<p><img src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/04/British-Airways.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1536" height="1024" original-src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/04/British-Airways.png"/></p>
<p>国际航空集团（IAG）的股价在 5 月 8 日回落，随后在公司发布业绩后部分回升。该业绩提供了关于持续战争如何影响其业务的更多信息。股价回落至 372 便士，随后反弹至 390 便士。</p>
<h2>IAG 警示伊朗战争风险</h2>
<p>国际航空集团是包括英国航空、伊比利亚航空、LEVEL 和爱尔兰航空在内的顶级航空公司的母公司，因投资者评估持续的伊朗危机的影响，其股价从年初至今的高点回落。</p>
<p>这场危机导致了包括一些短缺在内的航空燃油价格上涨，尤其是在欧洲和亚洲等关键地区。价格已翻倍，这一变化主要影响了未对冲的航空公司。</p>
<p>IAG 受到的危机影响较小，因为它每年花费数百万美元来对冲这些风险。预计在剩余的年度中，其对冲比例为 70%，管理层预计将通过收入和成本管理恢复约 60% 的损失。</p>
<p>与此同时，它运营着高度多元化的商业模式，大部分收入来自跨大西洋航线。</p>
<p>尽管公司对利润率发出了警告，但今天发布的业绩数据依然强劲。第一季度收入同比增长 1.9%，达到 71.8 亿欧元，而营业利润增长了 77%。这一增长主要得益于收入的增长，部分被相对较高的能源价格所抵消。</p>
<p>英国航空的收入超过 33.8 亿英镑，成为其业务中最大的部分。其次是伊比利亚航空，收入为 18 亿欧元。爱尔兰航空的收入为 4.2 亿欧元。</p>
<p>此外，其忠诚度业务作为一个轻资本的细分市场，增长了 10%，利润率跃升至 20.1%。收入增长至 5.79 亿英镑。该业务使客户能够收集奖励，如升级和租车，已成为大多数航空公司的重要组成部分，分析师将其视为银行。IAG 的净利润为 3.01 亿欧元，总流动性跃升至超过 127 亿。</p>
<p>IAG 股票面临的主要风险是战争持续时间过长，导致航空燃油价格大幅上涨。尽管特朗普已表示希望战争结束，但伊朗和以色列有其他想法。特朗普获得更好交易的可能性也非常小。首先，任何交易都将要求美国结束制裁并释放伊朗资金，而这一举动将遭到以色列的强烈反对。</p>
<p>因此，战争可能会持续更长时间，这将对正在进行的复苏造成伤害。积极的一面是，战争可能很快结束，从而导致价格下降和中东旅行的复苏。</p>
<h2>IAG 股价技术分析</h2>
<p><img src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/05/iag-share-price-1.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="3574" height="2106" original-src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/05/iag-share-price-1.png"/></p>
<p>IAG 股票图表 | 来源：TradingView</p>
<p>日线图显示，IAG 股价在过去几天缓慢回升。从战争低点 335 便士跃升至当前的 390 便士。仔细观察显示，它形成了一个下跌缺口，并且突破了 50 日和 100 日移动平均线。</p>
<p>因此，尽管风险上升，但股票仍有可能继续上涨，因为多头目标是关键阻力位 413 便士。若突破该价格，将指向更多的涨幅，可能达到 450 便士的阻力位。</p>
<p>IAG 股价预测在收益前警示航空燃油风险，首次出现在 Invezz 上。</p>

