《大行》摩通:亚洲航空与航天首选国泰(00293.HK)、国航(00753.HK)及南航(01055.HK)等

阿斯达克财经
Jan 20, 2025

摩根大通发表研报指,全球航空业表现自去年9月开始超出预期。由于面对成本压力、收益率正常化、疫后挑战的担忧,航空业最初面临投资者的怀疑。不过由于全球客运及航空货运服务需要旺盛,推动航空供应趋紧,航空公司成功将重心转移并充分利用高收益,主要受惠于战略运力管理、专注于优质服务、迅速适应不断变化的市场能力。摩通指,国泰(00293.HK) 引领大中华地区股市反弹,其股价于过去两个月内大幅上升逾30%以上,...

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