智通财经APP获悉，航空股集体反弹，截至发稿，中国国航(00753)涨5.25%，报4.81港元；东方航空(00670)涨5.44%，报3.68港元；南方航空(01055)涨4.87%，报4.09港元；国泰航空(00293)涨4.72%，报11.75港元。
消息面上，据伊朗媒体报道，伊朗总统佩泽希齐扬3月31日表示，若能获得切实保证，确保今后不再遭受袭击，伊朗已准备好结束当前针对美以侵略的反击行动。中信期货表示，地缘局势仍然是当前油价的核心驱动，燃油期价跟随地缘局势高位震荡。
招商证券指出，伴随中东局势恶化、霍尔木兹海峡封锁，近期油价上涨较快，对航空股冲击较大，若未来中东局势改善，压制航空及推升油价的不利情绪也有望得到缓和；但当前须警惕油价短期快速冲高和中期绝对水平维持高位对利润侵蚀。预计4月燃油附加费大幅上涨，建议关注实际票价表现及对燃油成本覆盖能力。
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