随着国际油价大幅下挫，加拿大航空股价应声上涨，航空板块整体情绪获得提振。伊朗外长最新表态称，在以色列与黎巴嫩停火期间，霍尔木兹海峡将保持开放，此番言论导致原油价格暴跌11%，此前推高燃油成本的地缘政治风险溢价随之消退。
航空运营商近期持续承压，市场担忧高企的航空燃油价格将压缩利润空间并抑制需求，迫使航空公司提高票价。加拿大航空当前涨幅达4.2%，在经历数周因地缘政治紧张局势和能源市场波动引发的震荡后，终于迎来喘息之机。
油价回落显著缓解了航空公司的成本压力，特别是对国际航线网络发达的加拿大航空而言，燃油成本占运营支出的比重较大。分析师指出，若油价持续走低，航空业有望迎来基本面改善的转折点。
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