中银证券(601696)近日发布交通运输行业2026年年度策略:国内CPI及PPI等价格指数有所回暖,海外美联储仍处于降息周期。行业层面,随着“反内卷”的持续推进,快递行业的价格跌幅有所收窄,航空票价亦有所修复,油运散运运价持续走高,大宗供应链企业盈利有所改善。以下为研究报告摘要:我们通过自上而下的分析框架总结出两条投资主线。宏观层面,国内CPI及PPI等价格指数有所回暖,海外美联储仍处于降息周期...
Source Link中银证券(601696)近日发布交通运输行业2026年年度策略:国内CPI及PPI等价格指数有所回暖,海外美联储仍处于降息周期。行业层面,随着“反内卷”的持续推进,快递行业的价格跌幅有所收窄,航空票价亦有所修复,油运散运运价持续走高,大宗供应链企业盈利有所改善。以下为研究报告摘要:我们通过自上而下的分析框架总结出两条投资主线。宏观层面,国内CPI及PPI等价格指数有所回暖,海外美联储仍处于降息周期...
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