智通财经APP获悉，国泰航空(00293)跌超3%，截至发稿，跌3.13%，报9.92港元，成交额1.16亿港元。
消息面上，美国邮政署（USPS）此前宣布，自当地时间2月4日起暂停接收从中国内地和中国香港寄出的包裹。不足一日即宣布自2月5日起恢复接收相关包裹。但取消关税豁免条款维持不变。
瑞银研报指出，由于国泰航空超过50%对外的包裹货运量和电商相关，因此预计短期运载率及收益会受影响。预计每1个百分点的变化，将影响国泰2025年的盈利变化2个百分点。不过该行认为，这不会大大有损国泰的盈利能力，因为预计客运领域的供需动态保持良好，从而维持利润率以及股本回报率。
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