传统旅游目的地客流稳健 小众目的地突围 与此同时，一批具有独特风情和文化体验的小众目的地，在这个春节成功突围，成为马年新春的"黑 马"。据携程平台预订数据来看，黄土高原上的年味红火：陕西延安订单量同比增长70%。陕西铜川、 商洛也增速加快。祈福与康养之旅：山东泰安和云南普洱分别增长65%和59%。边疆与海滨的新春魅 力：新疆可克达拉、海南文昌和广西崇左的订单量也分别实现了59%、56%、56%的显著增长。文化与 自然的多元体验：内蒙古呼和浩特、云南玉溪、新疆双河以及江苏无锡同样表现亮眼，增长率均在48% 以上。 AI旅行助手 帮游客"出门找年" 今年春晚，AI人工智能全面渗透，而科技之风也在旅游行业劲刮，让AI帮忙下单餐饮、订机票、酒 店、买电影票成为新"民俗"。 各大在线旅行预订平台上，AI预订旅行服务迎来大爆发。用户平均搜索问题更具体、更深入。携程平 台上提问语句长度达17.4个字，例如，"潮汕春节有哪些独特的年俗""附近哪里能看打铁花"或"2026年西 安市新春灯会怎么玩"。同时，更多人带着家人的关心提问，例如"一家五口有老有小，春节避寒攻略， 预算不限但要少走路"等。这表明，"我去过"已不再是目标，" ...

春节假日期间，无锡拈花湾夜空被国家级非遗"烧火龙"彻底点亮。铁水凌空、长龙舞动的现场，一批外国游客成为特别参与者：他们与非遗传承人共同点 火，用中文送上新春祝福，手持定制透卡与火龙同框，并将"我在中国，点燃了龙的火"的体验分享至海外社交平台。这一幕，正是2026年中国入境游从浅 层观光走向深度沉浸的生动写照。 随着入境便利化政策持续落地，"来中国过年"已成为全球旅游消费新潮流。国家移民管理局监测数据显示，2026年春节假期，全国口岸日均出入境旅客量 突破205万人次，同比增长14.1%，海外游客"反向春运"来华体验传统年俗，日渐成为春节旅游市场的常态。与客流增长同步发生的，是境外游客需求的结 构性转变：打卡式观光不再是主流，可参与、可互动、可沉浸式体验的在地文化项目，成为入境游客的核心诉求。 需求端的变化，正在倒逼文旅供给端加速升级，大型在线旅游平台的角色也随之重构。以携程为例，企业并未停留在传统流量分发、产品预订的基础功能 层面，而是主动下沉至文旅场景一线，围绕非遗、民俗等文化资源开展精细化、落地式运营。今年春节，携程在江苏、广东、江西、安徽四省推出非遗主 题体验活动，游客可免费领取主题透卡打卡拍照，并参与 ...

Group 1 - The core point of the article is that American Capital Group has reduced its stake in Trip.com Group Ltd (09961) by selling 1.819886 million shares at a price of HKD 419.3279 per share, totaling approximately HKD 763 million [1] - After the reduction, American Capital Group's remaining shareholding is approximately 54.908 million shares, representing a holding percentage of 7.96% [1]

来源：滚动播报 美股中概股盘前涨跌互现，携程跌0.7%，阿里巴巴跌1%，小马智行跌2%。 ...

【招商商社互联网】周度观点与推荐 周观点： 1）继续推荐阿里巴巴，看好云与千问发展前景。 2）我们认为美团基本面无明显变化，春节前股价回调后估值更具性价比，继续推荐。 3）春节酒店revpar超预期，推荐亚朵酒店、华住集团、携程集团。 重点关注本周携程业绩会对监管、agent的看法。 标的推荐： # 互联网： 阿里巴巴、美团、携程集团、拼多多、快手、滴滴出行、京东；同程旅行、万物新生、唯品会、BOSS 直聘、满帮集团 # 社服： 亚朵酒店、华住集团、古茗、瑞幸咖啡、蜜雪集团、百胜中国、长白山 1）继续推荐阿里巴巴，看好云与千问发展前景。 2）我们认为美团基本面无明显变化，春节前股价回调后估值更具性价比，继续推荐。 3）春节酒店revpar超预期，推荐亚朵酒店、华住集团、携程集团。 重点关注本周携程业绩会对监管、agent的看法。 标的推荐： # 互联网： 【招商商社互联网】周度观点与推荐 周观点： # 零售： 万辰集团、鸣鸣很忙、名创优品、永辉超市、叮咚买菜、布鲁可 ...

