BUZZ-美欧因格陵兰问题关系紧张,邮轮股下跌
1月20日 - ** 在大盘疲软和地缘政治紧张局势加剧的背景下,邮轮运营商股价下跌
** 挪威邮轮公司NCLH.N下跌5.2%,报20.86美元;皇家加勒比RCL.N下跌3.5%,报266.70美元;嘉年华集团CCL.N下跌2.7%,报28.14美元;维京控股VIK.N下跌近1%,报68.75美元。
** 华尔街主要股指跌至近三周低点,原因是美国总统特朗普(Donald Trump)在格陵兰岛争端中对欧洲发出新的关税威胁 (link),令投资者感到恐慌。
** 晨星(Morningstar)分析师卡茨(Jaime Katz)表示:"邮轮股似乎与其他可自由支配股票一起下跌,与大盘平均疲软走势同步"。
** Katz 补充说,鉴于近期美国对格陵兰岛感兴趣的言论以及欧洲对这一想法的普遍抵制,地缘政治风险可能会增加。
** 2025 年,NCLH 下跌 13.5%,VIK 上升 62.1%,RCL 上升 20.9%,CCL 上升 22.5%
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