美国联合航空(UAL.US)盘初一度涨5.5%，最高触及114.55美元。消息面上，美国联合航空公布，去年 第四季度总收入同比增长约5%，达到创纪录的154亿美元，符合市场预期；净利润同比增长6%至10.4亿 美元，调整后每股盈利为3.1美元，高于市场预期的2.94美元。期内，运力同比增长6.5%。该航空公司 预计今年利润将大幅增长，其较高价座位和忠诚计划表现超过标准机票销售。(格隆汇) ...

Core Viewpoint - Bank of America Securities has a positive outlook on Asia-Pacific airlines for 2026, expecting profitability to be supported by sustained high ticket prices, healthy demand, improved cargo fundamentals, and potential benefits from excess oil supply [1] Group 1: Earnings Forecast - The average earnings per share forecast for Asia-Pacific airlines for 2025 to 2027 has been raised by 22% to reflect improved passenger and cargo unit revenue outlook [1] - The largest upward revision is for mainland Chinese airlines [1] Group 2: Target Price Adjustments - The average target price for Asia-Pacific airlines has been increased by 30% to reflect the earnings forecast adjustments [1] - China Eastern Airlines' target price has been raised from HKD 2 to HKD 2.9, maintaining an underperform rating [1] - China Southern Airlines' target price has been increased from HKD 3.1 to HKD 5.92, with the rating upgraded from underperform to neutral [1] - Air China’s target price has been raised from HKD 4.2 to HKD 8.3, with the rating upgraded from underperform to buy [1]

美银证券发表报告指，对2026年亚太地区航空公司持正面看法，预计盈利将受到以下因素支持，包括票 价维持较高水平较长时间，因为供应增长受限、需求健康，加上货运基本面改善，以及或受惠石油供应 过剩。该行将亚太航空公司2025至2027年每股盈利预估平均上调22%，以反映客运和货运单位收入展望 改善，其中对中国内地航空公司的上调幅度最大。 该行对东方航空目标价由2港元上调至2.9港元，评级"跑输大市"；南方航空目标价由3.1港元上调至5.92 港元，评级由"跑输大市"上调至"中性"，国航目标价由4.2港元上调至8.3港元，评级由"跑输大市"一举 升至"买入"。 ...