智通财经APP获悉，航空股集体走高，截至发稿，首都机场(00694)涨6.27%，报2.71港元；美兰空港(00357)涨4.86%，报7.34港元；中国国航(00753)涨4.72%，报3.33港元；南方航空(01055)涨3.24%，报2.55港元；东方航空(00670)涨2.26%，报1.81港元。
消息面上，离岸人民币兑美元收复7.0关口，最高触及6.9993，为去年5月以来首次。中泰证券指出，人民币汇率的持续走强有望缓解航司的汇兑压力。中秋假期，民航出行受到台风影响，随着台风天气逐步过境，预计出行需求将逐步好转；预计即将到来的国庆小长假仍有望迎来供需两旺的格局。
该行指出，整体看，今年行业恢复趋势向好，航班运行效率持续提升，随着国际航线的持续恢复，全行业供需格局有望持续改善，航空公司的业绩表现有望持续改善。此外，机场将受益于航空需求的复苏，航空收入和非航收入都将明显改善。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.