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港股異動丨航空股普跌 現有疫苗或無法對付“奧密克戎” 機構唱空
格隆匯11月30日丨航空股普跌,國泰航空、南方航空和中國國航跌約3%。目前已經有17個國家及地區出現了奧密克戎毒株感染病例。世衞組織稱,新冠病毒奧密克戎變異毒株很可能在世界廣泛傳播,全球風險等級“非常高”,新冠病例激增會在一些地區引發嚴重後果。莫德納CEO在接受採訪時表示,預計現有疫苗在應對奧密克戎方面的效果將遠不如應對早期新冠毒株。瑞銀髮表研究報吿指出,看淡中國航空公司的機票票價和盈利增長前景,預期2021財年第四季至2022財年第一季的機票需求將保持低位,行業於2021至2023年的需求疲弱,甚至供過於求,機票價格於2023年難以重新達至2019年的水平,差過市場預期。

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