A 股学习效应明显，传统白马标的预期差较小，建议关注市场尚未充分学习的新逻辑：1）新消费形态对物流需求的变化，顺丰同城、京东物流等；2）AI 赋能下物流科技对大物流行业降本增效逻辑，直营快递顺丰控股等；3）海外仓：跨境物流全托管转半托管下，具备海外仓运营能力的纵腾网络、乐歌、大健云仓、华贸物流等。航运船舶：长周期向上，中周期衰退预期改善。船舶板块已进入左侧布局区间，关注订单对应利润与当前市值接近的...
Source LinkA 股学习效应明显，传统白马标的预期差较小，建议关注市场尚未充分学习的新逻辑：1）新消费形态对物流需求的变化，顺丰同城、京东物流等；2）AI 赋能下物流科技对大物流行业降本增效逻辑，直营快递顺丰控股等；3）海外仓：跨境物流全托管转半托管下，具备海外仓运营能力的纵腾网络、乐歌、大健云仓、华贸物流等。航运船舶：长周期向上，中周期衰退预期改善。船舶板块已进入左侧布局区间，关注订单对应利润与当前市值接近的...
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