Jim Cramer Says Airline Stocks 'Strength Can Continue' Amid Structural Shifts: 'Ring The Register Before The Music Stops'
Jim Cramer Says Airline Stocks 'Strength Can Continue' Amid Structural Shifts: 'Ring The Register Before The Music Stops'
"The strength can continue for however long the capacity discipline does," Cramer stated on his Monday show. "For now, these companies are all saying the right things."Jim Cramer sees potential for continued strength in airline stocks, provided carriers maintain discipline in flight capacity management. His analysis comes on Monday as major carriers have seen significant stock appreciation in recent months.
吉姆·克萊默認爲，只要航空公司在航班容量管理上保持紀律，航空股的強勁勢頭就可能持續。他的分析是在週一發佈的，因爲主要航空公司在最近幾個月已經見證了顯著的股票升值。
What Happened: Delta Air Lines Inc. (NYSE:DAL), United Airlines Holdings Inc. (NASDAQ:UAL), and American Airlines Group Inc. (NASDAQ:AAL) have all rebounded strongly from their recent lows, benefiting from multiple tailwinds.
發生了什麼：達美航空公司（NYSE:DAL）、聯合大陸航空控股公司（NASDAQ:UAL）和美國航空集團（NASDAQ:AAL）都從近期的低點強勁反彈，受益於多重利好因素。
Cramer highlighted that the sector's recovery is supported by both macroeconomic factors and industry-specific developments on CNBC.
克萊默強調，板塊的復甦得到了宏觀經濟因素和行業特定發展因素的支持，播報於CNBC上。
"The strength can continue for however long the capacity discipline does," Cramer stated on his Monday show. "For now, these companies are all saying the right things."
"只要容量紀律得到維持，這種強勁勢頭就可以持續，"克萊默在他週一的節目中表示。"目前，這些公司都在說正確的話。"
The airline sector is experiencing structural shifts that could mark a departure from traditional boom-bust cycles. Cramer pointed to reduced competition from budget carriers like Spirit Airlines Inc. (NYSE:SAVE) and Southwest Airlines Co. (NYSE:LUV), which have scaled back expansion plans.
航空板塊正在經歷結構性變化，這可能標誌着傳統繁榮-衰退週期的開始。克萊默指出，像精神航空公司（NYSE:SAVE）和西南航空公司（NYSE:LUV）這樣的低成本航空公司減少了競爭，並縮減了擴張計劃。
Additionally, manufacturing delays at The Boeing Co. (NYSE:BA) have created a natural cap on industry capacity.
此外，波音公司（NYSE:BA）的製造延遲也在行業容量上形成了自然限制。
Why It Matters: A resurgence in business travel post-pandemic and potential Federal Reserve rate cuts have further bolstered the sector's outlook. However, Cramer maintained his characteristic caution, noting that airlines historically perform better as trading vehicles rather than long-term investments.
爲什麼重要：後疫情時期商務旅行的復甦和潛在的聯儲局減息進一步增強了該板塊的前景。然而，克萊默保持了他一貫的謹慎態度，指出航空公司歷史上作爲交易工具表現更好，而非長期投資。
Major aviation exchange-traded funds, including U.S. Global Jets ETF (NYSE:JETS), Gabelli Commercial Aerospace and Defense ETF (NYSE:GCAD), and iShares U.S. Aerospace & Defense ETF (BATS:ITA), have risen by over 30% in the past year, according to data from Benzinga Pro.
根據Benzinga Pro的數據，主要航空etf，包括航空etf-u.s. global（NYSE:JETS）、Gabelli商業航空航天與國防etf（NYSE:GCAD）和iShares美國航空航天與國防etf（BATS:ITA）在過去一年中上漲了超過30%。
"My gut tells me maybe to ring the register before the music stops," Cramer advised while acknowledging the possibility of a structural shift in the industry's dynamics.
「我的直覺告訴我也許在音樂停止之前要先獲利了結，」克雷默在承認行業板塊動態可能發生結構性變化的同時給出了建議。
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Courtesy of American Airlines.
美國航空提供。
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免責聲明：本內容部分使用人工智能工具生成，並經Benzinga編輯審核發佈。
譯文內容由第三人軟體翻譯。
