异动解读 | 嘉年华存托凭证夜盘大涨7.14%,新私人目的地表现亮眼

异动解读
Sep 30, 2025

嘉年华存托凭证(CUK)在周一夜盘交易中大涨7.14%,投资者对公司最新业绩和发展前景反应积极。

这一显著涨幅主要源于两个因素。首先,嘉年华邮轮CEO Josh Weinstein在分析师电话会议上表示,公司在巴哈马的新私人目的地Celebration Key表现出色。Weinstein称,早期客户反馈"非常好",预计明年将有280万游客到访该港口。他强调,Celebration Key投资的回报符合预期,甚至超出预期,这无疑增强了投资者的信心。

其次,尽管当日早些时候股价出现下跌,但Jefferies分析师仍然看好嘉年华邮轮的前景。分析师指出,公司持续展现出加速的整体增长和定价趋势,门票和船上消费的增长速度超过第二财季。此外,公司最新财报业绩超预期并上调了业绩指引,进一步支撑了Jefferies对该股的看涨观点。这些积极因素综合作用,推动了嘉年华存托凭证在夜盘交易中的强劲表现。

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