智通财经APP获悉，航空股盘中走高，截至发稿，中国国航(00753)涨5.9%，报4.13港元；美兰空港(00357)涨4.12%，报8.34港元；东方航空(00670)涨2.34%，报2.19港元；南方航空(01055)涨1.95%，报3.14港元。
国信证券指出，国庆节期间民航数据呈现量增价降的态势；2024年我国民航供需缺口将持续缩小，航司价格竞争意愿较弱，2024年航司盈利将继续大幅向上突破，航空板块基本面的向下风险可控以及股价的向下空间有限。
广发证券则指出，航空股是典型的顺周期加强品种；现阶段预期转向迎来关键催化；短期需求具备韧性，潜力等待发掘；周期上行基础坚实依旧，油汇改善助力业绩修复。该行表示，关注大航H股的投资机会，经过前期的持续磨底后当前阶段弹性可以期待。
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