智通财经APP获悉，航空股继续走低，截至发稿，中国国航(00753)跌3.01%，报4.51港元；东方航空(00670)跌2.53%，报3.47港元；南方航空(01055)跌2.37%，报3.71港元；国泰航空(00293)跌1.33%，报11.91港元。
消息面上，美伊和谈不畅，国际油价持续高企，截至发稿，布伦特原油仍徘徊于110美元上方。此前，美国总统特朗普发出新的开战威胁，称美国可能需要再次对伊朗采取军事行动，并透露自己一度距离批准军事打击仅剩一小时，但最终决定暂缓执行。美国副总统万斯则表示，美伊谈判进展很大，美方也准备了重启军事行动的“B方案”。
国泰海通证券认为，五一假期后，市场进入传统淡季，高油价导致无法低价刺激淡季客流，航司积极减班涨价。该行估算上周国内客流或同比下降近一成，接近五一节中低谷；国内客座率仍保持同比上升，国内裸票价同比增长约7%，估算国内含油票价同比上升近两成；淡季需求（量价）仍同比明显增长。该行预计供需与反内卷将助力油价传导好于市场担忧，且中欧航线票价大涨为国航等提供超越行业油价对冲能力。
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