Ale's World of Stocks 对 $DAL 的判断变化

2026-09-13看涨
《Amazon is Quietly Buying This Small Airline Stock for The Future!》
DAL 是更安全的传统航空股投资标的,因其长期韧性、具吸引力的估值(盈利折价 50%)以及恢复派息。

我自己确实持有 Delta 的股票,甚至还持有 Carnival 的股票,我在其中一些投资上经历过一些麻烦,不得不去应对这些问题,努力做到在这些投资上不亏钱。

when I actually own Delta stock and I even own Carnival stock too and I went through some headaches with with some of those and I had to navigate those and try to try to make it out like not losing money on those investments.

不过我要说的是,如果你更想要一个大概更安全、更偏传统的方式来投资航空股,那你可能更适合选择像 Delta 这样的公司,它实际上在长期表现出了相当不错的抗压能力。

Now, I will just say though that if you'd rather have like probably a safer, more kind of traditional play on airlines, then you might want to go with something like Delta instead, who's actually shown some pretty good resilience longterm.

2026-09-06看涨
《Without Buffett, Berkshire is FINALLY Going All-In on AI!》
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.