Group 1 - The core viewpoint of the article highlights a bullish trend in the Hong Kong aviation sector, with significant stock price increases for major airlines such as China Eastern Airlines and China Southern Airlines, indicating a potential super cycle in the aviation industry [1] - Cathay Pacific's research report maintains a bullish outlook on aviation fuel transportation, predicting that the industry will experience record high profitability in Q4, driven by high passenger load factors and low ticket prices [1] - The report suggests that the recent seasonal transition has had a weaker impact than in previous years, with business travel remaining active and supporting a year-on-year increase in both volume and price [1] Group 2 - The article mentions that the U.S. government is likely to end its shutdown, with President Trump stating that all air traffic controllers must return to work immediately, which could positively impact the aviation sector [1] - The stock performance of various airlines is noted, with China Eastern Airlines up 4.56%, China Southern Airlines up 1.54%, and Air China up 1.08%, reflecting strong market sentiment [1] - The MACD golden cross signal formation indicates a positive trend for these stocks, suggesting continued upward momentum in the aviation sector [1]
港股异动丨航空股继续上涨 东航盘初涨超4%续刷阶段新高 机构指航空业超级周期或将开启