Group 1: Meituan App Upgrade - Meituan App has launched an AI search feature called "Ask Meituan" to enhance local information service experience[1] - The new version aims to provide accurate and timely decision-making information for users seeking local dining and entertainment options[1] - The upgrade integrates AI capabilities to optimize user experience in various consumption scenarios[1] Group 2: Fliggy Travel Trends - Fliggy reports that inbound travel ticket bookings have increased over 4 times compared to last year during the Spring Festival holiday[2] - University student flight bookings have risen by over 20% year-on-year as schools begin to close for the holiday[2] - The demand for cross-border travel has surged, with outbound service bookings increasing by nearly 40% in the last two weeks[2] Group 3: Investment Recommendations - The report suggests embracing the "AI+" trend to optimize valuations in Hong Kong stocks, focusing on internet, technology, and emerging consumer sectors[4] - Beneficiary stocks include Alibaba, Tencent, Kuaishou, and Meituan, which are actively integrating AI and increasing capital expenditures[4] Group 4: Market Performance - The Shanghai Composite Index closed at 4136.16, up 0.33%[4] - The Shenzhen Component Index rose by 0.79%, closing at 14439.66[4] - The CSI 300 Index fell by 0.45%, closing at 4702.50[4]
海外周报:美团App升级上线AI搜索功能,飞猪平台春节假期入境游机票预订量增长超4倍
HUAXI Securities·2026-01-26 02:50