<p>邮轮行业可以说是疫情期间受到的打击最严重的行业。在几乎所有其他行业被允许重新开放之后，被迫停靠数月，邮轮运营商不得不承担巨额债务才能生存。</p>
<p>幸运的是，旅游需求的积压帮助拯救了这个行业。强劲的预订导致收入、利润和利润率激增。现在，尽管股价仍低于疫情前的高点，让我们看看哪家最大的邮轮运营商是最值得购买的。</p>
<h2>本文要点：</h2>
<ul>
<li>邮轮行业花费很长时间摆脱疫情强制封锁的影响，但现在又重新航行在高海域。</li>
<li>该行业存在较高的准入壁垒，限制了竞争，这让投资者可以专注于哪家三大领先邮轮股票应该购买。</li>
<li>如果您正在寻找一些潜力巨大的股票，请务必获取我们全新的 “下一个英伟达” 报告的免费副本。其中包括我们有信心具有 10 倍潜力的软件股票。</li>
</ul>
<h2>嘉年华（CCL）</h2>
<p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2021/05/imageForEntry10-at3.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2021/05/imageForEntry10-at3.jpg"/></p>
<p>嘉年华 Ecstasy 号邮轮</p>
<p>最大的邮轮运营商是 <strong>嘉年华</strong>（NYSE:CCL）。在其 2023 财年结束时，它拥有 9 个不同品牌的 92 艘船，包括以自己的名字命名的邮轮航线、公主邮轮、荷兰美洲航线、爱达邮轮和哥斯达黎加邮轮。在全球超过 701,000 的乘客容量中，嘉年华的容量为 263,300，几乎占总量的 38%。自去年 12 月以来，嘉年华接收了四艘新船，增加了近 17,000 的乘客容量。</p>
<p>业务蓬勃发展。在当前年度的前六个月里，乘客邮轮日（PCDs）增长了 14%，达到了 4780 万，帮助推动收入增长 20%，达到 112 亿美元。嘉年华创造了 8.06 亿美元的营业收入，这是去年亏损的 5200 万美元的显著好转。第二季度的 58 亿美元收入创下了该邮轮运营商的纪录。</p>
<p>然而，嘉年华仍然被其巨额债务所拖累。尽管过去一年偿还了超过 13 亿美元的债务，但其资产负债表上仍有超过 271 亿美元的长期债务，而现金及等价物为 16 亿美元。然而，该公司以 46 亿美元的可用流动资金结束了本季度。</p>
<p>在过去的两年里，CCL 股票上涨了 59%，而标普 500 指数上涨了 35%。以 10 倍的盈利预期、销售的一小部分和 12 倍的自由现金流交易，嘉年华看起来是一个可以在这个水平买入的股票。</p>
<h2>挪威邮轮控股公司（NCLH）</h2>
<p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2022/06/imageForEntry15-4cz.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2022/06/imageForEntry15-4cz.jpg"/></p>
<p>挪威邮轮的自豪号邮轮</p>
<p>另一端的是最小的邮轮运营商 <strong>挪威邮轮控股公司</strong>（NYSE:NCLH），拥有 32 艘船和三个品牌：挪威邮轮、欧凯尼亚邮轮和七海邮轮。其业务也已经复苏，并计划在未来十年左右增加 13 艘船。</p>
<p>截至目前，年度收入达到 45 亿美元，比去年增长了 13%，帮助其实现了 1.81 亿美元的营业利润，而去年同期亏损了 7300 万美元。其乘客邮轮日同比增长了 8%，达到了 2024 年前两个季度的 1220 万。</p>
<p>与嘉年华一样，挪威邮轮控股公司被迫承担了大量债务，截至第二季度末，其长期债务为 119 亿美元。考虑到它拥有的船只数量是嘉年华的三分之一，但债务负担却达到了嘉年华的 44%，这是一个相当大的数额。这有助于解释为什么挪威邮轮控股公司是表现最差的邮轮运营商。其股价在过去两年中上涨了 27%，落后于基准指数。</p>
<p>尽管 NCLH 的交易价格远低于市场和同行，但在过去 12 个月里，其自由现金流为负 4.28 亿美元。挪威邮轮控股公司可能会面临艰难的时期。</p>
<h2>加勒比皇家邮轮（RCL）</h2>
<p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2021/01/imageForEntry21-LIs.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2021/01/imageForEntry21-LIs.jpg"/></p>
<p>皇家加勒比的夜晚之海洋量子号</p>
<p>拥有 68 艘船的第二大邮轮运营商是 <strong>加勒比皇家邮轮</strong>（NYSE:RCL）。这家中档邮轮股票是三家中表现最好的。嘉年华和挪威邮轮今年的股价下跌了 15%，而皇家加勒比的股价上涨了 20%。</p>
<p>在过去的两年里，其股价飙升了 274%。在过去五年里，竞争对手损失了三分之二的价值，而 RCL 股票上涨了 44%。尽管仍落后于标普 500 指数的 81% 增长，但它是该行业迄今为止表现最佳的公司。</p>
<p>作为名人邮轮和银海邮轮的母公司，皇家加勒比以专注于体验而闻名。其船只通常配备创新设施，如冲浪模拟器、攀岩墙和多样化的餐饮体验，提升整体客户体验。与较大的嘉年华相比，它可能也被认为是一个更高档次的邮轮运营商。</p>
<p>当然，这也取决于您选择的航行时长。两三天的航行可能会有更多派对氛围，而通常会有更多家庭的长途航行，无论您选择的是哪艘船。</p>
<p>尽管 RCL 股票迅速上涨，但您是否错过了？华尔街仍然预计皇家加勒比未来五年的盈利将以 30% 的复合年增长率增长。考虑到股价相对于盈利和增长的折扣，RCL 股票看起来是最值得购买的邮轮股票。</p>
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<p>想要比原计划提前几年退休吗？或者您已经准备好现在就退休，但希望有额外的财务专家帮助您审视财务状况？</p>
