大和:建议由航空股转向航运股 主因机票价格上升高预期

智通财经
16 Jan

智通财经APP获悉,大和发布研究报告称,内地机票价格在今年上升的机会较低,因为内地空中旅客的架构正转向对价格敏感的旅客。该行建议投资者由航空股转向航运股,主要因为市场对机票价格上升的高预期以及航运价格调整。

该行预计,海丰国际(01308)、中远海控(01919)、东方海外国际(00316)、中国民航信息网络(00696)、北京首都机场股份(00694)等股价预计将跑赢中国国航(00753)及国泰航空(00293)。

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