金吾财讯 | 三大航集体上扬，中国东航(00670)涨5.59%，中国南航(01055)涨3.9%，中国国航(00753)涨2.1%。消息面上，高盛发表报告指，春节旅游数据整体健康，国内游客量年增19%达5.96亿人次，旅游花费按年增19%至8,030亿元人民币，日均增长6%；出境旅客量年增24%达480万人次，其中日本航线年减约50%，但东南亚及韩国航线按年增10-40%的转移需求抵消了部分影响。该行续指，航空票价亦表现优于预期，受限于运力紧绷，国内航线票价按年上涨7%，国际航线票价按年上涨15%。
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