港股異動丨航空股走低 中國國航跌超2%
港股航空股集體走低,其中,中國國航跌超2%,國泰航空、美蘭空港跌超1%,南航、東航跌約1%。消息上,摩根大通發佈研報稱,中美貿易戰下航空股面臨重大挑戰,由於中國對美國進口商品徵收125%的關税,將導致航空公司維護成本和新飛機交付成本上升,當中預期中國國航和中國南方航空股份將受到最嚴重的衝擊,因為其機隊中波音飛機佔比較高,亦因為美國對中國進口商品徵收145%的關税及取消免税門檻,打擊中國航空公司的貨運業務,預料國泰航空和南航將首當其衝。

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