Core Viewpoint - The first domestically produced large cruise ship, Aida·Modu, will launch a themed cruise season titled "National Essence Peking Opera: Setting Sail" from September to December 2025, aiming to promote traditional Chinese culture through various artistic performances and interactive experiences [1][2]. Group 1: Cultural Integration - The collaboration between the National Peking Opera Company and Aida Cruises aims to create a platform for international dissemination of Peking Opera, integrating culture and tourism [1][2]. - The themed cruise will feature Peking Opera performances in a grand theater setting, showcasing traditional operas and classic revolutionary plays, along with excerpts from popular operas at various iconic locations on the ship [1][2]. Group 2: Industry Growth and Projections - The global cruise passenger volume is expected to exceed 37.7 million in 2025, indicating significant growth in the cruise industry [2]. - Aida Cruises plans to expand its fleet to five ships by the end of the year, positioning itself as the largest cruise fleet in Asia, with Aida·Modu as the flagship [2]. - Since its commercial maiden voyage on January 1, 2024, Aida·Modu has welcomed over 450,000 domestic and international guests, and it will visit nearly ten cities in Japan and South Korea during the upcoming autumn and winter season [2].

周二，嘉年华邮轮(CCL.US)股价飙升近7%。此前，这家邮轮巨头公布的二季度业绩远超市场预期，并 同步上调了全年业绩指引。 该公司财报显示，经调整后每股收益达0.35美元，大幅超越分析师预期的0.24美元。调整后营收更是创 下63亿美元的历史新高，高于市场预期的62亿美元。 客户预付款规模创85亿美元历史新高。该公司透露，以固定汇率计算，2026年累计预售量已与创纪录的 2025年水平持平，且定价维持历史高位。 净利润飙升至5.65亿美元，较上年同期的9200万美元实现跨越式增长。 嘉年华邮轮指出，相较于陆地度假，海上旅行始终保持着价格优势，这对收入有限的消费者尤其具有吸 引力。在经济不确定性加剧的背景下，这种性价比优势使公司展现出"超强抗风险能力"，表现为临时预 订量激增和消费者更注重旅行价值。 首席执行官Josh Weinstein在周二与分析师举行的电话财报会议上表示，该公司旗下所有品牌均展现 出"强劲的发展势头"。 "上季度利润率创下近二十年新高，"Weinstein表示。这一佳绩得益于三大因素：临时预订激增、船上消 费强劲及船票价格上涨。 该公司还宣布提前18个月达成"2026SEA Change ...

美国联邦住房金融局（FHFA）当日早间发布的数据显示，美国4月份住房价格指数环比下降0.4%，3月 份修订后数值为环比持平；该指数同比增长3%，低于4月份的3.7%。 标准普尔在当日上午公布的凯斯席勒指数（S&P CoreLogic Case-Shiller Index)显示，美国2025年4月凯 斯-席勒20座大城市调整后房价指数环比下降0.3%，相比之下3月份该指数环比降幅仅为0.1%。 新华财经纽约6月24日电（刘亚南李维真） 随着市场情绪的回暖和地缘政治紧张局势的相对缓解，纽约 股市三大股指24日明显高开，盘中涨幅扩大，尾盘有所回落，收盘时纽约股市三大股指均显著上涨。 截至当天收盘，道琼斯工业平均指数比前一交易日上涨507.24点，收于43089.02点，涨幅为1.19%；标 准普尔500种股票指数上涨67.01点，收于6092.18点，涨幅为1.11%；纳斯达克综合指数上涨281.56点， 收于19912.53点，涨幅为1.43%。 板块方面，标普500指数十一大板块九涨二跌。科技板块和金融板块分别以1.61%和1.50%涨幅领涨，能 源板块和必需消费品板块分别下跌1.51%和0.03%。 按照美国 ...

