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港股異動 | 航空股普漲 人民幣兑美元持續走高
格隆匯 10-21 13:49
格隆匯10月21日丨在港上市航空股普漲,國泰航空(0293.HK)漲3.5%,南航(1055.HK)、東航(0670.HK)漲逾2%。在岸人民幣兑美元漲破6.65關口,離岸人民幣升破6.63關口,均刷新2018年7月以來新高。天風證券指,目前國內航線運量基本恢復,運價由於海外運力迴流仍然承壓,但疫情畢竟是階段性衝擊變量,一旦疫苗大範圍接種,國際航線需求復甦,疊加全年運力引進放緩,我們繼續看好民航迎來中期景氣,推薦三大航。

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