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航空公司機票賣不動了
uSMART盈立智投 10-18 21:59

投資研究公司DataTrek聯合創始人Jessica Rabe表示:“隨着美國經濟放緩,感恩節的機票價格在第三季度有所下降。 相比之下,聖誕節的機票價格在第三季度一直攀升,這可能是因爲算法試圖在航空旅行特別繁忙的時期,爲那些急切的早期買家制定最高的價格。”

“儘管出現了這些截然不同的趨勢,但在過去幾周,航空公司的定價能力明顯停滯不前,甚至下降。”

最新的消費者通脹報告顯示,繼8月和7月下降之後,美國9月機票價格環比下降6.4%。  

谷歌搜索“捷藍航空(JBLU.US)”、“聯合大陸航空(UAL.US)”、“美國航空(AAL.US)”、“達美航空(DAL.US)”和“Expedia(EXPE.US)”的平均次數比2019年下降了21%,而7月中旬和6月中旬分別下降了11%和8%。

美國10月第一週的旅客吞吐量爲182萬人次,低於2019年同期的237萬人次,不過取消對英國和歐洲的航空限制應該會促進國際旅行。

Rabe表示:“過去幾個月,隨着美國經濟增長放緩,以及美國消費者支出模式的持續轉變,美國的航空公司似乎失去了定價權。”

她補充稱:“機票價格和谷歌搜索數據(一項預測意向的前瞻指標)都顯示,美國人對假期乘飛機的興趣不大。” “考慮到假日航空旅行通常與未來幾個月的消費需求強度相關,這令人對2022年初的消費水平感到擔憂。”

儘管DataTrek預計航空股近期將出現波動,但對該板塊未來8至12個月的表現仍持樂觀態度。

DataTrek表示:“在這段時間內,國際和商務旅行需求應該會改善,美國人應該對長途旅行感到更加自在,尤其是在口罩規定放鬆的情況下。”

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