[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciobe1f636c":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dciobe1f636c","强劲需求提振利润能力！高盛全面唱多航空股-唯西空航空(SKYW)遭降级","\u002Fdoc\u002Fdciobe1f636c","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，高盛上调了对航空业的前景展望，原因是尽管航空公司提高票价以抵消燃油成本上涨，但航空旅行需求依然强劲，并未受到明显抑制。因此，高盛将2026年第三季度和第四季度航空业净利润预测分别上调24%和32%。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">高盛分析师凯瑟琳·奥布莱恩在发给客户的报告中表示“我们认为，行业迅速采取措施控制运力、以及Spirit Airlines于5月停止运营后竞争环境改善，共同推动了收入趋势的增强。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">奥布莱恩特别看好忠诚旅游(ALGT)在与Sun Country Airlines合并后的发展前景，并指出合并后的公司“收入趋势显著改善”。奥布莱恩表示“我们预计忠诚旅游强劲的收入增长趋势将持续，受益于以休闲旅游为主的市场运力减少以及并购协同效应不断释放。”她重申对忠诚旅游的“买入”评级，并将其目标价上调14%至142美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">与此同时，奥布莱恩还上调了多家航空公司的目标价，包括将阿拉斯加航空(ALK)目标价上调19%至69美元;将美国航空(AAL)目标价上调50%至15美元;将达美航空(DAL)目标价上调45%至116美元;将美联航(UAL)目标价上调24%至162美元;被给予“卖出”评级的捷蓝航空(JBLU)目标价上调28%至4.50美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">唯一的例外是西空航空(SKYW)。奥布莱恩将对该股评级从“买入”下调至“中性”，并将目标价下调14%至108美元，原因是飞行小时产出的下行风险上升。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">西空航空的业务主要依赖于与合作航空公司签订的长期运力采购协议，其业务量通常以飞行小时衡量。在第一季度财报电话会议上，公司管理层表示，预计今年夏季的飞行小时产出将较上一季度模型预测“略低”。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">对此，奥布莱恩指出，尽管燃油价格较4月高点已大幅回落，“但仍高于战争爆发前的水平，因此我们预计，中期内行业运力增长将低于此前预期，从而增加西空航空飞行小时产出的下行风险”。奥布莱恩将西空航空2026年的飞行小时增长预测从此前的3.5%下调至3.0%，而她在今年早些时候的预测为4.9%。她表示，这意味着飞行小时增长将较近年来出现“显著放缓”。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]