金吾财讯 | 受周末美伊紧张局势持续升级影响，国际原油价格再度走高，航空股再度进入市场关注区间。本周二为期两周的停火协议即将到期，地缘风险持续发酵，航司运营压力进一步上升。行业观察机构指出，受航油成本上涨推动，自 3 月 1 日以来全球平均机票价格已出现上调。
为应对此次危机，全球多家航司计划缩减运力，荷兰皇家航空、美国联合航空、德国汉莎航空、国泰航空等已率先削减航线数量。数据分析公司 Cirium 数据显示，全球 5 月航空运力已缩减约 3%；该机构同时下调行业预期，此前预测全年运力增长 4% 至 6% 的目标面临风险，在特定情境下全年运力或最多下滑 3%。Cirium 顾问理查德・埃文斯警告，后续航司大概率将进一步削减运力。
盘前交易时段，航空板块普遍下挫，美国航空（AAL）下跌2.9%，领跌板块，该公司明确否认与美国联合航空进行并购谈判，并表示与美联航合并将不利于市场竞争及消费者权益。此外，达美航空（DAL）盘前跌2.6%，联合大陆航空（UAL）跌2.75%。全球航空 ETF（JETS）盘前下跌1.67%。
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