港股异动 | 航空股悉数上扬 地缘局势缓和油价五连跌 双节临近出行热度走高

中金财经
Sep 23
  智通财经APP获悉,航空股悉数上扬,截至发稿,美兰空港(00357)涨3.33%,报4.495港元;中国国航(00753)涨2.12%,报3.86港元;国泰航空(00293)涨2.05%,报14.42港元;南方航空(01055)涨1.85%,报3.025港元。   消息面上,受益管道重启叠加伊朗松口,国际油价实现五连跌,截至发稿,布伦特原油已跌破95美元。此外,中秋、国庆双节假期在即,国内旅游市场出行热度提前升温,旅游相关网络搜索量、机票预订量持续走高,民航运输即将迎来新一轮集中出行高峰。   国泰海通证券认为,航空股价已处十年低位,地缘油价不改长逻辑,并提供难得底部布局时机。待油价回落,将开启盈利能力中枢上升的长逻辑演绎。财通证券也指出,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。   

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