港股异动 | 航空股走强 中国国航(0753.HK)涨超6%
格隆汇2月23日丨隔夜美股航空板块集体上涨,今日港股航空股走强,中国国航(0753.HK)、南航涨超6%,国泰航空涨超3%,东航涨超2%。中金近日发研报指,受国内疫情反复影响,航空股估值重回低位,板块再迎买点。预计国内线仍将持续复苏,国际线明年恢复至2019年水平的9成。由于航空公司利润率较低,因此盈利弹性较大,在国际线恢复阶段,客座率或票价的提升将有望大幅改善航司利润。瑞信亦指,农历年后旅客量稳定,因应疫情受控,料措施将逐步放宽,相信届时可见改善。维持国航、东航和南航“跑赢大市”评级,目标价全线上调。

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