The Compound 对 $DAL 的判断变化

2026-08-25看涨
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达美航空值得买入;它是运营最佳的航空公司,AI 驱动的定价和行李技术可能将盈利能力提升高达 50%,使利润率从 10% 提高到 15%,前提是经济保持稳定。

让我们看看达美航空。我看到80美元处有双底。我今天又买了一些。我确实设了止损。我认为这是世界上最好的航空公司,不仅作为用户的体验,而且公司的运营方式。埃德·巴斯蒂安非常出色。

Let's look at Delta. I see a double bottom at 80. I bought some more today. I do have a stop in. I think this is the best airline in the world. Um, not just the experience as a user, but the way the company is run. Ed Bastion is is uh phenomenal.

他本周表示,人工智能可能将达美航空的盈利能力提升高达50%。他将其描述为将利润率从大约10%提高到15%。但在收入基础上,这价值数十亿美元。数十亿。

He said this week AI could lift Delta's profitability by as much as 50%. He frames that moving the margins from roughly 10% to 15%. But that's worth billions on a revenue base. Billions.