金吾财讯 | 受中东地缘冲突及燃油价格大幅上涨影响，美国航空出行成本持续攀升，国际机票价格较冲突前显著上涨，多家航司相继宣布提价、增收行李费与燃油附加费，部分航司还计划削减低客流航线，甚至可能缩减高利润长途航线。
成本飙升直接压制了消费者出游意愿，美国经济咨商局3月的数据显示，未来六个月内计划国际旅行的消费者占比不足17%，创2022年底以来低位，计划自驾出行的比例更是跌至2020年以来最低水平。
与之形成对比的是邮轮市场的持续火热。美国汽车协会预计，今年将有2170万美国人选择邮轮出行，大幅高于2019年水平。为抢占暑期市场，皇家加勒比、嘉年华、挪威邮轮等企业纷纷推出优惠活动，以免费小费、特色餐饮、船上Wi-Fi等增值服务吸引游客，部分企业还通过大型旅行社推出不公开特价。
目前邮轮行业暂未征收燃油附加费，地缘政治对整体预订影响有限，仅地中海区域预订小幅下滑。业内人士指出，若油价持续高位运行，邮轮公司后续也可能跟进收取燃油附加费。
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