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携程集团 - 黄金周旅游数据表现积极
2025-10-10 02:49
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 ...
Analyst Says Expedia Stock is ‘Darn Cheap’
Yahoo Finance· 2025-10-09 15:26
Mark Mahaney, Evercore ISI head of internet research, said in a latest program on CNBC that Expedia (EXPE) is his top pick because the stock’s valuation is cheap. The analyst explains the reasons why he’s bullish on the stock: “Expedia is one of our top picks for the year. It’s kind of a contrarian call on our part, but part of it is it’s darn cheap. This thing still trades well under a market multiple, 13–14 times earnings. You have new management in place. If they are better executors and you can see th ...
EXPEDIA GROUP B2B SUPERCHARGES PARTNER GROWTH WITH NEW AI-POWERED TRIP PLANNER AND MULTIPLE APIS
Businesswire· 2025-10-09 04:30
Core Insights - Expedia Group is enhancing partner growth through the introduction of an AI-powered trip planner and multiple APIs [1] Group 1 - The new AI-powered trip planner aims to streamline the travel planning process for partners, potentially increasing efficiency and user satisfaction [1] - Multiple APIs are being introduced to facilitate better integration and functionality for partners, allowing for a more seamless experience [1] - This initiative is part of Expedia Group's broader strategy to leverage technology to drive growth and improve service offerings in the B2B sector [1]
文旅消费目的地前十城市,南京排第一!
Sou Hu Cai Jing· 2025-10-08 23:31
文旅消费TOP10目的地,南京第一 10月8日,美团旅行发布数据显示,长达8天的超级黄金周,带动平台出行订单量较2024年国庆假期增长 超30%。文旅消费TOP10目的地城市分别为南京、成都、西安、北京、重庆、武汉、长沙、洛阳、上 海、广州,南京排名首位。 游客在夫子庙景区游玩。新华社发 该平台数据显示,国庆中秋假期期间,南京整体旅游订单量同比增长15%。当地主要客源地为:上海、 北京、杭州、合肥、深圳。当地热门景区为:牛首山文化旅游区、红山森林动物园、明孝陵、大报恩寺 遗址景区、南京中山植物园。 多目的地"串游"趋势明显 今年国庆中秋假期,多目的地"串游"趋势明显,飞猪的数据显示,机票、用车等交通工具类商品人均预 订量同比提升5%,酒店、线路游、门票等商品人均预订量同比提升4.6%。假期出行的客单价同比提升 14.6%,95后游客预订人次占比最高。 大学生们不再局限于就近城市的"特种兵式" 旅游,转而探索更多玩得久、体验深入的长线目的地。飞猪数据显示,大学生的机票预订量同比增长 63%,今年国庆中秋假期大学生的人均预订金额较去年提升31%。 10月1日美团旅行发布热度TOP10景区榜单,牛首山文化旅游区上榜 ...
ClearBridge Value Strategy Q3 2025 Commentary
Seeking Alpha· 2025-10-08 12:00
Sandwish/iStock via Getty Images By Reed Cassady, CFA, Sam Peters, CFA & Jean Yu, CFA, Ph.D. Harnessing Market Energy: Active Value in an Inelastic Era - Market Overview One of the core concepts in thermodynamics is that energy flow drives most systems. This principle also helps explain the behavior of economies, life and — importantly — financial markets, where capital flows act as the system’s energy source, with potentially massive impacts. For instance, the Inelastic Market Hypothesis (IMH) suggest ...
