板塊異動 | 萬綠叢中一點紅!航空股、銀行股逆市上揚
uSMART友信智投8月12日消息,週三港股,大市進入"牛皮市"的疲弱狀態,市面整體"綠油油",但銀行股、航空股卻逆市上揚,出現普升行情。
截至11:06分,航空板塊:國泰航空升超10%,中國南方航空、中國東方航空升超3%,中國國航升近3%。
銀行板塊:滙豐控股升超4%,渣打集團升超3%,恒生銀行升超2%,中銀香港升近1%。
市場觀點認為,疫苗方面的利好消息或許會導致資金向銀行、能源、酒店和航空等板塊輪動。
航空行業方面,海通證券的研報稱,在航司大範圍折扣促銷推動下,需求回暖明顯,7月日均航班量和客運量均環比回升,預計行業客座率改善明顯。據民航局資料,7月日均航班量恢復至11941次,環比增10.36%,已達去年同期的7成水準,總旅客運輸量3699.56萬次,環比增長20.35%,約為去年同期6成水準,客運量增速環比改善幅度領先航班量10個百分點,我們分析行業客座率環比改善明顯。
海通證券稱,考慮國際線仍執行“五個一”政策,國際航班及客運量改善有限,我們分析環比增量主要來自於國內客運。自“618”以來,東方航空、海南航空、春秋航空、四川航空等陸續推出促銷活動,考慮套票價格優惠,性價比相對較高,有效刺激了大眾出行需求。
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