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瑞银表示,美国航空公司第一季度财报发布之际,需求趋势和并购传闻将成为关注焦点。

-- 瑞银证券周二发布的一份报告指出,联合航空 (UAL)、阿拉斯加航空集团 (ALK)、美国航空 (AAL) 和西南航空 (LUV) 即将公布下周的第一季度财报,投资者关注的焦点集中在需求趋势、单位收入预期以及市场对航空业整合的猜测上。 报告称,达美航空 (DAL) 强劲的需求趋势和第二季度两位数左右的收入预期为整个行业树立了高标准,投资者将密切关注同行能否保持类似的增长势头,或者是否会出现正常化的迹象。 瑞银预计,联合航空第二季度收入将实现两位数中段的增长,盈利也将高于市场普遍预期,这主要得益于其位于新泽西州纽瓦克枢纽的业绩同比基数有所改善、高端市场需求强劲以及基于情景分析的全年业绩预期。 报告还指出,美国航空预计第二季度收入将实现两位数中段的增长,但盈利将出现小幅下滑,公司股份的重新获得可能带来业绩提升,但全年业绩预期范围可能会扩大,甚至可能暂停发布全年目标。 瑞银表示,西南航空预计将实现两位数以上的单位收入增长和高于市场预期的盈利,但由于该公司正持续推进其转型战略,预计全年业绩指引将暂停发布。 阿拉斯加航空将于周一公布业绩,美联航将于周二公布,西南航空将于4月22日公布,美国航空将于4月23日公布。 周三交易中,美联航股价下跌2.5%,阿拉斯加航空下跌0.2%,美国航空上涨1.1%,西南航空上涨1.2%,达美航空上涨1%。

Price: $94.79, Change: $-2.38, Percent Change: -2.45%

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