携程集团-S(09961)午后涨超4%，截至发稿，涨3.99%，报599.5港元，成交额8.3亿港元。 花旗发布研报称，国家移民管理局报告显示，元旦假期期间日均出入境人次达220万人次，按年增长 28.6%，较2019年水平高约28%，其中内地居民出境人次按年增长39.1%。花旗认为，2026年元旦国内出 游表现平稳，但跨境旅游人次表现稳健。然而即将到来的春节更为重要，并预期表现将较为强劲，因为 2026年春节假期为9天，较2025年多一天。维持对携程集团-S与同程旅行"买入"评级。 消息面上，据经济网报道，2026年元旦假期，三天连休叠加"请3休8"拼假潮形成的长假效应，有效激活 旅游消费需求。据多家平台发布的消费报告显示，元旦期间机票、酒店、民宿等核心旅游产品预订量价 齐升，境内游呈现"南北互跨、城乡联动、场景多元"的格局，出境游热度较往年显著提升，入境游市场 同步升温。 ...

中新网贵阳1月5日电 (记者 张伟)2026贵州入境旅游合作启航会、2026全球游贵州活动于5日至7日在贵 阳举行，吸引超过1500位全球旅游业界代表参会。现场举行了贵州省入境游主题场景推介、贵州省市州 文旅资源推介，对外发布《2025年贵州入境游发展报告》，"下一站，贵州"启动，宣告2026全球游贵州 活动正式启动。 图为活动 现场。 主办方供图 大会由贵州省文化和旅游厅、携程集团主办，旨在助力推进"多彩贵州"品牌战略升级，提升全球优质旅 游资源的对接效率，助力贵州打造成为具有国际影响力的山地旅游目的地。 大会采用"1场启动仪式+1场行业大会+3场分会"多元化研讨模式，除入境旅游合作启航会外，还包括1 场行业大会和3场主题分会等，通过搭建专业化的全球文旅合作平台，助力贵州向世界展示旅游新形 象，促进文旅资源与国际市场需求的精准对接，推动贵州加快融入全球度假产业链，迈向高质量、可持 续发展的新阶段。会后，全球旅行商还将实地考察贵州精品旅游线路，沉浸式体验贵州的自然与人文魅 力，在真实场景中挖掘产品核心价值，为后续规模化合作奠定坚实基础。 5日启幕的2026贵州入境旅游合作启航会上，政府官员、行业精英、境内外旅 ...

花旗认为2026年元旦国内出游表现平稳，但跨境旅游人次表现稳健。然而该行认为即将到来的春节更为 重要，并预期表现将较为强劲，因为2026年春节假期为9天，较2025年多一天。维持对携程-S(09961)和 同程旅行(00780)的"买入"评级。 智通财经APP获悉，花旗发布研报称，文旅部报告显示，2026年元旦内地3天假期，内地旅游人次及收 入分别达到1.42亿人次和847.9亿元人民币(下同)，相较2024年的3天假期(2025年元旦仅为1天假期)，两 年复合年增长率分别为2.6%和3.1%;人均消费录得597元，较2024年水平下降1%。 国家移民管理局报告显示，元旦假期期间日均出入境人次达220万人次，同比增长28.6%，较2019年水 平高约28%，其中内地居民出境人次同比增长39.1%。 ...

花旗发表报告指，文旅部报告显示，2026年元旦内地3天假期，内地旅游人次及收入分别达到1.42亿人 次和847.9亿元，相较2024年的3天假期(2025年元旦仅为1天假期)，两年复合年增长率分别为2.6%和 3.1%；人均消费录得597元，较2024年水平下降1%。花旗认为，元旦国内出游表现平稳，但跨境旅游人 次表现稳健。然而，该行认为即将到来的春节更为重要，并预期表现将较为强劲，因为2026年春节假期 为9天，较2025年多一天。该行维持对携程和同程旅行的"买入"评级。 ...

