智通财经APP获悉，航空股集体承压，截至发稿，南方航空(01055)跌2.97%，报3.1港元；中国国航(00753)跌2.52%，报3.875港元；东方航空(00670)跌2.28%，报2.785港元。
消息面上，美伊围绕海峡控制权各执一词，谈判无进展下油价仍维持90美元上方。此前，美国总统特朗普表示，美国目前未与伊朗进行任何谈判，并坚称霍尔木兹海峡已经恢复通航，与伊朗有关该关键航道仍对航运关闭的说法相矛盾，临时停火协议已于周一到期。值得注意的是，受中东战事推升航油价格，三大航司上半年合计预亏超73亿。
华泰证券认为，8月上旬进入暑运高峰，民航票价表现边际改善，8月3日至8月16日期间同增2.6%，不过考虑基数不高，暑运并未产生明显旺季效应，板块关注度较低。往后展望，继续关注国际油价和高频数据走势，中长期仍看好行业景气底部回暖，左侧布局具备较高性价比。
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