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<p>点击这里，与最多 3 位热情的财务专家匹配，他们将乐意帮助您做出财务决策。</p>
<p>文章标题：嘉年华、挪威或皇家加勒比：今天哪家邮轮股票是最佳选择？ - 24/7 Wall St. 的最新文章。</p>

嘉年华存托凭证

嘉年华公司

皇家加勒比邮轮

嘉年华邮轮

<p>嘉年华公司、挪威游轮和皇家加勒比邮轮是疫情后复苏的游轮行业的主要参与者。嘉年华公司以显著的营业收入和股价增长 59% 领先，尽管负债高企。挪威游轮面临巨额债务和负现金流的困境，股价增长 27%，但在三家公司中表现最差。皇家加勒比邮轮位列第二大运营商之间。该行业正在经历预订量的复苏，使投资者可以考虑哪些股票具有最大潜力</p>

<p>The cruise industry was arguably the worst-hit during the pandemic. Forced to remain in port for months after virtually every other business was allowed to reopen, cruise operators had to take on enormous amounts of debt to survive.</p>
<div class="lb-trans"><p>邮轮行业可以说是疫情期间受到的打击最严重的行业。在几乎所有其他行业被允许重新开放之后，被迫停靠数月，邮轮运营商不得不承担巨额债务才能生存。</p>
</div><p>Fortunately, pent up demand for travel and tourism helped rescue the industry. Strong bookings led to surging revenue, profits, and margins. Now that the cruise lines are sailing the high seas again, though stock prices are still below pre-pandemic highs, let’s see which of the largest cruise operators is the best one to buy.</p>
<div class="lb-trans"><p>幸运的是，旅游需求的积压帮助拯救了这个行业。强劲的预订导致收入、利润和利润率激增。现在，尽管股价仍低于疫情前的高点，让我们看看哪家最大的邮轮运营商是最值得购买的。</p>
</div><h2>Key Points About This Article:</h2>
<ul>
<li>The cruise ship industry took a long time to shake off the impact of the forced lockdowns of the pandemic, but are once again sailing the high seas.</li>
<li>There are high barriers to entry in the industry, limiting the competition, which lets investors focus on which of the three leading cruise stocks they should buy.</li>
<li>If you’re looking for some stocks with huge potential, make sure to grab a free copy of our brand-new “The Next NVIDIA” report. It features a software stock we’re confident has 10X potential.</li>
</ul>
<div class="lb-trans"><h2>本文要点：</h2>
<ul>
<li>邮轮行业花费很长时间摆脱疫情强制封锁的影响，但现在又重新航行在高海域。</li>
<li>该行业存在较高的准入壁垒，限制了竞争，这让投资者可以专注于哪家三大领先邮轮股票应该购买。</li>
<li>如果您正在寻找一些潜力巨大的股票，请务必获取我们全新的 “下一个英伟达” 报告的免费副本。其中包括我们有信心具有 10 倍潜力的软件股票。</li>
</ul>
</div><h2>Carnival (CCL)</h2>
<div class="lb-trans"><h2>嘉年华（CCL）</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2021/05/imageForEntry10-at3.jpg" alt="" original-src="https://247wallst.com/wp-content/uploads/2021/05/imageForEntry10-at3.jpg"/></p>
<p>Carnival Ecstasy cruise ship</p>
<div class="lb-trans"><p>嘉年华 Ecstasy 号邮轮</p>
</div><p>The biggest cruise ship operator is <strong>Carnival</strong> (NYSE:CCL). At the end of its fiscal 2023 year, it had 92 ships across nine different brands including its namesake cruise line, Princess Cruises, Holland America, Aida Cruises, and Costa Cruises. Of the more than 701,000 global passenger capacity of the industry, Carnival’s capacity was 263,300, or nearly 38% of the total. Since last December, Carnival took possession of four more ships that added nearly 17,000 additional passenger capacity.</p>
