美国旅游业突现寒潮，特朗普政策背后藏着哪些消费危机？

Core Insights - The U.S. airline industry is experiencing a significant decline in ticket sales, with a 4% year-over-year drop in April, marking the largest monthly decrease since June 2024 and the third consecutive month of revenue decline [1][3] - Consumer confidence in the U.S. has fallen to its lowest level in nearly three years, largely attributed to economic uncertainties stemming from the Trump administration's policies, leading to reduced spending on travel [1][3] - Major airlines, including American Airlines, Delta, Southwest, and United, are adjusting their growth strategies and reducing capacity plans due to weak domestic travel demand [5][6] Ticket Sales and Pricing - U.S. airline ticket prices fell by 2.8% in April compared to March, continuing a downward trend for three months, with a 7.9% decrease year-over-year and a 13.2% drop compared to ten years ago [3] - The overall cost of travel in the U.S. has decreased by 2% compared to the same period in 2024, indicating stagnation or decline in the tourism sector [3][6] Corporate Responses - American Airlines has withdrawn its financial performance forecast for 2025 and is adjusting its operational strategies due to declining leisure travel demand [4][6] - The CEO of American Airlines noted a significant drop in domestic leisure travel demand since February, which has impacted the company's performance [4][5] Economic Context - The decline in travel spending is linked to broader economic challenges, including rising inflation, shrinking household incomes, and a drop in consumer spending confidence [1][6] - Credit card spending on flights and hotels has decreased, indicating a cooling trend in the U.S. tourism industry, with many airlines retracting their annual growth forecasts [6]