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- 金遄暄金遄暄
  ·2020-10-07
  淡定
  美股邮轮股走强！现在可以布局了吗？
  10月6日，美股邮轮股走强，嘉年华邮轮、挪威邮轮、皇家加勒比邮轮均涨超5%知名投行巴克莱的分析师撰写报告宣布将挪威邮轮、嘉年华邮轮、皇家加勒比邮轮三只邮轮股的评级从“持股观望”上调至“增持”。言之凿凿
  美股邮轮股走强！现在可以布局了吗？
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- 金遄暄金遄暄
  ·2020-04-17
  要钱，更得要命！
  非常抱歉，此主贴已删除
  3,161 评论
  1
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- 金遄暄金遄暄
  ·2020-04-17
  保命是硬道理
  非常抱歉，此主贴已删除
  3,108 评论
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- 金遄暄金遄暄
  ·2020-04-17
  到底是命重要，还是钱💰重要？命没了，要钱干嘛？
  非常抱歉，此主贴已删除
  3,145 评论
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- 金遄暄金遄暄
  ·2020-04-02
  跌，能跌出黄金坑！
  非常抱歉，此主贴已删除
  2,354 评论
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tg-height=\"182\"></p><p>知名投行巴克莱的分析师撰写报告宣布将挪威邮轮、嘉年华邮轮、皇家加勒比邮轮三只邮轮股的评级从“持股观望”上调至“增持”。言之凿凿地表示，邮轮业已经迎来了“后疫情”时代的拐点。</p><p>整体而言，邮轮行业仍然面临系统性的危机。</p><p>邮轮行业的旺季本应该是在过去的三个月夏季假期中，然而，现在我们希望的是可以看到邮轮们在11月可以重新起航。</p><p>看上去，新冠疫苗迅速推出的希望正在破灭，全球范围内的疫情危机很难在短时间内就得到纾解，而且恐怕会持续数年的时间。在不确定性弥漫的情况下，除非旅客们能够接受新常态，安然地在病毒危机中旅行，否则不太可能会有大量资金回归这个行业。</p><p>在行业整体仍然承压的情况下，个股公司也将命途多舛。</p><p>分析人士认为，假定情况可以很快恢复正常，嘉年华油轮也可能要到2022年才能恢复盈利。这家公司的资产负债表上还有82亿美元的现金和等价物，目前每月的现金消耗量是5.3亿美元左右，另外，预计利息支出今年是6.61亿美元，明年超过10亿美元。</p><p>华尔街分析师认为，到2023年，嘉年华的营收有望超过2019年的水平，但是每股盈利则将不到去年的一半。</p><p>如果说，相比较之下，嘉年华邮轮是行业中拥有更多资金流，以及其在所有品牌中占据主导地位。那么，规模较小的皇家加勒比邮轮则以利润率高而有望成为另一个幸存者。除此之外，其他邮轮公司恐怕都要苦苦挣扎，才能生存。</p><p>无论如何，目前而言，邮轮股的任何反弹，都将是投资者卖出的机会，而不应该被视为买入时机。</p><p>联合瑞士银行的分析师Robin Farley此前也在报告中指出，目前邮轮的需求仍然有限， MSC公司的Grandiosa号邮轮目前的入住率还维持在40-50%之间。而且，这位分析师预计，2021年邮轮的价格将会保持不变，因为邮轮公司们还没有动力降价。其还预测，明年一季度，将有15%的邮轮会投入使用，二季度为35%，2021年下半年料为75-80%。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股邮轮股走强！现在可以布局了吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-10-06 22:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月6日，美股邮轮股走强，<a href=\"https://laohu8.com/S/CCL\">嘉年华邮轮</a>、<a href=\"https://laohu8.com/S/NCLH\">挪威邮轮</a>、<a href=\"https://laohu8.com/S/RCL\">皇家加勒比邮轮</a>均涨超5%</p><p><img src=\"https://static.tigerbbs.com/9823f8a10d8a6d913a708ef7d5adc836\" tg-width=\"432\" tg-height=\"182\"></p><p>知名投行巴克莱的分析师撰写报告宣布将挪威邮轮、嘉年华邮轮、皇家加勒比邮轮三只邮轮股的评级从“持股观望”上调至“增持”。