本周关注:航运方面,关注OPEC+增产计划;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:本周航运整体景气偏弱,关注OPEC+增产计划。集运相关航线运价小幅下跌,中美经贸会谈基本符合预期,但未有更多实质性良好进展。油运,OPEC+ 预计9 月增产54.8 万桶/天,美国持续加大对伊朗制裁,...
Source Link本周关注:航运方面,关注OPEC+增产计划;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:本周航运整体景气偏弱,关注OPEC+增产计划。集运相关航线运价小幅下跌,中美经贸会谈基本符合预期,但未有更多实质性良好进展。油运,OPEC+ 预计9 月增产54.8 万桶/天,美国持续加大对伊朗制裁,...
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