国泰航空:股价两月升逾 30% 航空业复苏

和讯网
20 Jan

【1 月 20 日,摩根大通发表研报称全球航空业表现自去年 9 月超预期】由于成本压力、收益率正常化、疫后挑战等因素,航空业起初遭投资者怀疑。但全球客运及航空货运服务需求旺盛,使航空供应趋紧,航空公司借此转移重心并充分利用高收益,这得益于战略运力管理等能力。国泰航空引领大中华地区股市反弹,其股价过去两个月大幅上升逾 30%,反映中国航空及航天业积极潜力,南航今年将继续复苏。摩通认为,亚洲航空与航天...

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