中国青年报客户端上海1月4日电（中青报·中青网记者 王烨捷）安吉滑雪变滑泥，黄山看雪变看人…… 记者今天从携程平台获悉，2026年元旦假期，我国国内旅游市场迎来强劲开局。国内景区门票预订量同 比增长超4倍，"雪山人海"成了今年元旦旅游的关键词。 凭借超强体验感， 此外，一批小众目的地凭借特色体验实现高速增长，如安吉凭借云上草原室外滑雪，订单同比去年增长 930%；"湾区黑马"清远凭借粤港澳大湾区"一小时生活圈"的地理优势，实现774%的增长。此外，西昌 同比去年增长616%、景德镇同比去年增长560%、开封同比去年增长371%、义乌同比去年增长336%， 这些小众目的地以差异化的资源与活动成功吸引年轻客群。 "新年登高"传统今年因雪景加持而格外火爆。黄山、武当山、庐山、九华山、张家界等名山迎来新年初 雪，"登高赏雪+祈福迎祥"成为不少家庭和年轻游客的选择。报告显示，元旦期间山岳类景区门票预订 量同比涨超150%，其中黄山旅游订单量同比去年增长544%，庐山增长390%、峨眉山也增长387%。"雪 后云海+雾凇"的组合，在社交媒体上刷屏，被网友称为"开局即仙境"。 一些小众目的地今年元旦异军突起。携程供图 携程 ...

本报记者 毛艺融 2026年伊始，港股市场迎来"开门红"。刚刚过去的2025年，港股市场诞生了一批涨幅超10倍的牛 股，"红底股"阵营持续扩大，业内多家机构继续看好2026年港股市场。 "红底股"多集中于行业龙头，涵盖互联网科技、金融、医疗、消费等板块，例如腾讯控股、美团、阿里 巴巴等，通常具备稳健的盈利能力和较高的市场影响力，上述公司股价突破100港元，标志着市场对其 长期价值的重估。 "红底股"的增多，是港股市场从流动性修复走向价值重估的重要信号之一。具体来看，科技与互联网方 面，腾讯控股、携程集团、云知声等企业凭借AI算力、平台经济与数字化服务持续领跑，是"红底股"核 心阵营。 展望2026年，多家机构看好港股。 中国银河证券首席策略分析师杨超对《证券日报》记者表示，2026年港股有望震荡上行，科技板块是中 长期投资主线。在产业链涨价、并购重组及国产化替代等多重利好因素推动下，科技行业具备持续上行 动力。随着政策逐步落地和消费数据的改善，消费板块具备较大的上涨空间。 华泰证券首席宏观经济学家易恒对《证券日报》记者表示，2025年11月份以来，被动资金、个人投资者 是主要增量，境内外机构主动买入均不同程度 ...

Group 1: Domestic Tourism and Entertainment Market - The domestic tourism and entertainment market experienced a strong start during the New Year holiday, with a more than 4-fold increase in domestic scenic spot ticket bookings year-on-year [1] - The film market also performed well, with box office revenue surpassing 700 million yuan by January 3, 2026, marking the first consumption boom of the year [1][4] Group 2: Ice and Snow Tourism Trends - Ice and snow tourism became a popular choice during the New Year, with a significant rise in deep-play experiences, such as ice fishing and traditional fishing [2] - The "00s" generation accounted for 39% of travelers, indicating a shift towards experiential consumption among younger demographics [2] - Consumer enthusiasm led to a notable increase in travel-related purchases, with average spending rising over 30% year-on-year [2] Group 3: Growth in Inbound Tourism - Inbound tourism saw robust growth, particularly in Hainan, where the "duty-free shopping + beach vacation" model attracted international visitors [3] - Ticket bookings for inbound tourism increased by 110% year-on-year, with some destinations experiencing over 30-fold growth in experience-based product bookings [3] - The overall trend indicates a shift from sightseeing to deeper thematic tourism among international visitors [3] Group 4: Film Industry Highlights - The New Year film box office reached over 700 million yuan, with popular films like "The Hidden Kill" and "The Legend of the Qin" leading the box office [4][5] - "The Hidden Kill" and "The Legend of the Qin" both surpassed 100 million yuan in box office revenue, showcasing the appeal of diverse film genres [4][5] - The success of various films during the New Year period indicates a positive outlook for the Chinese film market in 2026 [4][5]

