$DAL

DAL

Delta Air Lines, Inc.

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截至 09-26
09-15
Meet Kevin发布 2026-09-15
《The Stock Market Nervousness, Fed, Elon, AI Chips》
$DAL看涨
DAL 是最强的航空公司;一旦油价反转,其表现将优于同行,80 以下的价格是有吸引力的买点。

所以你很快又加仓了 Netflix,也加仓了 Delta。也在这波下跌中加仓了 Delta。Delta 与其他航空公司一起被压低,因为原油重回 100 以上。你等着看这反转有多快。

油价一两个工作日。航空公司会大涨,Delta 可能比其他公司涨得更多,因为它是这个板块里最好的选手。我认为 80 以下任何价位都是捡便宜。

So, you real quick, you bought more Netflix, you bought more Delta. Also added to Delta on this dip. Delta is being depressed with the other airlines because of crude oil back above 100.

You wait and see how fast that reverses. One or two week days for oil. The airlines will rip and Delta probably more than the others because it is the best player in the group. I think anywhere under 80 gets a steal.

他说在等
原油价格走势
从100美元上方出现反转/回落
一两天/一两周大宗商品市场数据
支撑航空股将大涨的看多逻辑;若油价维持高位则削弱该逻辑
09-13
Ale's World of Stocks发布 2026-09-13
《Amazon is Quietly Buying This Small Airline Stock for The Future!》
$DAL看涨
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.

更早的记录
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.

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