$DAL

DAL

Delta Air Lines, Inc. Common Stock

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截至 09-06
09-06
Ale's World of Stocks发布 2026-09-06
Without Buffett, Berkshire is FINALLY Going All-In on AI!
$DAL看涨
达美航空显示出积极迹象,现金流上升,估值便宜,交易价格比行业平均水平低50%。

我们实际上有一只我自己曾经持有过的股票,大约在疫情开始之前的那段时间,但我不再把它放在我的投资组合中。那就是达美航空的股票,股票代码为(DAL),伯克希尔·哈撒韦已向其注资近10亿美元,本季度大幅增持了44%的股份。

We actually have a stock that I myself owned , roughly in the period before the start of the pandemic , but I no longer keep it in my portfolio. It is Delta Air Lines stock , ticker symbol (DAL), into which Berkshire Hathaway has injected nearly $1 billion, significantly increasing its stake by 44% during the quarter.

这只股票也让我有点惊讶,因为正如你可能记得的,这实际上是巴菲特在他那个时代几乎完全放弃的行业。事实上,你可能还记得,在2020年春季疫情崩盘期间,巴菲特著名地且出人意料地抛售了伯克希尔持有的所有航空股。

This stock surprised me a little too, because it is actually a sector that Buffett, as you may recall, had almost completely abandoned when he was around. In fact, you may recall that in the spring of 2020 during the pandemic crash, Buffett famously and unexpectedly divested all of Berkshire's airline stock holdings .

08-25
The Compound发布 2026-08-25
Five Reasons the Bubble Will Burst in 2027 | WAYT?
$DAL看涨
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.

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