本期投资提示:反内卷驱动快递旺季涨价行情提前,此轮持续性有望超预期。国家邮政局周二召开反内卷会议,部署行业高质量发展,主要产粮区广东应声响应,显示消灭价格洼地决心。后续有望形成区域联动,按目前态势判断,持续性或超预期。8-9 月为淡旺季交接,切换旺季后价格易涨难跌,看好此轮电商快递盈利、估值修复行情,推荐弹性较大的申通快递、竞争力持续提升的圆通速递,重点关注极兔速递、中通快递、韵达股份。7 月中国...
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.