Core Insights - The tourism market in China experienced a strong start in the 2026 New Year holiday, with a significant increase in cultural and tourism consumption, particularly among younger demographics [1][4][7] Group 1: Tourism Market Performance - Domestic scenic spot ticket bookings increased by over 400% year-on-year during the New Year holiday [1] - Shanghai emerged as the most popular travel destination, with a notable rise in travel from the post-90s and post-00s generations, who accounted for 39% and 33% of travelers respectively [4] - The overall tourism consumption in Shanghai reached 12.271 billion yuan, with 6.8203 million visitors during the holiday [5] Group 2: Travel Trends and Preferences - The trend of "self-care travel" gained traction, with younger travelers seeking experiences that provide personal enjoyment rather than traditional sightseeing [4] - The search volume for "New Year travel" increased by 125% year-on-year, indicating a growing interest in themed experiences such as fireworks shows and concerts [4] - Popular domestic travel destinations included Shanghai, Beijing, Guangzhou, and Sanya, with self-driving trips also gaining popularity [4][5] Group 3: Emerging Travel Segments - Hainan became a top choice for winter escape travel, with hotel bookings increasing significantly due to the island's duty-free shopping appeal [7] - Lesser-known destinations like Anji and Qingyuan saw remarkable growth in bookings, with increases of 930% and 774% respectively, driven by unique experiences [7] - The demand for vacation rentals surged, with a 160% year-on-year increase in bookings for popular cities like Chengdu and Guangzhou [8] Group 4: Events and Entertainment - Major concerts and events during the New Year period attracted significant travel, with hotel bookings near event venues seeing substantial increases [9] - The average number of items purchased per consumer increased by over 20%, and the average spending rose by over 30% compared to the previous year [9] Group 5: International Travel Trends - Outbound travel saw a dramatic rise, with bookings for car rentals and tours increasing by over 1000% and 210% respectively [13] - The inbound tourism market also showed strong growth, with ticket bookings for attractions increasing by 110% year-on-year [13][14] - Popular inbound destinations included Shanghai, Beijing, and Guangzhou, with significant increases in visitors from neighboring countries [14]

Group 1 - The Hang Seng Index (HSI) closed at 26,445.95, up by 107.48 points or 0.41% as of January 2, 16:00 Eastern Time [1] - The highest price during the trading session was 26,472.92, while the lowest was 26,180.87, with a trading volume of 58.0567 million [1] - The HSI has a 52-week high of 27,275.90 [1] Group 2 - Major blue-chip stocks showed mixed performance, with HSBC Holdings closing at HKD 125.368, up 0.86% from the Hong Kong close [2] - Tencent Holdings closed at HKD 627.621, reflecting a 0.74% increase from the Hong Kong close [2] Group 3 - Tencent Holdings (code: 00700) latest price is HKD 623.000, with an increase of HKD 24.000 or 4.01% [3] - Alibaba Group (code: 09988) latest price is HKD 149.000, up by HKD 6.200 or 4.34% [3] - HSBC Holdings (code: 00005) latest price is HKD 124.300, increasing by HKD 1.900 or 1.55% [3] - Other notable stocks include AIA Group (code: 01299) at HKD 83.300, up 4.26%, and Baidu Group (code: 09888) at HKD 143.800, up 9.35% [3]

Core Viewpoint - Chinese assets experienced a strong start in 2026, with significant gains in various indices and stocks, indicating a continuation of the structural bull market from 2025 and a clear investment theme for the year ahead [1][2]. Group 1: Performance of Chinese Assets - The Nasdaq Golden Dragon China Index surged nearly 4%, while leveraged ETFs for Chinese stocks saw increases of over 10% and 8% respectively [2]. - Major Chinese stocks performed well, with Baidu Group rising over 12%, and other notable gains from companies like WanGuo Data and JinkoSolar, which increased by over 8% and 7% respectively [2]. - The Hong Kong market also showed strong performance, with the Hang Seng Index up 2.76% and the Hang Seng Technology Index up 4% [2]. Group 2: Currency Movements - The offshore RMB/USD exchange rate broke above 6.97, reaching a high of 6.9662, marking the strongest level since May 2023 [3]. - Factors contributing to the RMB appreciation include a strong Chinese stock market, increased demand for currency conversion from export companies, and a weakening US dollar [4]. Group 3: Global Market Trends - Global markets continued their strong performance from 2025, with Asian markets achieving their best opening since 2012, led by gains in AI and semiconductor stocks [5]. - Major US tech stocks also saw gains, with the Philadelphia Semiconductor Index rising over 4% and ASML ADR increasing by over 8% [6]. - Investor sentiment remains optimistic, with significant net inflows into global equity funds, totaling $26.54 billion in the last week of 2025 [6].