<p>日历刚刚进入秋季，但对于投资者来说，是时候考虑假日旅行季节及其对旅游股票的影响了。TravelAge West 最近的一份报告显示，旅游和娱乐支出将增加 1%，与其他领域（如礼物）支出下降的整体趋势相悖。</p>
<p>但即使在潜在的低利率环境下，消费者仍然会寻找价值。投资者也应如此，他们可能会在旅游行业找到一些便宜货。这就是这三只旅游股票的情况，它们在假日季节前平衡了机会和风险。</p>
<p>获取 <strong>西南航空</strong> 的提醒：</p>
<h2>Expedia 显示价格与价值的区别</h2>
<p>Expedia Group Inc. NASDAQ: EXPE 是领先的在线旅游公司之一。EXPE 股票在过去三年中提供了 129.6% 的总回报。尽管股票价格在 2025 年的增长有所放缓，但今年仍上涨超过 16%，在过去三个月中上涨超过 24%。</p>
<p>这一激增使得 EXPE 的交易价格约高于其共识价格目标 4%，引发了对估值的担忧。然而，几个因素表明该股票仍有上涨空间，特别是在假日旅行季节即将到来之际。</p>
<p>首先，在九月份，该股票获得了来自瑞穗和 BTIG 研究的两个看涨价格目标，分别为 240 美元和 250 美元。</p>
<p>其次，它的前瞻性市盈率约为 17 倍。然而，预计未来 12 个月的收益将增长 20%，因此投资者为公司的未来收益支付了折扣。</p>
<p>第三，与一些发布谨慎指引的竞争对手不同，Expedia 预计到年底将实现强劲的利润率扩张。这建立在其最近一个季度报告的 24% EBITDA 利润率扩张的基础上，随着假日旅行预订的增加，这一趋势可能会进一步加强。</p>
<h2>皇家加勒比：回调后的顺风航行</h2>
<p>皇家加勒比集团 NYSE: RCL 是从 COVID-19 行业停摆中恢复最强劲的公司之一。在过去三年中，该股票提供了超过 765% 的总回报，并在 2025 年上涨了 37%，得益于强劲的旅行需求和管理层在 2020 年重债后稳步修复的资产负债表。</p>
<p>过去一个月，股价下跌超过 12%，反映出在皇家加勒比在第二季度盈利超预期后股价飙升至 365 美元以上的历史高点后，投资者进行获利了结。尽管共识价格目标为 326.95 美元，表明当前水平的短期上涨空间有限，但分析师的情绪仍然看涨。多个目标接近或超过 400 美元，显示出对持续增长的信心。</p>
<p>皇家加勒比还通过今年将股息提高 25% 来增强其对股东的吸引力。对于投资者而言，强劲的需求、改善的基本面和持续的资本回报的结合使得 RCL 成为假日旅行季节值得密切关注的股票。</p>
<h2>西南航空：通过对冲实现假日强劲</h2>
<p>西南航空公司 NYSE: LUV 是另一只基于未来收益预期看起来具有价值的股票。在西南航空的情况下，分析师预计未来 12 个月的收益增长将超过 50%。这使得该公司的前瞻性市盈率为 20 倍值得密切关注。</p>
<p>西南航空预计将受益于喷气燃料成本的上升。该公司以其对冲策略而闻名，预计低利率将刺激对低成本国内旅行的需求，而这正是西南航空所填补的市场空缺。</p>
<p>LUV 股票在 2025 年下跌约 3.5%，此前在 7 月创下 12 个月高点，股价可能还有进一步回调的空间。然而，随着 10 月的收益发布，假日旅行需求可能成为关键催化剂。如果前瞻性指引确认强劲的季节性预订预期，西南航空可能在一年中最繁忙的旅行月份前呈现出一个有吸引力的入场点。</p>
<h2>你现在应该投资 1,000 美元在西南航空吗？</h2>
<p>在考虑西南航空之前，你需要听听这个。</p>
<p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐现在购买，以便在更广泛的市场注意到之前……而西南航空并不在名单上。</p>
<p>虽然西南航空目前在分析师中获得了持有评级，但顶级分析师认为这五只股票更值得购买。</p>
<p>查看这五只股票</p>