<div class="lb-trans"><p>最大的邮轮运营商是 <strong>嘉年华</strong>（NYSE:CCL）。在其 2023 财年结束时，它拥有 9 个不同品牌的 92 艘船，包括以自己的名字命名的邮轮航线、公主邮轮、荷兰美洲航线、爱达邮轮和哥斯达黎加邮轮。在全球超过 701,000 的乘客容量中，嘉年华的容量为 263,300，几乎占总量的 38%。自去年 12 月以来，嘉年华接收了四艘新船，增加了近 17,000 的乘客容量。</p>
</div><p>Business is booming. Passenger cruise days (PCDs) are up 14% to 47.8 million over the first six months of the current year, helping to boost revenue 20% to $11.2 billion. Carnival generated $806 million in operating income, a significant turnaround from the $52 million loss it incurred last year. Second quarter revenue of $5.8 billion was a record for the cruise ship operator.</p>
<div class="lb-trans"><p>业务蓬勃发展。在当前年度的前六个月里，乘客邮轮日（PCDs）增长了 14%，达到了 4780 万，帮助推动收入增长 20%，达到 112 亿美元。嘉年华创造了 8.06 亿美元的营业收入，这是去年亏损的 5200 万美元的显著好转。第二季度的 58 亿美元收入创下了该邮轮运营商的纪录。</p>
</div><p>Yet Carnival is still weighed down by its massive debt load. Although it paid down more than $1.3 billion worth over the past year, it still has over $27.1 billion of long-term debt on its balance sheet versus $1.6 billion in cash and equivalents. However, it ended the quarter with $4.6 billion in available liquidity.</p>
<div class="lb-trans"><p>然而，嘉年华仍然被其巨额债务所拖累。尽管过去一年偿还了超过 13 亿美元的债务，但其资产负债表上仍有超过 271 亿美元的长期债务，而现金及等价物为 16 亿美元。然而，该公司以 46 亿美元的可用流动资金结束了本季度。</p>
</div><p>Over the past two years, CCL stock is up 59% compared to a 35% gain by the S&amp;P 500. Trading at 10 times earnings estimates, a fraction of sales, and 12 times free cash flow, Carnival looks like a stock to buy at these levels.</p>
<div class="lb-trans"><p>在过去的两年里，CCL 股票上涨了 59%，而标普 500 指数上涨了 35%。以 10 倍的盈利预期、销售的一小部分和 12 倍的自由现金流交易，嘉年华看起来是一个可以在这个水平买入的股票。</p>
</div><h2>Norwegian Cruise Line Holdings (NCLH)</h2>
<div class="lb-trans"><h2>挪威邮轮控股公司（NCLH）</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2022/06/imageForEntry15-4cz.jpg" alt="" original-src="https://247wallst.com/wp-content/uploads/2022/06/imageForEntry15-4cz.jpg"/></p>
<p>Norwegian Cruise Line’s Pride of America cruise ship</p>
<div class="lb-trans"><p>挪威邮轮的自豪号邮轮</p>
</div><p>At the other end of the spectrum is the smallest cruise operator, <strong>Norwegian Cruise Line Holdings</strong> (NYSE:NCLH), with 32 ships and three brands: the Norwegian name, Oceania Cruises, and Regent Seven Seas Cruises. Its business has sprung back as well and it expects to add an additional 13 ships to its fleet over the next decade or so.</p>
<div class="lb-trans"><p>另一端的是最小的邮轮运营商 <strong>挪威邮轮控股公司</strong>（NYSE:NCLH），拥有 32 艘船和三个品牌：挪威邮轮、欧凯尼亚邮轮和七海邮轮。其业务也已经复苏，并计划在未来十年左右增加 13 艘船。</p>
