国航、东航、中远海控等:2026年运输前景有别

和讯网
Dec 19

【高盛发布2026年全球运输行业前景研究报告】12月19日,高盛发表研究报告,展望2026年全球运输行业前景。在航空业,该行预计国际需求上升、供应限制持续,将使航空公司2027年股本回报率达22%,超行业周期平均。虽上半年需关注日本相关风险,但仍看好航空股,预期机票价格有上行空间,首选国航H股及东航A股。集装箱船运方面,供应恢复使高盛转趋谨慎,行业利润率将压缩。今年新船订单高于预期,订单占现有运力...

Source Link

Disclaimer: 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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10