市场分析机构Melius Research分析师Conor Cunningham与Patrick Coleman在最新报告中指出，维权基金Elliott Management在挪威邮轮控股公司发现业务转机并非意外。《华尔街日报》此前披露，该基金正逐步建仓超过10%股权。疫情后，挪威邮轮聚焦高端市场的战略未能奏效，其股价表现不仅落后于竞争对手皇家加勒比邮轮和嘉年华邮轮，甚至不及新兴品牌维京邮轮。
但分析师强调，改善的契机已然显现。"在需求环境总体向好的背景下，挪威邮轮的转型任务更具可操作性。"报告分析称，"迄今为止，该公司的核心挑战并非扩大客源渠道，而在于如何有效维持现有市场份额。"受此消息提振，挪威邮轮股价当日上涨6.6%。
（注：本文根据公开市场信息整理，不构成投资建议）
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