</div><p>Year-to-date revenue of $4.5 billion is up 13% from last year helping it to turn an operating profit of $181 million compared to losses of $73 million a year ago. Its PCDs are up 8% year-over-year to 12.2 million for the first two quarters of 2024.</p>
<div class="lb-trans"><p>截至目前，年度收入达到 45 亿美元，比去年增长了 13%，帮助其实现了 1.81 亿美元的营业利润，而去年同期亏损了 7300 万美元。其乘客邮轮日同比增长了 8%，达到了 2024 年前两个季度的 1220 万。</p>
</div><p>Like Carnival, it was forced to take on a lot of debt and at the end of the second quarter, it had $11.9 billion in long-term debt. That’s a substantial amount considering it has a third of the ships Carnival does but 44% of the debt load. It helps explain why Norwegian Cruise Line is the worst-performing cruise operator. Its stock is up 27% over the past two years, lagging behind the benchmark index.</p>
<div class="lb-trans"><p>与嘉年华一样，挪威邮轮控股公司被迫承担了大量债务，截至第二季度末，其长期债务为 119 亿美元。考虑到它拥有的船只数量是嘉年华的三分之一，但债务负担却达到了嘉年华的 44%，这是一个相当大的数额。这有助于解释为什么挪威邮轮控股公司是表现最差的邮轮运营商。其股价在过去两年中上涨了 27%，落后于基准指数。</p>
</div><p>While NCLH trades at substantial discounts to the market and its peers, it has also been burning cash with negative free cash flow of $428 million over the last 12 months. It could be rough seas ahead for Norwegian Cruise Line.</p>
<div class="lb-trans"><p>尽管 NCLH 的交易价格远低于市场和同行，但在过去 12 个月里，其自由现金流为负 4.28 亿美元。挪威邮轮控股公司可能会面临艰难的时期。</p>
</div><h2>Royal Caribbean Cruises (RCL)</h2>
<div class="lb-trans"><h2>加勒比皇家邮轮（RCL）</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2021/01/imageForEntry21-LIs.jpg" alt="" original-src="https://247wallst.com/wp-content/uploads/2021/01/imageForEntry21-LIs.jpg"/></p>
<p>Royal Caribbean’s Quantum of the Sea at night</p>
<div class="lb-trans"><p>皇家加勒比的夜晚之海洋量子号</p>
</div><p>The second-largest cruise operator with 68 ships across five brands is <strong>Royal Caribbean Cruises</strong> (NYSE:RCL). The mid-tier cruise ship stock has been by far the best performer of the three. Where both Carnival and Norwegian are taking on water this year with their stocks down 15%, Royal Caribbean is riding the wave higher by 20%.</p>
<div class="lb-trans"><p>拥有 68 艘船的第二大邮轮运营商是 <strong>加勒比皇家邮轮</strong>（NYSE:RCL）。这家中档邮轮股票是三家中表现最好的。嘉年华和挪威邮轮今年的股价下跌了 15%，而皇家加勒比的股价上涨了 20%。</p>
</div><p>Over the past two years, its stock has soared 274%. Over the past five years, where its rivals have lost two-thirds of their value, RCL stock is up 44%. That still trails the S&amp;P 500’s 81% gain, but is by far the industry’s best.</p>
<div class="lb-trans"><p>在过去的两年里，其股价飙升了 274%。在过去五年里，竞争对手损失了三分之二的价值，而 RCL 股票上涨了 44%。尽管仍落后于标普 500 指数的 81% 增长，但它是该行业迄今为止表现最佳的公司。</p>
