《大行》高盛对明年航运及油轮业持乐观态度 对集装箱船运较谨慎

阿斯达克财经
Dec 19, 2025

高盛就2026年全球运输行业前景发表研究报告。航空业方面,该行料国际需求上升而供应限制持续,将推动航空公司2027年股本回报率(ROE)达22%,超过行业周期平均水平。虽然上半年需要关注与日本相关的风险,但该行对航空股仍持正面看法,同时预期机票价格有进一步上行空间;首选国航H股(00753.HK) 及东航A股(600115.SH) 。集装箱船运方面,供应恢复令该行转趋更谨慎,行业利润率将压缩。报告...

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