06/25/2025, 07:10 AM UTC
挪威邮轮：显而易见的低价股Norwegian Cruise Lines: A Bargain In Plain Sight
1、挪威邮轮（NCLH）市盈率仅9倍，估值显著低于52周高点，但行业基本面稳健；2、对消费降级和地缘风险的担忧被夸大，邮轮业需求具备抗衰退韧性；3、新船交付和运力扩张推动增长，盈利预期乐观，嘉年华业绩超预期印证行业向好趋势。1. Norwegian Cruise Lines (NCLH) is undervalued at a 9x PE ratio, trading significantly below its 52-week high despite strong industry fundamentals; 2. Concerns about consumer spending and geopolitical risks are deemed excessive, with cruising showing resilience and recession-resistant demand; 3. New ship launches and capacity expansion position NCLH for growth, supported by solid earnings forecasts and Carnival's positive performance signaling industry strength.---
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