花旗发表报告指,持续观察到亚太地区航空公司RASK(座公里收入)在2026年上半年可能出现低单位数的按年下滑,或接近持平。该行将国泰航空(00293.HK) 评级由“中性”下调至“沽售”,因其股价在过去12个月已经上涨19%,目标价由10.7元上调至11.2元。由于中转旅客比例上升及中国出境旅游动能存疑,该行预期国泰航空2026年乘客收益率将下滑11%,花旗2026年盈利预期较市场低17%。(ha...
Source Link花旗发表报告指,持续观察到亚太地区航空公司RASK(座公里收入)在2026年上半年可能出现低单位数的按年下滑,或接近持平。该行将国泰航空(00293.HK) 评级由“中性”下调至“沽售”,因其股价在过去12个月已经上涨19%,目标价由10.7元上调至11.2元。由于中转旅客比例上升及中国出境旅游动能存疑,该行预期国泰航空2026年乘客收益率将下滑11%,花旗2026年盈利预期较市场低17%。(ha...
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