智通财经APP获悉，瑞银发布研究报告称，将中国国航(00753)目标价由5.1港元升至5.9港元，中国南方航空股份(01055)目标价由4.2港元升至4.6港元，评级均由“中性”升至“增持”。对国泰航空(00293)目标价由10港元升至12港元，评级同为“增持”。
该行表示，在多项有利因素推动下，对内地和香港的航空业看法更为乐观。展望燃油成本放缓是一个重要的利好因素，因为它减轻了航空公司其中一个主要开支压力，从而支持利润改善。
报告提到，由于航空公司可因应强劲的需求完善定价策略，预期市场供应紧缩将有助改善收益管理。在特朗普2.0关税制度和跨境电子商务激增的推动下，预期将进一步刺激提前出货需求，尤其是航空货运市场。此外，内地扩大免签证入境计划的策略性措施，旨在刺激入境旅游及商务旅游，从而重振航空公司的客运量。
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