摩根士丹利发表研究报告指出,始于2025年第四季度的航空业多年周期性改善,很可能在2026至2027年获得动力,并受需求推动。投资者仓位和信心仍处于低位,但该行认为定价上涨将提振市场情绪,因此将航空板块目标价平均上调42%,并将三大航空公司A股评级上调至“增持”。大摩对国航(00753.HK) H股目标价从8.11元上调至10元;东航(00670.HK) H股从4.31元上调至8.10元;南航(...
Source Link摩根士丹利发表研究报告指出,始于2025年第四季度的航空业多年周期性改善,很可能在2026至2027年获得动力,并受需求推动。投资者仓位和信心仍处于低位,但该行认为定价上涨将提振市场情绪,因此将航空板块目标价平均上调42%,并将三大航空公司A股评级上调至“增持”。大摩对国航(00753.HK) H股目标价从8.11元上调至10元;东航(00670.HK) H股从4.31元上调至8.10元;南航(...
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