EXPE

皇家加勒比邮轮

西南航空

<p>随着假日旅行季节的临近，旅行和娱乐支出预计将增长 1%。值得关注的三只旅行股票包括：Expedia Group (EXPE)，该公司表现出强劲的回报和积极的增长预测；皇家加勒比邮轮 (RCL)，在疫情后恢复良好，整体回报和股息均有所增加；以及西南航空 (LUV)，预计将受益于需求上升和盈利增长。建议投资者在假日季节展开时考虑这些股票的潜在机会</p>

<p>The calendar just turned to fall, but for investors, it’s time to think about the holiday travel season and what it could mean for travel stocks. A recent report by TravelAge West suggests that travel and entertainment spending will increase by 1%, bucking a broader trend to lower spending in other areas, such as gifts.</p>
<div class="lb-trans"><p>日历刚刚进入秋季，但对于投资者来说，是时候考虑假日旅行季节及其对旅游股票的影响了。TravelAge West 最近的一份报告显示，旅游和娱乐支出将增加 1%，与其他领域（如礼物）支出下降的整体趋势相悖。</p>
</div><p>But even with the potential for lower interest rates, consumers will still be looking for value. The same should be true of investors, who may find some bargains in the travel sector. That’s the case with these three travel stocks, which balance opportunity and risk heading into the holiday season.</p>
<div class="lb-trans"><p>但即使在潜在的低利率环境下，消费者仍然会寻找价值。投资者也应如此，他们可能会在旅游行业找到一些便宜货。这就是这三只旅游股票的情况，它们在假日季节前平衡了机会和风险。</p>
</div><p>Get <strong>Southwest Airlines</strong> alerts:</p>
<div class="lb-trans"><p>获取 <strong>西南航空</strong> 的提醒：</p>
</div><h2>Expedia Shows the Distinction Between Price and Value</h2>
<div class="lb-trans"><h2>Expedia 显示价格与价值的区别</h2>
</div><p>Expedia Group Inc. NASDAQ: EXPE is one of the leading online travel companies. EXPE stock has delivered a total return of 129.6% in the last three years. The stock price growth is slowing a bit in 2025, but it’s still up more than 16% for the year and over 24% in the last three months.</p>
<div class="lb-trans"><p>Expedia Group Inc. NASDAQ: EXPE 是领先的在线旅游公司之一。EXPE 股票在过去三年中提供了 129.6% 的总回报。尽管股票价格在 2025 年的增长有所放缓，但今年仍上涨超过 16%，在过去三个月中上涨超过 24%。</p>
</div><p>That surge has pushed EXPE to trade about 4% above its consensus price target, raising concerns about valuation. However, several factors suggest the stock still has room to run, particularly with the holiday travel season approaching.</p>
<div class="lb-trans"><p>这一激增使得 EXPE 的交易价格约高于其共识价格目标 4%，引发了对估值的担忧。然而，几个因素表明该股票仍有上涨空间，特别是在假日旅行季节即将到来之际。</p>
</div><p>First, in September, the stock got two bullish price targets of $240 and $250 from Mizuho and BTIG Research, respectively.</p>
<div class="lb-trans"><p>首先，在九月份，该股票获得了来自瑞穗和 BTIG 研究的两个看涨价格目标，分别为 240 美元和 250 美元。</p>
</div><p>Second, it trades at around 17x forward earnings. However, earnings are expected to grow by 20% in the next 12 months, so investors are paying a discount for the company’s future earnings.</p>
<div class="lb-trans"><p>其次，它的前瞻性市盈率约为 17 倍。然而，预计未来 12 个月的收益将增长 20%，因此投资者为公司的未来收益支付了折扣。</p>
</div><p>Third, unlike some competitors that issued cautious guidance, Expedia projected strong margin expansion through year-end. This builds on the 24% EBITDA margin expansion reported in its most recent quarter, a trend that could strengthen further as holiday travel bookings increase.</p>
<div class="lb-trans"><p>第三，与一些发布谨慎指引的竞争对手不同，Expedia 预计到年底将实现强劲的利润率扩张。这建立在其最近一个季度报告的 24% EBITDA 利润率扩张的基础上，随着假日旅行预订的增加，这一趋势可能会进一步加强。</p>
</div><h2>Royal Caribbean: Smooth Sailing After a Pullback</h2>
<div class="lb-trans"><h2>皇家加勒比：回调后的顺风航行</h2>
</div><p>Royal Caribbean Group NYSE: RCL has staged one of the strongest recoveries from the COVID-19 industry shutdown. Over the past three years, the stock has delivered a total return of more than 765% and is up 37% in 2025, powered by resilient travel demand and a balance sheet that management has steadily repaired after the heavy debt load of 2020.</p>
