美联储于当地时间10月29日再次宣布降息25个基点,这是其自2024年9月开启降息周期以来第五次降息。对于高度依赖资本运作的飞机租赁行业而言,降息周期无疑打开了融资环境的机遇窗口,并可能驱动全行业迎来价值重估。在这一宏观契机下,此前中国飞机租赁(01848.HK)就以其稳健的2025中期业绩成绩单,获得包括中金、星展等多家内外资券商的看好。接下来不妨就此探讨其机会所在。1、财务优化:把握降息周期,...
Source Link美联储于当地时间10月29日再次宣布降息25个基点,这是其自2024年9月开启降息周期以来第五次降息。对于高度依赖资本运作的飞机租赁行业而言,降息周期无疑打开了融资环境的机遇窗口,并可能驱动全行业迎来价值重估。在这一宏观契机下,此前中国飞机租赁(01848.HK)就以其稳健的2025中期业绩成绩单,获得包括中金、星展等多家内外资券商的看好。接下来不妨就此探讨其机会所在。1、财务优化:把握降息周期,...
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.