental","pubTime":"2026-01-19 19:07","pubTimestamp":1768820831,"startTime":"0","endTime":"0","summary":"而在一个月前，2025年12月15日，黄山市徽州民宿协会公开发布《关于启动OTA不正当竞争反垄断维权工作的决定》，该协会也是长三角区域首家启动OTA不正当竞争反垄断维权工作的行业代表。2025年12月8日，云南省旅游民宿行业协会率先发布《关于启动OTA不正当竞争反垄断维权工作的决定》称，在8月、9月旅游旺季期间，遭到了个别OTA平台包括但不限于“二选一”霸王条款、单方面随意涨佣金等不正当竞争行为。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260119191024a43cb881&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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14:42","pubTimestamp":1768804943,"startTime":"0","endTime":"0","summary":"公告显示，监管部门依法对携程涉嫌滥用市场支配地位实施垄断行为立案调查。此前，消费者对携程的诟病多集中在大数据杀熟、控价或捆绑销售，但“垄断”这一法律层面的定性，显然将问题的严重性提升到了全新的维度。就在被立案前的两个月，携程公布了2025年第三季度的财务数据，这份成绩单被业内戏称为“经济下行期的一种畸形美感”。携程不仅在利润规模上“吊打”一众大厂，更是在行业内部形成了碾压之势。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260119144715a43bba5d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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14:16","pubTimestamp":1768803373,"startTime":"0","endTime":"0","summary":"同一时间，携程相关负责人也向21世纪经济报道确认，近日市场监管总局确实进驻携程总部进行反垄断调查。在今年1月14日被市场监管总局立案调查前，2025年下半年，携程已在多地接连被市场监管部门约谈。如今，市场监管总局对携程涉嫌滥用市场支配地位实施垄断行为进行立案调查，则是呼应了前期各地的约谈行为，也响应了去年年底多地旅游民宿协会的相关投诉。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260119141646a43ba384&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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13:33","pubTimestamp":1768800838,"startTime":"0","endTime":"0","summary":"携程被调查背后：控制70%市场，毛利率80%，股东名单有7家美资。背后藏着的，是其垄断70%市场、毛利率高达80%的“暴利版图”，以及牵扯7家美资机构的股权迷局。更过分的是，携程还会未经商家同意擅自上调佣金。2022年携程的毛利率为77%，2023年毛利率突破80%，此后三年连续保持在80%以上，2024年携程营收533亿，毛利433亿，毛利率达到81%。从2024年初的9.4%降至2025年初的7%，再降至目前的6.67%，已套现数十亿美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026011914084997a25922&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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捅破OTA的 \"壟斷窗户紙\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2604907981","media":"消费NOTE","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2604907981?lang=zh_tw&edition=fundamental","pubTime":"2026-01-19 12:02","pubTimestamp":1768795337,"startTime":"0","endTime":"0","summary":"2026 年 1 月 14 日，市场监管总局一纸立案通报，正式对携程集团涉嫌滥用市场支配地位行为展开调查，瞬间点燃了旅游行业的 \"反垄断战火\"。\"携程的第一板斧是 \"隐性二选一\" 的捆绑术。携程被查绝非偶然，而是一场 \"蓄谋已久\" 的监管升级。但可以肯定的是，OTA 行业的 \"霸权时代\" 即将结束，\"公平竞争时代\" 正在到来。携程的 \"数字成人礼\" 来得有点晚，但总比不来好。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026011913251397a2571c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, 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08:38","pubTimestamp":1768783100,"startTime":"0","endTime":"0","summary":"2026年1月14日，国家市场监管总局一纸公告，正式对携程涉嫌垄断行为立案调查。业绩与市值的矛盾日益凸显：2025年第三季度，携程净利润达198.9亿元，同比增长194.01%。05 监管的利剑此次对携程的立案调查，是继2021年阿里巴巴、美团“二选一”案件之后，市场监管总局首次对大型平台企业正式启动的反垄断调查。反垄断调查只是一个开始，携程需要回答的根本问题是：这到底是谁的携程？","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260119084530953d3fc1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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| 大事記 「廣貨行天下」開門紅；央行發大禮包；攜程被立案調查","url":"https://stock-news.laohu8.com/highlight/detail?id=2604170976","media":"南方都市报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2604170976?lang=zh_tw&edition=fundamental","pubTime":"2026-01-18 23:05","pubTimestamp":1768748732,"startTime":"0","endTime":"0","summary":"一周大事（2026年1月12日-18日）头条“广货行天下”开门红“今天的直播间仅是早上，销售额就增长了100%！”1月15日，“广货行天下”春季行动启动仪式暨家电专场促销活动在广东佛山举办，活动现场，一位广东家电企业现场促销人员兴奋地表示，在流量、好价叠加下，一款微波炉产品开播即“卖爆”。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202601183622713734.