金吾财讯 | 摩根士丹利发布了关于北美航空业的最新研究报告，指出旅客的出行旅游意向保持稳定，国内旅行支出意向在假期前有所上升。报告中提到，高收入家庭的旅行意向高于低收入家庭，且旅行类别的消费意向在所有旅游类别中排名靠前。整体而言，该行对航空业的前景持谨慎乐观态度，认为尽管面临挑战，但旅行需求依然强劲，特别是对于高收入消费者而言。该行予达美航空(DAL)增持评级，目标价100美元；联合大陆航空(UAL)增持评级，目标价88美元；Frontier航空(ULCC)与大市同步评级，目标价8美元。
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