本期投资提示:关注长和集团化折价修复,屈臣氏分拆+码头出售。《华尔街日报》报道长和计划分拆屈臣氏在香港 + 伦敦双重上市、募资约 20 亿美元、目标 2026 年上半年启动。屈臣氏在东欧、东南亚等新兴市场增速较高,受益于波兰、菲律宾等消费复苏与健康意识提升驱动增长。VLCC 一年期期租租金上涨至58000 美元/天。把握市场提前交易运价季节性回落带来的机会。继续推荐招商轮船,中远海能H,关注...
Source Link本期投资提示:关注长和集团化折价修复,屈臣氏分拆+码头出售。《华尔街日报》报道长和计划分拆屈臣氏在香港 + 伦敦双重上市、募资约 20 亿美元、目标 2026 年上半年启动。屈臣氏在东欧、东南亚等新兴市场增速较高,受益于波兰、菲律宾等消费复苏与健康意识提升驱动增长。VLCC 一年期期租租金上涨至58000 美元/天。把握市场提前交易运价季节性回落带来的机会。继续推荐招商轮船,中远海能H,关注...
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