金吾财讯 | 三大航同步上行，中国东方航空股份（00670）涨3.25%，中国南方航空股份（01055）涨2.59%，中国国航（00753）涨2.59%。华泰证券表示，短期油价未进一步冲高，以及高频数据边际改善，板块利空因素或已基本反应，不过整体关注度仍有待进一步提升。往后展望，还需继续关注海峡局势和国际油价走势，以及旺季过后的高频数据表现。中长期该机构仍看好行业景气底部回暖，推动航司盈利释放，左侧布局具备较高性价比。财通证券表示，中长期行业供需改善逻辑不改，看好板块景气度向上，后续若油价下行，航司有望释放利润弹性。当前航司单机市值已处历史低位，板块进入高赔率区间，建议重视航空左侧投资机会。
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