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《大行報告》花旗:美國將禁中國民航客機前往 料對中資航空股目前影響有限
阿思達克 06-04 14:29
美國運輸部昨日(3日)公布本月16日起禁止國航(00753.HK)、東航(00670.HK)、南航(01055.HK)和海南航空的客運航班前往美國,以回應北京仍然禁止美國的航空公司客機前往中國。花旗發表報告表示,以目前情況來看,美國上述行動對中資航空股的影響有限,據其估計於5月份僅64班航班往返中美,當中國航、東航及南航分別為20/14/29班次,而現時美國航班佔內地國際航班之比例少於1%。

報告補充,美國之暫停期限和最終解決方案取決於中方回應以及兩國之間的進一步談判。該行認為,目前市場氣氛影響航空股及機場股的股價表現,多於實質基本面因素。

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