港股異動丨航空股走強 航空板塊將迎來估值和盈利的雙重修復
格隆匯9月8日丨航空股走強,東方航空和中國國航分別上漲3.43%和3.33%。中金公司研報指出,隨着國內航空需求持續恢復,航空公司持續減虧,油價、匯率提供利好,航空板塊將迎來估值和盈利的雙重修復,建議投資者積極佈局。疫苗年內落地或是大概率事件,如果疫苗上市,航空股或將迎來第一波上漲,如果疫苗接種範圍廣泛且效果出色,航空股或將迎來第二波上漲。當前階段,更看好國有航司。樂觀假設下中國國航(0753.HK)和中國東方航空股份(0670.HK)股價料翻倍。

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