智通财经APP获悉，国泰海通发布研报称，维持航空油运“增持”评级。航空业重视长逻辑，该行预计Q2航司盈利同比改善确定。暑运迎首个客流高峰，该行预计供需乐观，票价盈利同比上升可期。建议把握油价波动布局长逻辑。油运方面，该行预计Q2业绩同比压力将明显改善。OPEC+8月将继续加速增产，下半年原油增产效应或逐步体现，油运需求增长与景气表现可期，且具油价下跌期权。此外，该行预计高速公路行业通行需求韧性持续...
Source Link智通财经APP获悉，国泰海通发布研报称，维持航空油运“增持”评级。航空业重视长逻辑，该行预计Q2航司盈利同比改善确定。暑运迎首个客流高峰，该行预计供需乐观，票价盈利同比上升可期。建议把握油价波动布局长逻辑。油运方面，该行预计Q2业绩同比压力将明显改善。OPEC+8月将继续加速增产，下半年原油增产效应或逐步体现，油运需求增长与景气表现可期，且具油价下跌期权。此外，该行预计高速公路行业通行需求韧性持续...
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