--- title: "美国航空终止了与联合航空的合并谈判，而富国银行则暗示可能会有另一次合并的可能性" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/283230501.md" description: "美国航空拒绝了联合航空的合并提议，称这将损害竞争和消费者利益。该航空公司旨在专注于其战略目标。富国银行分析师 Christian Wetherbee 认为，联合航空与达美航空的合并可能性更大，而捷蓝航空可能是联合航空的一个较小目标。航空业仍然高度集中，关注点将转向 Spirit Airlines 的不确定未来以及联合航空在拒绝后可能采取的举措" datetime: "2026-04-18T17:27:21.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/283230501.md) - [en](https://longbridge.com/en/news/283230501.md) - [zh-HK](https://longbridge.com/zh-HK/news/283230501.md) --- # 美国航空终止了与联合航空的合并谈判，而富国银行则暗示可能会有另一次合并的可能性 Certainly this past week saw several key stories in the aviation world. First came the story that Spirit Airlines could be liquidated at any moment, only to be followed later in the week by reports that the budget carrier had asked the Trump administration for an emergency bailout. Then, of course, came the reopening of the Strait of Hormuz late in the week, which sent jet fuel prices in New York sharply lower and airline stocks soaring... It now appears that American Airlines has rejected United Airlines CEO Scott Kirby's idea to merge the two carriers. Kirby recently pitched President Trump on the tie-up. American told The New York Times in a statement that it was "not engaged with or interested" in the merger idea pitched by CEO Kirby. "While changes in the broader airline marketplace may be necessary, a combination with United would be negative for competition and for consumers, and therefore inconsistent with our understanding of the administration's philosophy toward the industry and principles of antitrust law," American said, adding, "Our focus will remain on executing on our strategic objectives and positioning American to win for the long term." White House Press Secretary Karoline Leavitt told reporters earlier this week that the merger was "not something the president or the White House has an opinion on or is weighing in on at this time." Wells Fargo analyst Christian Wetherbee told clients that the American-United merger was unlikely, but on his radar was "an opportunity for United and Delta." "This idea furthers our belief that the fuel shock presents an opportunity for United and Delta to emerge better positioned, potentially suggesting upside to out-year estimates," Wetherbee said. He noted a potential merger between United and American could be too large, as the combined carrier would control around 40% of domestic capacity without divestitures. As an alternative, Wetherbee suggested JetBlue could emerge as a smaller, more realistic target if American rejected United, giving United valuable assets in New York and Florida with less regulatory fallout. Some analysts have already described the airline industry as highly consolidated and a classic oligopoly. On our radar next week: Spirit's meeting with Transportation Secretary Sean Duffy, along with the carrier's uncertain fate as creditors could pull the plug at any moment. Attention will also shift to United and whether, after being rejected by American, it makes a move toward Delta. Meanwhile, jet fuel prices in New York are plunging, a welcome development for airlines after four weeks of soaring prices that led some carriers to hike bag fees and ticket prices to offset fuel costs. ### 相关股票 - [AAL.US](https://longbridge.com/zh-CN/quote/AAL.US.md) - [JBLU.US](https://longbridge.com/zh-CN/quote/JBLU.US.md) - [UAL.US](https://longbridge.com/zh-CN/quote/UAL.US.md) - [DAL.US](https://longbridge.com/zh-CN/quote/DAL.US.md) - [JETS.US](https://longbridge.com/zh-CN/quote/JETS.US.md) - [AIRL.US](https://longbridge.com/zh-CN/quote/AIRL.US.md) - [AALG.US](https://longbridge.com/zh-CN/quote/AALG.US.md) - [SAVEQ.US](https://longbridge.com/zh-CN/quote/SAVEQ.US.md) - [WFC.US](https://longbridge.com/zh-CN/quote/WFC.US.md) - [WFC-D.US](https://longbridge.com/zh-CN/quote/WFC-D.US.md) - [WFC-L.US](https://longbridge.com/zh-CN/quote/WFC-L.US.md) - [WFC-Y.US](https://longbridge.com/zh-CN/quote/WFC-Y.US.md) - [WFC-C.US](https://longbridge.com/zh-CN/quote/WFC-C.US.md) - [WFC-Z.US](https://longbridge.com/zh-CN/quote/WFC-Z.US.md) - [WFC-A.US](https://longbridge.com/zh-CN/quote/WFC-A.US.md) ## 相关资讯与研究 - [联合航空首席执行官证实曾接洽美国航空商议合并](https://longbridge.com/zh-CN/news/284208066.md) - [早盘趋势｜联合航空承压，短线反弹机会浮现？](https://longbridge.com/zh-CN/news/284053181.md) - [美联航 CEO 证实曾就合并事宜接触美航](https://longbridge.com/zh-CN/news/284210548.md) - [美联航曾提议与美航合并](https://longbridge.com/zh-CN/news/284392685.md) - [美联航 CEO 证实曾考虑与美国航空合并 但相关讨论已经结束](https://longbridge.com/zh-CN/news/284209729.md)