嘉年华邮轮迎来值得庆祝的时刻

投资观察
Yesterday

邮轮公司本是油价冲击波的受害者之一,但本周嘉年华邮轮却逆势而上。

该邮轮巨头股价周四收涨3.2%至24.94美元,创下逾一个月来最大单日涨幅。此番表现部分归功于摩根士丹利将其评级上调至"增持"。分析师指出,历史经验表明,在俄罗斯-乌克兰战争等油价冲击平息后,邮轮类股票均出现"实质性反弹"。

更值得玩味的是,地缘政治危机若仅削弱民众探险意愿,对邮轮业未必全然是利空。分析师补充道:"当世界动荡加剧,有组织的旅行方式(邮轮)相较于自由行反而更具相对优势。"

本月以来,嘉年华邮轮、皇家加勒比邮轮与挪威邮轮股价均录得两位数跌幅。但嘉年华邮轮在过去五个交易日中有四日收涨,展现出韧性。这家邮轮运营商定于3月27日披露第一季度财报。

(本文源自道琼斯新闻流媒体直播报道,完整内容可通过检索代码P/WSJL获取)

(完) 道琼斯通讯社

2026年3月19日17:37 ET(21:37 GMT)

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