7月30日，海啸陆续抵达日本太平洋沿岸多个地区。截至目前，去哪儿平台已接到北海道、和歌山县部 分酒店的通知，启动免费退改保障。7月30日14点前下单、7月30日零点至7月31 零点入住酒店的订单， 旅客可以联系去哪儿平台免费退改。（第一财经） ...

Group 1 - The company Qunar has received notifications from some hotels in Hokkaido and Wakayama Prefecture to initiate free cancellation and modification guarantees due to the tsunami impacting the Pacific coast of Japan [1] - Customers who made bookings before 14:00 on July 30 and are scheduled to check in between July 30 and July 31 can contact Qunar for free cancellation and modification [1]

每经AI快讯，7月30日，香港交易所信息显示，美国资本集团在携程集团-S的持股比例于07月28日从 10.93%升至11.04%。 ...

格隆汇7月30日｜摩根大通将在线旅游服务商Booking Holdings目标价从6000美元上调至6250美元。 ...

智通财经7月30日电，摩根大通将在线旅游服务商Booking Holdings目标价从6000美元上调至6250美元。 ...

Group 1: Core Insights - China has become a significant force in the global economic landscape, influencing business and investment decisions amid complex market conditions [1][2] - Tim Campbell, CEO of Baillie Gifford, emphasizes the importance of long-term investment strategies and the need to focus on long-term trends rather than short-term noise [1][2][9] Group 2: ESG Investment Perspective - ESG factors are critical in the investment process, especially for long-term holdings, as companies with poor ESG practices struggle to succeed over time [2][12] - Baillie Gifford engages with portfolio companies to ensure adherence to the highest industry standards for sustainable development [2][12] Group 3: Emerging Market Opportunities - Tim Campbell expresses optimism about the investment potential in emerging markets, particularly China, highlighting rapid developments in electric vehicles, e-commerce, and solar energy [2][15] - The resilience of China's consumer market and technological innovation capabilities position it well to navigate tariff policies and geopolitical uncertainties [2][11] Group 4: Investment Decision Factors - Successful investment relies on a well-structured investment team culture and incentive mechanisms, with a focus on long-term performance [6][9] - Unique and valuable research inputs are essential for making differentiated investment decisions, as demonstrated by Baillie Gifford's early investments in companies like Tesla [7][9] Group 5: China's Competitive Edge - Chinese companies exhibit remarkable efficiency and competitiveness, which are crucial for their success in the global market [18][19] - The intense competition in sectors like electric vehicles and solar energy drives Chinese firms to excel and innovate [19][20] Group 6: Future Economic Trends - Despite current economic challenges, the long-term growth trajectory of the Chinese economy remains positive, with significant achievements in poverty alleviation and GDP growth [20][21] - Key sectors for future growth in China include healthcare, e-commerce, and renewable energy, with a focus on identifying valuable investment opportunities [21][22]

格隆汇7月30日｜旅游网站Booking公布，第二季度营收同比增长16%至68亿美元，好于市场预期的65.7 亿美元；调整后每股盈利55.4美元，亦好于预期的50.22美元。美国以外地区的旅游活动蓬勃，抵消美国 市场疲态，有助业绩优于预期。期内总预订额增长13%，达到467亿美元，超出分析师预期，客房预订 间夜数增长7.7%。集团预期，第三季度营收同比升幅介乎7%至9%，客房预订间夜数同比升幅介乎3.5% 至5.5%。 ...

Core Viewpoint - The article discusses the shift of the airline ticketing platform, Hanglv Zongheng, towards a more comprehensive service model, suggesting that it may be more beneficial to operate as a Travel Management Company (TMC) rather than a traditional Online Travel Agency (OTA) [2][5]. Group 1: Industry Context - The airline ticketing industry is experiencing increased competition with Hanglv Zongheng's recent announcement of "source direct sales" for tickets, although it does not fully align with the definition of direct sales [2]. - Hanglv Zongheng, established in 2012, initially focused on providing flight information, a service that has become highly competitive with many players in the market [2][3]. Group 2: Business Model Challenges - Providing only flight information is not a sustainable business model due to high competition and limited utility for travelers [3]. - Hanglv Zongheng's previous attempts to monetize features like paid seat selection have faced consumer backlash, limiting revenue opportunities [4]. Group 3: Shift Towards OTA - The platform has evolved to resemble other OTAs, offering a wide range of services including train tickets, hotel bookings, and insurance, indicating a shift towards a more comprehensive sales model [4]. - This transformation is likened to "carcinization," where different companies in the market gradually adopt similar OTA characteristics despite their varied origins [4]. Group 4: Future Opportunities - The article suggests that Hanglv Zongheng could find greater success by operating as a TMC, leveraging its flight information and customer service capabilities to cater to corporate clients [5]. - This potential shift mirrors the historical example of Ctrip's investment in Feichangzhun, integrating flight information services into its OTA model [5].

7月29日，商业智能数据服务商QuestMobile发布《2025年中国移动互联网半年大报告》。报告显示，截至2025年6月，全网月活跃用户规模已经达到12.67 亿，同比增长了2.5%；用户人均单日使用时长及次数分别为7.97小时、117.9次，同比提升了7.8%、2.6%。 数据显示，过去半年多，全网用户总量和用户黏性正打破此前几年的瓶颈状态，用户量同比增长重新回到了2%以上，用户人均使用时长重回5%以上，呈现 出增速回升且充满韧性。 今年上半年，头部互联网企业流量持续聚集，行业前15名的企业去重用户规模均超过4亿，其中，腾讯控股、阿里巴巴、抖音集团、百度集团构成了第一梯 队，去重用户规模分别达到12.66亿、12.48亿、11.68亿、11.05亿；拼多多、蚂蚁集团、美团、京东构成了第二梯队，去重用户规模分别达到9.52亿、9.35 亿、8.94亿、8.76亿。 受此影响，整个上半年，国内文旅市场持续火热，消费市场呈现出浓厚的"烟火气"，不仅出现了"网红景点热""网红博物馆热""大学热"， "为看演唱会奔赴 一座城市"更是轮番登上热搜，截至6月份，在线旅游行业用户规模同比增长4.4%，已达1.56亿，在 ...

Group 1 - Recent heavy rainfall in Beijing has led to flooding and geological disasters, prompting the city to issue a red rainstorm warning and activate a level one emergency response for flood control [1] - Meituan Public Welfare Foundation, in collaboration with One Foundation, has initiated an emergency response mechanism to assist severely affected areas such as Miyun and Huairou, providing transitional housing, sanitation kits, and heavy equipment for disaster recovery [1] - Meituan has committed to donating 5 million yuan for post-disaster reconstruction efforts in the affected regions [1] Group 2 - Meituan Xiaoxiang Supermarket has urgently dispatched over 25,000 items, including self-heating pots, bottled water, instant noodles, and ham sausages, to support residents in disaster-stricken areas [3] - Meituan Medical Health has coordinated with partners to send 160 stretchers and over 2,000 medical supplies to support disaster relief and medical care for affected communities [5][6] Group 3 - Meituan Travel has implemented protective measures for hotel, attraction, and vacation bookings affected by the heavy rain, offering free cancellations and refunds, and providing risk alerts on the Meituan app [8] - The company has established a special task force for flood relief in North China and will continue to monitor the disaster situation while cooperating with relevant authorities for rescue and recovery efforts [8]