民航股暴涨背后,最强二月兑现!

民航观察
Feb 04

据民航观察观察,截止午间休盘,民航运输板块逆势大涨近6%,其中东航、华夏航涨停封板,南航、国航、春秋跟进,一举修复原油涨价带来的短期利空,突破新高只是时间问题。板块大涨原因主要有二:1.春运市场反馈强劲,“最强二月”预期落地兑现。2.机构,特别是外资机构持续看好航空公司业绩弹性。我们在《2026前瞻:民航将迎最强二月?》中提到,史无前例的九天假期将带来超预期的假期效应。预期节前拼假提前出行、节中...

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