大摩对中国航空、海运、快递行业最新观点:增持三大航司,看好中远海能H、太平洋航运

智通财经网
21 May

5月20日,摩根士丹利发布对中国航空、航运和快递行业的最新观点如下:中国航空业:随着中美贸易紧张局势缓和,供需前景持续看好,行业定价能力正逐渐增强。首选股票:中国国航 - H(0753.HK)、东方航空 - H(0670.HK)、南方航空 - H(1055.HK)、春秋航空(601021.SH)国泰航空(0293.HK):全球贸易关税动态对货运前景影响显著;评级:Equal-weight(与大市...

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