In the recent Hong Kong stock market, aviation stocks have ushered in a strong wave of rebound.The stock price of Southern Airlines (ZNH) rose more than 15%, leading the tide of the rise, and the increase in the Indian Airlines and China Eastern Airlines also reached 13%and 9%, respectively.This phenomenon is not only the result of short -term market fluctuations, but also caused by multiple favorable messagesKolkata Investment. It is necessary for investors to thoroughly analyze the logic and possible market trends behind these good.

First of all, the raising of the RMB against the US dollar is undoubtedly an important driving force for the rise in aviation stocks.In the latest statistics, the middle price of the RMB was reported at 7.0101, which was raised by 253 points, and it refreshed a new high of more than 16 months.The increase in this exchange rate means that the competitiveness of airlines with RMB pricing in overseas markets has strengthened, and the stock price of aviation stocks has formed a good support.In addition, the appreciation of the renminbi will effectively reduce the foreign exchange costs of airlines when purchasing aircraft and related equipment, and further improve their profit margins.

Secondly, the trend of international oil prices also played a key role in this round of aviation stocks.Recently, it has been reported that OPEC+will still be committed to promoting production -increase plans, which relieves the market's concerns about crude oil supply shortages.In addition, the tough stance of the two parties in Libya has reached reconciliation, to end the central bank crisis and further reduce the market's concerns about Libya's risk of supply risks.This obviously affects the steady trend of oil prices to a certain extent, thereby positive impact on the operating costs of the aviation industry.

It is worth noting that the approaching of the Eleventh National Day holiday also provides a strong foundation for the rise in aviation stocks.According to the latest data, as of September 24, the number of domestic air ticket reservations during the National Day holiday have exceeded 7.3 million, an average daily reservation volume increased by about 17%compared with the same period last year.This not only brings considerable passenger revenue expectations to the airline, but also injects an optimistic tone into market emotions.The market is generally predicted that the demand for aviation during holidays will continue to maintain strong performance, and then promote the performance growth of related companies.

From the perspective of investors, the recent performance of aviation stocks has undoubtedly attracted a lot of attention.When grasping market trends, investors should pay attention to the following key points.First of all, although the current aviation stocks have risen because of the frequent favorable news, the market uncertainty still exists.Macroeconomics, international relations, and industry policies can all affect stock prices.Therefore, reasonable allocation of investment portfolios and risk control are still the principles that each investor must follow.

Second, pay attention to the switching of long -term and short -term investment strategies.At present, the rise of aviation stocks coincides with the expected rise of the National Day holiday, and the stock price may be rising in the short term.However, in the long run, the recovery of the aviation industry still needs to depend on the gradual improvement of the global economy and further control of the epidemic.If investors consider long -term holding, they need to pay attention to the dynamics of global flight recovery and the changes in related company's financial reports.

Finally, given that airlines are currently in a stage of recovery, investors may wish to pay attention to those airlines with a stable financial foundation and a good market reputation when choosing stocks.Although the market atmosphere is optimistic, potential risks still cannot be ignored, especially when economic fluctuations and policy changes, so they must be cautious.

In summary, the recent performance of Hong Kong stocks aviation stocks can be described as twists and turnsAhmedabad Wealth Management. Despite being stimulated by multiple profits, investors still need to carefully evaluate various market factors and their own risk tolerance.The above content is for reference only, does not constitute investment suggestions, and investment needs to be cautious.