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·克莱默认为，只要航空公司保持飞行能力管理纪律，航空公司股票就有可能持续走强。他的分析是在周一发布的，因为近几个月来，主要航空公司的股票大幅上涨。
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.
发生了什么：受益于多重利好因素，达美航空公司（纽约证券交易所代码：DAL）、联合航空控股公司（纳斯达克股票代码：UAL）和美国航空集团公司（纳斯达克股票代码：AAL）均从近期低点强劲反弹。
Cramer highlighted that the sector's recovery is supported by both macroeconomic factors and industry-specific developments on CNBC.
克莱默强调，该行业的复苏得到了宏观经济因素和CNBC特定行业发展的支持。
"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."
克莱默在周一的节目中表示：“无论容量纪律有多长，实力都可能持续很长时间。”“目前，这些公司都在说正确的话。”
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.
航空业正在经历结构性转变，这可能标志着传统的繁荣萧条周期背道而驰。克莱默指出，来自Spirit Airlines Inc.（纽约证券交易所代码：SAVE）和西南航空公司等廉价航空公司的竞争有所减少。（纽约证券交易所代码：LUV）缩减了扩张计划。
Additionally, manufacturing delays at The Boeing Co. (NYSE:BA) have created a natural cap on industry capacity.
此外，波音公司的生产延迟（纽约证券交易所代码：BA）对行业产能设定了自然上限。
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.
为何重要：疫情后商务旅行的复苏以及美联储可能的降息进一步提振了该行业的前景。但是，克莱默保持了他一贯的谨慎态度，他指出，从历史上看，航空公司作为交易工具的表现要好于长期投资。
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.
Benzinga Pro的数据显示，包括美国环球喷气机ETF（纽约证券交易所代码：JETS）、Gabelli商业航空航天和国防ETF（纽约证券交易所代码：GCAD）和iShares美国航空航天与国防ETF（BATS: ITA）在内的主要航空交易所交易基金在过去一年中上涨了30％以上。
"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.
克莱默在承认行业动态可能发生结构性转变的同时建议：“我的直觉告诉我，也许要在音乐停止之前拨打收银机。”
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Courtesy of American Airlines.
由美国航空提供。
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免责声明：此内容部分是在人工智能工具的帮助下制作的，并由Benzinga的编辑审阅和发布。
