港股三大航空股走强 机构:行业逐渐迎来业绩拐点

新浪网
22 May

5月22日消息,港股三大航空股走强,中国南方航空股份涨近3%,中国东方航空股份、中国国航涨超1%。消息上,兴业证券发布研报称,维持航空年度策略中的判断:油价下降+长周期供需优化、2025年是行业业绩转正起点。展望行业未来,成本下降收入企稳,行业继续受益剪刀差,供需优化兑现概率高,板块短中长期向上可能性兼具。继续推荐三大航(中国国航、中国东航、南方航空)、春秋吉祥,逢低布局华夏航空。近日摩根士丹利...

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