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港股異動丨航空股普跌 機構指國際客運需求幾乎沒有復甦的跡象
格隆匯 07-14 15:45
格隆匯7月14日丨航空股普遍下跌,美蘭航空跌6.55%,首都機場跌近3%,國航、南航、東航均跌超1%,惟國泰航空小幅上漲。交銀國際發研報指,航空股上週整體下跌6.5%。數據顯示,今年2季度,中國航空客運需求逐漸恢復,但國際客運需求幾乎沒有復甦的跡象。認為第三波新冠疫情可能會進一步抑制香港進出境航空需求的恢復。由於短期內沒有需求反彈的跡象,維持對國泰的中性評級。另外,首都機場上半年客量跌74%,貨運跌40%。二季度民航行業整體虧損342.5億元,較一季度減虧38.5億元。

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