DAL

9 atoms · 跨 7 天 · 首见 2026-04-08 · 最近 2026-07-06

三色: 🟦 fact 6 · 🟥 take 3 · stance ▲5/▼1/◆0

来源: 群 1 · X 7 · 卖 1

时态: fresh:8 · aging:1

标签: 好数字:5 · 好观点:3 · 好信源:2

叙事 (narrative) (2)

• 2026-06-15 · 利润弹性最大
  航空业成本压力骤降，航空公司（LUV、UAL、DAL）利润弹性最大
  tags: 好观点 · → daily
• 2026-04-15 [老化中] · 高端消费者对负面新闻免疫或更免疫
  I think the higher-end consumer, the premium consumer, is candidly immune or becoming more immune to the headlines
  tags: 好观点 · → daily

预测 (forecast) (1)

• 2026-04-08 · 2Q26 营收指引
  DAL guided 2Q26 revenue growth in the low-teens on flat capacity growth, implying unit revenues up low-teens as well and much better than our sense of investor expectations in the high-single digits
  tags: 好数字 · → daily
  value: qty=low-teens growth

事实 (fact) (6)

• 2026-05-15 · BRK Q1 2026 买入
  Berkshire Hathaway Q1 2026 investment activity — DAL (Delta Air Lines Inc.) 买入 39,809,456 股
  tags: 好数字 · → daily
  value: qty=39809456 · date=Q1 2026
• 2026-04-15 · 企业和消费者需求强劲尽管油价上涨
  Corporate and consumer demand continues to be strong even as we pass through higher fuel
  tags: 好观点·好信源 · → daily
• 2026-07-06 · 合作伙伴关系
  达美航空与华尔街日报达成多年合作伙伴关系，为SkyMiles会员提供免费WSJ访问权限
  tags: 好信源 · → daily
• 2026-05-26 · 3Q26 domestic capacity growth
  BofA's airline seat tracker shows $DAL removed another 110 bps of growth, bringing 3Q26 capacity to +1.2%
  tags: 好数字 · → daily
  value: qty=+1.2% · date=3Q26
• 2026-05-16 · 收盘价
  DAL股价: 58.25
  tags: 好数字 · → daily
  value: qty=58.25 · date=2025-08-12
• 2026-05-16 · 当日涨幅
  DAL涨幅: +8.88%
  tags: 好数字 · → daily
  value: qty=+8.88% · date=2025-08-12

时间轴 (近 20)

• 2026-07-06 · fact · 合作伙伴关系 · → daily
• 2026-06-15 · narrative · 利润弹性最大 · → daily
• 2026-05-26 · fact · 3Q26 domestic capacity growth · → daily
• 2026-05-16 · fact · 收盘价 · → daily
• 2026-05-16 · fact · 当日涨幅 · → daily
• 2026-05-15 · fact · BRK Q1 2026 买入 · → daily
• 2026-04-15 · narrative · 高端消费者对负面新闻免疫或更免疫 · → daily
• 2026-04-15 · fact · 企业和消费者需求强劲尽管油价上涨 · → daily
• 2026-04-08 · forecast · 2Q26 营收指引 · → daily

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