港A两市航空股普涨 全球抗疫曙光乍现 机构普遍看好
格隆汇9月15日丨港A两市航空股普涨,港股中,东航(0670.HK)涨超3%,国航、南航涨超2%;A股中,吉祥航空涨超6%,国航、华夏航空涨超5%,东航涨超4%。张文宏医生近日发布题为《全球抗疫曙光乍现》的微博,指出世界各国疫情控制较好的地区病死率均已明显下降,“希望就在不远处等着我们”。业内人士指出,卫生事件期间,航空行业遭受了比较大的冲击,盈利和股价表现偏弱。若全球疫情持续好转,航空股将迎来快速修复。此外,瑞信维持对行业正面看法,认为国内客运第三季仍会向上,经营亏损有望继续收窄,而十一黄金周表现或强劲,配合政策放宽的新闻及疫苗开发消息等,均料成行业的催化剂。


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