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A股异动 | 航空股走强 全球每周的新增新冠感染人数下降16%
格隆汇 02-18 10:51
格隆汇2月18日丨航空股走强,华夏航空涨逾9%领涨,中国国航涨逾4%。世界卫生组织表示,全球每周的新增新冠感染人数下降了16%,这意味着每周减少了50万病例,但在包括欧洲在内的许多地区,病毒仍很顽固,尤其是病毒的变体正在传播。中金报告表示,随着疫苗有效性得到验证,中资航空股的国际线业务今年下半年有望复苏,未来两年航空需求复苏确定性高,板块迎来买点。高收入国家预计将在2021年夏完成接种,预计国际线明年恢复至2019年水平的九成。中金上调中国国航A股目标价17%至10.4元,上调H股目标价20%至8.4港元;上调东方航空H股目标价23%至4.3港元,维持A股目标价5.8元不变;维持南方航空A/H股目标价9.1元人民币/6.5港元不变;上调吉祥航空目标价11%至14元。

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