航空类股票早盘表现强劲，截至发稿时间，AIR CHINA(00753)上涨3.45%，报5.1港元；CHINA EAST AIR(00670)上涨2.99%，报4.14港元；CHINA SOUTH AIR(01055)上涨2.7%，报4.18港元；CATHAY PAC AIR(00293)上涨2.64%，报12.04港元。
市场背景方面，美伊紧张局势出现缓和迹象，国际原油价格显著回落，美国WTI原油期货价格一度跌破每桶100美元关口。此外，今年第一季度，国内七家上市航空公司全部实现盈利，其中三大航空公司集体实现扭亏为盈。
有分析观点指出，受国际政治因素影响，油价维持高位震荡态势。航空公司通过上调燃油附加费和机票价格有效传导了成本压力。短期建议关注航空板块的逆向布局机会，中长期看好"扩大内需"政策背景下航空业的景气度提升。客座率提升有望持续转化为航空公司利润。
当前航空运力供给保持低速增长，而需求持续复苏，供需差距逐步收窄。叠加人民币汇率走强和政策支持因素，航空公司盈利能力有望持续改善。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.