金吾财讯 | 航空板块迎来回暖，捷蓝航空 (JBLU) 涨 10.18%，南美航空集团 (LTM) 涨 6.76%，阿拉斯加航空 (ALK) 涨 5.53%，墨西哥航空 (AERO) 涨 5.10%，联合大陆航空 (UAL) 涨 4.93%，美国航空 (AAL) 涨 4.64%，达美航空 (DAL) 涨 3.72%，西南航空 (LUV) 涨 2.91%，Ryanair (RYAAY) 涨 2.77%，标普综合1500客运航空公司指数上涨5%，达到逾七年高位。
消息上，美伊达成协议，国际油价大跌。WTI原油期货一度跌5%至79.15美元/桶，创4月17日以来新低；布伦特原油期货一度跌超4%至83.33美元/桶，创3月10日以来新低。航空公司的最大成本项是燃油。若国际原油（如WTI、布伦特）期货价格盘前出现明显下跌，市场预期航空公司的燃油成本压力将缓解，从而提振利润预期，推动股价上涨。国泰海通证券指出，油价高位与淡季低谷为航空股提供了逆向布局的时机。
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