智通财经APP获悉,周一,高盛下调了对美国酒店业的展望,指出消费者需求增长乏力、经济不确定性加剧,以及航空业释放出的令人担忧的信号。该行表示,目前预计2025年美国酒店的每间可售房平均收入(RevPAR)仅增长0.4%,低于此前预计的1.4%。鉴于此,高盛分析师将凯悦酒店(H.US)股票的评级下调为“卖出”,并将万豪国际(MAR.US)和希尔顿全球(HLT.US)的评级下调至“中性”。高盛指出,...
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