港股異動丨航空股普漲 東航(0670.HK)漲超3%領漲
格隆匯9月9日丨航空股延續近日強勢,東航(0670.HK)漲超3%領漲,中國國航漲超2%,南航、國泰航空漲超1%。近日多家機構發研報看好航空板塊,其中,中金指出,隨着國內航空需求持續恢復,航空公司持續減虧,油價、匯率提供利好,航空板塊將迎來估值和盈利的雙重修復,建議投資者積極佈局。瑞信亦維持對行業正面看法,認為國內客運第三季仍會向上,經營虧損有望繼續收窄,而十一黃金週表現或強勁,配合政策放寬的新聞及疫苗開發消息等,均料成行業的催化劑。匯豐研究表示,相信人民幣升值將會為三大中資航空股帶來匯兑收益,料行業於今年下半年錄得盈利將由14億元人民幣增加至75億元人民幣,維持中資三大航空股“買入”評級。

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