出品 / 新浪科技（ID:techsina） 作者 / 罗宁 携程租车上租路虎，到手竟然是丰田？ 近日，微博百万粉丝大V博主发布内容，称自己在携程租车上租了3天路虎卫士，结果"货不对板"，"订 单是卫士，验车单是卫士，拿到的是一台战损版的丰田兰德克鲁泽。八万公里，车里到处是烟灰和污 渍，全车都是臭的。" 《BUG》栏目发现，类似事件并非个例，有车主甚至连续在平台上遭遇两次"货不对板"，同时还质疑平 台"虚假宣传"等等。 针对上述多种情况，《BUG》栏目向携程官方进行求证，截至发稿，官方暂未回应。 值得注意的是，今年8月和9月，携程接连被约谈。同样在9月，据统计，梁建章、范敏、熊星等高管合 计拟套现约7.6亿元人民币。高管在公司业绩向好、股价接近历史高点时密集减持，引发了市场对公司 未来预期的种种猜测。 租车货不对板，屡有发生？ 微博平台粉丝量超过172万的大V博主flypig在其个人账号上发布了自己在携程租车"被坑"经历。他在携 程租车平台预订了一辆路虎卫士，四天时间共计花费5567元，然而提车时却遭遇"货不对板"。根据该博 主晒出的订单和验车单图片，他租用的是一辆2年车龄的路虎卫士，盖章公司为鑫佰隆（成都） ...

， " | 携程租 | 上租路 | ，到 | 竟然是丰 | ？ | | | | | | | | | | | | | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 近 | ，微博百万粉丝 | V博主发布内容，称 | 在携程租 | 上租了3天路 | 卫 | ，结果"货不对板" | ， | "订单是卫 | ，验 | 单是卫 | ，拿到的是 | 台战 | | | | | | | | | | | | | | | | | | | | 损版的丰 | 兰德克鲁泽。 | 万公 | ， | 到处是烟灰和污渍，全 | 都是臭的。 | " | | | | | | | | | | | | | | | | | | | | | | | | | | 高 | ...

来源：滚动播报 周五热门中概股多数收跌，纳斯达克中国金龙指数跌6.1%。阿里跌超8%，拼多多跌超5%，网易跌超 3%，京东跌超6%，携程跌超1%，百度跌超8%，腾讯音乐跌超4%，富途跌超11%，小鹏跌超8%，蔚来 跌超10%，理想跌超3%，哔哩哔哩跌超9%。 ...

携程发布的《2025国庆中秋双节旅游报告》显示，远途旅行与深度体验成为今年国庆旅游主要趋势，国 内长途游订单占比较去年提升3个百分点，出境长线游也受到游客热捧，多个欧洲目的地订单翻倍。出 境包车游更是呈现深度化趋势，整体订单量同比增长超120%。此外，假期期间，"夜游"在携程上的搜 索热度环比增幅超200%。 周五，携程(TCOM.US)涨近5%，报74.59美元。国证国际发布研报称，据文旅部数据，2025年国庆假期 (8天)国内旅游收入8,090亿元，旅游人次8.9亿，旅游收入/人次总量同比增15%/16%，旅游收入/人次日 均同比增1.0%/1.6%，人均旅游花费911元/人次，略好于该机构此前预期(905元/人次)，同比降-0.6%， 对比该机构此前预期-1.2%，降幅较1季度(-6%)、2季度(-3%)持续收窄。 ...

携程发布的《2025国庆中秋双节旅游报告》显示，远途旅行与深度体验成为今年国庆旅游主要趋势，国 内长途游订单占比较去年提升3个百分点，出境长线游也受到游客热捧，多个欧洲目的地订单翻倍。出 境包车游更是呈现深度化趋势，整体订单量同比增长超120%。此外，假期期间，"夜游"在携程上的搜 索热度环比增幅超200%。 智通财经APP获悉，周五，携程(TCOM.US)涨近5%，报74.59美元。国证国际发布研报称，据文旅部数 据，2025年国庆假期(8天)国内旅游收入8,090亿元，旅游人次8.9亿，旅游收入/人次总量同比增 15%/16%，旅游收入/人次日均同比增1.0%/1.6%，人均旅游花费911元/人次，略好于该机构此前预期 (905元/人次)，同比降-0.6%，对比该机构此前预期-1.2%，降幅较1季度(-6%)、2季度(-3%)持续收窄。 ...

Group 1 - Major U.S. stock index futures are showing slight increases, with Dow futures up 0.14%, S&P 500 futures up 0.13%, and Nasdaq futures up 0.16% [1] - Chinese concept stocks are mixed in pre-market trading, with Alibaba down 2.31%, Pinduoduo down 1.34%, JD.com down 0.32%, Ctrip up 2.80%, Baidu down 2.57%, and Li Auto up 0.47% [1] - Stellantis shares rose 3.4% after reporting a 13% year-on-year increase in global deliveries to 1.3 million units in Q3, with North American deliveries up 35% to 403,000 units [1] Group 2 - Spot silver prices have risen nearly 4% to over $51 per ounce [2] - Google is tightening its remote work policy, which may impact employee work-from-anywhere allowances, leading to a 0.2% increase in its stock price [2] - Intel shares increased by 2.1% following the announcement of its first 1.8nm process chip, which boasts a 50% performance improvement at the same power level compared to its predecessor [2] Group 3 - Qualcomm is under investigation for allegedly violating antitrust laws related to its acquisition of Autotalks, resulting in a drop of over 3% in its stock price [2] - The U.S. is investigating 2.88 million Tesla vehicles equipped with "full self-driving" systems due to safety violation reports, causing Tesla's stock to decline by 0.3% [3] Group 4 - Bernstein has lowered its target price for Ferrari from $554 to $475 [4]

