利好叠加,航空股普涨,中国国航、南方航空均涨超4%

格隆汇
18 Nov 2024

港股市场中字头股、高息概念股今日集体走强,其中航空股亦全线拉升,中国国航、中国南方航空涨超4%,美兰航空涨3.9%,中国东方航空国泰航空涨超2%。

消息面上,11月15日,中国证监会发布《上市公司监管指引第10号——市值管理》,自发布之日起实施。此外,国金证券指出,2025年假日将增加2天,有助于民航、高铁出行需求增长。若需求改善,供需优化推动票价提升,叠加票价市场化航空公司利润弹性将释放,航空板块β较高,牛市超额收益明显。

责任编辑:栎树

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