每经AI快讯，12月9日，纳斯达克中国金龙指数收涨0.08%，热门中概股涨跌不一。百度涨超3%，小鹏 汽车、新东方涨超2%，蔚来、万国数据涨超1%，理想汽车、哔哩哔哩、金山云小幅收涨。中通、携 程、网易跌超2%。 ...

座谈会中，十位外部监督专家认真聆听了携程2025年度在个人信息保护方面取得的各项进展和面临的行业挑战，并基于汇报内容展开了专业指导和热烈讨 论。本次专家会的议题主要包括《大型网络平台设立个人信息保护监督委员会规定（征求意见稿）》等新法新规的适用解读、典型案件分享、携程集团个 保管理机制的落地执行、个人信息处理工作的进一步优化等方面。此次座谈会达成了多项具有建设性和前瞻性的共识，为携程接下来的个人信息保护工作 指明了方向。 2025年12月4日，携程集团第五届个人信息保护外部监督专家团座谈会在上海顺利召开。 据了解，携程个人信息保护外部监督专家团是携程集团设立的个人信息保护监督机构，依据法律法规及专家团章程履行监督职责，是携程提升个人信息保 护工作水平和透明度的重要机制。专家团成立于2021年，成员通过社会公开招募或定向邀请产生，主要包括法学专家、律师、行业专家、媒体代表及用户 代表。最新当选并履行监督职责的是第五届专家团。 据了解，携程个人信息保护外部监督专家团是携程集团设立的个人信息保护监督机构，依据法律法规及专家团章程履行监督职责，是携程提升个人信息保 护工作水平和透明度的重要机制。专家团成立于2021年 ...

Core Viewpoint - The article discusses the market outlook for 2026, emphasizing a potential for lower interest rates due to a softer labor market, which could positively impact stock market performance [2][3][4]. Market Outlook - Michael Kantrowitz, Chief Investment Strategist at Piper Sandler, believes the stock market is set for a strong performance heading into 2026, with a focus on historical context to understand current market dynamics [2]. - The current labor market conditions are seen as a new concern, but they may lead to lower interest rates, which historically correlate with improved stock market performance [3]. Interest Rates and Market Dynamics - Higher interest rates have been a barrier to market broadening, but a shift to lower rates could benefit underperforming sectors such as manufacturing, transportation, and housing in 2026 [4]. Investment Opportunities - The article lists 12 cheap NASDAQ stocks to consider for investment, identified through a methodology that includes screening for stocks with a forward price-to-earnings ratio below 15 and cross-referencing hedge fund interest [7][8]. Company Highlights - **Sanofi (NASDAQ:SNY)**: - Forward P/E Ratio: 10.7, with 32 hedge fund holders. Recently completed the acquisition of Vicebio, enhancing its vaccine development capabilities [9][10][11]. - Received EU approval for Dupilumab, a treatment for chronic spontaneous urticaria, expanding its market potential significantly [12][13]. - **Trip.com Group Limited (NASDAQ:TCOM)**: - Forward P/E Ratio: 11.01, with 37 hedge fund holders. Reported a 17.64% year-over-year revenue growth to $2.58 billion in fiscal Q3 2025, exceeding estimates [14][16]. - Strong performance driven by cross-border travel, with international bookings increasing by 60% year-over-year and inbound travel bookings more than doubling [16][17].

《指南》显示，2025年上半年，东南亚游客赴华旅游需求呈现多元化趋势。上海、重庆、广州、北京、 成都位列东南亚游客首选目的地前五，其中重庆年浏览量增长率359%，增长最快。东南亚游客对自然 风光与文化体验的需求最为显著，张家界、黄山等自然景区搜索量同比增长110%，故宫、苏州园林等 文化地标热度增幅超80%。 携程榜单负责人表示，东南亚游客来华不再满足于传统景点打卡，而是追求融合都市休闲、自然疗愈与 文化沉浸的复合型体验。(完) 中新网12月5日电(黄蕾)在中国与新加坡、马来西亚、泰国等东南亚国家的签证互免政策的推动下，不 少海外游客开启首次来华旅行。 携程榜单(Trip.Best)近日于新加坡圣淘沙名胜世界发布的《2025东南亚出入境旅游趋势指南》显示，今 年以来，该平台上东南亚游客赴华订单量同比增幅显著，其中新加坡游客赴华旅游订单用户数同比增长 达138%，在全球KOL对于来华旅游持续好评影响下，沉浸式体验中国已被更多东南亚游客列入行程规 划。 （文章来源：中国新闻网） ...

Trip.com (TCOM) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Since a changing earnings ...

