港A兩市航空股普漲 全球抗疫曙光乍現 機構普遍看好
格隆匯9月15日丨港A兩市航空股普漲,港股中,東航(0670.HK)漲超3%,國航、南航漲超2%;A股中,吉祥航空漲超6%,國航、華夏航空漲超5%,東航漲超4%。張文宏醫生近日發佈題為《全球抗疫曙光乍現》的微博,指出世界各國疫情控制較好的地區病死率均已明顯下降,“希望就在不遠處等着我們”。業內人士指出,衞生事件期間,航空行業遭受了比較大的衝擊,盈利和股價表現偏弱。若全球疫情持續好轉,航空股將迎來快速修復。此外,瑞信維持對行業正面看法,認為國內客運第三季仍會向上,經營虧損有望繼續收窄,而十一黃金週表現或強勁,配合政策放寬的新聞及疫苗開發消息等,均料成行業的催化劑。


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