作者：王春环、孙修远、肖欣晨、刘若琮、张瑜玲本周关注：航运方面，关注油运边际改善；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：短期供需紧张，油运市场高景气将持续到10月。集运方面，因临近国庆，货量减弱，本周美西运价报价回落；预计欧美干线市场国庆节期间运价较低，10月中下旬有望反弹。油轮方面，...
Source Link作者：王春环、孙修远、肖欣晨、刘若琮、张瑜玲本周关注：航运方面，关注油运边际改善；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：短期供需紧张，油运市场高景气将持续到10月。集运方面，因临近国庆，货量减弱，本周美西运价报价回落；预计欧美干线市场国庆节期间运价较低，10月中下旬有望反弹。油轮方面，...
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.