According to the Societe Generale Securities Research report, with the decline in the number of newly diagnosed COVID-19 in major countries, the entry and exit policies of most countries have been gradually relaxed.

Recently, airlines around the world have expressed optimism that travel will rebound this spring and summer as the spread of Omicron variants decreases. Compared with November 2021, many markets have gradually relaxed or lifted travel restrictions, a number of airlines have announced the abolition of the mandatory wearing of masks on flights, the short-term international recovery is slightly optimistic.

With the easing of concerns about the epidemic, U. S. tourism stocks also ushered in a strong rebound.According to statistics,American Airlines (AAL.US) $、United Continental Airlines (UAL.US) $、$Huazhu (HTHT.US) $The latest closing price has rebounded by more than 50% from the lowest point of the year.$Delta Airlines (DAL.US) $、Norwegian Cruise (NCLH.US) $Rebound more than 40%$Royal Caribbean Cruise (RCL.US) $、Carnival Cruise (CCL.US) $Up by more than 30%.

Last Wednesday,$Delta Airlines (DAL.US) $When disclosing the financial report, he saidAs the O'Micron epidemic receded and travel demand rebounded strongly, the company returned to profitability in March, with an adjusted operating margin of nearly 10 percentage points.Thanks to consumers' brand preferences and growing demand momentum, the company has successfully responded to higher fuel prices, which will continue to drive Q2 quarterly profit margins to 12% 14% and have strong free cash flow.