下跌股当中（按市值从高到低），台积电跌0.16%，阿里巴巴跌1.10%，网易跌1.76%，日月光半导体跌 2.05%，百度跌1.42%，京东跌0.66%，携程跌3.01%，腾讯音乐跌3.16%，富途控股跌5.55%，中通跌 0.22%，贝壳跌2.26%，小鹏汽车跌0.26%，哔哩哔哩跌1.55%，中国新城农村跌1.22%，满帮跌1.61%， 新东方跌1.05%，万国数据跌4.33%，唯品会跌4.12%，BOSS直聘跌6.75%，WSP控股跌1.42%，名创优 品跌0.51%，小马智行跌0.73%，华视传媒跌5.64%，金山云跌8.97%，欢聚跌1.50%，世纪互联跌 5.23%。 2月24日热门中概股多数下跌，纳斯达克中国金龙指数（HXC）收跌0.95%。 上涨股当中（按市值从高到低），拼多多涨0.78%，中华电信涨0.26%，联电涨0.10%，理想汽车涨 0.82%，华住酒店集团涨0.26%，蔚来涨4.54%，亚朵集团涨0.74%，慧荣科技涨0.95%，拓臻生物涨 4.15%，雾芯科技涨1.16%。 美股周一大幅收跌，道指下跌逾800点。在最高法院否决其"对等"关税后，美国总统特朗普表示将提高 全球关税，美 ...

Group 1: Stock Recommendations - 吉利汽车 (Geely Auto) has a market cap of $23.4 billion, with a target price of $25.00, indicating an upside potential of 48%[5] - 正力新能 (Zhengli New Energy) has a market cap of $2.8 billion, with a target price of $18.00, indicating an upside potential of 113%[5] - 极兔速递 (Jitu Express) has a market cap of $12.2 billion, with a target price of $13.40, indicating an upside potential of 25%[5] - 三一国际 (Sany International) has a market cap of $6.2 billion, with a target price of $20.60, indicating an upside potential of 37%[5] - 瑞幸咖啡 (Luckin Coffee) has a market cap of $11.0 billion, with a target price of $54.68, indicating an upside potential of 41%[5] Group 2: Performance Overview - The basket of 26 long positions had an average return of -2.3%, outperforming the MSCI China Index, which returned -2.4% by 0.1 percentage points[10] - Out of the 26 stocks, 11 had returns exceeding the benchmark[10] - The report includes a new addition of Datadog (DDOG US) to the buy list, while Salesforce (CRM US) has been removed[7]

新浪科技讯 2月23日晚间消息，携程平台最新数据显示，今年春节旅游市场呈现出显著的"深度 化"与"国际化"双重趋势。中国人不再满足于简单的回家团圆或景点打卡，而是追求更丰富的文化体验 和更灵活的双城漫游；同时，中国春节也正吸引着全球游客前来深度体验，逐步成为一个世界级的文化 IP。 携程数据显示，今年春节，北京、成都、上海、广州、深圳、哈尔滨、三亚、西安、重庆、福州、厦 门、武汉 等城市依旧是全国游客最喜爱的国内目的地。此外，一批具有独特风情和文化体验的小众目 的地成功突围：陕西延安订单量同比增长70%，山东泰安增长65%，云南普洱增长59%，新疆可克达 拉、海南文昌、广西崇左均实现56%以上增长，内蒙古呼和浩特、云南玉溪、新疆双河、江苏无锡增长 率均在48%以上。 以非遗为代表的文化体验成为最热门出行主题。在北方，传统年画技艺带动了古城旅游，天津订单量同 比增长29%，河南开封和郑州整体订单分别实现50%和27%的增长。在南方，灯会与非遗表演同样火 爆，安徽黄山订单同比上涨32%，四川自贡订单量同比增长20%。潮汕地区的英歌舞在这个春节"再破 圈"，广东汕头和潮州的订单量分别增涨36%和31%。同样因非遗而 ...

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 Group 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 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 No. 1 for securities class action settlements in 2017 and has recovered hundreds of millions of dollars for investors over the years [4]

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 Group 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 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 highly for its number of securities class action settlements and has recovered hundreds of millions of dollars for investors [4]