智通财经APP获悉，航空股再度走低，截至发稿，南方航空(01055)跌4.7%，报3.65港元；东方航空(00670)跌4.4%，报3.48港元；中国国航(00753)跌4.06%，报4.49港元；国泰航空(00293)跌1.07%，报11.97港元。
消息面上，5月上市航司国内航线运力投放同比下降约6.2%，环比4月下降2.2%。东兴证券表示，预计高油价对运力投放的压制6月还会持续。虽然国际油价近期有所回落，但由于国内航油价格相较国际有一个月左右的滞后，导致6月国内航空煤油出厂价依旧位于高位，因此预计6月航司依旧会承受较高的成本压力，但7月或有望缓和。
瑞银则表示，虽然中资航空公司过去数月因油价上涨而受压，股价表现疲弱，但市场已基本消化相关利空因素，下行空间有限。随着未来潜在的燃油附加费下调有望刺激需求，该行预期中资航空公司将录得连续按季改善，且季度利润按年比较将迎来好转。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.