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港股異動 | 航空股全線上漲 北京首都機場股份(0694.HK)漲近8%領漲
格隆匯 11-04 10:13
格隆匯11月4日丨航空股全線上漲,北京首都機場股份(0694.HK)漲近8%領漲,東航、美蘭空港漲超2%,國泰航空漲超1%。個股方面,北京首都機場股份昨晚公佈與動力能源公司訂立動力能源供應協議,此前10月27日亦獲GIC Private Limited增持170萬股。板塊上,大華繼顯近日發研報指,三大中資航空公司今年第三季均錄得正面經營現金流、利潤率介乎40至50%。該行維持行業“與大市同步”評級,建議投資者在憧憬各國重新開關及疫苗運輸下,繼續持有相關股份,並列南方航空為首選。中金亦指,航空股Q3業績環比改善超預期,估值低位再迎買點,維持所覆蓋的航空公司跑贏行業評級不變。

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