金吾财讯 | 航空股集体下跌，中国国航(00753)跌2.96%，国泰航空(00293)跌2.42%，中国南方航空股份(01055)跌2.10%，北京首都机场股份(00694)跌2.05%，中国东方航空股份(00670)跌1.24%。
消息面上，美伊临时停火生效的第一天，以军对黎真主党发动本轮冲突以来最大规模空袭，伊朗方面称其违反停火协议，再次关闭了霍尔木兹海峡并威胁准备对以色列军事目标采取威慑行动。Bernstein资深航空业研究分析师DavidVernon此前也表示，尽管原油价格有所回落，但航空业面临的形势依然多变，燃油成本降低对盈利的全面影响可能需要数月才能在财报中体现出来。Vernon强调，虽然航空股可能因油价下跌的预期而上涨，但投资者应关注航空公司在航油成本回归正常水平后，能否维持近期提高的票价和附加费。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.