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK4531","LU0823397285.USD","LU0307460666.USD","LU2153591404.USD","IE00B5MMRT66.SGD","LU0228659784.USD","SG9999000459.SGD","BK1164","LU2242644610.SGD","IE00B031HY20.USD","LU0106252389.USD","LU1719994722.HKD","LU1880383366.USD","SG9999011746.SGD","LU0048580855.USD","BK4526","TCOM","LU0531971595.HKD","LU0143863784.USD","LU0509642566.USD","IE00B8HQ1Z84.USD","LU1868837565.USD","LU0634319403.HKD","IE0003851619.USD","LU1282649810.SGD","LU0828237940.HKD","LU0315179316.USD","LU1961090484.USD","LU0327786744.USD","LU0516423091.SGD","LU0287142896.SGD","HK0000306701.USD","LU1880383440.USD","LU2449936058.SGD","IE0008369823.USD","LU0828238088.HKD","LU1808992512.USD","LU0431992006.USD","09961","LU0561508036.HKD","LU0593848301.USD","LU0348827113.USD","LU1303224171.USD","LU1481107354.HKD","BK4588","LU0211977185.USD","LU0261950470.USD","LU1868838027.USD","LU0164865239.USD","LU0359202008.SGD"],"gpt_icon":1},{"id":"2604739922","title":"攜程被調查，揭示了一個很容易被忽視的事實","url":"https://stock-news.laohu8.com/highlight/detail?id=2604739922","media":"互联网怪盗团","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2604739922?lang=zh_tw&edition=fundamental","pubTime":"2026-01-18 13:11","pubTimestamp":1768713090,"startTime":"0","endTime":"0","summary":"携程成为了最近四年以来，第一家正式遭到反垄断调查的中国互联网公司。不过，这一次的调查，揭示了一个此前很容易被忽视的事实：OTA行业的头部集中程度极高，可能是互联网细分行业里最高的之一。而在高星级酒店等高端业务上，携程一家的市场占有率接近80%。在欧盟地区，Booking.com是最大的OTA，占据了70%左右的市场份额。本文作者在携程及其他OTA平台预订酒店和机票的行为，是个人行为，没有谋求和获取这些平台的资助或优待。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260118134300a727beb2&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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12:11","pubTimestamp":1768709473,"startTime":"0","endTime":"0","summary":"2023年和2024年，华住向携程收取服务费1.12亿元和1.46亿元，几乎收回了一半的佣金支出。2019年，携程注册会员已突破4亿，此后未再公布最新数据。华住的会员渠道同样不容小觑。截至2025年第三季度，华住会会员总数已经突破3亿，同比增长17.3%。最后来看，华住的整体抽成率也不比携程低。同期，华住从加盟商获得收入87亿元，占这部分营业额的12.38%。但对华住而言，与加盟商的佣金比例多在签约时锁定。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260118121514a4380ee5&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:07","pubTimestamp":1768698420,"startTime":"0","endTime":"0","summary":"每一个事故笔者也从不手软，坚决投诉，最终在合理范围总是能得到总金额一定比例的补偿，也算是有个交待。也就是说，携程不是完美的旅行服务，但应该是全中国甚至全世界最好的旅行在线服务之一。下面笔者试图从商业底层逻辑来分析携程事件出现的背景，当然对于各种小道消息的处罚原因，不在笔者考虑范围之内。携程作为平台互联网本质上也是一种巨大的效率创新：信息更加对称，交易更加便捷，选择更加丰富。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260118090816a437cb47&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:03","pubTimestamp":1768698198,"startTime":"0","endTime":"0","summary":"1月14日，市场监管总局对携程涉嫌滥用市场支配地位实施垄断行为立案调查。搞懂这个问题，才能真正理解携程此次事件真相。可以说，携程制定了定制游的游戏规则，这是其在该领域获得优势的原因。酒店领域是携程主要营收和利润的来源，也是许多人诟病携程的主要原因。携程被调查的真正原因2021年，携程躲过了当时的反垄断风暴，正式由于以上原因。知酷文旅认为，此次携程被调查的核心原因有两个。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260118091557a437ce07&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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19:28","pubTimestamp":1768649300,"startTime":"0","endTime":"0","summary":"细读这句话，“前期核查”说明官方已经进行了一定的摸底调查，甚至是掌握了相对确凿的涉嫌违法线索。梁建章，该把力所能及的事做好了其实在不少人看来，此次携程被查就是早晚的事儿。所以在此，我们也真切地建议，携程的灵魂人物——梁建章别在执着于人口学家的身份了。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260117200335953d2926&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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18:14","pubTimestamp":1768644840,"startTime":"0","endTime":"0","summary":"OTA业界最近遇上大风波。近日，市场监管总局根据前期核查，依据《中华人民共和国反垄断法》，对携程集团有限公司涉嫌滥用市场支配地位实施垄断行为立案调查。随后，携程回应，表示各项业务正常运行，公司将积极配合监管部门调查，全面落实监管要求，与行业各方携手共建可持续发展的市场环境。加之携程等OTA的高收入，更加速了商家与平台之间的失衡，民宿行业更是这类矛盾的“高发地”。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260117181919a4cf0a38&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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17:20","pubTimestamp":1768641616,"startTime":"0","endTime":"0","summary":"------------------------------作者：智勇来源：笔记侠近日，国家市场监督管理总局发了一则超短公告：依据《反垄断法》，对携程涉嫌滥用市场支配地位搞垄断立案调查。去年8、9月，携程因为“二选一”“逼着商家改定价”，先后被贵州、郑州的市场监管局约谈过。就像这次被反垄断调查的携程，很多酒店老板吐槽：“我们用自己的客源把平台喂大，最后反倒成了给携程打工的。”你以为携程要求商家“全网最低价”，你就能占到便宜？你觉得携程佣金高？","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260117172431953d26d2&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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17:12","pubTimestamp":1768641156,"startTime":"0","endTime":"0","summary":"对于许多酒店人来说，骂了许久高佣金、终于盼来了监管调查，可如果没有携程，酒店业真的会更好吗？长期来看，携程的整顿对酒店行业来说未必更好，但一定更健康。没有携程酒店业也不会自动变得更好，但一个更公平、更多元的竞争环境，会倒逼整个行业变得更强。即使没有携程，在供需关系失衡、竞争白热化、成本攀升的当下，我们也不该寄希望于行业会自动变好。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260117172955a725dde1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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