智通财经APP获悉，航空股早盘上扬，截至发稿，中国国航(00753)涨3.45%，报5.1港元；东方航空(00670)涨2.99%，报4.14港元；南方航空(01055)涨2.7%，报4.18港元；国泰航空(00293)涨2.64%，报12.04港元。
消息面上，美伊局势在一定程度上趋于缓和，国际油价显著回落，美国WTI原油期货一度跌破100美元大关。此外，今年一季度，国内七大上市航司全部实现盈利，三大航集体扭亏为盈。国盛证券认为，受国际政治局势影响油价于高位波动，航司受益于燃油附加费上调及票价上涨较好地传导成本，短期建议重视逆向布局航空板块，中长期看好“扩内需需及“扩内需”下航空板块景气度，民航“扩高座率”有望持续向航司利润兑现传导。运力供给维持低增速、需求持续增长，供需缺口缩小、人民币走强及政策的呵护，航司盈利有望不断改善。
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