</div><p>As it is also the parent of Celebrity Cruises and Silversea Cruises, Royal Caribbean has a reputation for focusing on the experience. Its ships often feature innovative amenities, such as surf simulators, rock climbing walls, and diverse dining experiences, which enhance the overall guest experience. It is arguably also considered a more upscale cruise operator than the larger Carnival.</p>
<div class="lb-trans"><p>作为名人邮轮和银海邮轮的母公司，皇家加勒比以专注于体验而闻名。其船只通常配备创新设施，如冲浪模拟器、攀岩墙和多样化的餐饮体验，提升整体客户体验。与较大的嘉年华相比，它可能也被认为是一个更高档次的邮轮运营商。</p>
</div><p>Of course, it also depends on the length of the cruise one takes. A two- or three-day voyage can have a more party-like atmosphere than an extended stay cruise that will typically have more families, regardless of the ship your on.</p>
<div class="lb-trans"><p>当然，这也取决于您选择的航行时长。两三天的航行可能会有更多派对氛围，而通常会有更多家庭的长途航行，无论您选择的是哪艘船。</p>
</div><p>Still, revenue is up 22% this year to $7.8 billion while operating income rocketed 77% higher to $1.8 billion. Royal Caribbean was the only one of the three that also reported profits last year, or $1 billion.</p>
<div class="lb-trans"><p>尽管 RCL 股票迅速上涨，但您是否错过了？华尔街仍然预计皇家加勒比未来五年的盈利将以 30% 的复合年增长率增长。考虑到股价相对于盈利和增长的折扣，RCL 股票看起来是最值得购买的邮轮股票。</p>
</div><p>Yet with RCL stock having climbed so far so fast, have you missed out? Wall Street still expects Royal Caribbean to grow earnings at a 30% compound annual growth rate for the next five years. With shares trading at a discount to earnings and its growth, RCL stock looks like the top cruise ship stock to buy.</p>
<h2><strong>Want to Retire Early? Start Here (Sponsor)</strong></h2>
<div class="lb-trans"><h2>** 想要提前退休？从这里开始（赞助商）</h2>
</div><p>Want retirement to come a few years earlier than you’d planned? Or are you ready to retire now, but want an extra set of eyes on your finances?</p>
<div class="lb-trans"><p>想要比原计划提前几年退休吗？或者您已经准备好现在就退休，但希望有额外的财务专家帮助您审视财务状况？</p>
</div><p>Now you can speak with up to 3 financial experts in your area for <strong>FREE</strong>. By simply clicking here you can begin to match with financial professionals who can help you build your plan to retire early. And the best part? The first conversation with them is free.</p>
<div class="lb-trans"><p>现在您可以免费与最多 3 位当地的财务专家交谈。只需点击这里，您就可以开始与能帮助您制定提前退休计划的财务专业人士匹配。最棒的部分是，与他们的第一次对话是免费的。</p>
</div><p>Click here to match with up to 3 financial pros who would be excited to help you make financial decisions.</p>
<div class="lb-trans"><p>点击这里，与最多 3 位热情的财务专家匹配，他们将乐意帮助您做出财务决策。</p>
</div><p>The post Carnival, Norwegian, or Royal Caribbean: Which Cruise Stock Is the Best Buy Today? appeared first on 24/7 Wall St..</p>
<div class="lb-trans"><p>文章标题：嘉年华、挪威或皇家加勒比：今天哪家邮轮股票是最佳选择？ - 24/7 Wall St. 的最新文章。</p>
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嘉年华邮轮、挪威邮轮还是皇家加勒比邮轮：今天哪只邮轮股票是最佳买入选择？