<div class="lb-trans"><p>皇家加勒比集团 NYSE: RCL 是从 COVID-19 行业停摆中恢复最强劲的公司之一。在过去三年中，该股票提供了超过 765% 的总回报，并在 2025 年上涨了 37%，得益于强劲的旅行需求和管理层在 2020 年重债后稳步修复的资产负债表。</p>
</div><p>Shares have slipped more than 12% in the past month, reflecting profit-taking after Royal Caribbean surged to an all-time high above $365 following its second-quarter earnings beat. While the consensus price target of $326.95 suggests limited near-term upside from current levels, analyst sentiment remains bullish. Several targets sit near or above $400, pointing to confidence in continued growth.</p>
<div class="lb-trans"><p>过去一个月，股价下跌超过 12%，反映出在皇家加勒比在第二季度盈利超预期后股价飙升至 365 美元以上的历史高点后，投资者进行获利了结。尽管共识价格目标为 326.95 美元，表明当前水平的短期上涨空间有限，但分析师的情绪仍然看涨。多个目标接近或超过 400 美元，显示出对持续增长的信心。</p>
</div><p>Royal Caribbean has also strengthened its shareholder appeal by raising its dividend 25% this year. For investors, that combination of strong demand, improving fundamentals, and ongoing capital returns makes RCL a stock worth watching closely heading into the holiday travel season.</p>
<div class="lb-trans"><p>皇家加勒比还通过今年将股息提高 25% 来增强其对股东的吸引力。对于投资者而言，强劲的需求、改善的基本面和持续的资本回报的结合使得 RCL 成为假日旅行季节值得密切关注的股票。</p>
</div><h2>Southwest Airlines: Hedging Its Way to Holiday Strength</h2>
<div class="lb-trans"><h2>西南航空：通过对冲实现假日强劲</h2>
</div><p>Southwest Airlines Co. NYSE: LUV is another stock that looks like a value based on future earnings expectations. In the case of Southwest Airlines, analysts are forecasting earnings growth of over 50% in the next 12 months. That makes the company’s forward P/E ratio of 20x something to watch closely.</p>
<div class="lb-trans"><p>西南航空公司 NYSE: LUV 是另一只基于未来收益预期看起来具有价值的股票。在西南航空的情况下，分析师预计未来 12 个月的收益增长将超过 50%。这使得该公司的前瞻性市盈率为 20 倍值得密切关注。</p>
</div><p>Southwest is expected to benefit from rising jet fuel costs. The company is known for its hedging strategy, and lower interest rates are expected to stimulate demand for low-cost, domestic travel, which is the niche that Southwest fills.</p>
<div class="lb-trans"><p>西南航空预计将受益于喷气燃料成本的上升。该公司以其对冲策略而闻名，预计低利率将刺激对低成本国内旅行的需求，而这正是西南航空所填补的市场空缺。</p>
</div><p>LUV stock is down about 3.5% in 2025 after hitting a 12-month high in July, and shares may have further room to pull back. However, with earnings scheduled for October, holiday travel demand could be a key catalyst. If forward guidance confirms expectations for strong seasonal bookings, Southwest may present an attractive entry point heading into the busiest travel months of the year.</p>
<div class="lb-trans"><p>LUV 股票在 2025 年下跌约 3.5%，此前在 7 月创下 12 个月高点，股价可能还有进一步回调的空间。然而，随着 10 月的收益发布，假日旅行需求可能成为关键催化剂。如果前瞻性指引确认强劲的季节性预订预期，西南航空可能在一年中最繁忙的旅行月份前呈现出一个有吸引力的入场点。</p>
</div><h2>Should You Invest $1,000 in Southwest Airlines Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1,000 美元在西南航空吗？</h2>
</div><p>Before you consider Southwest Airlines, you'll want to hear this.</p>
<div class="lb-trans"><p>在考虑西南航空之前，你需要听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Southwest Airlines wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐现在购买，以便在更广泛的市场注意到之前……而西南航空并不在名单上。</p>
</div><p>While Southwest Airlines currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然西南航空目前在分析师中获得了持有评级，但顶级分析师认为这五只股票更值得购买。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>查看这五只股票</p>
</div>

假期临近，值得关注的三只旅游股票