智通财经APP获悉，大摩发布研报称，相信中国东方航空股份(00670)未来60天内股价约70%至80%机会跑赢大市，评级“增持”，目标价3.49港元。报告指，该行经济团队调高了对中国GDP预测，并预期资本支出动力稳健。该行注意到商务旅游需求与中国的资本支出有很高的相关性，而更强劲的商务旅游需求可能会支持乘客收益率。由于供应方面的利好因素，仍然相信航空业将是首批摆脱中国通缩环境的行业之一，并重申对行业多年上行周期的确信看法。
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