港股异动丨航空股走强 航空板块将迎来估值和盈利的双重修复
格隆汇9月8日丨航空股走强,东方航空和中国国航分别上涨3.43%和3.33%。中金公司研报指出,随着国内航空需求持续恢复,航空公司持续减亏,油价、汇率提供利好,航空板块将迎来估值和盈利的双重修复,建议投资者积极布局。疫苗年内落地或是大概率事件,如果疫苗上市,航空股或将迎来第一波上涨,如果疫苗接种范围广泛且效果出色,航空股或将迎来第二波上涨。当前阶段,更看好国有航司。乐观假设下中国国航(0753.HK)和中国东方航空股份(0670.HK)股价料翻倍。

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