【5 月 21 日，港股三大航空股集体上扬！】其中，中国国航涨 3.5%，中国东方航空、中国南方航空涨超 2%。消息显示，摩根士丹利发布研报称，中国交运板块结构性机会分化，建议抓住航空复苏、航运细分机会及快递龙头优势三大主线。航空业因中美贸易缓和及供需改善，定价能力提升，推荐中国国航、东方航空等；机场受消费压力影响，广州白云机场因低免税依赖及高股息成防御首选。另外，2025 年 4 月国内客运...
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