周一盘中，嘉年华邮轮（CCL）股价大跌5.17%，引发市场关注。这一跌幅可能与近期美国旅游业面临的挑战有关。
据报道，由于特朗普政府实施的关税政策，外国游客正在避开美国。数据显示，3月份来美的海外游客数量同比下降了11.6%。其中，西欧游客暴跌17%，非陆路入境的墨西哥游客下降23%。加拿大游客也在减少赴美行程，4月份从加拿大飞往美国的机票预订较2024年下降了75%。
尽管嘉年华邮轮等邮轮运营商可能在美国旅行抵制潮中保持相对稳定，但投资者似乎对整个旅游行业的前景感到担忧。分析师指出，嘉年华邮轮约有3%至4%的业务来自加拿大，这部分业务可能受到影响。此外，如果美国游客因报复性抵制或经济衰退而放弃出境游，邮轮行业可能面临更大压力。目前，市场似乎正在消化这些潜在风险，导致嘉年华邮轮股价出现明显下跌。
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