<p>日曆剛剛進入秋季，但對於投資者來説，是時候考慮假日旅行季節及其對旅遊股票的影響了。TravelAge West 最近的一份報告顯示，旅遊和娛樂支出將增加 1%，與其他領域（如禮物）支出下降的整體趨勢相悖。</p>
<p>但即使在潛在的低利率環境下，消費者仍然會尋找價值。投資者也應如此，他們可能會在旅遊行業找到一些便宜貨。這就是這三隻旅遊股票的情況，它們在假日季節前平衡了機會和風險。</p>
<p>獲取 <strong>西南航空</strong> 的提醒：</p>
<h2>Expedia 顯示價格與價值的區別</h2>
<p>Expedia Group Inc. NASDAQ: EXPE 是領先的在線旅遊公司之一。EXPE 股票在過去三年中提供了 129.6% 的總回報。儘管股票價格在 2025 年的增長有所放緩，但今年仍上漲超過 16%，在過去三個月中上漲超過 24%。</p>
<p>這一激增使得 EXPE 的交易價格約高於其共識價格目標 4%，引發了對估值的擔憂。然而，幾個因素表明該股票仍有上漲空間，特別是在假日旅行季節即將到來之際。</p>
<p>首先，在九月份，該股票獲得了來自瑞穗和 BTIG 研究的兩個看漲價格目標，分別為 240 美元和 250 美元。</p>
<p>其次，它的前瞻性市盈率約為 17 倍。然而，預計未來 12 個月的收益將增長 20%，因此投資者為公司的未來收益支付了折扣。</p>
<p>第三，與一些發佈謹慎指引的競爭對手不同，Expedia 預計到年底將實現強勁的利潤率擴張。這建立在其最近一個季度報告的 24% EBITDA 利潤率擴張的基礎上，隨着假日旅行預訂的增加，這一趨勢可能會進一步加強。</p>
<h2>皇家加勒比：回調後的順風航行</h2>
<p>皇家加勒比集團 NYSE: RCL 是從 COVID-19 行業停擺中恢復最強勁的公司之一。在過去三年中，該股票提供了超過 765% 的總回報，並在 2025 年上漲了 37%，得益於強勁的旅行需求和管理層在 2020 年重債後穩步修復的資產負債表。</p>
<p>過去一個月，股價下跌超過 12%，反映出在皇家加勒比在第二季度盈利超預期後股價飆升至 365 美元以上的歷史高點後，投資者進行獲利了結。儘管共識價格目標為 326.95 美元，表明當前水平的短期上漲空間有限，但分析師的情緒仍然看漲。多個目標接近或超過 400 美元，顯示出對持續增長的信心。</p>
<p>皇家加勒比還通過今年將股息提高 25% 來增強其對股東的吸引力。對於投資者而言，強勁的需求、改善的基本面和持續的資本回報的結合使得 RCL 成為假日旅行季節值得密切關注的股票。</p>
<h2>西南航空：通過對沖實現假日強勁</h2>
<p>西南航空公司 NYSE: LUV 是另一隻基於未來收益預期看起來具有價值的股票。在西南航空的情況下，分析師預計未來 12 個月的收益增長將超過 50%。這使得該公司的前瞻性市盈率為 20 倍值得密切關注。</p>
<p>西南航空預計將受益於噴氣燃料成本的上升。該公司以其對沖策略而聞名，預計低利率將刺激對低成本國內旅行的需求，而這正是西南航空所填補的市場空缺。</p>
<p>LUV 股票在 2025 年下跌約 3.5%，此前在 7 月創下 12 個月高點，股價可能還有進一步回調的空間。然而，隨着 10 月的收益發布，假日旅行需求可能成為關鍵催化劑。如果前瞻性指引確認強勁的季節性預訂預期，西南航空可能在一年中最繁忙的旅行月份前呈現出一個有吸引力的入場點。</p>
<h2>你現在應該投資 1,000 美元在西南航空嗎？</h2>
<p>在考慮西南航空之前，你需要聽聽這個。</p>
<p>MarketBeat 每天跟蹤華爾街頂級評級和表現最佳的研究分析師及其推薦給客户的股票。MarketBeat 已識別出五隻股票，頂級分析師正在悄悄地向客户推薦現在購買，以便在更廣泛的市場注意到之前……而西南航空並不在名單上。</p>
<p>雖然西南航空目前在分析師中獲得了持有評級，但頂級分析師認為這五隻股票更值得購買。</p>
<p>查看這五隻股票</p>