Macro Overview - The report indicates a cautious optimism regarding China's holiday economy, with moderate growth in consumption during the National Day holiday. Key trends include strong performance in green, smart, and experiential consumption [2][4] - Despite recent relaxations in real estate policies in first-tier cities, the real estate market remains weak, with a significant year-on-year decline in new and second-hand housing sales [3][6] - The report anticipates that core CPI and PPI growth will rebound, alleviating deflationary pressures, with liquidity conditions expected to remain loose for at least the next two quarters [2][7][8] Internet Sector - The online travel agency (OTA) sector shows resilience, with keywords "quality" and "long-distance travel" indicating strong demand. Long-distance travel bookings on Ctrip increased by 3 percentage points year-on-year [28][30] - During the holiday, Alibaba's Fliggy reported a 14.6% year-on-year increase in average transaction value, while Tongcheng Travel noted nearly 100% growth in outbound group travel bookings [28][31] - The report maintains a "buy" rating for Ctrip (TCOM US) and Tongcheng Travel (780 HK) based on these positive trends [28] Consumer Discretionary - The report expresses a cautious outlook for retail sales growth during the 2025 National Day holiday, attributing potential risks to high base effects from 2024, lack of government subsidies, and ongoing macroeconomic pressures [32][35] - The report highlights a preference for consumer downgrade themes and high-dividend stocks, with concerns over profit margin pressures due to increased competition and discounting [32][35] Automotive Sector - The report notes a significant divergence in sales during the National Day holiday, with new energy vehicles (NEVs) outperforming traditional fuel vehicles. The introduction of popular NEV models is expected to drive order growth [6][32] - The forecast for national passenger vehicle retail and wholesale sales in 2025 has been slightly raised, reflecting better-than-expected sales in Q3 and potential pre-purchase demand for NEVs [6][32] Real Estate Sector - The report indicates that the effectiveness of real estate policies is diminishing, with a notable decline in sales volume for new and second-hand homes during the holiday period [3][6] - The report anticipates that further easing measures may be necessary to stimulate housing demand, as sales data remains weak despite policy support [3][6] Selected Stocks - The report identifies several preferred stocks, including Luckin Coffee (LKNCY US), Guoquan (2517 HK), Green Tea Group (6831 HK), Jiumaojiu (9922 HK), Li Ning (2331 HK), Bosideng (3998 HK), and JS Global Life (1691 HK) [33][41]

| TCOM 携程网 | | | | --- | --- | --- | | 71.110 ↓-0.440 -0.61% | | 收盘价 10/09 16:00 美东 | | 73.100↑ 1.990 +2.80% | | 盘前价 10/10 04:07 美东 | | 三 7 24 字 S 9 日 ♥ 白 ♥ 白 一 白 一 白 一 白 一 白 | | ● 快捷交易 | | 最高价 72.500 | 开盘价 72.070 | 成交量 205.49万 | | 最低价 70.505 | 昨收价 71.550 | 成交额 1.46亿 | | 平均价 71.224 | 市盈率 M 19.57 | 总市值 464.78亿 (…) | | 振 幅 2.79% | 市盈率(静) 20.46 | 总股本 6.54亿 | | 换手率 0.35% | 市净率 2.243 | 流通值 418.51亿 | | 52周最高 78.650 | 委 比 -- | 流通股 5.89亿 | | 52周最低 51.350 | 量 比 1.25 | 色 手 1股 | | 历史最高 78.650 | 股息TTM 0.304 换股比率 1.00 | ...

October 9, 2025 06:31 AM GMT Trip.com Group Ltd | Asia Pacific Total growth data matter more than daily average. We think the total travel receipts growth (8 days combined data against 7 days last year) is not directly comparable to the market's expected annual travel market growth run rate of 7%. We think the overall holiday data (+15%) is way much more meaningful to daily average spending growth. We think this should read positive to TCOM and also Tongcheng. Daily average domestic cross border travel and ...

Core Insights - The National Day and Mid-Autumn Festival holiday saw a significant increase in domestic travel and spending, with 888 million trips taken and total expenditures reaching 809 billion yuan, marking an increase of 1.23 billion trips and 108.2 billion yuan compared to the previous year [1] Group 1: Travel Trends - The holiday's travel themes included red tourism, autumn scenery, and moon viewing, with small cities offering a combination of these attractions becoming popular destinations [1] - Popular red tourism sites included Jinggangshan in Jiangxi, Yan'an in Shaanxi, and Changsha in Hunan, attracting large numbers of visitors [1] - The trend of "chasing autumn" led to high hotel bookings in over 2,000 counties, with the highest demand in Jiuzhaigou County, Sichuan [2] Group 2: Consumer Behavior - There was a 3% increase in long-distance travel orders compared to last year, with over 20% more users booking multiple domestic cities [2] - The "night economy" gained traction, with a 200% increase in searches for night tours, and venues like the Shanghai Pudong Art Museum seeing a fivefold increase in night attendance [3] - The collaboration between Wanda Films and the game "Love and Deep Space" showcased the rise of cross-industry marketing targeting younger consumers [3] Group 3: Market Dynamics - Non-first-tier cities saw a 90% increase in high-quality hotel bookings, indicating a shift in consumer preferences towards these locations [2] - The overall hotel booking volume in popular domestic cities increased by over 20%, while outbound travel destinations experienced a 30% rise in flight bookings [2] - The holiday period featured over 300 large-scale light shows, enhancing the appeal of night tourism [3]