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港股異動丨航空股集體走強 中國國航漲超5% 國際油價下跌

港股航空股集體上漲,其中,中國國航漲超5%,中國南方航空漲4.5%,中國東方航空漲3.3%,國泰航空漲近3%,美蘭空港飄紅。消息上,特朗普稱以伊完全同意全面停火。隨即國際油價暴跌,布油昨日收跌超7%後,今日再度跌超3%報68.33美元。有分析指出,航空燃油成本通常佔航空公司運營成本的20%-30%,油價下跌直接降低運營支出,提升利潤率。例如,若布倫特原油每桶下跌10美元,航空公司的燃油成本可能減少約5%-8%。此外,中東局勢穩定可能降低全球旅行風險擔憂,提振商務和休閒航空需求,尤其影響跨洲航線(如歐洲-亞洲)。(格隆匯)

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