英国国际航空集团

<p>国际航空集团（IAG）的股价在 5 月 8 日波动，回落至 372 便士后，在公司公布财报后反弹至 390 便士。持续的伊朗危机导致航空燃料价格上涨，影响了未对冲的航空公司，尽管 IAG 对其 70% 的需求进行了良好的对冲。该公司报告的收入同比增长 1.9%，达到 71.8 亿欧元，营业利润增长 77%。风险包括持续冲突对燃料价格的影响，但中东旅行的潜在复苏可能会使 IAG 受益。技术分析显示该股票的目标阻力位为 413 便士</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/04/British-Airways.png" alt="" original-src="https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/04/British-Airways.png"/></p>
<p>The IAG share price retreated today, May 8, and then pared back some of those losses after the company published its results, which provided more color on how the ongoing war has affected its business. It retreated to 372p and then rebounded to 390p.</p>
<div class="lb-trans"><p>国际航空集团（IAG）的股价在 5 月 8 日回落，随后在公司发布业绩后部分回升。该业绩提供了关于持续战争如何影响其业务的更多信息。股价回落至 372 便士，随后反弹至 390 便士。</p>
</div><h2>IAG flags Iran war risks</h2>
<div class="lb-trans"><h2>IAG 警示伊朗战争风险</h2>
</div><p>International Consolidated Airlines Group, the parent company of top airlines like British Airways, Iberia, LEVEL, and Aer Lingus, has pulled back from the year-to-date high as investors assessed the impact of the ongoing Iranian crisis.</p>
<div class="lb-trans"><p>国际航空集团是包括英国航空、伊比利亚航空、LEVEL 和爱尔兰航空在内的顶级航空公司的母公司，因投资者评估持续的伊朗危机的影响，其股价从年初至今的高点回落。</p>
</div><p>This crisis has led to higher jet oil prices, including some shortages, in key areas like Europe and Asia. They have more than doubled, a move that has mostly affected unhedged airlines.</p>
<div class="lb-trans"><p>这场危机导致了包括一些短缺在内的航空燃油价格上涨，尤其是在欧洲和亚洲等关键地区。价格已翻倍，这一变化主要影响了未对冲的航空公司。</p>
</div><p>IAG has been less affected by the crisis as it spends millions of dollars each year to hedge these risks. It is well-hedged for the rest of the year at 70% and the management expects to recover around 60% of this through revenue and cost management.</p>
<div class="lb-trans"><p>IAG 受到的危机影响较小，因为它每年花费数百万美元来对冲这些风险。预计在剩余的年度中，其对冲比例为 70%，管理层预计将通过收入和成本管理恢复约 60% 的损失。</p>
</div><p>At the same time, it runs a highly diversified business model, with most of its revenue coming from the transatlantic routes.</p>
<div class="lb-trans"><p>与此同时，它运营着高度多元化的商业模式，大部分收入来自跨大西洋航线。</p>
</div><p>The company published strong numbers today, even as it warned about margins. Its revenue jumped by 1.9% YoY to 7.18 billion euros in the first quarter, while its operating profit jumped by 77%. This growth was largely because of its revenue growth and offset by the relatively higher energy prices.</p>
<div class="lb-trans"><p>尽管公司对利润率发出了警告，但今天发布的业绩数据依然强劲。第一季度收入同比增长 1.9%，达到 71.8 亿欧元，而营业利润增长了 77%。这一增长主要得益于收入的增长，部分被相对较高的能源价格所抵消。</p>
</div><p>British Airways made over 3.38 billion pounds, making it the biggest part of its business. It was followed by Iberia, which made 1.8 billion euros. Aer Lingus made 420 million euros.</p>
<div class="lb-trans"><p>英国航空的收入超过 33.8 亿英镑，成为其业务中最大的部分。其次是伊比利亚航空，收入为 18 亿欧元。爱尔兰航空的收入为 4.2 亿欧元。</p>
</div><p>Additionally, its loyalty business, which is a capital-light segment, grew by 10% as its profit margin jumped to 20.1%. Its revenue jumped to 579 million pounds.This business enables customers to collect rewards such as upgrades and car rentals. It has become an important part of most airlines, with analysts seeing them as banks. IAG made a net profit of 301 million euros, while its total liquidity jumped to over 12.7 billion.</p>
<div class="lb-trans"><p>此外，其忠诚度业务作为一个轻资本的细分市场，增长了 10%，利润率跃升至 20.1%。收入增长至 5.79 亿英镑。该业务使客户能够收集奖励，如升级和租车，已成为大多数航空公司的重要组成部分，分析师将其视为银行。IAG 的净利润为 3.01 亿欧元，总流动性跃升至超过 127 亿。</p>
</div><p>The main risk that IAG stock faces is a prolonged war that pushes jet fuel prices much higher. While Trump has signaled that he wants the war to end, Iran and Israel have other ideas. It is also highly unlikely that Trump will get a better deal. For one, any deal will require the US to end its sanctions and release Iranian funds, a move that Israel will blast.</p>
<div class="lb-trans"><p>IAG 股票面临的主要风险是战争持续时间过长，导致航空燃油价格大幅上涨。尽管特朗普已表示希望战争结束，但伊朗和以色列有其他想法。特朗普获得更好交易的可能性也非常小。首先，任何交易都将要求美国结束制裁并释放伊朗资金，而这一举动将遭到以色列的强烈反对。</p>
</div><p>Therefore, there is still a risk that the war will last longer, which will hurt the ongoing recovery. On the positive side, the war may end soon, leading to lower prices and recovery in Middle East travel.</p>
<div class="lb-trans"><p>因此，战争可能会持续更长时间，这将对正在进行的复苏造成伤害。积极的一面是，战争可能很快结束，从而导致价格下降和中东旅行的复苏。</p>
</div><h2>IAG share price technical analysis</h2>
<div class="lb-trans"><h2>IAG 股价技术分析</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/05/iag-share-price-1.png" alt="" original-src="https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/05/iag-share-price-1.png"/></p>
<p>IAG stock chart | Source: TradingView</p>
<div class="lb-trans"><p>IAG 股票图表 | 来源：TradingView</p>
</div><p>The daily chart shows that the IAG stock price has crawled back in the past few days. It has jumped from the war low of 335p to the current 390p. A closer look shows that it has formed a down-gap and moved above the 50-day and 100-day moving averages.</p>
<div class="lb-trans"><p>日线图显示，IAG 股价在过去几天缓慢回升。从战争低点 335 便士跃升至当前的 390 便士。仔细观察显示，它形成了一个下跌缺口，并且突破了 50 日和 100 日移动平均线。</p>
</div><p>Therefore, despite the rising risks, there is a likelihood that the stock will keep rising as bulls target the key resistance level at 413p. A move above that price will point to more gains, potentially to the resistance level at 450p.</p>
<div class="lb-trans"><p>因此，尽管风险上升，但股票仍有可能继续上涨，因为多头目标是关键阻力位 413 便士。若突破该价格，将指向更多的涨幅，可能达到 450 便士的阻力位。</p>
</div><p>The post IAG share price forecast ahead of earnings as it flags jet fuel risks appeared first on Invezz</p>
<div class="lb-trans"><p>IAG 股价预测在收益前警示航空燃油风险，首次出现在 Invezz 上。</p>
</div>

英国国际航空集团在收益公布前标记航空燃油风险，其股价预测