港股异动 | 航空股普涨 南航(1055.HK)升逾3%领涨
格隆汇9月18日丨航空股普涨,南航(1055.HK)升逾3%领涨,东航、国航涨逾2%,国泰航空跟涨。上周末沙特石油生产设施遭袭,导致全球石油产量减少5%,国际油价一度暴涨约10%,航空股本周一(16日)、周二连跌两日。日前,沙特能源部长称产能损失已恢复50%,且据路透,沙特石油产量将比先前认为的更快恢复到正常水平,将在2-3周内完全恢复正常,油价应声大跌,航空股止跌回升。此外,据最新公布的8月营运数据,南航8月客运运力投入同比升10.17%,旅客周转量同比升10.35%;国航8月客运运力投入同比升5.6%,旅客周转量同比上升6.1%。此前花旗发研报指,中资航空股风险回报率吸引,维持南航、东航及国航均予“买入”评级,首选南航。
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