航空股走低 中国国航跌超2%

格隆汇
Apr 15, 2025

港股航空股集体走低,其中,中国国航跌超2%,国泰航空、美兰空港跌超1%,南航、东航跌约1%。消息上,摩根大通发布研报称,中美贸易战下航空股面临重大挑战,由于中国对美国进口商品征收125%的关税,将导致航空公司维护成本和新飞机交付成本上升,当中预期中国国航和中国南方航空股份将受到最严重的冲击,因为其机队中波音飞机占比较高,亦因为美国对中国进口商品征收145%的关税及取消免税门槛,打击中国航空公司的...

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