DAL 需求强劲、营收持续增长，但当前燃油成本上升正在侵蚀利润率；若燃油成本回落而定价维持高位，则有望实现显著的盈利能力。
逐段跳播
达美航空公布财报。该股最初下挫至78，现已回升至约80。他们的数据基本上相当不错，只不过，我是说，坐飞机的需求实在太多了，考虑到现在机票的价格，我觉得这很不可思议。即便是头等舱和升舱之类的，也是如此，太不可思议了。
需求太大了。他们的营收在增长，这很好。作为一家公司，他们的营收在增长。这对我们可不是好事，因为我们都在支付这些更高的费用和税费，本质上就是税，但他们在一刻不停地涨价。所以，营收在增长，但燃油成本涨得更快，这就是今天股价下跌的原因。
Delta Airlines reporting earnings. The stock initially flushing down to 78. It's recovered to about 80. they basically had pretty good numbers except they did I mean little literally there's a ton of demand for flying and I think that's incredible considering the price of airline tickets right now.
Um, even for first class and like upgrades is is incredible. So much demand. Um, their revenue is growing which is great. Their revenue as a company. It's not good for us because we're all paying these higher fees and taxes and essentially it's taxes, but it's it's they're raising prices non-stop.
So, the revenue is growing, but the fuel costs are skyrocketing faster, and that's why the stock is down today.
我要说的是，这是达美，如果这些燃油价格下跌，柴油、汽油，而真正影响他们的是航空燃油。如果他们的成本降下来，作为一家公司他们将会大杀四方，因为需求太惊人了。如果他们的成本下降，而他们又能维持价格——而这对你我这样的消费者来说最糟糕的地方在于，当他们看到支付这些更高价格的需求依然存在时，即便他们的投入成本比如航空燃油下降了，你觉得他们真的会降价吗？
答案是不会，他们不会。所以他们会赚得盆满钵满。而你我很可能看不到其中的好处，除非机票需求消退。
Now, I will say this is Delta, if you get a drop in these these fuel prices, diesel, gasoline, and really it's jet fuel that affects them. If they get their cost down, they are going to be killing it as a company because the demand is incredible.
If their costs go down and they can keep prices, and this is what stinks for you and I as as consumers is that when they see the demand is still there to pay these higher prices, even if their input costs like jet fuel drop, do you think they're actually going to drop prices?
And the answer is no, they're not. And so they'll make a ton of money. you and I are not going to see the benefits of that most likely unless demand for airline tickets subsides.
我唯一感兴趣看到的价位是，这里在70处有一个缺口回补，就在78下方。78可能会有意思，然后还有一个我更喜欢、位于7635的次级缺口回补。我喜欢这个位置的原因是，它是绝对低点，然后你看，如果你把它拉长来看，看这里，看，枢轴高点，枢轴点，它在缺口上方，然后形成支撑，支撑，如此等等。
所以这就像是今天的关键价位，就在7650附近。如果你激进一些，7780可能是一个机会。
The only level I see that I'd be interested in, there's a gap fill here at 70, just below 78. 78 could be of interest and then a secondary gap fill that I like even more at 7635.
The reason I like this one, it's the ab it's the absolute low and then look if you stretch it over, look at this look, pivot high, pivot point where it gaps above, then it forms it into support, support, and so on.
So this is like the golden level of the day right here at around 7650. If you're aggressive, 7780 might be an opportunity on that.
这个频道对 $DAL 的历次判断
Verified Investing 在这只股票上只有这一条判断。