智通财经APP获悉，高盛发布研报称，展望明年中国航空公司将迎来更高的国际旅游需求，更多国家对中国旅客实施免签政策，加上机位供应短缺的情况或持续，预期机票价格有进一步上行空间，此受国际旅客流量预测上调所驱动，原因包括中国出口活动改善、更多国家对中国旅客实施免签政策，料可推动航空股2027年股本回报率达到达到22%。该行指出，虽然与日本相关旅游风险仍值得关注，但目前继续对航空股持有正面看法。考虑到中国国航(00753)表现强劲，高盛重点推荐国航H股及A股，评级“买入”。
其他交通板块方面，高盛表示对原油油轮公司维持乐观看法，预期在2026年的持续上行周期中，现货运价可进一步上涨，认为中远海能(01138)因其对原油油轮及中国进口业务的较高敞口而受益，同样给予“买入”评级。至于集装箱航运公司，高盛转为看淡，指出今年新船订单高于预期，推动订单对现有运力占比达到33%，或带来更深且更长的下行周期。该行予中远海控(01919)评级沽售。
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