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港股异动 | 航空股全线上涨 “双节”将至 板块有望持续恢复
格隆汇 09-29 10:00
格隆汇9月29日丨航空股全线上涨,南航(1055.HK)涨超3%领涨,国航、东航涨超2%。国庆、中秋双节叠加的十一黄金周临近,国内的旅游情绪进一步改善。中金指出,随着国内航空需求持续恢复,航空公司持续减亏,油价、汇率提供利好,航空板块将迎来估值和盈利的双重修复。摩通近日发研报首次覆盖中国航空业,认为中国航空业境内线复苏强劲,预期十一黄金周假期高频飞行活动上升10%。大摩亦认为航空股过去一个月股价表现强劲,主因市场气氛改善、高峰期营运潜在回复、油价下降和人民币升值、疫苗研发取得进展等,该行将三大航空股目标价上调15-19%。

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