2026年春节假期，自驾出行持续火热。携程数据显示，截至目前，春节期间全国租车订单量同比提升近两成,平均 用车时长延长至5天左右，较去年增长30%。昆明、海口、三亚、广州、成都等旅游热门城市及一线枢纽城市成为 租车出行首选目的地，异地还车订单占比显著上升，"自驾跨城游"正逐渐成为节假日出行的新常态。 这一增长不仅源自假期出行需求的集中释放，更反映出消费者对自驾出行体验的期待升级——人们不再满足于"有 车可开"，而是追求从预订、取车、使用到归还的全流程确定性、灵活性与保障性。租车行业也从价格竞争阶段， 逐步转向以服务标准化、体验透明化、保障体系化为核心的高质量发展新阶段。 校对胡妍璐 在此过程中，以携程"无忧租"为代表的租车服务标准升级(以下简称"新无忧租")，在统一规则的基础上，叠加用户 痛点与平台兜底机制，将原本分散在租车各环节中的关键信息前置呈现，帮助用户在下单与租车过程中获得更明 确的指导与预订体验。成为推动行业整体服务能力提升的重要助力。 这些举措看似是平台服务升级，实则推动的是整个租车行业从"卖方主导"向"用户驱动"的范式转变。通过将服务 规则透明化、流程标准化，租车体验的"不确定感"被大幅压缩，用 ...

Core Viewpoint - Rosen Law Firm is investigating potential securities claims on behalf of shareholders of Trip.com Group Limited due to allegations of materially misleading business information [1] Group 1: Investigation and Legal Action - Investors who purchased Trip.com securities may be entitled to compensation through a class action lawsuit without any out-of-pocket fees [2] - The Rosen Law Firm is preparing a class action to recover investor losses following the investigation [2] Group 2: Stock Performance and Regulatory Issues - Trip.com stock fell by 17% on January 14, 2026, after the company disclosed it is under investigation by China's market regulator for potential antitrust violations [3] Group 3: Rosen Law Firm's Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company and recovering hundreds of millions for investors [4] - The firm has been consistently ranked among the top firms for securities class action settlements since 2013, securing over $438 million for investors in 2019 alone [4]

美股中概股盘前多数上涨，蔚来涨4%，理想汽车涨2%，百度涨1%，富途控股涨0.4%，阿里巴巴涨 0.3%，京东涨0.1%，拼多多跌0.5%，携程跌0.6%。 本文源自：金融界AI电报 ...

www.ccxi.com.cn 2026 年 2 月 目录 | 摘要 | 1 | | --- | --- | | 分析思路 | 2 | | 行业基本面 | 2 | | 行业财务表现 | 10 | | 结论 | 13 | 联络人 中诚信国际 行业展望 旅游行业 中国旅游行业展望，2026 年 2 月 2025 年以来，国内旅游市场保持向好发展态势，跨境游复苏情 况良好。旅游行业新业态、新场景不断涌现，在旺盛的多元化旅 游需求下，2026 年行业整体发展仍有支撑，旅游企业的盈利能 力及偿债指标表现预计将保持稳定，但旅游企业内部预计将出 现分化，能够提供突出"质价比"体验的企业将赢得增长主动， 而仍依赖传统粗放模式的主体则将面临更大压力。 中国旅游行业的展望维持稳定，中诚信国际认为，未来 12~18 个月该 行业总体信用质量不会发生重大变化。 摘要 2025 年以来国内旅游市场保持向好发展态势，国内旅游总人次和国 内旅游总收入保持两位数增长；跨境游受益于政策因素复苏情况良 好。行业政策从文旅消费券、培育新业态、加强旅游监管等方面给予 行业支持，旅游消费市场新业态、新场景不断涌现。在旺盛的多元化 旅游需求下，预计 2 ...

"中国好像未来世界。" 2025-2026年，"China Travel"（中国游）热度不减，继续席卷全球社交媒体。准点的高铁、电动汽车安静行驶的马路、半夜还能出门遛弯撸串的安全环 境……这些中国人习惯的日常，被很多海外游客和自己老家对比、点赞、下划线。 当前，我国已对全球76个国家实施单方面免签或全面互免签证，借政策东风，2025年全年入境游客量有望突破3500万，或将创下历史新纪录。2030年，中 国入境游市场规模预计将达1800亿美元，增长空间巨大。 面对持续涌入的海外游客，国内旅行社如何能接住这泼天的财富流量。是仅靠价格战内卷，还是能通过服务提质来赚钱，包括提供流畅的语言服务、精准 把握不同客源国游客的偏好，开展有效的海外推广等。 这道考题，需要国内旅行社和旅行平台共同求解。 图｜周末游上海，成为韩国2025社交热门话题 面对如此迅速增长的"入境财富流"，许多旅行社在实际承接过程中，却面临诸多挑战。 一些旅行社虽希望拓展入境游业务，但大多沿用传统利润微薄的B2B模式——依赖海外代理商招揽客源，自身仅负责国内地接服务。 以上海某家旅行社的业务为例，它专门做欧美入境团，其客户专门通过德国一家旅行批发商来募 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 企业也反映了在应对热门演出供需失衡、统一退票规则、执行售票及座位信息公示政策等方面面临的现 实挑战，称将根据广东省消委会本次调查的指导意见，采取有效措施，认真整改，提升经营合规性和消 费满意度。 广东省消委会呼吁，相关行业监管部门需进一步推动相关立法，加强执法力度，完善法律规制与监管细 则，明确实名制全流程管理、票务信息强制公示和阶梯退票等标准，加大对囤票炒票等违法行为的惩处 力度；文体演出主办方须坚守诚信经营底线，将消费者权益保护放在突出位置，协同票务平台优化购票 流程与退改服务，公开透明披露票务信息，主动抵制黄牛倒票行为，共同守护文体演出市场的健康生 态。 羊城晚报讯 记者马灿、通讯员粤消宣报道：针对当前文体票务消费市场"购票难、信息不透明、退票 难、黄牛炒票"等问题多发、相关消费纠纷 【下载黑猫投诉客户端】不断上升的现状，广东省消委会近 日召集大麦网、猫眼、票星球、纷玩岛、秀动、摩天轮、票牛、淘宝、闲鱼、携程等10家主流文体票务 平台企业，组织召开"文体票务行业规范指导会"，相关行业主管部门代表出席并指导。 会上，广东省消委会通报了2025年8月-11月 ...

