智通财经APP获悉，航空股承压下跌，截至发稿，东方航空(00670)跌3.72%，报3.11港元；中国国航(01055)跌2.57%，报4.17港元；南方航空(01055)跌2.89%，报3.36港元；国泰航空(00293)跌1.34%，报14.77港元。
消息面上，中东局势波折，航空公司燃油成本端依然承压。招商证券发布研报称，短期看美伊局势和海峡通行情况仍具有不确定性，需关注中东局势波折对油价和板块情绪的影响。当前板块市值总体处于疫情以来低位，若成本压力缓解，有望催化盈利及市值弹性。
值得注意的是，业绩预告显示，五大航司终结一季度盈利态势，第二季度全线亏损。其中，南航预计上半年亏损34.73亿元至39.73亿元，国航预计亏损21亿元至26亿元，东航预计亏损18亿元至24亿元，三大航合计亏损为73.73亿元至89.73亿元，且亏损规模较2025年同期进一步扩大。
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