智通财经APP获悉,周二,美国航空股普遍下跌,截至发稿,美国航空(AAL.US)跌2.8%,达美航空(DAL.US)跌3.78%,西南航空(LUV.US)跌超4%,联合航空(UAL.US)跌2.64%。消息面上,此前杰富瑞分析师下调了四大航司中三家的评级,并指出“消费者信心持续低于预期”。该投行将美国航空和达美航空的评级从“买入”下调至“持有”,并将西南航空降至“逊于大盘”。此次评级调整源于达美、西南和美国航空此前均下调了第一季度业绩预期,理由是宏观经济环境不确定以及极端天气影响。杰富瑞预计,随着本周即将生效的关税政策带来更大不确定性,各航司可能进一步下调全年指引。联合航空是四大航司中唯一维持“买入”评级的公司,杰富瑞认为其“2025年后的增长机会”和“行业领先的战略”具备优势。
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