美银:行业需求疲软但反弹可期 维持美联航等“买入”评级

智通财经
14 Mar

智通财经APP获悉,美银证券发布研报表示,尽管近期航空业面临多重负面因素的影响,但随着宏观经济不确定性的改善,航空需求有望回升。该行表示,受宏观不确定性影响,航空公司需求疲软,多家美国航空公司已下调2025年第一季度营收预期。其中,达美航空(DAL.US)下调幅度最大,降幅为450个基点,其次是美国航空(AAL.US),降幅为400个基点。西南航空(LUV.US)降幅在200-300个基点,...

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