冰雪，正以前所未有的热度，改写中国旅游经济的季节叙事。曾经局限于北国冬日的"冷资源"，如今已跃升为贯通四季、链接内外的"热经济"。在政策引 导与市场创新的双轮驱动下，冰雪旅游不仅打破了淡旺季的壁垒，更成为推动消费升级、促进产业融合、服务国家"双循环"新发展格局的重要力量。近 日，基于携程平台数据与行业观察的冰雪游前瞻显示，中国冰雪产业正从规模扩张的初期，迈入以结构优化、模式创新、内外循环为特征的新周期。 冰雪经济基本盘持续扩大，消费活力喷薄 冰雪旅游的市场规模正迎来质的飞跃。根据《中国滑雪产业白皮书2024-2025》数据，全国滑雪场数量已达748家，冬季滑雪人次突破2605万，同比增长 12.9%。这意味着，冰雪运动正从小众爱好走向大众生活，形成坚实的市场基本盘。 以哈尔滨为例，今冬其冰雪大世界园区规模再创新高，彰显出目的地打造世界级冰雪品牌的雄心。市场的火热在预订数据上得到直观印证：携程平台数据 显示，截至目前，11月至明年2月，国内滑雪及冰雪景区门票预订量同比激增约70%，海外相关预订也增长50%。尤其在滑雪项目上，11月以来，国内雪 场门票预订量同比增幅高达近2.2倍，套票产品更受青睐，反映出游客对深 ...

携程数据显示，免签政策后，平台"柬埔寨"相关旅游关键词当日搜索量环比增长20%。 金吾财讯 | 携程(09961)午后维持高位，截至发稿，涨3.46%，报553.5港元，成交额9.23亿港元。 金吾财讯 | 携程(09961)午后维持高位，截至发稿，涨3.46%，报553.5港元，成交额9.23亿港元。 柬埔寨政府当地时间12月2日发布官方文件说，将于2026年6月15日至10月15日期间对中国公民试行免签 政策。文件说，柬埔寨政府同意对从中国前往柬埔寨的中国公民试行免签政策，允许停留14天。在4个 月试行期内，中国公民无需申请签证，也无需缴纳任何费用，只需填写电子入境卡即可入境，且可以多 次入境柬埔寨。 柬埔寨政府当地时间12月2日发布官方文件说，将于2026年6月15日至10月15日期间对中国公民试行免签 政策。文件说，柬埔寨政府同意对从中国前往柬埔寨的中国公民试行免签政策，允许停留14天。在4个 月试行期内，中国公民无需申请签证，也无需缴纳任何费用，只需填写电子入境卡即可入境，且可以多 次入境柬埔寨。 携程数据显示，免签政策后，平台"柬埔寨"相关旅游关键词当日搜索量环比增长20%。 ...

Core Insights - The ice and snow tourism sector in China is experiencing unprecedented growth, transforming from a seasonal "cold resource" to a "hot economy" that links domestic and international markets [2] - Driven by policy guidance and market innovation, ice and snow tourism is breaking seasonal barriers and becoming a key force in promoting consumption upgrades and industrial integration [2] Group 1: Market Trends - The introduction of the "snow holiday" in Jilin Province has significantly boosted local tourism, with a reported increase in bookings for local day trips and hotel stays during this period [3] - The overall market size for ice and snow tourism is expanding, with the number of ski resorts reaching 748 and winter ski visits exceeding 26.05 million, marking a 12.9% year-on-year increase [5] - Popular destinations for ice and snow tourism include Harbin, Beijing, and other northern cities, with a notable increase in bookings from southern users, who make up nearly 70% of the market [6] Group 2: Consumer Behavior - There is a shift in consumer preferences, with longer stays becoming more common; the proportion of two-night hotel stays has increased by 5% and three to four-night stays by 3% in key ice and snow regions [7] - Tourists are seeking more comprehensive experiences beyond skiing, with a trend towards integrated leisure, entertainment, and family-oriented activities [7] Group 3: Industry Innovation - The ice and snow industry is evolving towards more inclusive and innovative models, with a significant increase in bookings for mid-sized ski resorts, which have seen a 2.6-fold increase since November [8] - Smaller cities are leveraging partnerships with travel platforms to develop unique winter tourism destinations, showcasing the potential for differentiated market growth [8] Group 4: International Dynamics - The inbound ice and snow tourism market is experiencing explosive growth, with orders for inbound travel nearly doubling, particularly from Southeast Asian markets [8][9] - Outbound ice and snow tourism is also on the rise, with a notable increase in bookings for Russian ski resorts, driven by visa-free policies and rich ice and snow resources [9]

在入境冰雪游方面，携程数据还显示，今冬冰雪目的地入境游订单同比近乎翻倍增长，河北、新疆、内 蒙古增幅均超130%，其中，东南亚客源占比近七成。12月，随着国际游客度假高峰到来，这一趋势预 计将达到顶点。 北京商报讯（记者 吴其芸）12月4日，携程平台数据显示，截至目前，2025年11月至2026年2月，国内 滑雪及冰雪景区门票预订量同比激增约70%，海外相关预订也增长50%。尤其在滑雪项目上，今年11月 以来，国内雪场门票预订量同比增幅高达近2.2倍，套票产品更受青睐，反映出游客对深度、一站式体 验的追求。 ...

(本文来自第一财经) 来源：第一财经 恒生指数高开0.17%，恒生科技指数涨0.21%。京东健康、紫金矿业、携程集团涨逾3%；新能源车概念 股再度走低，理想汽车、小鹏汽车、蔚来均下跌。 ...