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Argus上调Expedia目标价至340美元
Jin Rong Jie· 2025-12-30 02:18
Argus Research将在线旅游平台Expedia的目标价从300美元上调至340美元。该行预计,Expedia将从其 Vrbo度假租赁业务及其忠诚度计划的增长中获益。 本文源自:金融界AI电报 ...
沪指9连阳!白银狂飙后跳水!跨年倒计时,上涨行情还会继续吗?
Sou Hu Cai Jing· 2025-12-29 11:27
今日A股三大指数涨跌不一,沪指微涨走出九连阳,创业板指一度跌超1%。沪深两市成交额2.14万亿,较上一个交易日缩量209亿。 盘面上,全市场超3300只个股下跌,从板块来看,机器人概念午后反复活跃,商业航天概念延续强势,下跌方面,电池、乳业、电力等板块跌幅居前。 截至收盘,沪指涨0.04%,深成指跌0.49%,创业板指跌0.66%。 说到这里,距离2026年也就差几天,这两天的热搜和朋友圈也被各种年度闪屏。 航旅纵横告诉你今年飞了多少公里,超越了全国多少用户。QQ音乐、网易云音乐统计出你循环了几百遍的年度歌单,就连外卖APP都要提醒你今年吃了 多少顿炸鸡。 上周全市场都关注国投白银LOF这只基金从连续涨停到连续跌停,不知道多少小伙伴是吃到肉或是挨打了? 今天的行情同样过山车,先是直线跌停,二十分钟后又差点涨停,现在还涨了3个多点,溢价率依然有近30%。 为啥会出现这种情况? 看着这些五颜六色的数据回顾,不由想起咱们红绿相间的基金账户。 说实话,2025年的市场还算给力。 年初的DeepSeek时刻引爆全场,尽管有着关税冲突,整体来说也算顺风顺水。 一方面是套利党们急剧涌入,短短5个交易日冲进去17亿,要知道年 ...
连休三天!元旦假期攻略来了→
Jin Rong Shi Bao· 2025-12-29 10:22
Group 1 - The travel market is expected to show characteristics of "having fun and doing more" during the New Year's holiday in 2026, with a significant increase in consumer travel willingness [1] - Popular long-distance routes such as Shenzhen-Harbin, Beijing-Kunming, and Beijing-Xishuangbanna are seeing a surge in travelers, with numbers exceeding those on December 31 [1] - Cities with unique features like "immersive experiences," "nearby micro-vacations," and "high-cost performance ski resorts" are emerging as unexpected popular destinations for the New Year's holiday [1] Group 2 - The trend of "new entrants expanding and main players upgrading" is evident, with a 130% year-on-year increase in bookings from travelers born after 2005, indicating strong growth potential among younger demographics [2] - Travelers aged 1990-1999, known as the "post-90s," represent 40% of New Year's holiday bookings, with an average order value increasing by 17% year-on-year, reflecting a willingness to pay for high-quality services and experiences [2] - Hotel bookings in popular areas for New Year's Eve, such as Changsha, Xi'an, and Chongqing, have seen significant year-on-year growth, with some locations experiencing increases of up to 5 times [2]
“数”说元旦旅游市场,跨年游将有这些新花样
Guan Cha Zhe Wang· 2025-12-29 09:28
Core Insights - The domestic tourism market in China is experiencing a vibrant mix of "ice and snow" and "warm sunshine" during the year-end period, with "cross-regional travel" becoming a notable trend this winter [1] - As the New Year holiday approaches, there is a surge in demand for "post-holiday travel" and "leave-splitting travel," leading to a peak in cultural and tourism consumption [1] - Online travel platforms report significant increases in bookings for flights, hotels, and homestays during the New Year holiday, indicating strong vitality in both domestic and outbound tourism markets [1] Domestic Tourism Trends - Ice and snow tourism is dominating the market during the New Year holiday, with popular destinations like Jilin's Changbai Mountain and Harbin's snow resorts seeing ticket sales increase by 2.7 times and 2 times respectively [1][2] - The demand for ice and snow tourism is extending to southern regions, with places like Sichuan's Jiuzhaigou and Yunnan's Jiaozi Snow Mountain experiencing a 100% increase in ticket bookings [2] - Young travelers, particularly those born in the 1980s and 1990s, are the main force behind the surge in travel, accounting for over 70% of bookings [2] Accommodation Insights - Hotel bookings in popular cities during the New Year holiday have tripled year-on-year, with high-end hotels seeing a fivefold increase in orders [3] - Harbin continues to lead in homestay bookings, with a 15-fold increase in reservations around the Wansui Mountain Martial Arts City in Kaifeng [5] Short-Distance Travel Preferences - Short-distance micro-vacations are becoming mainstream, with popular train routes concentrated within a "4-hour high-speed rail circle," catering to the demand for flexible travel options [7] - Hotel bookings in smaller cities are also seeing significant growth, with some counties experiencing increases of over five times [8] Outbound Tourism Growth - The inbound and outbound tourism markets are both showing strong growth, with inbound hotel search heat increasing by over 150% and outbound flight bookings exceeding 620,000 [16] - Popular outbound destinations include Bangkok, Seoul, and Hong Kong, with flight bookings to Seoul increasing by 3.3 times year-on-year [21] Event-Driven Travel - Events such as New Year's Eve concerts and fireworks shows are driving tourism, with searches for related activities increasing by over 500% [15] - Major cities are hosting various New Year activities, enhancing the festive atmosphere and attracting tourists [13]
夜经济成消费新蓝海 携程点亮30万亿元“夜经济”
Zheng Quan Ri Bao Wang· 2025-12-29 07:10
"机场、火车站、地铁枢纽站附近,凌晨房的搜索量一直很高"。携程"午夜房"产品负责人表示,凌晨落 地、早班机出行、航班中转的客人,存在巨量临时过夜需求。赶在国庆节之前上线"午夜房",也是让旅 客能在出行中实现最低3折安睡。 艾媒咨询发布的《2019-2022年中国夜间经济产业发展趋势与消费行为研究报告》指出,夜间经济涉及 餐饮、文化、游览、购物等多元化的商业形态,线上及线下的夜间消费需求逐渐丰富,夜间消费比例约 占总体零售消费的六成,预计2020年中国夜间经济规模将突破30万亿元。 9月初,携程上线"午夜房",在线点亮30万亿元"夜经济市场",为夜游、国庆中转客人提供闭环体验。 携程方面表示,数天内,重庆、广州、成都、北京、大理市、深圳、丽江、西安、杭州、上海、武汉、 长沙、昆明、厦门、贵阳、天津、苏州、郑州、南宁、三亚多家高星酒店开通"午夜房",夜间订单平均 提升67%。25岁至35岁的年轻人,成"午夜房"消费主力军。机场、高铁站、KTV、酒吧街、美食街、医 院、CBD、大学校园、互联网公司周边,成为"午夜房"热搜商圈。(刘斯会) 夜经济已成消费新蓝海。携程数据显示,每天有30万人在凌晨搜当日酒店。加上国庆出 ...
广发信用卡助势海南封关后首个旅游消费热潮
Jin Rong Jie Zi Xun· 2025-12-29 03:00
12月18日,海南正式步入全岛封关运作的历史新阶段。这不仅是海南自贸港建设的重要里程碑,更是新 时代中国扩大高水平对外开放的新起点。随着封关红利的持续释放,迅速点燃了海南当地的旅游消费热 潮,作为封关后的首个节假日,2026年元旦"飞海南过节"成为国内游客出行新潮流。同程旅行平台数据 显示,截至目前,元旦前后往返三亚的机票预订热度环比涨超75%;去哪儿数据同步印证,2026年1月1 日至3日,飞往海口、三亚的机票预订量同比分别增长19%和51%,酒店市场同样火爆,封关后首个周 末三亚、海口多地度假酒店热门房型即售罄,元旦假期三亚酒店搜索热度同比增长已超200%。在此背 景下,广发信用卡主动响应国家战略,以金融之力借势政策春风护航消费出行,助力封关红利转化为消 费活力。 银行频道更多独家策划、专家专栏,免费查阅>> 责任编辑:栎树 广发卡深度布局海南,赋能消费新生态 紧抓海南封关这一历史性机遇,广发信用卡立足长期深耕海南市场的经验积淀,将金融服务与旅游消费 需求精准对接,构建起覆盖生活场景、品质旅游、购物消费的立体化权益生态,让封关红利直达持卡 人。在本地生活场景,"超级广发日"品牌活动持续发力,精选海南本地知 ...
重磅:携程悄悄上线稳定币支付!打响国内企业第一枪
Xin Lang Cai Jing· 2025-12-29 01:48
来源:财经大瓜田 2025年12月25日,携程正式宣布其海外平台Trip.com开通全球稳定币支付功能,支持USDT及USDC。用 户通过以太坊、波场等主流公链完成支付,在越南等地预订机票最高可节省约18%的费用。这项由新加 坡持牌机构Triple-A支持的服务,极大简化了流程:预订酒店仅需提供姓名与邮箱,传统支付方式中复 杂的个人信息填写成为历史。 携程的"先斩后奏" 没有发布会,没有通稿,甚至没有官方公告。就在大家还在讨论传统旅游平台如何转型时,携程已经悄 然接入了稳定币支付功能。 这种"做了再说"的风格,与当年京东高调宣布布局区块链却进展缓慢形成鲜明对比。携程这波操作,更 像是互联网圈的一句老话:"会叫的狗不咬人,咬人的狗不叫。" 程打响了国内企业稳定币支付的第一枪 链小智ChainThink链小智ChainThink2025年12月26日 18:15河北3人星标 这不仅是支付方式的迭代,更是在线旅游平台对传统金融体系覆盖"盲区"的一次精准手术。 当全球超 过80%的人口因缺乏国际信用卡或银行账户而被阻隔在无缝跨境支付之外时,稳定币正提供一条绕开传 统金融高墙的现实路径。 携程的此次尝试,看似是商业便利 ...
