航空股整体上扬 中国国航(00753)涨2.38% 机构指暑运旺季客运量和票价保持韧性

金吾财讯
Aug 26

金吾财讯 | 港股航空股整体上扬,截至发稿,北京首都机场股份(00694)涨2.71%,中国国航(00753)涨2.38%,中国南方航空股份(01055)涨2.01%,中国东方航空股份(00670)涨1.90%,中国飞机租赁(01848)涨1.09%。消息面上,万联证券指出,暑运旺季客运量和票价保持韧性,航空运力投放保持克制,美伊谈判持续,油价上行仍对航空板块形成压制,航空板块短期有压力但长期供需格局改善趋势不变,当前板块估值处于历史低位,如后续油价回落,压制航空股的核心因素缓解,板块具有较大修复弹性,建议积极关注。

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