金吾财讯 | 航空股持续承压，国泰航空(00293)跌1.54%，美兰空港(00357)跌2.12%，中国国航(00753)跌2.70%，中国南方航空股份(01055)跌3.06%，中国东方航空股份(00670)跌3.52%。
消息面上，亚市早盘国际原油价格大幅拉升，布伦特原油上涨 4.01 美元，报 96.04 美元 / 桶；WTI 原油上涨 4.04 美元，报 95.77 美元 / 桶。此次油价异动源于中东地缘冲突升级，以色列军方宣布，其空军对伊朗西部与中部的军事目标实施了打击。
国际航空运输协会 (IATA) 下调 2026 年全球航空业盈利预期，净利润预计降至 230 亿美元，较此前 410 亿美元的预测大幅下修。燃油成本攀升是核心原因，预计全年燃油支出达 3500 亿美元，同比增长近 39%。IATA 提示，燃油成本高企将加剧行业分化，部分小型航空公司今明两年或面临破产，或被大型航司并购。中东局势紧张导致能源运输通道受阻，油价持续上行，民航业成本压力显著加大。
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