<p>郵輪行業可以説是疫情期間受到的打擊最嚴重的行業。在幾乎所有其他行業被允許重新開放之後，被迫停靠數月，郵輪運營商不得不承擔鉅額債務才能生存。</p>
<p>幸運的是，旅遊需求的積壓幫助拯救了這個行業。強勁的預訂導致收入、利潤和利潤率激增。現在，儘管股價仍低於疫情前的高點，讓我們看看哪家最大的郵輪運營商是最值得購買的。</p>
<h2>本文要點：</h2>
<ul>
<li>郵輪行業花費很長時間擺脱疫情強制封鎖的影響，但現在又重新航行在高海域。</li>
<li>該行業存在較高的准入壁壘，限制了競爭，這讓投資者可以專注於哪家三大領先郵輪股票應該購買。</li>
<li>如果您正在尋找一些潛力巨大的股票，請務必獲取我們全新的 “下一個英偉達” 報告的免費副本。其中包括我們有信心具有 10 倍潛力的軟件股票。</li>
</ul>
<h2>嘉年華（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>嘉年華 Ecstasy 號郵輪</p>
<p>最大的郵輪運營商是 <strong>嘉年華</strong>（NYSE:CCL）。在其 2023 財年結束時，它擁有 9 個不同品牌的 92 艘船，包括以自己的名字命名的郵輪航線、公主郵輪、荷蘭美洲航線、愛達郵輪和哥斯達黎加郵輪。在全球超過 701,000 的乘客容量中，嘉年華的容量為 263,300，幾乎佔總量的 38%。自去年 12 月以來，嘉年華接收了四艘新船，增加了近 17,000 的乘客容量。</p>
<p>業務蓬勃發展。在當前年度的前六個月裏，乘客郵輪日（PCDs）增長了 14%，達到了 4780 萬，幫助推動收入增長 20%，達到 112 億美元。嘉年華創造了 8.06 億美元的營業收入，這是去年虧損的 5200 萬美元的顯著好轉。第二季度的 58 億美元收入創下了該郵輪運營商的紀錄。</p>
<p>然而，嘉年華仍然被其鉅額債務所拖累。儘管過去一年償還了超過 13 億美元的債務，但其資產負債表上仍有超過 271 億美元的長期債務，而現金及等價物為 16 億美元。然而，該公司以 46 億美元的可用流動資金結束了本季度。</p>
<p>在過去的兩年裏，CCL 股票上漲了 59%，而標普 500 指數上漲了 35%。以 10 倍的盈利預期、銷售的一小部分和 12 倍的自由現金流交易，嘉年華看起來是一個可以在這個水平買入的股票。</p>
<h2>挪威郵輪控股公司（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>挪威郵輪的自豪號郵輪</p>
<p>另一端的是最小的郵輪運營商 <strong>挪威郵輪控股公司</strong>（NYSE:NCLH），擁有 32 艘船和三個品牌：挪威郵輪、歐凱尼亞郵輪和七海郵輪。其業務也已經復甦，並計劃在未來十年左右增加 13 艘船。</p>
<p>截至目前，年度收入達到 45 億美元，比去年增長了 13%，幫助其實現了 1.81 億美元的營業利潤，而去年同期虧損了 7300 萬美元。其乘客郵輪日同比增長了 8%，達到了 2024 年前兩個季度的 1220 萬。</p>
<p>與嘉年華一樣，挪威郵輪控股公司被迫承擔了大量債務，截至第二季度末，其長期債務為 119 億美元。考慮到它擁有的船隻數量是嘉年華的三分之一，但債務負擔卻達到了嘉年華的 44%，這是一個相當大的數額。這有助於解釋為什麼挪威郵輪控股公司是表現最差的郵輪運營商。其股價在過去兩年中上漲了 27%，落後於基準指數。</p>
<p>儘管 NCLH 的交易價格遠低於市場和同行，但在過去 12 個月裏，其自由現金流為負 4.28 億美元。挪威郵輪控股公司可能會面臨艱難的時期。</p>
<h2>加勒比皇家郵輪（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號</p>
<p>擁有 68 艘船的第二大郵輪運營商是 <strong>加勒比皇家郵輪</strong>（NYSE:RCL）。這家中檔郵輪股票是三家中表現最好的。嘉年華和挪威郵輪今年的股價下跌了 15%，而皇家加勒比的股價上漲了 20%。</p>
<p>在過去的兩年裏，其股價飆升了 274%。在過去五年裏，競爭對手損失了三分之二的價值，而 RCL 股票上漲了 44%。儘管仍落後於標普 500 指數的 81% 增長，但它是該行業迄今為止表現最佳的公司。</p>
<p>作為名人郵輪和銀海郵輪的母公司，皇家加勒比以專注於體驗而聞名。其船隻通常配備創新設施，如衝浪模擬器、攀巖牆和多樣化的餐飲體驗，提升整體客户體驗。與較大的嘉年華相比，它可能也被認為是一個更高檔次的郵輪運營商。</p>
<p>當然，這也取決於您選擇的航行時長。兩三天的航行可能會有更多派對氛圍，而通常會有更多家庭的長途航行，無論您選擇的是哪艘船。</p>
<p>儘管 RCL 股票迅速上漲，但您是否錯過了？華爾街仍然預計皇家加勒比未來五年的盈利將以 30% 的複合年增長率增長。考慮到股價相對於盈利和增長的折扣，RCL 股票看起來是最值得購買的郵輪股票。</p>
<h2>** 想要提前退休？從這裏開始（贊助商）</h2>
<p>想要比原計劃提前幾年退休嗎？或者您已經準備好現在就退休，但希望有額外的財務專家幫助您審視財務狀況？</p>
<p>現在您可以免費與最多 3 位當地的財務專家交談。只需點擊這裏，您就可以開始與能幫助您制定提前退休計劃的財務專業人士匹配。最棒的部分是，與他們的第一次對話是免費的。</p>
<p>點擊這裏，與最多 3 位熱情的財務專家匹配，他們將樂意幫助您做出財務決策。</p>
<p>文章標題：嘉年華、挪威或皇家加勒比：今天哪家郵輪股票是最佳選擇？ - 24/7 Wall St. 的最新文章。</p>

