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港股異動丨航空股拉昇 中國國航漲近7%刷新階段新高
港股航空股拉昇,其中,中國國航盤中漲近7%刷新階段新高,中國南方航空漲4.9%,中國東方航空漲超3%,國泰航空飄紅。消息上,從民航局瞭解到,4月我國航空運輸規模增勢良好,運輸總週轉量保持兩位數增長,其中國際航線表現亮眼。摩根士丹利日前發佈研報稱,中國交運板塊結構性機會分化,建議把握航空復甦、航運細分機會及快遞龍頭優勢三大主線。華泰證券則表示,往後展望,航空行業供給增速將維持較低水平,配合航司收益管理,全年收益水平有望低開高走,疊加油價同比下降,航司盈利有望持續提升。看好暑運旺季航司兌現票價與盈利彈性,推薦航空板塊。(格隆匯)

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