港股异动丨航空股普涨 东航(0670.HK)涨超3%领涨
格隆汇9月9日丨航空股延续近日强势,东航(0670.HK)涨超3%领涨,中国国航涨超2%,南航、国泰航空涨超1%。近日多家机构发研报看好航空板块,其中,中金指出,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。瑞信亦维持对行业正面看法,认为国内客运第三季仍会向上,经营亏损有望继续收窄,而十一黄金周表现或强劲,配合政策放宽的新闻及疫苗开发消息等,均料成行业的催化剂。汇丰研究表示,相信人民币升值将会为三大中资航空股带来汇兑收益,料行业于今年下半年录得盈利将由14亿元人民币增加至75亿元人民币,维持中资三大航空股“买入”评级。

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