2026-05-29实体消费与农林牧渔短期航空票价上涨拖累业绩，同程旅行等待夏季需求反弹Goldman Sachs ｜ 同程旅行业绩指引放缓，关注夏季反弹和携程调查影响 | Goldman Sachs-Tongcheng Travel Holdings （0780.HK）： NDR takeaways： Air traffic and hotel room booking slowdown near term， as guided. No major impact-260528.pdf