Core Viewpoint - Carnival reported strong financial results for the quarter ended May 2025, with revenue and EPS exceeding expectations, indicating positive growth and operational efficiency [1][3]. Financial Performance - Revenue for the quarter was $6.33 billion, reflecting a year-over-year increase of 9.5% [1]. - EPS was reported at $0.35, a significant increase from $0.11 in the same quarter last year, representing a surprise of +45.83% against the consensus estimate of $0.24 [1]. - The reported revenue surpassed the Zacks Consensus Estimate of $6.21 billion by +1.97% [1]. Key Metrics - Available lower berth days (ALBDs) were reported at 24.2 million, slightly below the five-analyst average estimate of 24.21 million [4]. - Occupancy percentage was 104%, close to the average estimate of 104.5% [4]. - Passenger cruise days (PCDs) totaled 25.3 million, slightly above the four-analyst average estimate of 25.28 million [4]. - Fuel cost per metric ton consumed was $614, lower than the estimated $652.38 [4]. - Net yields per ALBD were $200.07, exceeding the average estimate of $195.23 [4]. - Revenues from onboard and other sources reached $2.22 billion, surpassing the average estimate of $2.18 billion, marking a year-over-year increase of +9.7% [4]. - Revenues from passenger tickets amounted to $4.10 billion, compared to the average estimate of $4.01 billion, reflecting a year-over-year increase of +9.3% [4]. Stock Performance - Carnival's shares have returned +8% over the past month, outperforming the Zacks S&P 500 composite's +3.9% change [3]. - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3].

据了解，京剧演出将以两大板块呈现，主舞台设于邮轮千人剧院，集中展现传统大戏和红色经典剧目； 同时，在"爱达广场"、海滩俱乐部等地标性场所，还将上演《拾玉镯》《三岔口》《霸王别姬》等折子 戏片段，使宾客得以近距离、多角度欣赏京剧艺术的独特魅力。 主题航季旨在通过京剧演出、主题讲座与互动体验等多种形式弘扬中华优秀传统文化，深入落实"中华 文化走出去"战略，推动"邮轮+文化"融合发展，打造具有中国特色的海上文化新范式。 北京商报讯（记者 关子辰）6月24日，国家京剧院与爱达邮轮进行战略合作签约，双方联合策划，将于 2025年9月至12月间推出"国粹京剧·扬帆出海"主题航季活动，届时，国粹京剧将登上首艘国产大邮 轮"爱达·魔都号"。 文化和旅游部产业发展司司长缪沐阳说到，国产大型邮轮的启航是推动文旅融合发展的有力实践。希望 国家京剧院与爱达邮轮以此次合作为契机，持续探索传统文化现代表达，以文化为内核、旅游为载体， 不断丰富文旅消费新场景新业态，激活邮轮旅游消费潜力，推动文旅融合与文化出海双向赋能。 中国旅游集团党委副书记、董事、华夏国际邮轮有限公司董事长石善博谈到，爱达邮轮将与国家京剧院 携手合作，精心策划京剧演出、 ...

Core Points - The simultaneous docking of three large cruise ships at Shanghai Wusongkou International Cruise Terminal marks a significant milestone in the resumption of operations, with over 22,000 inbound and outbound passenger trips recorded, setting a new single-day record since the terminal's reopening [1][3][4] Group 1: Cruise Operations - Costa Cruises' "Sirenna" returns to China, launching the country's first "multi-homeport" route, allowing passengers to board in Shanghai, Fukuoka, and Jeju [3] - Royal Caribbean's "Spectrum of the Seas" continues to attract tourists with its advanced facilities and luxury vacation experiences [3] - AIDA Cruises' "Aida Luna" introduces a summer theme event, "Nezha's Sea Adventure," enhancing the cultural experience for visitors [3] Group 2: Future Developments - MSC Mediterranean Cruise's "Glory" will return to the terminal on July 13, featuring the first-ever sea LEGO cruise in mainland China, operating for three months [3] - AIDA's "Aida Luna" will launch a 9-day, 8-night summer cruise to Japan and South Korea on July 24, offering a deep dive into the region's scenic beauty [3] - The terminal is expected to host over 230 cruise ship arrivals throughout the year, indicating a robust recovery in the cruise industry [3] Group 3: Industry Impact - The presence of internationally recognized cruise brands enhances Shanghai's status as a leading cruise homeport in China, promoting inbound tourism [4] - The recent cruise industry promotion event in Miami aimed to boost Shanghai's global recognition and foster international collaboration in the cruise sector [4] - Future investments will focus on enhancing partnerships with international cruise brands, diversifying cruise offerings, and improving the overall tourist experience in Shanghai [4]