ClearBridge Mid Cap Growth Strategy Q3 2025 Commentary (Mutual Fund:LBGAX)
Seeking Alpha· 2025-10-08 06:35
Market Overview - Mid cap growth equities experienced modest gains in Q3, with the Russell Midcap Growth Index returning 2.8%, lagging behind the Russell Midcap Value Index at 6.2% and the Russell Midcap Index at 5.3% [3] - The U.S. Federal Reserve's rate cut in September contributed to easing monetary policy, benefiting rate-sensitive sectors and renewing interest in cyclical and innovation-led areas [3] Investor Sentiment - Investor sentiment improved due to the passage of the One Big Beautiful Bill and progress on trade agreements, reducing policy uncertainty and enabling companies to execute delayed strategic decisions [4] - Earnings estimates stabilized, particularly in technology and AI-related sectors, despite ongoing challenges in non-residential construction and discretionary segments [4] Portfolio Performance - The ClearBridge Mid Cap Growth Strategy outperformed its benchmark in Q3, driven by stock selection in IT, consumer staples, and healthcare sectors, while consumer discretionary and financials sectors slightly detracted from performance [5] Sector Contributions - In the IT sector, AppLovin (APP) and Monolithic Power Systems (MPWR) were standout performers, with AppLovin benefiting from strong earnings and optimism around its e-commerce business [6] - Consumer staples saw positive contributions from Performance Food Group (PFGC) and Casey's General Stores (CASY), both benefiting from strong operational performance [7] - The consumer discretionary sector faced challenges, particularly with Chipotle Mexican Grill (CMG) and Wingstop (WING) experiencing declines due to competitive pressures and softer spending trends [8] - Financials sector was a modest drag on performance, with Tradeweb Markets (TW) and Corpay facing challenges from macro volatility and company-specific issues [9] Portfolio Positioning - New positions were initiated in Roblox, benefiting from improved growth dynamics and advertising opportunities, and APi Group, which is well-positioned in safety and industrial services [10][11] - Exited position in Deckers Outdoor (DECK) due to increasing competitive pressures in the sneaker market [12] Outlook - Leadership within mid growth stocks remains selective, with a few companies rewarded for differentiated technology and strong pipelines, while others struggle with demand and competition [13] - Focus remains on identifying businesses with secular growth drivers across technology, healthcare, and industrials sectors [14] - Near-term market uncertainty is expected to persist, but the strategy is positioned to benefit from companies sustaining durable growth in earnings and cash flow [15] Portfolio Highlights - The ClearBridge Mid Cap Growth Strategy had positive contributions across seven of the 11 sectors, with IT and healthcare being the leading contributors [16] - Stock selection in IT, consumer staples, healthcare, and energy sectors contributed positively, while consumer discretionary and financials sectors weighed on performance [17] - Individual stock contributions included AppLovin, United Rentals (URI), and Performance Food, while detractors included Chipotle Mexican Grill and Tradeweb Markets [18]
美团旅行国庆假期消费Top城市:南京、成都、西安、北京、重庆入选
Xin Lang Ke Ji· 2025-10-08 03:08
责任编辑:郝欣煜 美团旅行数据显示,国庆中秋假期,文旅消费Top10目的地城市分别为南京、成都、西安、北京、重 庆、武汉、长沙、洛阳、上海、广州。 新浪科技讯 10月8日上午消息,美团旅行发布数据显示,长达八天的超级黄金周,带动平台出行订单量 较2024年国庆假期增长超30%。 ...
Top 10 Stock Recommendations You Can’t Miss Amid Growing AI Bubble Fears
Insider Monkey· 2025-10-07 12:07
Blockbuster AI deals with eye-popping numbers have started to make Wall Street uneasy amid growing concerns about stock valuations and parallels between today’s AI boom and the dot-com bubble. However, many analysts believe there are no signs of AI CapEX slowing and tech stocks still have a lot of room to run. There are also hopes that the AI-led rally will broaden out to other companies as people begin to use and adopt AI applications.Rob Sechan from NewEdge Wealth said in a latest program on CNBC that the ...
Is TripAdvisor (TRIP) a Potential AI Investment?
Yahoo Finance· 2025-10-07 12:03
Middle Coast Investing, an investment advisor firm, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The third quarter was favorable for Middle Coast Investing. Its collective portfolio outperformed the S&P 500 and is ahead of benchmarks year to date. In Q3 2025, the US Portfolios returned 9.6% compared to 7.8% for the S&P 500. It’s Core U.S. portfolios returned 10% while the Russell 2000 returned 12%, the S&P 600 returned 8.7% and the Nasdaq generated 11.2% for ...
3 Travel Stocks to Watch Heading Into the Holidays
MarketBeat· 2025-10-06 15:04
The calendar just turned to fall, but for investors, it’s time to think about the holiday travel season and what it could mean for travel stocks. A recent report by TravelAge West suggests that travel and entertainment spending will increase by 1%, bucking a broader trend to lower spending in other areas, such as gifts.  But even with the potential for lower interest rates, consumers will still be looking for value. The same should be true of investors, who may find some bargains in the travel sector. That’ ...