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，反映中国航空及航天业的积极解读潜力，同时认为南航(01055.HK) 将于今年继续复苏。
摩通认为，亚洲航空与航天股票首选包括国泰、澳洲航空(QUBSF.US) 、国航(00753.HK) 、南航，形容上述股票均能充分利用有利的市场动态。(js/w)
(港股报价延迟最少十五分钟。沽空资料截至 2025-01-17 16:25。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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