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港股异动 | 航空股全线上涨 北京首都机场股份(0694.HK)涨近8%领涨
格隆汇 11-04 10:13
格隆汇11月4日丨航空股全线上涨,北京首都机场股份(0694.HK)涨近8%领涨,东航、美兰空港涨超2%,国泰航空涨超1%。个股方面,北京首都机场股份昨晚公布与动力能源公司订立动力能源供应协议,此前10月27日亦获GIC Private Limited增持170万股。板块上,大华继显近日发研报指,三大中资航空公司今年第三季均录得正面经营现金流、利润率介乎40至50%。该行维持行业“与大市同步”评级,建议投资者在憧憬各国重新开关及疫苗运输下,继续持有相关股份,并列南方航空为首选。中金亦指,航空股Q3业绩环比改善超预期,估值低位再迎买点,维持所覆盖的航空公司跑赢行业评级不变。

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