言之凿凿地表示，邮轮业已经迎来了“后疫情”时代的拐点。</p><p>整体而言，邮轮行业仍然面临系统性的危机。</p><p>邮轮行业的旺季本应该是在过去的三个月夏季假期中，然而，现在我们希望的是可以看到邮轮们在11月可以重新起航。</p><p>看上去，新冠疫苗迅速推出的希望正在破灭，全球范围内的疫情危机很难在短时间内就得到纾解，而且恐怕会持续数年的时间。在不确定性弥漫的情况下，除非旅客们能够接受新常态，安然地在病毒危机中旅行，否则不太可能会有大量资金回归这个行业。</p><p>在行业整体仍然承压的情况下，个股公司也将命途多舛。</p><p>分析人士认为，假定情况可以很快恢复正常，嘉年华油轮也可能要到2022年才能恢复盈利。这家公司的资产负债表上还有82亿美元的现金和等价物，目前每月的现金消耗量是5.3亿美元左右，另外，预计利息支出今年是6.61亿美元，明年超过10亿美元。</p><p>华尔街分析师认为，到2023年，嘉年华的营收有望超过2019年的水平，但是每股盈利则将不到去年的一半。</p><p>如果说，相比较之下，嘉年华邮轮是行业中拥有更多资金流，以及其在所有品牌中占据主导地位。那么，规模较小的皇家加勒比邮轮则以利润率高而有望成为另一个幸存者。除此之外，其他邮轮公司恐怕都要苦苦挣扎，才能生存。</p><p>无论如何，目前而言，邮轮股的任何反弹，都将是投资者卖出的机会，而不应该被视为买入时机。</p><p>联合瑞士银行的分析师Robin Farley此前也在报告中指出，目前邮轮的需求仍然有限， MSC公司的Grandiosa号邮轮目前的入住率还维持在40-50%之间。而且，这位分析师预计，2021年邮轮的价格将会保持不变，因为邮轮公司们还没有动力降价。其还预测，明年一季度，将有15%的邮轮会投入使用，二季度为35%，2021年下半年料为75-80%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6519a4fefaf5c27d84d40f62319661d4","relate_stocks":{"CCL":"嘉年华邮轮","RCL":"皇家加勒比邮轮","NCLH":"挪威邮轮"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157991453","content_text":"10月6日，美股邮轮股走强，嘉年华邮轮、挪威邮轮、皇家加勒比邮轮均涨超5%知名投行巴克莱的分析师撰写报告宣布将挪威邮轮、嘉年华邮轮、皇家加勒比邮轮三只邮轮股的评级从“持股观望”上调至“增持”。言之凿凿地表示，邮轮业已经迎来了“后疫情”时代的拐点。整体而言，邮轮行业仍然面临系统性的危机。邮轮行业的旺季本应该是在过去的三个月夏季假期中，然而，现在我们希望的是可以看到邮轮们在11月可以重新起航。看上去，新冠疫苗迅速推出的希望正在破灭，全球范围内的疫情危机很难在短时间内就得到纾解，而且恐怕会持续数年的时间。在不确定性弥漫的情况下，除非旅客们能够接受新常态，安然地在病毒危机中旅行，否则不太可能会有大量资金回归这个行业。在行业整体仍然承压的情况下，个股公司也将命途多舛。分析人士认为，假定情况可以很快恢复正常，嘉年华油轮也可能要到2022年才能恢复盈利。这家公司的资产负债表上还有82亿美元的现金和等价物，目前每月的现金消耗量是5.3亿美元左右，另外，预计利息支出今年是6.61亿美元，明年超过10亿美元。华尔街分析师认为，到2023年，嘉年华的营收有望超过2019年的水平，但是每股盈利则将不到去年的一半。如果说，相比较之下，嘉年华邮轮是行业中拥有更多资金流，以及其在所有品牌中占据主导地位。那么，规模较小的皇家加勒比邮轮则以利润率高而有望成为另一个幸存者。除此之外，其他邮轮公司恐怕都要苦苦挣扎，才能生存。无论如何，目前而言，邮轮股的任何反弹，都将是投资者卖出的机会，而不应该被视为买入时机。联合瑞士银行的分析师Robin Farley此前也在报告中指出，目前邮轮的需求仍然有限， 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