嘉年華存託憑證

嘉年華公司

皇家加勒比郵輪

嘉年華郵輪

<p>嘉年華公司、挪威遊輪和皇家加勒比郵輪是疫情後復甦的遊輪行業的主要參與者。嘉年華公司以顯著的營業收入和股價增長 59% 領先，儘管負債高企。挪威遊輪面臨鉅額債務和負現金流的困境，股價增長 27%，但在三家公司中表現最差。皇家加勒比郵輪位列第二大運營商之間。該行業正在經歷預訂量的復甦，使投資者可以考慮哪些股票具有最大潛力</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>郵輪行業可以説是疫情期間受到的打擊最嚴重的行業。在幾乎所有其他行業被允許重新開放之後，被迫停靠數月，郵輪運營商不得不承擔鉅額債務才能生存。</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>幸運的是，旅遊需求的積壓幫助拯救了這個行業。強勁的預訂導致收入、利潤和利潤率激增。現在，儘管股價仍低於疫情前的高點，讓我們看看哪家最大的郵輪運營商是最值得購買的。</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>本文要點：</h2>
<ul>
<li>郵輪行業花費很長時間擺脱疫情強制封鎖的影響，但現在又重新航行在高海域。</li>
<li>該行業存在較高的准入壁壘，限制了競爭，這讓投資者可以專注於哪家三大領先郵輪股票應該購買。</li>
<li>如果您正在尋找一些潛力巨大的股票，請務必獲取我們全新的 “下一個英偉達” 報告的免費副本。其中包括我們有信心具有 10 倍潛力的軟件股票。</li>
</ul>
</div><h2>Carnival (CCL)</h2>
<div class="lb-trans"><h2>嘉年華（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>嘉年華 Ecstasy 號郵輪</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>最大的郵輪運營商是 <strong>嘉年華</strong>（NYSE:CCL）。在其 2023 財年結束時，它擁有 9 個不同品牌的 92 艘船，包括以自己的名字命名的郵輪航線、公主郵輪、荷蘭美洲航線、愛達郵輪和哥斯達黎加郵輪。在全球超過 701,000 的乘客容量中，嘉年華的容量為 263,300，幾乎佔總量的 38%。自去年 12 月以來，嘉年華接收了四艘新船，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>業務蓬勃發展。在當前年度的前六個月裏，乘客郵輪日（PCDs）增長了 14%，達到了 4780 萬，幫助推動收入增長 20%，達到 112 億美元。嘉年華創造了 8.06 億美元的營業收入，這是去年虧損的 5200 萬美元的顯著好轉。第二季度的 58 億美元收入創下了該郵輪運營商的紀錄。</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，嘉年華仍然被其鉅額債務所拖累。儘管過去一年償還了超過 13 億美元的債務，但其資產負債表上仍有超過 271 億美元的長期債務，而現金及等價物為 16 億美元。然而，該公司以 46 億美元的可用流動資金結束了本季度。</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>在過去的兩年裏，CCL 股票上漲了 59%，而標普 500 指數上漲了 35%。以 10 倍的盈利預期、銷售的一小部分和 12 倍的自由現金流交易，嘉年華看起來是一個可以在這個水平買入的股票。</p>
</div><h2>Norwegian Cruise Line Holdings (NCLH)</h2>
<div class="lb-trans"><h2>挪威郵輪控股公司（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>挪威郵輪的自豪號郵輪</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>另一端的是最小的郵輪運營商 <strong>挪威郵輪控股公司</strong>（NYSE:NCLH），擁有 32 艘船和三個品牌：挪威郵輪、歐凱尼亞郵輪和七海郵輪。