EXPE

皇家加勒比郵輪

西南航空

<p>隨着假日旅行季節的臨近，旅行和娛樂支出預計將增長 1%。值得關注的三隻旅行股票包括：Expedia Group (EXPE)，該公司表現出強勁的回報和積極的增長預測；皇家加勒比郵輪 (RCL)，在疫情後恢復良好，整體回報和股息均有所增加；以及西南航空 (LUV)，預計將受益於需求上升和盈利增長。建議投資者在假日季節展開時考慮這些股票的潛在機會</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>日曆剛剛進入秋季，但對於投資者來説，是時候考慮假日旅行季節及其對旅遊股票的影響了。TravelAge West 最近的一份報告顯示，旅遊和娛樂支出將增加 1%，與其他領域（如禮物）支出下降的整體趨勢相悖。</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>但即使在潛在的低利率環境下，消費者仍然會尋找價值。投資者也應如此，他們可能會在旅遊行業找到一些便宜貨。這就是這三隻旅遊股票的情況，它們在假日季節前平衡了機會和風險。</p>
</div><p>Get <strong>Southwest Airlines</strong> alerts:</p>
<div class="lb-trans"><p>獲取 <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 顯示價格與價值的區別</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 是領先的在線旅遊公司之一。EXPE 股票在過去三年中提供了 129.6% 的總回報。儘管股票價格在 2025 年的增長有所放緩，但今年仍上漲超過 16%，在過去三個月中上漲超過 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>這一激增使得 EXPE 的交易價格約高於其共識價格目標 4%，引發了對估值的擔憂。然而，幾個因素表明該股票仍有上漲空間，特別是在假日旅行季節即將到來之際。</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，該股票獲得了來自瑞穗和 BTIG 研究的兩個看漲價格目標，分別為 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，它的前瞻性市盈率約為 17 倍。然而，預計未來 12 個月的收益將增長 20%，因此投資者為公司的未來收益支付了折扣。</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，與一些發佈謹慎指引的競爭對手不同，Expedia 預計到年底將實現強勁的利潤率擴張。這建立在其最近一個季度報告的 24% EBITDA 利潤率擴張的基礎上，隨着假日旅行預訂的增加，這一趨勢可能會進一步加強。</p>
</div><h2>Royal Caribbean: Smooth Sailing After a Pullback</h2>
<div class="lb-trans"><h2>皇家加勒比：回調後的順風航行</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>皇家加勒比集團 NYSE: RCL 是從 COVID-19 行業停擺中恢復最強勁的公司之一。在過去三年中，該股票提供了超過 765% 的總回報，並在 2025 年上漲了 37%，得益於強勁的旅行需求和管理層在 2020 年重債後穩步修復的資產負債表。</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>過去一個月，股價下跌超過 12%，反映出在皇家加勒比在第二季度盈利超預期後股價飆升至 365 美元以上的歷史高點後，投資者進行獲利了結。儘管共識價格目標為 326.95 美元，表明當前水平的短期上漲空間有限，但分析師的情緒仍然看漲。多個目標接近或超過 400 美元，顯示出對持續增長的信心。</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>皇家加勒比還通過今年將股息提高 25% 來增強其對股東的吸引力。對於投資者而言，強勁的需求、改善的基本面和持續的資本回報的結合使得 RCL 成為假日旅行季節值得密切關注的股票。</p>
</div><h2>Southwest Airlines: Hedging Its Way to Holiday Strength</h2>
<div class="lb-trans"><h2>西南航空：通過對沖實現假日強勁</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 是另一隻基於未來收益預期看起來具有價值的股票。在西南航空的情況下，分析師預計未來 12 個月的收益增長將超過 50%。這使得該公司的前瞻性市盈率為 20 倍值得密切關注。</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>西南航空預計將受益於噴氣燃料成本的上升。該公司以其對沖策略而聞名，預計低利率將刺激對低成本國內旅行的需求，而這正是西南航空所填補的市場空缺。</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 年下跌約 3.5%，此前在 7 月創下 12 個月高點，股價可能還有進一步回調的空間。然而，隨着 10 月的收益發布，假日旅行需求可能成為關鍵催化劑。如果前瞻性指引確認強勁的季節性預訂預期，西南航空可能在一年中最繁忙的旅行月份前呈現出一個有吸引力的入場點。</p>
</div><h2>Should You Invest $1,000 in Southwest Airlines Right Now?</h2>
<div class="lb-trans"><h2>你現在應該投資 1,000 美元在西南航空嗎？</h2>
</div><p>Before you consider Southwest Airlines, you'll want to hear this.</p>
<div class="lb-trans"><p>在考慮西南航空之前，你需要聽聽這個。</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 每天跟蹤華爾街頂級評級和表現最佳的研究分析師及其推薦給客户的股票。MarketBeat 已識別出五隻股票，頂級分析師正在悄悄地向客户推薦現在購買，以便在更廣泛的市場注意到之前……而西南航空並不在名單上。</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>雖然西南航空目前在分析師中獲得了持有評級，但頂級分析師認為這五隻股票更值得購買。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>查看這五隻股票</p>
</div>

假期臨近，值得關注的三隻旅遊股票