Geopolitical Risks and Market Resilience - The ongoing Israel-Iran conflict has not significantly impacted the market, but recent U.S. military actions may change this situation [2] - The S&P 500 index has remained relatively stable since the conflict began, with a slight increase in oil prices by approximately 10% since June 13 [2] - A warning has been issued regarding the potential economic impact if oil prices rise significantly, with a critical threshold identified at $120 per barrel [2] Federal Reserve and Interest Rate Discussions - The Federal Reserve's recent meeting concluded with no change in interest rates, maintaining a forecast of a 50 basis point cut by the end of 2025 [5] - There is a growing concern about "stagflation," where economic growth slows while inflation remains above the 2% target [5] - Disagreements among Fed officials regarding interest rate cuts and inflation trends are expected to influence future policy decisions [5] Inflation Data Outlook - The upcoming release of the May core PCE price index is anticipated to show an annual increase from 2.5% in April to 2.6%, with a monthly rate expected to remain at 0.1% [9] - Analysts suggest that while this data may be positive for the Fed, uncertainties surrounding tariff policies could complicate the inflation outlook [9] S&P 500 Index Performance - The S&P 500 index has been hovering near historical highs but has not yet surpassed the record closing of 6144.15 points set on February 19 [12] - Historical analysis indicates that after significant declines, the S&P 500 typically takes over three months to reach new highs after coming within 5% of previous peaks [12]

每经记者｜张韵 每经编辑｜陈俊杰 暑期邮轮热持续升温。 "暑期是家庭出游高峰，家庭房紧张，尤其是阳台四人房，旅行社手上的资源基本售罄。"6月20日，有 邮轮旅行社销售透露，海洋光谱号6月底航次已经开始涨价。 携程数据显示，今年暑期邮轮产品预订量同比大涨超60%，其中海外长线邮轮产品同比激增120%。地 中海邮轮MSC、爱达邮轮、丽星邮轮、星梦邮轮等品牌的部分预售航次最高享"买一送一"，甚至消费者 可以选择"0元下单"锁定舱位。 携程观察到，"深度游"正成为国人探索世界的热门选择。面对旺盛的暑期需求与消费者对灵活性的渴 望，携程已将"先囤后付"扩展至邮轮产品线。 邮轮消费回暖 家庭亲子、毕业学子出游需求集中释放，叠加"银发族"的持续青睐，今年暑期邮轮预订呈现强劲增长态 势。 6月20日，记者在皇家加勒比官网看到，7月暑期航次相邻两间的多人连通房多为"已售罄"状态。邮轮代 理周浩（化名）告诉《每日经济新闻》记者，目前3至4人的家庭房预订已经比较难，如果订不到，内舱 双人房加阳台双人房的组合价与直接从官网预订4人房的价格相差无几。 长期部署中国市场的3艘10万吨级大型邮轮中，皇家加勒比的海洋光谱号的票价相对较高，旺 ...

Group 1 - The event "Cruise Appointment, Wonderful Life" was held to allow citizens to experience cruise tourism and understand the integration of the shipping industry with urban life [1][2] - 200 lucky citizens participated in the event, boarding the Aida Cruises' "Mediterranea" and Chengzhen Cruises' "Dream" for immersive experiences [1] - The "Mediterranea" cruise ship features 1,057 luxurious cabins and can reach destinations such as Fukuoka, Japan, and Jeju, South Korea [1] Group 2 - Tianjin International Cruise Home Port resumed operations in September 2023, receiving 85,000 inbound and outbound tourists [2] - The home port plans to open a duty-free shop in 2024 and aims to receive 350,000 tourists that year, maintaining its position as the second busiest coastal port in China [2] - On May 1, 2025, the home port will host its first "three ships at the same time" event, marking a significant recovery for the cruise industry in Tianjin [2]

近段时间以来，多个城市将目光聚焦消费，计划出台提振消费的专项行动实施方案。 记者从广州市商务局网站了解到，《广州市提振消费专项行动实施方案（征求意见稿）》（简称《实施方案》）公开征求意 见，围绕居民就业增收促进行动、消费能力保障支持行动、服务消费提质惠民行动、大宗消费更新升级行动、限制措施清理 优化行动等多个方面，提出33项具体行动举措，旨在全方位激活消费市场。 来看《实施方案》重点内容： 1.拓展财产性收入渠道。组织国有企业开展国资收益申报上缴工作，加强国有上市公司市值管理。推动证券机构发展柜台债券 业务，支持个人投资者投资交易所市场政府债券。 2.严格执行最低工资保障制度，调整落实最低工资标准为2500元/月。完善劳动者工资正常增长机制、按照国家、省部署要 求，常态化推进清理拖欠中小企业账款工作。 3.落实国家育儿补贴政策，加大对符合条件家庭的生育支持力度。 4.全力抓好十五运会和残特奥会广州赛区筹办工作，高水平办好世界田联接力赛、广州马拉松赛等重大赛事，加快推进香港马 会从化马场建设和运营，推动冰雪运动和赛马运动消费发展。 8.发展直播电商、即时零售、社区团购，打造线上线下融合的新消费场景。推动邮轮旅游 ...