本周关注:航运方面,本周干散货市场景气度提升;基础设施方面,关注港股红利配置价值;航空方面,关注25-26 年行业基本面上行趋势及市值弹性;快递方面,关注25 年价格竞争情况和行业估值修复潜力。航运:集运美线运价触底小幅修复,干散巴拿马船型运价上行。集运,美线目前运力有所裁撤,运价触底回升;欧线运价稳定;东南亚线保持稳定。仍需关注美国与其余国家贸易协议进展。油运,OPEC+加大增产,Q3 实际货盘...
Source Link本周关注:航运方面,本周干散货市场景气度提升;基础设施方面,关注港股红利配置价值;航空方面,关注25-26 年行业基本面上行趋势及市值弹性;快递方面,关注25 年价格竞争情况和行业估值修复潜力。航运:集运美线运价触底小幅修复,干散巴拿马船型运价上行。集运,美线目前运力有所裁撤,运价触底回升;欧线运价稳定;东南亚线保持稳定。仍需关注美国与其余国家贸易协议进展。油运,OPEC+加大增产,Q3 实际货盘...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.