其業務也已經復甦，並計劃在未來十年左右增加 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，年度收入達到 45 億美元，比去年增長了 13%，幫助其實現了 1.81 億美元的營業利潤，而去年同期虧損了 7300 萬美元。其乘客郵輪日同比增長了 8%，達到了 2024 年前兩個季度的 1220 萬。</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>與嘉年華一樣，挪威郵輪控股公司被迫承擔了大量債務，截至第二季度末，其長期債務為 119 億美元。考慮到它擁有的船隻數量是嘉年華的三分之一，但債務負擔卻達到了嘉年華的 44%，這是一個相當大的數額。這有助於解釋為什麼挪威郵輪控股公司是表現最差的郵輪運營商。其股價在過去兩年中上漲了 27%，落後於基準指數。</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>儘管 NCLH 的交易價格遠低於市場和同行，但在過去 12 個月裏，其自由現金流為負 4.28 億美元。挪威郵輪控股公司可能會面臨艱難的時期。</p>
</div><h2>Royal Caribbean Cruises (RCL)</h2>
<div class="lb-trans"><h2>加勒比皇家郵輪（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號</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>擁有 68 艘船的第二大郵輪運營商是 <strong>加勒比皇家郵輪</strong>（NYSE:RCL）。這家中檔郵輪股票是三家中表現最好的。嘉年華和挪威郵輪今年的股價下跌了 15%，而皇家加勒比的股價上漲了 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>在過去的兩年裏，其股價飆升了 274%。在過去五年裏，競爭對手損失了三分之二的價值，而 RCL 股票上漲了 44%。儘管仍落後於標普 500 指數的 81% 增長，但它是該行業迄今為止表現最佳的公司。</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>作為名人郵輪和銀海郵輪的母公司，皇家加勒比以專注於體驗而聞名。其船隻通常配備創新設施，如衝浪模擬器、攀巖牆和多樣化的餐飲體驗，提升整體客户體驗。與較大的嘉年華相比，它可能也被認為是一個更高檔次的郵輪運營商。</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>當然，這也取決於您選擇的航行時長。兩三天的航行可能會有更多派對氛圍，而通常會有更多家庭的長途航行，無論您選擇的是哪艘船。</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>儘管 RCL 股票迅速上漲，但您是否錯過了？華爾街仍然預計皇家加勒比未來五年的盈利將以 30% 的複合年增長率增長。考慮到股價相對於盈利和增長的折扣，RCL 股票看起來是最值得購買的郵輪股票。</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？從這裏開始（贊助商）</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>想要比原計劃提前幾年退休嗎？或者您已經準備好現在就退休，但希望有額外的財務專家幫助您審視財務狀況？</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>現在您可以免費與最多 3 位當地的財務專家交談。只需點擊這裏，您就可以開始與能幫助您制定提前退休計劃的財務專業人士匹配。最棒的部分是，與他們的第一次對話是免費的。</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>點擊這裏，與最多 3 位熱情的財務專家匹配，他們將樂意幫助您做出財務決策。</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>文章標題：嘉年華、挪威或皇家加勒比：今天哪家郵輪股票是最佳選擇？ - 24/7 Wall St. 的最新文章。</p>
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嘉年華郵輪、挪威郵輪還是皇家加勒比郵輪：今天哪隻郵輪股票是最佳買入選擇？