【西安】跨年游热度上升 西安城墙灯会上线
Shan Xi Ri Bao· 2025-12-28 23:31
Group 1 - The core viewpoint of the articles highlights a significant increase in consumer travel intentions for the New Year holiday, with average spending per customer rising by 10% year-on-year and the number of items purchased per person increasing by 9% compared to last year [1] - The booking volume for outbound travel products has surpassed that of the previous New Year holiday, indicating a strong recovery in travel demand [1] - Popular travel destinations for the New Year holiday include major cities such as Shanghai, Beijing, Guangzhou, and Chengdu, with emerging trends showing a preference for unique experiences and high-value snow resorts [1] Group 2 - The demographic trends indicate a notable increase in bookings from younger consumers, particularly those born after 2005, whose booking numbers surged by 130% year-on-year, showcasing their strong growth potential [1] - The 1990s generation remains the dominant group for New Year travel, accounting for 40% of bookings, with the average order value increasing by 17% compared to last year [1] - There is a growing demand for personalized experiences and a sense of celebration during the New Year, with searches for related activities like New Year performances and fireworks increasing by 58% year-on-year [1] Group 3 - The Xi'an City Wall Lantern Festival will commence on New Year's Day and run until March 22, featuring themes that celebrate cultural heritage and artistic expression [2] - The festival will showcase over 50 national treasures transformed into lantern designs, enhancing the cultural experience for visitors [2] - Interactive elements will connect visitors with classic Tang poetry, enriching the cultural narrative of the event [2]
“跨年好去处”搜索热度飙升!年轻人成出游主力→
Sou Hu Cai Jing· 2025-12-27 13:18
年轻人成为出游主力人群,90后预订人次占比达四成,而且下单商品均价同比去年提升17%,这表明该 年龄段游客对高品质服务与体验的支付意愿更强,"悦己型"消费的特征更显著。 不少人选择"过夜火车"或者搭乘"夜航航班"进行跨年倒计时。记者注意到,这类"跨年线路"既省去住宿 成本,又增添独特仪式感,成为元旦假期新潮流。 (央视财经《天下财经》)近年来,民众迎接新年的形式愈发多元,不论是游览名胜,还是畅玩冰雪, 都颇具仪式感。 今年元旦共有3天假期,催热短途游。在线旅游平台数据显示,近一周"跨年好去处"相关搜索热度环比 上涨150%,本地及周边城市是跨年出行的主要选择。元旦期间出行的预约单量比去年同期增长近5倍。 从目的地看,火车出行热度最高的城市为北京、上海、广州、哈尔滨和南京等地。 而在福建厦门,不同历史时期的闽南文化,在主题景区"屿见闽南"中交错呈现,构建了一个"可品尝、 可触摸、可穿戴、可聆听、可观赏"的非遗体验空间。游客们不仅可以与南音表演者一起弹奏演唱,还 能品尝地道的闽南小吃,进行沉浸式体验。 转载请注明央视财经 编辑:令文芳 在线旅游平台数据显示,2026年元旦期间亲朋好友住民宿一起跨年,成为最流行的方 ...
跨年旅行仪式感比“去哪儿”更重要
Xin Lang Cai Jing· 2025-12-26 21:02
中经记者 李立 上海报道 2026年元旦假期临近,围绕"如何跨年"的主题旅行开始升温。 2025年12月17日,跨年(12月31日)火车票正式开售,同程旅行数据显示,开售不到半分钟,北京出发 前往哈尔滨、沈阳,深圳出发前往厦门,广州出发前往长沙等多个热门线路车票热销,黄金时段车次更 是"光速售罄"。 去哪儿旅行数据显示,元旦假期期间,车程在2小时左右的短途路线最为火爆。北京往返天津、成都往 返重庆、上海往返南京、广州往返南宁等短途线路人气旺。 不过,《中国经营报》记者发现,无论是北上追寻冰雪,还是南下拥抱暖阳,无论是围观主题乐园的烟 花璀璨,还是选择去远郊山海静谧独处,"如何过"正在超越"去哪里",成为年轻人规划跨年旅行的核心 思路。 人都去哪儿? 2026年元旦假期自1月1日至3日连休三天,形成了2026年首个"小长假",大大释放了积压的旅游需求。 从整体流向来看,市场延续了冬季"冰雪游"与"避寒游"两大主题,上演着一场热烈的"南北双向奔赴"。 同程旅行数据显示,哈尔滨、长春、长白山、阿勒泰、乌鲁木齐等传统冰雪旅游目的地持续火热。其 中,"顶流"哈尔滨冰雪大世界已于12月17日正式开园,预计将引爆整个假期的 ...