根据Melius Research的一份报告，企业差旅支出似乎正在改善。该机构构建的指标，通过衡量2024年差旅支出最高的前100家企业的盈利预期修正情况，揭示了相关趋势。数据显示，从去年秋季到今年年初，趋势一直向好，并在四月的财报季期间出现跃升。其中，科技巨头如谷歌A、亚马逊、Meta Platforms, Inc.和苹果贡献最大，这主要得益于它们显著改善的2026年业绩展望。分析师Conor Cunningham和Patrick Coleman表示：“实时数据正在印证盈利预期修正所暗示的趋势。”他们引用了达美航空、阿拉斯加航空等航空公司，以及万豪、凯悦等酒店集团近期的表态作为佐证。
这一改善趋势与希尔顿集团的评论相符。希尔顿指出，美国经济持续受益于基础设施支出、《芯片法案》以及人工智能驱动的资本支出。分析师们认为：“这些领域的资金正逐渐流入差旅消费之中。”
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.