智通财经APP获悉，航空股早盘回暖，截至发稿，东方航空(00670)涨4.66%，报3.82港元；南方航空(01055)涨3.71%，报3.91港元；国泰航空(00293)涨3.6%，报13.23港元；中国国航(00753)涨2.73%，报4.9港元。
消息面上，据报道，美伊谈判代表已就谅解备忘录达成一致，有待美国总统特朗普最终批准。油市受地缘消息剧烈扰动，国际油价再度回落，直接减轻航司最大的运营成本负担。燃油通常占航司成本的25%-40%。
国泰海通证券发布研报称，航空需求为居民航空消费支出（量*价），4-5月高油价虽致客流规模缩减，但航空需求仍保持同比明显增长趋势。待6月中考结束暑运启动，预计供需将保障油价传导能力提升，有望超市场预期。
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