Core Viewpoint - Rosen Law Firm is investigating potential securities claims on behalf of shareholders of Trip.com Group Limited due to allegations of materially misleading business information [1] Group 1: Legal Action and Investor Rights - Investors who purchased Trip.com Group Limited securities may be entitled to compensation through a class action without any out-of-pocket fees [2] - Rosen Law Firm is preparing a class action to seek recovery of investor losses related to Trip.com [2] Group 2: Stock Performance and Regulatory Issues - Trip.com stock fell 17% on January 14, 2026, after the company disclosed it is under investigation by China's market regulator for potential antitrust violations [3] Group 3: Rosen Law Firm's Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company [4] - The firm has been ranked in the top 4 for securities class action settlements since 2013 and recovered hundreds of millions for investors, including over $438 million in 2019 [4]

Market Overview - The Dow Jones Industrial Average increased by 0.43% to 49,454.63, while the Nasdaq Index decreased by 0.17% to 23,215.58, and the S&P 500 rose slightly by 0.07% to 6,922.99 [1] - The Nasdaq 100 saw a decline of 0.40% to 25,238.22 [1] Major Technology Stocks - AMD experienced a significant drop of 11.00% [2] - SanDisk fell by 6.89% [2] - Oracle decreased by 3.72% [2] - Facebook (Meta Platforms) declined by 1.46% [2] - Broadcom saw a decrease of 1.16% [2] - NVIDIA and Amazon also experienced minor declines of 0.67% and 0.33% respectively [2] Chinese Concept Stocks - Major Chinese concept stocks collectively declined, with Kingsoft Cloud dropping over 5% [3] - Ctrip Group, NetEase, and Bilibili each fell by over 4% [3] - Baidu Group and Futu Holdings decreased by over 3% [3] Detailed Performance of Chinese Stocks - Kingsoft Cloud fell by 5.45% to 12.414 [4] - Ctrip Group decreased by 4.84% to 57.550 [4] - NetEase dropped by 4.20% to 122.970 [4] - Baidu Group declined by 3.60% to 139.640 [4] - Futu Holdings decreased by 3.52% to 154.155 [4] - Other notable declines include XPeng Motors (-2.10%), Tencent Music (-1.98%), and JD Group (-1.41%) [4]

作者：观察君 2月4日，港股收盘，恒生指数收涨0.05%，报26847.32点；恒生科技指数收跌1.84%，报5366.44点。 板块方面，煤炭股涨幅居前，兖矿能源涨超10%，中国神华涨超5%；芯片股走势疲软，上海复旦跌超 5%，华虹半导体跌近5%；科网股整体表现低迷，腾讯控股跌近4%，哔哩哔哩跌超3%；内房股集体走 高，世茂集团涨超14%，融创中国涨超8%。恒生指数成分股中，信义玻璃、中国神华、华润置地涨幅 靠前；携程集团-S、腾讯控股、网易-S跌幅居前。恒生科技指数成分股中，理想汽车-W、零跑汽车、 海尔智家涨幅靠前；金蝶国际、携程集团-S、同程旅行跌幅居前。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 ...

Core Viewpoint - Rosen Law Firm is investigating potential securities claims on behalf of shareholders of Trip.com Group Limited due to allegations of materially misleading business information [1] Group 1: Legal Action and Investor Rights - Investors who purchased Trip.com Group Limited securities may be entitled to compensation through a contingency fee arrangement without any out-of-pocket costs [2] - Rosen Law Firm is preparing a class action to seek recovery of investor losses [2] Group 2: Stock Performance and Regulatory Issues - Trip.com stock fell 17% on January 14, 2026, after the company disclosed it is under investigation by China's market regulator for potential antitrust violations [3] Group 3: Rosen Law Firm's Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company [4] - The firm has been ranked No. 1 for securities class action settlements in 2017 and has recovered hundreds of millions of dollars for investors over the years [4]